# Client Intake Form

Use this after a prospect replies. Keep it short so the buyer can answer quickly.

## Basic Details

Client name:

Company or project:

Email or platform handle:

Preferred deadline:

Budget range:

## Service Needed

Choose one:

- Spreadsheet cleanup
- Customer support FAQ
- Content repurposing
- Research brief
- Simple AI workflow setup

## Outcome

What should the finished work help you do?

Examples:
- Import a cleaner customer list into a CRM.
- Reply to repeated support questions faster.
- Turn one transcript into posts.
- Compare competitors before launching a product.

Answer:

## Input Files Or Links

What will you provide?

- CSV, XLSX, or Google Sheet export
- Website or product page
- Support messages
- Transcript or notes
- Competitor list
- Other:

Links or file names:

## Constraints

Anything I should preserve, avoid, or handle carefully?

Examples:
- Keep original column order.
- Do not change product claims.
- Use US English.
- Remove duplicate leads only when email matches.
- Do not include medical, legal, or financial advice.

Answer:

## Delivery Format

Choose one or more:

- Clean CSV
- Markdown document
- Google Docs-ready text
- Support snippets
- Research table
- Prompt pack
- Setup checklist

## Approval

Before work starts, confirm:

- The scope is fixed.
- Any extra requests may need a separate quote.
- Payment terms are accepted.
- No private keys, passwords, seed phrases, or sensitive account access will be shared.