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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?
*
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)
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)
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)
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?
*
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)
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)
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
Submit