New Client Worksheet

This worksheet will answer the most common questions asked when beginning our new relationship. While many answers are optional, adding as much detail as possible to your answers will improve the effectiveness of this process.

Name*
First Last
Email*
Enter Email Confirm Email
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Website
Who you are
How would you describe your business, services and/or products?
Who I am
Where do I fit in to help meet your goals? What is your desired role for me?
What the project is*
What is the project scope, goals, and description? What does success look like?
What is the budget*
What is your ballpark budget of funds allocated to this project?
What is the deadline
Do you have a deadline you are trying to meet?
Date Format: MM slash DD slash YYYY
What is the relationship
What type of working relationship do you desire?
- Single project
- Long term multiple projects
- Retainer or employee
Anything Else
What would you like me to know that was not covered by other questions?
I consent to my submitted data being collected and stored*
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