Client Intake

Let's Build Your Business OS

Fill this out once and I have everything I need to get started — your business, the services you want, your brand, and your media. Pick your services, send what you have, and I'll send your service agreement to sign within 24 hours.

Takes about 5 minutes. Nothing is shared, and no payment is due to fill this out.

1 Your Information

Your name *

Phone *

Email *

Best time to call

2 Your Business

Business name *

Business type / industry *

Years in operation

Service area / location *

What you do & who you serve *

Existing website (if any)

Social media handles

3 Services You Want

Pick everything you're interested in. Pricing shown is the friends & portfolio rate — final numbers are confirmed on your agreement.

Website BuildFriends: FREE — you cover ~$150/yr hosting Google Ads — Setup + ManagementFriends: FREE — you pay the ad spend directly Meta / Facebook Ads — Setup + ManagementFriends: FREE — you pay the ad spend directly AI Voice Receptionist$300 setup + $100/mo Automated Bookkeeping & AccountingFrom $250/mo — confirmed at consult Small Business Advisement Package$100/mo

6 Media

Even rough photos help — send what you have. You can always send more later.

Logo file(s) PNG, JPG, SVG, WEBP or PDF · up to 10 MB each

Photos of your work / services PNG, JPG, WEBP or HEIC · up to 10 MB each · max 15 files

Headshot / team photo PNG, JPG, WEBP or HEIC · up to 10 MB

Other brand materials Images, PDFs or a ZIP · up to 25 MB each · 100 MB total across all uploads

7 Anything Else

Anything else I should know?

How did you hear about me?

After you submit, I'll send your service agreement to sign within 24 hours.