Intake Form - Taskly Group

NEW CLIENT FORM

Name *

First

Last

Best Contact Phone Number *

Mailing Address (so we can send a surprise): *

Please list everyone who should be cc'ed on all email communication:

Website *

Imagine 90 days have passed and you’ve accomplished all your goals. Write out how your life looks now. Include what do you want to streamline, what do you want to eliminate/ automate/ delegate that you’re currently doing? *

List all of the platforms and tools you currently use, along with the login credentials* for each. Please include zapier, email software, project management software logins.

Put N/A if you aren't using any tools/ software. *If you wish to share your passwords via LastPass, please share them with [email protected] (Please check the *Allow Recipient to View Password" box)

Please provide a link to your transparent background logo *

How many employees do you have? How many full time? How many part time? How many subcontractors? *

What is the overall purpose of your business? Core message/ company mission: *

List out the steps you do with each client for 1 main offer. Start from the time the person finds you until the time that they have completed working with you. (List their customer journey.) *

Please provide the link to your new client intake form (if you have one). If you don't have one, please provide a list of questions that you need your clients to answer before you start working on their project for your main offer *

Please provide a link to your contract for your main offer that you have your clients sign (if you don't have one put n/a) *

Please list your brand colors HEX code(s) and fonts. *

Can also provide a link to your brand style guide. Feel free to leave this blank if you don't know.

Do you have any other goals that you would like our support in achieving? *

Any other details we should know about to ensure our work together is as successful as possible? *