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Clear & Simple Co. Intake Form

Section 1: Basic Information

Your full name

*

Your business name

*

Website (if applicable)

What type of business do you run?

*

Section 2: Current Operations

Which best describes your current stage?

*

Which best describes your current stage?

A

I'm a solo operator

B

I have a small team (2–5 people)

C

I have a growing team (6+ people)

Where is most of your business information currently stored?

*

(select all that apply)

Where is most of your business information currently stored?

Google Drive / Dropbox

Spreadsheets

Email

Mostly in my head

Other

What tools do you currently use to run your business?

*

Section 3: What’s happening operationally right now?

Which areas feel the least organized or most inconsistent?

*

(select all that apply)

Which areas feel the least organized or most inconsistent?

Scheduling / calendar management

Client onboarding or offboarding

File or document organization

Internal processes / SOPs

Communication between tools or systems

General backend organization

I’m not sure. Everything feels scattered.

What is currently taking more time or energy than it should?

*

If you had to describe your backend in one sentence, what would it be?

*

Section 4: Support Needs

What are you hoping support would help you do?

*

(select all that apply)

What are you hoping support would help you do?

Organize existing systems and files

Document or create clearer processes (SOPs)

Improve workflow consistency

Handle scheduling or administrative coordination

Maintain and clean up backend operations

I’m not sure yet

Is this something you need ongoing support for, or a one-time cleanup?

*

Is this something you need ongoing support for, or a one-time cleanup?

A

Ongoing support

B

One-time cleanup

C

Not sure yet

Section 5: Scope Alignment

Which of the following do you need support with?

*

(select all that apply)

Which of the following do you need support with?

Backend organization and operational support

Administrative coordination and scheduling

Systems documentation and workflow refinement

Which of the following are NOT part of what you’re looking for?

*

(select all that apply)

Which of the following are NOT part of what you’re looking for?

Content creation (social media posts, captions, graphics, video)

Marketing strategy or brand development

Social media management or engagement

Sales communication or customer quoting

Live/real-time daily assistance