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Client Intake

New Client

Business Intake Form

Please fill out each section as completely as possible.

1.Basic Information

First and Last Name*

Business/ Brand name

Phone

Email

Website

Social Media handles (Names)

2.Business Overview

What type of business are you starting? (You can choose more than one)

Podcast

Books (e-books)

Online Sales

Consulting/ Counseling

Events

Organization

Church plant/ Ministry development

Other

Briefly describe your business:

What problem does your business/ brand solve?

What services do you plan to offer?

What service do you want to focus on first?

Do you currently have a registered business?

Yes

No

If Yes, What type? LLC, Sole Proprietor, Non, Profit, Corporation?

Do you have: (If no, do not select)

Business Bank Account

Business Email

Business Insurance

A fully written business plan

3.Target Audience

Who is your ideal client?

Age range of your target audience?

What challenges do they face?

What will your business help them achieve?

Are your services for:

Individuals

Families

Certain gender

Certain Age

Everyone

4.Brand Identity

Do you currently have:

Logo

Brand Colors

Brand Fonts

Professional Photos

Please upload Logo, professional photos etc. below, if you have them.

List your brands colors (if you can find the specific hue or color number, please add below or upload a picture of them above) 2 colors minimum- 4 max.

How would you describe your brand personality?

Professional

Luxury

Motivational

Spiritual

Corporate

Modern

Community focused

Do you have a brand slogan or tagline?

List 3 brands you admire ?

5.Choose your path:

Answer the paths that you are ready to begin.

Podcast

Podcast name(if different from the business name above)

What's it about in one sentence?

Solo, interviews, co-host, or panel?

How long will episodes be? (15 / 30 / 45 / 60 min)

How often will you release? (Weekly / Biweekly / Monthly)

Audio only or audio + video?

Will you have guests?

What do you want listeners to walk away feeling or doing?

Books and E- books

Have you started writing, if so what is the title?

What's the book about in one sentence?

Who is it written for?

Digital, printed, or both?

Where are you in the process? (Idea, outline, drafting, done)

Where do you plan to sell or share it?

Online Sales

What do you sell or plan to sell?

Physical products, digital products, courses, or a mix?

Where do you plan to sell? (Website, Etsy, Amazon, social, etc.)

Who is your ideal customer?

What's your monthly revenue goal?

Ministry/ Church plant/ development OR Non Profit

What is the name of your ministry or church plant?

What is your mission in one sentence?

Who are you called to reach?

How will you gather? (In-person, online, home groups, outreach)

What is your theological or denominational foundation? (Only Answer for ministry plant or development)

Short answer

Do you have a team or leadership in place?

What does a thriving ministry look like for you in 3 years?

Are you 501(c)(3) registered, in process, or not yet?

How do you plan to fund the work? (Donations, grants, events, sponsors)- Only answer for Non Profit

What programs, services or departments will you offer?

Other business

Describe what you are building in your own words.

Who does it serve?

What problem does it solve or need does it meet?

What would you need the most help with?

6.Online Presence

Choose platforms that you use or would like to use for your business/brand

Tag picker

Instagram

Youtube

TikTok

Facebook

Do you want a website?

Yes

No

Not sure

Do you have an email list?

Yes

No

7.What is your budget?

Branding Budget

Website Budget

Business Development (Books, Online Sales, Podcast etc.) start up Budget

8.Vision

Where Do You See This Business in 1 Year?

What Impact Do You Want to Make?

What Does Success Look Like for This Brand?

Thank you for completing this intake form. Please make sure all relevant details are fully filled out. If any required information is missing, you may be asked to complete and submit a new form.

**Please note a deposit may be required to begin services. Once your submission has been reviewed, Elizabeth will respond within 24-48 hours.

Home
Wealth and Finance
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Client Intake

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