Client Intake Form

Contact Information

First name

Last name

Company name

Website link

Social Media link #1

Social Media link #2

About Your Business

Tell me about your business or business idea. (What do you do? What inspired you to start?)

How long have you been in business?

Just starting out

Less than 1 year

1–3 years

3+ years

What product(s) or service(s) do you offer?

Who is your ideal client or customer?

What are 2–3 things that make your business unique or meaningful to you?

Current Challenges

What challenges or roadblocks are you currently facing in your business? (Examples: marketing, confidence, clarity, growth, pricing, time management)

Have you worked with a coach or consultant before? If so, what was your experience like?

Goals & Growth

What are your top 3 goals for the next 3–6 months in your business?

What would make our session(s) feel like a success to you?

Are there any specific topics you'd like to cover during our time together? (e.g., marketing plan, brand messaging, website feedback, content creation, etc.)

Anything else?

Is there anything else you’d like me to know about you or your business? (This could be your story, your values, or something on your heart.)

Thank you for sharing your story with me—I can’t wait to dive in and support you on your journey.