VIP CLIENT INTAKE FORM

About You

Full Name *

Email *

Self-Discovery Assessments

If you have taken the Human Design assessment, what is your Type and Profile? For example: Manifesting Generator, 3/5. Reply N/A if you have not taken this assessment. *

If you have taken the Kolbe A Index Assessment, what is your score? For example: 3, 7, 8, 3. Reply N/A if you have not taken this assessment. *

If you have taken the Strengths Finder Assessment, what are you top 5 strengths? Reply N/A if you have not taken this assessment. *

If you have taken the Wealth Dynamics assessment, what is your primary and secondary Wealth Profiles? Reply N/A if you have not taken this assessment. *

If you have taken the Love Language assessment, what are your top 3 love languages? Reply N/A if you have not taken this assessment. *

Your Business

Company name *

Why did you choose your company name(s)? *

Finish this descriptive statement of your 'why' or raison d'être for the business: "We exist to... *

Finish this forward-looking vision statement: "We strive to be... *

What industry does your business fall under? *

Are there any industry trends that we should be aware of? *

In 25 words or less, please describe your current elevator pitch. *

Please describe your leadership team and organizational chart. *

What are your main revenue streams? *

What are your 1, 2, and 3 year revenue, profit, and growth rate goals? *

Do you have documented, repeatable processes for delivering your core services or products? *

How dependent is the business on the founder/owner for daily operations or key client or customer relationships? *

What are your current Customer Acquisition Costs (CAC), and how does that compare to your Customer Lifetime Value (CLV)? *

What percentage of your revenue is recurring (e.g., subscriptions, retainers)? *

Your Brand

Website *

List all social media links *

What is the highest priority “branding problem” that you would like to solve as part of our work together? *

What are the POSITIVE perceptions people have about your industry at large? *

What are the NEGATIVE perceptions people have about your industry at large? *

Are there any MISCONCEPTIONS people have about your industry at large? *

What are the POSITIVE perceptions people have about your company? *

What are the NEGATIVE perceptions people have about your company? *

Are there any MISCONCEPTIONS people have about your company? *

What are the top 3 things you want or desire for your brand? *

What are your top 3 challenges or issues with your current branding? *

Have you protected any intellectual property, trademarks, or proprietary processes? *

Your Competition

How would you describe your brand’s positioning in the marketplace? *

What differentiates your business from competitors? *

Who are your top 3-5 competitors? *

What do you LOVE about each of your competitors? *

Your Target Audiences

Describe your top 3-5 target audiences? *

Your Marketing

What are your top 3-5 key sources for attracting new leads? *

Your Inspiration

Who are your top 3 inspirational brands? And why? *

Your Tech Stack

What tech/A.I. platforms, tools, or resources are you using in your business or brand? *

Working Together

What are the top 3-5 things that are important to you in working together? *

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