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intake · Client Intake Form

Daris Test

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Created May 17, 2026, 7:50 PM · daris.wilson@icloud.com

Client Intake — Test LLC

Client: Daris Test · daris.wilson@icloud.com Prepared: May 17, 2026

Snapshot

  • Business name: Test LLC
  • Service category: other
  • Years in business: 2
  • Team size (FT + contractors): 2
  • Primary revenue model: retainer
  • Last 12-month revenue: 100k_250k
  • How they found us: {{found_us}}

Goals

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

If one thing could change in 90 days, what would it be? organized customer database

What outcomes do you most want from this engagement? same

Logistics

  • Preferred contact: phone
  • Time zone: mountain
  • Sessions per month: 0

Actions

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Timeline

  1. Created

Field values used
{
  "timezone": "mountain",
  "team_size": 2,
  "client_name": "Daris Test",
  "client_email": "daris.wilson@icloud.com",
  "revenue_band": "100k_250k",
  "business_name": "Test LLC",
  "one_thing_90d": "organized customer database",
  "revenue_model": "retainer",
  "biggest_problem": "crm",
  "outcomes_wanted": "same",
  "service_category": "other",
  "years_in_business": 2,
  "contact_preference": "phone",
  "sessions_per_month": 0
}