New Client Screening & Consultation
Please fill out the following information to schedule a consultation appointment BEFORE CONTACTING ME DIRECTLY. This helps ensure sure you get the most out of our initial consultation.
CONTACT ME at
AFTER filling out this form.
Disclaimer: This form is not a consultation nor an agreement to work. It is merely a client screening tool to assist with the selection of new clients and preparation for their first consultation.
Sign in to Google
to save your progress.
Why are you interested in obtaining services for your business from SOBD?
What services do you need for this business? Please check all that apply.
Web app development
Managed support/project management
How long do you expect the above projects to take?
1 week or less
2 weeks to 1 month
1 month to 3 months
3 months to 6 months
6 months to 1 year
1 year - indefinite
How would you like to pay for services rendered?
prepaid in full through PayPal
pay-as-you-go through PayPal
prepaid in full through UpWork then held in escrow until completion
pay-as-you-go milestones through UpWork which are held in escrow until each milestone is completed
How would you like to communicate? Check all that apply.
Google Hangouts/Google Meet
Facebook (insecure & not recommended!)
Please share your contact information for each option selected in the last question.
How would you like the contract to be priced? (please note that depending upon the project type, this preference may not be possible to fulfil, but I will do my best!)
by the hour
by the milestone or project
by the word, image, page, etc.
What is the name of your business?
What is the purpose of your business?
How is this business registered?
How long has it been open?
0 -1 year
2 - 5 years
5 - 10 years
10 + years
How many employees does your business have?
1 - 5 employees
5 - 50 employees
50 - 100 employees
100 - 500 employees
500 + employees
What kind of clients or customers do you want to attract to your business?
How does your business relate to your customers or clients?
shared hobby or interest
fawning fan or personal assistant
shared secret/secret club
Send me a copy of my responses.
Page 1 of 1
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google.
Terms of Service