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Client Intake Form

Please complete the form below to help us tailor your experience and deliver the maximum value during your session

Your Full Name:

Business Name:

Website or Social Media Handle (if any):

Email Address:

Phone Number:

What is your current business stage? (Idea / Startup / Growth / Established

Briefly describe your business, what you do, and who your customers are:

What are your top 3 business challenges right now?

What is your current monthly revenue (optional, but helpful)?

What is your approximate training/coaching budget?

Who are your top 3 competitors?

Have you taken any business coaching or training before? If yes, please describe.

Is there anything you want me to know before we start working together?