General Client Intake | Diligence Design LLC

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New Client Intake

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.)

Website Information

what is your goal and purpose for this website?

Are you planning on charging for your skills or services? If so, what are you charging for?

What are you offering on your website for sale?

what does your coaching structure CURRENTLY look like?

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

If applies, what does your lowest tier. Look like? What is the price?

If applies, what does your mid tier. Look like? What is the price?

If applies, what does your high tier. Look like? What is the price?

Are you doing any other guides, e-books, cookbooks, macro calculations, etc? And if so, what are their prices?

What does your CURRENT on-boarding process look like start to finish? Do you have an application process? Call scheduling? How do they purchase? What happens after they purchase? What does your onboarding process look like?

Anything else I need to know?

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)

Links Page Information

Please include all the links that you will want on your "links" (LinkTree-style) page. that you will use to insert into your social media bios.

(ex.

1) Join my free Facebook community

2) Apply for Basic Coaching

3) Apply for Advanced Coaching

4) Buy X-Product for 20% off

5) Shop my Amazon store, etc.

1) Link

2) Link

3) Link

4) Link

5) Link

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Logins / Scheduling

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

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?

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.

Thanks for submitting! We will be in touch soon!