NEW CLIENT ONBOARDING

This form helps me understand your business, goals, and challenges so we can hit the ground running. It’s quick, to the point, and ensures we make the most of our time together. Let’s get started! 🚀

Full Name

Website

What is your brand/company name?

Instagram

Facebook

TikTok

LinkedIn URL

🛠 Business & Goals Assessment

What kind of business do you have?*

What products or services do you sell or plan to sell? Which ones excite you the most?

What are your top 1-3 business goals for the next 3 months, and why do they matter to you?

What’s your primary goal for the next 3-6 months working together?*

If other, please describe here:

What have you already tried to solve this problem?

What are the top 3 tasks in your business you’d love to delegate or automate?

⏳ Current Systems & Processes

Do you currently use any tools/software for project management, email marketing, or automation?

Where are your leads & customers currently coming from, and any current struggles?

Do you have a team? If yes, who helps you and what do they do?

💰 Revenue & Mindset

What’s your current monthly revenue range?*

What would be a game-changing financial milestone for you in the next 6 months?

(Ex: consistent $10K months, hitting $50K in revenue, etc.)

What’s holding you back from reaching that milestone?

(Mindset, strategy, lack of time, etc.)

📝 Working Together Expectations

How do you prefer feedback & accountability?

(Direct & to the point, supportive but firm, weekly check-ins, etc.)

How much time can you realistically commit per week to implementing what we work on?

Are you ready to take action, even if it means stepping outside your comfort zone?*

🚀 Final Step

Is there anything else I need to know or you want to focus on during our time together?

By submitting this form, you’re confirming your commitment to this process and acknowledging that Telegram will be our main way of communicating moving forward. Email will only be used for important updates.

✅ Primary: Telegram (Join Here)

✅ Secondary: Email (hello@iden.agency)

Yes, let's do it!*