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intake · Client Intake Form

Daris

completed

Created May 17, 2026, 11:15 PM · lisason82@yahoo.com

Client Intake — JCF Health & Fitness

Client: Daris · lisason82@yahoo.com Prepared: May 17, 2026

Snapshot

  • Business name: JCF Health & Fitness
  • Service category: health_wellness
  • Years in business: 14
  • Team size (FT + contractors): 5
  • Primary revenue model: subscription
  • Last 12-month revenue: 250k_500k
  • How they found us: {{found_us}}

Goals

What problem is keeping you up at night right now? test

If one thing could change in 90 days, what would it be? test

What outcomes do you most want from this engagement? test

Logistics

  • Preferred contact: text
  • Time zone: Mountain Time (MT)
  • Sessions per month: 0

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. Signed by client

  2. Completed

  3. Viewed by client

    Fill page opened

  4. Sent

    Fill link to lisason82@yahoo.com

Field values used
{
  "timezone": "Mountain Time (MT)",
  "team_size": 5,
  "client_name": "Daris",
  "client_email": "lisason82@yahoo.com",
  "revenue_band": "250k_500k",
  "business_name": "JCF Health & Fitness",
  "one_thing_90d": "test",
  "revenue_model": "subscription",
  "biggest_problem": "test",
  "outcomes_wanted": "test",
  "service_category": "health_wellness",
  "years_in_business": 14,
  "contact_preference": "text",
  "sessions_per_month": 0
}