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Enoch Consulting Universal Client Intake Form
SECTION I : Identity Verification
Full Name
*
Preferred Alias / Professional Name
Email
*
Phone
*
Website/Portfolio
City, State/Country
*
Section II: Your Mission
What are your current primary business ventures or areas of focus?
*
What do you believe is the single biggest obstacle you’re facing?
*
What outcome would make our collaboration a success in your eyes?
*
How did you hear about Enoch Consulting? (Referral? Organic reach? Operator Circle?)
*
Section III: Financial and Strategic Profile
Estimated Monthly revenue
*
Estimated Monthly revenue
A
Under $5K
B
$5K-$25K
C
$25K-$100K
D
$100K+
E
Pre-revenue/ Startup Phase
Are you working with a trust, holding company or private wealth structure?
*
Are you working with a trust, holding company or private wealth structure?
A
Yes
B
No
C
Not yet, But interested
Do you currently operate under any LLCs, Corps, or structures entities?
*
Do you currently operate under any LLCs, Corps, or structures entities?
A
yes
B
No
Section IV: Operational Intelligence
Which services are you seeking? ( Check all that apply )
*
Which services are you seeking? ( Check all that apply )
Brand Strategy & Identity
Legal Structure & Trust Formation
Business Model Engineering
Ghost Infrastructure/ Privacy Strategy
Operational Systems ( Internal SOPs, Client Onboarding, Etc. )
Market Positioning / High-Value Lead Acquisition
Other (Specify)
Do you already have:
A Website?
*
A Website?
A
Yes
B
No
A CRM or intake process?
*
A CRM or intake process?
A
Yes
B
No
Any digital products or courses?
*
Any digital products or courses?
A
Yes
B
No
Section V: Mindset & Operator Readiness
Answer honestly. There's no wrong answer- only alignment.
Do you believe in strategic silence and stealth wealth?
*
Do you believe in strategic silence and stealth wealth?
A
Yes
B
Somewhat
C
No, I prefer full visibility
What's your relationship to risk?
*
What's your relationship to risk?
A
Cautious
B
Calculated Gambler
C
All-in Operator
How coachable are you ?
*
How coachable are you ?
0
1
2
3
4
5
6
7
8
9
10
How available are you to execute recommendations (hours/week) ?
*
Section VI: Access Request
Are you applying for regular consulting or Elite-Level Operator services?
*
Are you applying for regular consulting or Elite-Level Operator services?
A
Regular Consulting
B
Operator Tier ( high-touch, bespoke systems, legacy strategies)
Do you wish to receive a proposal or continue with a live Strategy Consultation?
*
Do you wish to receive a proposal or continue with a live Strategy Consultation?
A
Written Proposal
B
Book a Strategy Call (Fees apply)
C
Still deciding
Final Question
Why Enoch? Why Now?
*
Submit
