Business Consulting Client Intake Form

Information you will need

• Do you want to upload the Clinic's logo? af image
• What's the company's website?
• What's the company's phone number?
• What’s your fax number?
• What's your e mail address?
• What's your printed name?
• CLIENT ONLY: What’s your name?
• What's the company’s name?
• What's the company's mailing address?
• What does your company do?
• How long have you been in operation?
• What are the company’s short term financial goals?
• Who's your typical or ideal customer?
• Why do you need a consultant and what results are you looking for?
• Are there any deadlines?
• Does your company need help with start up planning?
• Does your company need help with business planning?
• Does your company need help with accounting or financial analysis?
• Does your company need help with growing the business?
• Does your company need help with market strategy or research?
• Does your company need an operations manager?
• Does your company need help overcoming a specific problem?
• Does your company need help with promotion or advertising planning?
• Does your company need help with HR management?

…and 10 more fields in the PDF.

Completed by the client and the customer.

The form includes 1 signature line, a notary acknowledgment.