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Business Intake Form
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Business Questionnaire Intake
Step
1
of
5
20%
Client Information
Name
(Required)
First
Last
Email
(Required)
Enter Email
Confirm Email
Preferred Method of Contact
Email
Phone
Text
How did you hear about us?
Referral
Social Media
Online Search
Other
Other
Planning Phase
Do you already have a business name?
Yes
No
Do you need assistance creating a mission and vision statement?
Yes
No
Do you need help validating your business idea?
Yes
No
Do you need help with any of the following? (Select all that apply)
Business goals definition
Competitor analysis
Funding options and investor pitch deck creation
Operational plan development
Other
Other
What makes your business unique? (Select all that apply)
Affordable prices
Exceptional customer service
Innovative products/services
Premium quality
Sustainability/eco-conscious practices
Other
Other
Do you already have a business plan?
Yes
No
Who are your competitors, and what do you admire or dislike about them?
Formation Phase
What type of business structure do you need?
Corporation (Filing and registration)
LLC (Filing and registration )
Nonprofit (Setup assistance )
Partnership (Setup assistance )
Sole Proprietorship (Setup assistance)
Other
Other
Do you need help with any of the following? (Select all that apply)
Annual reporting and compliance
Beneficial Ownership Information (BOI) compliance (FinCEN registration and filing )
Business license application
Client service agreements
EIN application
FinCEN number setup assistance
Insurance policies (Consultation and setup )
Lease agreements
Name availability search
NDAs and confidentiality agreements
Operating agreement or bylaws
Partnership agreement
Permits and licenses
Tax Identification Number (TIN)
Trademark registration
Vendor contracts
Other
Other
HR and Operational Services
(Set up the foundational components of your team and workplace.)
Do you need help with any of the following? (Select all that apply)
Compliance with employment laws
Conflict resolution and mediation
Customer Relationship Management (CRM) system setup )
Employee benefits setup
Employee handbook creation
Lease agreement review and setup
Onboarding and training programs
Payroll setup
Point of Sale (POS) system setup
Recruitment and hiring support
HR policy documentation
Other
Other
Would you like assistance with standard operating procedures (SOPs)?
Yes
No
Financial Setup (Banking, Payments, and Compliance)
Do you need assistance setting up a business bank account?
Yes
No
Do you need assistance with a business credit card?
Yes
No
Do you need assistance setting up payment methods?
Yes
No
Payment Platforms Supported:
Apple Pay
Cash App
Google Pay
PayPal
Venmo
Zelle
Other
Other
Do you need QR codes for payment or marketing?
Yes
No
Branding Phase
Do you need a logo?
Yes
No
Do you need additional branding materials? (Select all that apply)
Advanced logo design options (Animated )
Apparel or merchandise design
Branded templates
Brochures/Flyers
Business cards
Custom illustrations or mascots
Letterheads and stationery
Packaging design
Signage and outdoor advertising designs
Social media templates
Other
Other
Would you like a brand style guide?
Yes
No
Do you need assistance with any of the following? (Select all that apply)
Brand story development
Color palette and typography selection
Event branding materials (e.g., banners, booth designs, stage backdrops)
Tagline or slogan creation
Voice and tone development
Other
Other
Do you need a brand audit to evaluate your existing branding?
Yes
No
Do you need custom website branding elements (e.g., icons, illustrations)?
Yes
No
Do you need professional photo or video branding? (Select all that apply)
Product photography
Team headshots
Branded video content
Other
Other
Web Development Phase
Do you need assistance with domain registration and hosting? (Select all that apply)
Domain registration
Web hosting
What type of website do you need?
E-commerce - E-commerce websites are designed for online sales. They include product catalogs, shopping carts, payment processing, and inventory tracking
Informational - Informational websites provide details about a business, product, or service without transactional capabilities. They include basic pages like About, Services, and Contact.
Portfolio - Portfolio websites showcase creative work, projects, or achievements. They are often used by artists, designers, freelancers, and agencies.
Do you need Search Engine Optimization (SEO) services for your website? (Search Engine Optimization (SEO) includes keyword research, on-page optimization, and technical improvements to enhance visibility on search engines.)
Yes
No
Would you like advanced analytics tools integrated into your website? (Select all that apply)
Google Analytics
Heatmaps
Conversion tracking setup
Other
Other
Do you need custom website features or integrations? (Select all that apply)
Booking system
Membership platform
Integration with external tools (e.g., CRM, ERP)
Inventory
Scheduling system
Other
Other
Do you need multi-language or localization features for your website?
Yes
No
Do you need mobile optimization for your website?
Yes
No
Would you like website maintenance services?
Yes
No
Do you need CMS setup and training? (e.g., WordPress setup and tutorials) (A Content Management System (CMS) is software that allows you to manage your website content without advanced coding skills. It helps you update pages, post blogs, and modify designs easily.)
Yes
No
Do you need branded email setup and hosting? (Select all that apply)
Yes
No
Do you want your website to meet accessibility standards (ADA/WCAG)? (Includes features like alt text, keyboard navigation, and color contrast adjustments.)
