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Client Discovery Form
Full Name
*
Email Address
*
Phone Number
*
Business Name (or desired name)
*
Business Website/Links
Your Industry
What best describes what stage your business is in?
*
What are the areas of support you are interested in?
*
What are the areas of support you are interested in?
Formation
Compliance
Systems
Operations
Executive Support
Branding and Logo
Website Creation
Digital Setup
Social Media Management and Marketing
Growth and Credibility
Strategies
Not Sure Yet
Tell us what you want to achieve in the next six months.
*
What challenges or roadblocks are you currently facing?
*
What timeline are you hoping for solutions or support?
*
What timeline are you hoping for solutions or support?
A
Immediately
B
Within Thirty Days
C
This Quarter
D
Within Six Months
E
Planning Ahead
F
Not Sure
What is your preferred support style?
*
What is your preferred support style?
Done For You
Done With You
Guided Education
Not Sure
What is your investment comfort at this stage
*
What is your investment comfort at this stage
A
I need a starter solutions.
B
I am prepared to invest in full scale development.
C
I am exploring options.
Is there anything you want us to know or review before your consultation?
Submit
