Client On-boarding Form
Consultation and On-boarding Form
Email address *
Email address *
Client Name *
Phone Number *
Company Website *
Physical/Mailing Address *
Consultation Details (Services Needed) *
Length of Business *
Do you have a current business plan? *
What is your business' competitive advantage? (What sets you apart from your competitors?) *
Have you conducted a market analysis? *
Identify your core client (target) *
Identify up to 3 competitors *
What do you believe is keeping you from achieving your goals? *
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