Client Intake Form | Solve & Serve

Solve & Serve

Client Intake Form

Supporting the People Who Serve Our Community

Thank you for your interest in Solve & Serve. This short form helps me understand your business and how I can best support you. There are no right or wrong answers — just share whatever feels most relevant. I'll follow up by email within one business day.

About You & Your Business

First Name *

Last Name *

Business Name (optional)

Email Address *

Phone Number (optional)

What type of business do you run? *

Trades — plumber, electrician, HVAC, roofer, etc. Landscaping or lawn care Cleaning or janitorial Painting or handyman Salon, spa, or personal care Health or wellness Photography or creative services Food service or restaurant Retail or online store Other

How long have you been in business? (optional)

Less than 1 year 1 to 3 years 3 to 5 years 5 to 10 years More than 10 years

Is it just you or do you have a team? (optional)

Just me Me and one or two others A small team of 3 to 5 A larger team of 6 or more

Your Day to Day

What part of running your business feels heaviest right now? *

What tends to fall through the cracks when you get busy? Select all that apply

Responding to new inquiries Following up on quotes or estimates Booking and confirming appointments Sending invoices or following up on unpaid ones Keeping my Google Business Profile current Responding to reviews or social media Thanking customers after a job Asking for Google reviews Staying organized with customer information

Have you ever lost a job because something slipped on the admin side? (optional)

Yes — it's happened more than once Yes — at least once that I know of Probably, but I'm not sure No — not that I'm aware of

What You're Looking For

If you could hand off one thing in your business tomorrow and never think about it again — what would it be? *

What kind of support are you most interested in? Select all that apply

Customer communication and follow-up Email inbox management Appointment booking and scheduling Invoice sending and payment follow-up Google Business Profile management Social media monitoring and responses Getting organized and building better systems I'm not sure yet — I'd like your input

Have you ever hired outside help for your business before? (optional)

Yes — and it worked well Yes — but it didn't work out No — this would be my first time I've thought about it but haven't yet

What would make you feel confident that handing off part of your business to someone else was the right decision? (optional)

Communication & Fit

How do you prefer to communicate? (optional)

Email — I check it regularly Text — quicker for me Phone call — I prefer to talk A mix depending on the situation

How quickly do you typically respond to emails? (optional)

Same day Within a day or two A few days — I get behind Honestly — it varies a lot

Is there anything important I should know about your business before we connect? (optional)

How did you hear about Solve & Serve? (optional)

Google search Google Business Profile Facebook Instagram Word of mouth — someone referred me A local Facebook group Other

By submitting this form you agree that Solve & Serve will use this information to follow up with you by email. Your information is kept completely private and never shared.

Thank you for reaching out.

I received your information and will be in touch within one business day.
I'm looking forward to learning more about your business.

— Sara, Solve & Serve

"For we are God's handiwork, created in Christ Jesus to do good works, which God prepared in advance for us to do." — Ephesians 2:10

hello@solveandserve.com | solveandserve.com | New Hampshire