Client Intake — EndvoTech

Section 1: Contact Information

Full Name *

Business / Organization Name *

Role / Title

Email *

Phone

Preferred Contact Method

Best Time to Reach

How did you hear about EndvoTech?

Section 2: Business Profile

1. Which stage best describes your business?

💡 Idea / Concept phase 🌱 Startup (less than 2 years) 🌿 Established (2+ years) 🔄 Pivoting / Rebuilding

2. What industry or sector do you operate in?

3. How many people are on your team?

Solo / Sole proprietor 2–5 6–20 20+

4. What is your approximate annual revenue range?

Pre-revenue Under $25k $25k–$100k $100k–$500k $500k+ Prefer not to say

5. Who are your primary customers or clients?

Describe briefly — e.g., "local families," "other small businesses," "schools," "enterprise contractors"

Section 3: Current Situation

6. What is the biggest challenge or pain point you're facing right now?

1–3 sentences — be honest, there's no wrong answer here.

7. What have you tried so far to solve it?

Nothing yet DIY / free tools Hired someone (didn't work out) Current solution in place (not satisfied) Other

8. On a scale of 1–5, how comfortable are you with technology in your business?

1

2

3

4

5

1 — I avoid it 3 — I get by 5 — I'm tech-savvy

9. What tools or software do you currently use?

QuickBooks, Google Workspace, social media platforms, website builder, CRM, etc.

Section 4: Goals & Vision

10. What would success look like 6 months from now?

1–3 sentences. Paint the picture.

11. Select the areas where you're looking for help (check all that apply):

AI strategy / automation Data analytics & reporting Website or app development Marketing & customer outreach Operations & workflow efficiency Leadership & team development Digital skills training / education Grant or funding prep Other:

12. Do you have any specific deadlines or time-sensitive goals?

No Yes — please describe:

Section 5: Budget & Commitment

13. What range best fits your investment expectations?

I'm exploring / no set budget Under $500 $500–$2,500 $2,500–$10,000 $10,000+

14. Are you interested in:

A single project / one-time engagement Ongoing support / retainer Consulting / advisory sessions Training for you or your team

15. Is there anything else you'd like us to know before we proceed?

Section 6: Agreements & Next Steps

I understand this is a discovery conversation and does not constitute a contract. I'm interested in a free 30-minute discovery call to discuss next steps. I'd like to receive occasional resources and updates from EndvoTech.

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