Client Intake — The Service Stack

01 · About You

Full name

Business name

Email address

Your industry / vertical

How many clients / customers do you currently serve? approx.

02 · Current Setup

What channels do you use to communicate with clients? tick all that apply

How do you currently handle invoicing?

Do you have a CRM or client database?

Yes Spreadsheet No

03 · Pain Points

What takes up the most of your time that you wish was automated? tick up to 3

Responding to DMs / enquiries Following up with leads Chasing payments Scheduling / calendar Onboarding new clients Reporting / admin Content scheduling Client comms / updates

Describe your biggest operational headache in your own words

04 · Goals

What would a successful first 90 days look like for you?

What's your top priority automation? the one thing that would make the biggest difference

Anything else you want us to know before we start?

We'll review your answers and be in touch within 24 hours.

✅

You're all set.

We've received your intake. Lloyd will review your answers and reach out within 24 hours to map out your automation stack.

Client Intake Form

You're all set.