SCORE Client Intake Form
This form allows us to be confident in making the most of our time together. It provides me with material to study prior to our meeting to ensure we make the most of each minute. Please complete fully and completely.

After completing this, we will schedule a day & time to meet. Typically, Fridays are most flexible.  Monday-Thursday morning there are 30-minute sessions offered and in the evenings, 45-minute sessions (based upon availability).
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What is your name? *
What is your company? *
Who are your customers? *
Please specify primary and secondary customer segments/types.
What do you do for your customers? *
Describe your services/products.
Tell me what is on your agenda for our meeting: *
Please list primary topics to address or objectives on outcomes from this meeting in bullet-list format.  Provide 2-5 items to discuss. The more specific, the more effective we will be in our talk.
What is your current monthly marketing budget? *
Where would you like to meet? *
Required
Anything else I should know?
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