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intake · Client Intake Form

Kim Chung

sent

Created May 26, 2026, 6:23 PM · Maisonsolvere@gmail.com

Client Intake — {{business_name}}

Client: Kim Chung · Maisonsolvere@gmail.com 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

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

Sent
May 26, 2026, 6:23 PM
Fill link to Maisonsolvere@gmail.com

Field values used

{
  "client_name": "Kim Chung",
  "client_email": "Maisonsolvere@gmail.com"
}