INTAKE FORM

COMPLIMENTARY CLARITY CALL : COMPLIANCE

Name

First Name

Last Name

Company/Brand name

How did you hear about our services?

Recommendation by friend or acquaintance

Search engine (google, yahoo, etc.)

Social media

Podcast

We met in person

Other

In what state is the business located?

What is your position in the business?

How long have you been in business?

Tell me about the product you make/want to make?

Briefly, what are you compliance needs?

What is your current annual sales revenue and profit?

What is your target annual sales revenue and profit?

In three years, what do you want this business to look like? Where do you hope to be selling your product?

What are you hoping to get out of this call?

Provided you like what I have to offer, who will be involved in deciding to move forward with my services? Please list their names and positions.

Can these people attend the compliance audit at the time you have selected?