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Client Services Form
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GENERAL INFORMATION
GENERAL INFORMATION
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Full Name
Full Name
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Date
Date
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Full Home Address
Full Home Address
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Phone Number
Phone Number
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Number
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Email Address
Email Address
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Preferred Method of Contact
Preferred Method of Contact
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General Correspondence
General Correspondence
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Business Name
Business Name
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Business Name Proposed or Established
Business Name Proposed or Established
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Established
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CORPORATE ADVISORY SERVICES
CORPORATE ADVISORY SERVICES
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Estimated Budget for Department Services (Range)
Estimated Budget for Department Services (Range)
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Corporate Advising
Corporate Advising
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Corporate State Registration (New Entity)
Corporate State Registration (New Entity)
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Legal Documents-Service Contracts, Operating Agreements, Estate Documents
Legal Documents-Service Contracts, Operating Agreements, Estate Documents
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Business Coaching/Mentorship
Business Coaching/Mentorship
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BOOKKEEPING & TAX SERVICES
BOOKKEEPING & TAX SERVICES
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Estimated Budget for Department Services (Range)
Estimated Budget for Department Services (Range)
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Short answer
Paragraph
Multiple choice
Checkboxes
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Date
Time
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Bookkeeping Set Up
Bookkeeping Set Up
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Bookkeeping Management (Existing)
Bookkeeping Management (Existing)
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Tax Preparation Planning/Coordination
Tax Preparation Planning/Coordination
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Time
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CREATIVE SERVICES
CREATIVE SERVICES
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Estimated Budget for Deparment Services (Range)
Estimated Budget for Deparment Services (Range)
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Time
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Logo Illustration
Logo Illustration
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Branding/General Graphic Design
Branding/General Graphic Design
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Photography/Videography
Photography/Videography
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MARKETING SERVICES
MARKETING SERVICES
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Estimated Budget for Department Services (Range)
Estimated Budget for Department Services (Range)
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Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Multiple choice grid
Checkbox grid
Date
Time
Answer key
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Website & Hosting Development
Website & Hosting Development
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Time
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Website & Hosting Management (Existing)
Website & Hosting Management (Existing)
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Short answer
Paragraph
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Date
Time
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No
Maybe in the Future
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Social Media Management
Social Media Management
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Paragraph
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Time
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No
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Marketing Consulting
Marketing Consulting
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Any other questions/comments that we need to know about to help you for your particular situation, please describe here.
Any other questions/comments that we need to know about to help you for your particular situation, please describe here.
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