FTFUFrom The Floor UpApp
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intake · Client Intake Form

Daris Wilson

viewed

Created May 26, 2026, 6:16 PM · hello@fromthefloorup.co

Client Intake — {{business_name}}

Client: Daris Wilson · hello@fromthefloorup.co Prepared: May 26, 2026

Snapshot

  • Business name: {{business_name}}
  • Service category: {{service_category}}
  • Years in business: {{years_in_business}}
  • Team size (FT + contractors): {{team_size}}
  • Primary revenue model: {{revenue_model}}
  • Last 12-month revenue: {{revenue_band}}
  • How they found us: {{found_us}}

Goals

What problem is keeping you up at night right now? {{biggest_problem}}

If one thing could change in 90 days, what would it be? {{one_thing_90d}}

What outcomes do you most want from this engagement? {{outcomes_wanted}}

Logistics

  • Preferred contact: {{contact_preference}}
  • Time zone: {{timezone}}
  • Sessions per month: {{sessions_per_month}}

Actions

Download PDF

Send-to-client emails the rendered document as a non-signing artifact. Ships next. Download PDF builds a clean PDF of the rendered document on the server.

Timeline

  1. Viewed by client

    Fill page opened

  2. Sent

    Fill link to hello@fromthefloorup.co

Field values used
{
  "client_name": "Daris Wilson",
  "client_email": "hello@fromthefloorup.co"
}