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Client Intake Form

Thank you for your interest in PillarPath. This intake form helps us understand your business, challenges, and goals so we can design an AI strategy tailored to you. Please answer honestly and thoroughly, it allows us to serve you at the highest level. Once submitted, we’ll review your information and reach out within 24–48 hours to schedule your strategy call.

Full Name

*

Business Name (if applicable)

Email Address

*

Phone Number

What type of Business do you run?

*

What type of Business do you run?

A

Real Estate

B

Service-based Business

C

E-commerce / Retail

D

Consulting / Coaching

E

Local Business

F

Other (please specify)

*

How many people are currently on your team?

*

How many people are currently on your team?

A

Just me

B

2–5

C

6–10

D

11–50

E

50+

What’s your average monthly revenue range?

*

What’s your average monthly revenue range?

A

Less than $10,000

B

$10,000–$50,000

C

$50,000–$100,000

D

$100,000+

E

Would Not Like to Specify

What is your biggest challenge right now

*

What areas do you want AI to improve in your business?

*

Select all that apply

What areas do you want AI to improve in your business?

Save time / automation

Customer experience / personalization

Marketing & sales systems

Data / reporting clarity

Cutting costs / efficiency

Other (please specify)

What’s your primary goal for the next 6–12 months?

*

Anything else you'd like us to know about your business?

*

Anything else you'd like us to know about your business?

A

Yes

B

No

Consent / Agreement

*

Consent / Agreement

I understand this form is not a guarantee of services. PillarPath will review my intake and follow up to schedule a strategy call if there’s a fit.