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Here’s what we’ll need to get started:

Step One: ¬†Information we’ll need to get started

Let's automate your new Client Intake Form! Please fill out the fields below with data we'll need to get started.

  • MM slash DD slash YYYY
  • example:
  • Tell me where your website is hosted
  • Please tell me where your website is hosted if you chose "Other" from the dropdown list above.
  • okay to leave this blank if you don't know
  • Describe how you currently manage this information and what some of your biggest issues are.

Step Two:  Schedule time with me to discuss what you need.

Here’s a link to my calendar.

Step Three:  Email me your Pre-work form

Email me and attach your pre-work in PDF format.

Let’s automate your new client pre-work!!