Client Intake — Arc & Axis Advisory

Section 01 of 06

About You &
Your Business

Start here. Tell us who you are and what you're building — then let us know what kind of support you're looking for. Your answers to that last question will shape the rest of this form.

01. Full Name

02. Business Name

03. Email Address

04. Business Website (if you have one)

05. Instagram or social handles

06. What does your business do? Describe it in plain language, as if you're explaining it to someone outside your industry.

07. How long have you been in business?

Pre-launch (idea stage)

Less than 1 year

1 to 2 years

3 to 5 years

5+ years

08. Business structure

Sole Proprietor

LLC

S-Corp / C-Corp

Partnership

Not yet established

09. Team size

Solo

I have contractors or freelancers

Part-time employees

Full-time employees

10. What are you interested in? Select the service that best fits where you are right now.

Entry Point Clarity Session $250 – $500 · 60–90 Min

Systems & Operations Operations Audit $750 – $1,500 · Project-Based

Business Infrastructure Systems Setup Custom Pricing

Growth & Expansion Launch & Build Custom Pricing

Structured Engagement The Blueprint Custom Pricing

Founder Advisory Monthly Retainer Custom Pricing

Executive Level Fractional COO Custom Pricing

Creative Studio Services Custom Quote

A few more details for this service

+ Who currently owns day-to-day operations in your business?

Me, entirely

Shared between me and a team member

Delegated to someone else

No one, things just happen

+ What tools or software are you currently using to run your business? (CRM, scheduling, invoicing, project management, e-commerce, etc.)

+ Where does your biggest operational breakdown happen? Where does work fall through the cracks most often?

A few more details for this service

+ What does having someone "in your corner" look like to you? What would that person actually do for you?

+ What types of decisions do you find yourself stuck on most often — or making alone when you wish you had a thought partner?

+ Have you had a business partner, co-founder, or operational lead before? What worked, what didn't?

A few more details for this service

+ Which Studio services are you interested in? Select all that apply.

Website Design

Logo Design

Brand Collateral

Business Card Design

Workbook Design

Social Media Graphics

+ Do you have existing brand assets we should work with — logo, colors, fonts, guidelines?

Yes, I have full brand guidelines

I have some assets but no formal guidelines

Starting from scratch

+ Share 2 to 3 brands, websites, or designers whose visual style you admire. Links or names are both fine.

+ Do you have copy (written content) ready, or will you need help with that too?

Copy is ready to go

I have drafts that need light editing

I need help writing it from scratch

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Section 02 of 06

Where You
Are Right Now

Be honest here. The more clearly we see your current reality, the more useful our support will be.

11. Current monthly revenue range

Pre-revenue

Under $1,000 per month

$1,000 to $5,000 per month

$5,000 to $10,000 per month

$10,000 to $25,000 per month

$25,000+ per month

Prefer not to say

12. Walk us through how your business actually operates day to day. What does a typical week look like?

13. Do you have documented processes or SOPs for how things get done?

Yes, detailed SOPs for most things

Some documented, most lives in my head

No, everything is in my head

Just starting to build these

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Section 03 of 06

What You're
Trying to Build

Tell us where you want to go. Specifics matter more than polish here.

14. What is the primary reason you're reaching out to Arc & Axis Advisory right now?

15. What does success look like 6 months from now? Be specific.

16. What does success look like 12 months from now?

17. What is the biggest challenge or bottleneck in your business right now?

18. What have you already tried? What worked, what didn't?

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Section 04 of 06

Your
Priorities

Help us understand where you need the most attention right now.

19. Where do you need the most help right now? Select all that apply.

Starting or launching

Systems and processes

Scaling revenue

Cleaning up operations

E-commerce strategy

Branding and positioning

Tech stack setup

Hiring or team building

Strategic planning

Creative / design

20. Is there a specific deliverable or outcome you're hoping Arc & Axis Advisory produces for you?

21. Do you have a timeline or deadline driving this engagement?

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Section 05 of 06

Working
Together

The practical stuff. This helps us structure an engagement that actually works for your life.

22. How do you prefer to work with a consultant or advisor?

Mostly async — email, shared docs, Loom videos

Regular calls with async support in between

High-touch, frequent check-ins

I'm flexible

23. Have you worked with a business consultant or advisor before?

Yes

24. What is your approximate budget for this engagement?

Under $500

$500 to $1,500

$1,500 to $5,000

$5,000 to $10,000

$10,000+

Not sure yet, open to a conversation

25. Anything else you want us to know before we connect?

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Section 06 of 06

Almost
Done

One last question, then we'll be in touch within 24 to 48 hours to schedule your intro call.

26. How did you hear about Arc & Axis Advisory?

Instagram

Referral

Google search

Workbook or Etsy purchase

Other

By submitting this form, you agree that Arc & Axis Advisory may use the information you've provided to prepare for and conduct a discovery conversation. Your answers are kept confidential and will not be shared with third parties.

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Let's get toknow your business.

About You &Your Business

Where YouAre Right Now

What You'reTrying to Build

YourPriorities

WorkingTogether

AlmostDone

Let's get to
know your business.

About You &
Your Business

Where You
Are Right Now

What You're
Trying to Build

Your
Priorities

Working
Together

Almost
Done