Client Intake Form
Client Intake & Target Market Definition
Step 1: Your Details
Your Name
Business Name
Business Industry
Business Website
Business Location
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Step 2: Business Overview
Describe your product/service
Ideal Prospect
Current Lead Sources
Leads per Month
Who responds to enquiries?
Me
Dedicated Support Person
Other
Other Comments
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Step 3: Target Market Definition
Country 1
Country 2
Country 3
Specific Regions/States
Target Company Headcount (Include/Exclude)
Target Company Type (Include/Exclude)
Target Seniority Level (Include/Exclude)
Target Job Functions (Include/Exclude)
Target Industry (Include/Exclude)
Other Segmentation Notes
Do Not Target List
Special Instructions
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