Client Introduction

Congratulations on owning your own business, its certainly no easy feat! We want to know more about you and your business and this form will help us understand where we might be of assistance and better prepare for our introduction call. Please take a few minutes and provide as much information as you can. We look forward to connecting with you soon!

First Name

Last Name

Tell us about your business. What services/ products do you sell?

Email Address

Business Name

What is the status of the business? (Startup/ Established/ Reorganizing/etc.)

Your Position

Contact Phone Number

What is the best time to contact you?

Morning

Afternoon

Evening

Anytime

What are the core values of the business?

What does success for the business look like? What is the end goal?

How many people currently work for the business? (Please include partners and non-payroll personnel

Do you currently have marketing material? (Logo, website, social media, digital busiess cards, etc) If so, what is the websites address?

What is the organizational structure? (Board of Directors, partners, shareholders, investors, managers, superviors, etc)

Did we leave anything out? Please add any other information we should know about your business here.

Client IntroductionClient Introduction