Acme Inc.

Client Intake

  1. Instructions

    1. Instructions

  2. Basic Information

    1. *Full Name

    2. *Company/Organization Name

    3. *Position/Title

    4. *Date

    5. Company Website

  3. Contact Information

    1. *Email Address

    2. Phone Number

    3. *Preferred Contact Method

    4. *Mailing Address

    5. Time Zone

  4. Project Overview

    1. *Project Name/Title

    2. *Project Description

    3. *Budget Range

    4. *Timeline/Deadlines

    5. *Project Stakeholders

    6. Preferred Project Start Date

    7. Key Success Metrics

    8. Goals

    9. Challenges/Concerns

  5. Additional Information

    1. How Did You Hear About Us?

    2. Any Additional Notes

Client Intake


Client Intake

Acme Inc.



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Instructions

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*Response requiredFull Name

*Response requiredCompany/Organization Name

For B2B clients or those representing an organization.

*Response requiredPosition/Title

*Response requiredDate

Record the date of intake for future reference.

Company Website

Phone Number

For direct calls or urgent communication.

+31

*Response requiredPreferred Contact Method

  • Phone Call

  • Email

  • Text

  • Messaging App (WhatsApp/Slack, etc.)

  • Any

*Response requiredMailing Address

Please provide us with the full address your company operates from.

Time Zone

For scheduling meetings across different time zones.

*Response requiredProject Name/Title

*Response requiredProject Description

A general description of the project, including objectives and goals.

*Response requiredBudget Range

*Response requiredTimeline/Deadlines

*Response requiredProject Stakeholders

Key decision-makers or team members involved in the project.

Preferred Project Start Date

Key Success Metrics

Define what success looks like (KPIs, etc.).

Goals

Define what success looks like (deliverables, etc.).

Challenges/Concerns

Identify any pre-existing concerns or project constraints.

How Did You Hear About Us?

Any Additional Notes