Client Intake Form — Automate and Elevate

01

Business Basics

Tell me who you are

Your Name *

Business Name *

Email Address *

Phone Number (optional)

Business Type *

Website URL (if you have one)

How many clients/customers do you serve per week? *

02

Tools You Currently Use

Check all that apply — none is fine too

Email Provider *

Business Tools (select all that apply)

How do clients currently book or contact you? *

03

Your Biggest Pain Points

This is the most important section

What tasks feel repetitive or time-wasting every week? *

Appointment reminders

Following up with leads

Requesting Google reviews

Answering the same FAQs

Scheduling / rescheduling

Tracking clients / contacts

Sending invoices

Social media posting

Describe your biggest frustration in your own words *

0/500

What would saving 5 hours a week mean for your business?

04

Goals & Budget

Helps me recommend the right package

What's your primary goal? *

Save time on admin

Get more leads

Reduce no-shows

More Google reviews

All of the above

Monthly budget for automation tools *

These are the tools I'd set up for you (Zapier, HubSpot, etc.) — not my fee

$0 — free only

$20–50/mo

$50–100/mo

$100+/mo

How comfortable are you with technology? *

Not at all

Somewhat

Comfortable

Very comfortable

05

Anything Else?

Optional but helpful

How did you hear about Automate & Elevate?

Anything else you want me to know before our call?

Tell me about
your business

You're all set!

Tell me aboutyour business

You're all set!

Tell me about
your business