Client Intake | Diligence Design LLC

New Client Intake (Health Coaching)

First Name

Last Name

Preferred Contact Email

Phone

Select an Address

Birthday

Spouse / Significant Other's name

Anniversary

Pet's names

Business Name

Business Address

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

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

If you currently have a website, what platform is it on? (Please provide me login information via Slack)

If you currently have a website, do you want/have a "professional email",( ex. tina@diligencedesign.com)

Are you planning to charge for coaching? Or just provide "free coaching" through Facebook/ FB Community?

If you are planning to charge for coaching, are you planning to do tiered plans? paid Challenges? or other?

what does your coaching structure CURRENTLY look like?

what does your coaching structure IDEALLY look like? What are your going-forward plans?

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)

1P General Link

1P App Link

Thanks for submitting!