Client-intake form | Harbor & Flint Advisory

Business Name *

Primary Contact Name *

Title / Role *

Business Email *

Phone Number *

Business Website *

Business Social Media Links *

Business Address / Service Area *

Industry Type *

Restaurant
Barbershop / Salon
Contractor
Med Spa
Dental
Chiropractic
Home Services
Retail
Professional Services
Other

Describe your business and the services you provide. *

How many team members or staff currently handle customer communication? *

What are your busiest hours or peak business periods? *

What communication methods do customers currently use most often? *

Phone Calls
Text Messages
Website Forms
Social Media Messages
Email
Online Booking
Walk-Ins
Other

How are missed calls currently handled? *

What happens when customers contact your business after hours? *

How does your team currently manage customer follow-up? *

Are there situations where customer inquiries or leads are delayed or missed? *

Frequently
Occasionally
Rarely
Unsure

What communication or operational challenges frustrate you the most right now? *

Where do you feel operational bottlenecks happen most often? *

Phone Calls
Scheduling
Follow-Up
Staffing
Customer Communication
Appointment Management
Lead Management
Internal Workflow
Other

Do you feel your current systems support your business growth effectively? *

Yes
Somewhat
No
Unsure

What customer experience issues concern you most? *

What improvements would make the biggest impact on your business operations? *

What tools or platforms are you currently using? *

CRM
Booking Software
Google Calendar
POS System
Phone System
Email Marketing
AI/Automation Tools
None
Other

Are you currently using any communication or automation systems? *

What are your primary business goals over the next 6–12 months? *

What operational improvements are most important to you right now? *

What would a successful communication or operational system look like for your business? *

Is there anything specific you would like Harbor & Flint to review before your consultation? *

Preferred Contact Method *

Phone
Text
Email

Preferred Consultation Time *

Morning
Afternoon
Evening
Flexible

Before You Submit Thank you for taking the time to complete this intake form. This process helps Harbor & Flint better understand your business operations, communication flow, customer experience challenges, and operational goals before we begin. *

menu *

SOP's *

pricing *

logos *

scripts *

current workflow *

What task consumer the most staff time daily? *

Where do customer communication breakdowns happen most often? *

What process feel repetitive or inefficient? *

What customer questions are repeatedly asked? *

Who approves operational or software decisions for the business? *

What opportunities do you believe your business may currently be missing? examples *

missed call
after-hours leads
catering requests
follow-up
repeat business

Preferred Follow-Up Methods *

Phone
SMS
Email
Scheduled Consultation