Yes
No
Do you need custom landing pages or campaign-specific pages?
Yes
No
Would you like advanced security features for your website? (Select all that apply)
SSL certificate installation
Malware scanning and removal
Advanced firewalls
Security compliance audit
Other
Other
Marketing Phase
Do you need help with public relations (PR)?
Yes
No
Do you need assistance with any of the following? (Select all that apply)
Affiliate marketing programs
Brand awareness campaigns
Blog and content strategy plan
Content creation
Creative design for marketing materials
Customer journey mapping
E-commerce marketing
Event marketing and promotion
Hashtag research
Influencer marketing strategies
Marketing analytics and performance tracking
Paid advertising campaigns
Podcast or audio advertisements
Reputation management
Seasonal campaigns or promotions
Search engine marketing (SEM)
Social media branding kit
Social media management
Other
Other
Do you need help developing a marketing strategy?
Yes
No
Do you need assistance with email marketing campaigns?
Yes
No
Do you need video content creation for marketing?
Yes
No
Do you need help running A/B tests for your campaigns?
Yes
No
Do you need help conducting market research for your marketing strategies?
Yes
No
Do you need help optimizing your website’s conversion rates?
Yes
No
Do you need competitor performance analysis for your marketing campaigns?
Yes
No
Social Media Management, Creation, and Content
Do you need help with social media account setup? (Select all that apply)
BlueSky
Facebook
Instagram
LinkedIn
Pinterest
Snapchat
Threads
Tumblr
TikTok
WhatsApp Business
X (formerly Twitter)
YouTube
Other
Other
Do you need assistance with social media branding kits? (Includes templates, highlight covers, and story designs.)
Yes
No
Do you need social media management services?
Yes
No
Do you need help with content creation for social media? (Select all that apply)
Blog posts
Carousel posts
Infographics
Reels/Short videos
Static image posts
Other
Other
Do you need help creating a social media content strategy?
Yes
No
Do you need assistance with social media engagement? (Includes responding to comments, direct messages, and community building.)
Yes
No
Do you need influencer marketing services?
Yes
No
Would you like help with hashtag research?
Yes
No
Do you need advanced social media analytics and reporting?
Yes
No
Do you need assistance running paid ad campaigns on social media? (Select all that apply)
Facebook Ads
Instagram Ads
LinkedIn Ads
TikTok Ads
X (formerly Twitter)
Pinterest Ads
Other
Other
Do you need video content creation for social media?
Yes
No
Do you need help setting up or optimizing social media profiles? (Select all that apply)
Profile photo and banner design
Bio and about section optimization
Link-in-bio landing page setup
Other
Other
Do you need social media crisis management services? (Handling public relations issues or negative reviews online.)
Yes
No
Financial and Operational Services
Do you need help with any of the following? (Select all that apply)
Accounting system setup
Budget and cash flow planning
Business credit building
Customer Relationship Management (CRM) system setup
Debt management and loan restructuring
Grant or funding application support
Inventory management system setup
Profitability analysis
Tax preparation and filing support
Vendor contract drafting and review
Other
Other
Do you need assistance with operational documentation? (Select all that apply)
Employee onboarding materials
Standard Operating Procedures (SOPs)
Workflow optimization plans
Other
Other
Do you need help with any of the following operational services? (Select all that apply)
Automation of business processes
Customer experience (CX) auditing
Lease agreement review and setup
Point of Sale (POS) system setup
Supply chain and logistics consulting
Other
Other
Do you need help setting up business insurance policies?
Yes
No
Do you need assistance with regulatory compliance or audits? (Select all that apply)
Data privacy compliance
Permits and licenses
Regulatory compliance audits
Other
Other
Do you need assistance with financial reporting and analysis?
Yes
No
Do you need help developing an expansion strategy?
Yes
No
Final Details
Would you like a consultation session to discuss your business needs?
Yes
No
What is your budget? (Optional backend calculation based on selected services)
When do you need your project completed?
Do you have additional deadlines or launches to consider?
Would you like a project timeline or roadmap?
Yes
No
Do you have specific milestones or goals for this project? (Select all that apply)
Launching a new product or service
Meeting a seasonal demand
Rebranding or pivoting the business
Expanding into new markets
Other
Other
Do you need help identifying additional opportunities or challenges for your business?
Yes
No
Would you like to provide feedback after project completion?
Yes
No
Would you like a follow-up session after project completion?
Yes
No
Do you need post-project support or maintenance? (Select all that apply)
Ongoing business consulting
Periodic updates to deliverables
Monitoring and analytics reports
Other
Other
Do you need help creating a risk management or contingency plan?
Yes
No
Would you like additional resources for self-management? (Select all that apply)
Business planning templates
Marketing campaign templates
Budget tracking spreadsheets
Other
Other
Do you need any custom deliverables not listed above?
Competition Terms and Conditions
(Required)
Terms and conditions placeholder.
I agree to the competition terms and conditions.
