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Subject

Message

Tell me about your business. What do you sell/produce?

What is your business name? What type of business do you have?

Do you know your business entity type? (i.e. sole proprietorship)

Where are you located?

What are your financial goals? What do you see as obstacles to those goals?

Small business owners: What is your major source of income?

How do you currently track your revenue and expenses?

How do you bill clients?

Do you have employees? How many?

How do you track time and complete payroll?

What services are you seeking?

Does this project have a due date?

Is there anything else you'd like us to know?

Potential Client Intake Form

The Wealth Activator