Coaching Client Intake

My Favorite Supplements

Personal Information

First Name

Last Name

Preferred Contact Email

Phone

Select an Address

Birthday

Spouse / Significant Other's name

Anniversary

Pet's names

Business Information

Business Name

Business Address

Do you have a registered LLC/ S-Corp / C-Corp, etc? Or do we need to set one up?

Website Information

Do you currently have domain ( ex. www.diligencedesign.com) , if so, what is it? and where is it hosted? If NOT, What would you ideally like it be (if not taken)

If you currently have a website, what platform is it on? (ex. GoDaddy, SquareSpace, etc)

If you currently have a domain, or when we set up your domain, do you want/have a "professional email",( ex. tina@diligencedesign.com) or what is your preferred email address? (We will use this email to set you up in Slack, Trello, and WIX.)

Social Media Information

FB Community Link (if applies and if you want it on site)- Use this to build out ALL FB Onboardng (Intake, welcome, education course, etc)

Facebook PERSONAL Link (if applies and if you want it on site)

Facebook BUSINESS Link (if applies)

Instagram PERSONAL Link

Instagram BUSINESS Link (if applies and if you want it on site)

TikTok PERSONAL Link (if applies and if you want it on site)

Pinterest PERSONAL Link (if applies and if you want it on site)

Any additional Social media platforms that you want on your site (please include your links)

Do you currently use some sort of scheduling program? (Calendly, Acuity are very common) If so, What is you user name / login?

Do you use canva? If so can you please add me to you team (tina@diligencedesign.com), and add me to all of the items in your team that you think I will need access to. E-books, logos, guides, branding items, etc.

Do you currently use some sort of CRM (Customer relations management) system? Some common ones are Acuity, HubSpot, etc. If so, What are the username/logins?

Do you currently coach through an app such as trainerize, practice better playbook etc?

Thanks for submitting! We will be in touch soon!