Intake Form90Day | Krystle Rucker Official

Client Information

Full legal name *

Preferred name

Email address *

Phone number

Preferred method of communication

Best days and times to be contacted

City and state

Time zone

Business Information

Business name

Business address (if applicable)

Business phone number

Business email address

Business website

Social media pages and usernames

Date business started or expected launch date

Current business stage

Business structure

State where the business is registered

Do you have an EIN?

Do you have a business bank account?

Do you have required business licenses, permits, or insurance?

Do you have business bookkeeping or accounting systems in place?

Number of owners, employees, contractors, or team members

Products and Services

Detailed description of the business

Products or services currently offered

Current prices

Best-selling or primary product or service

Products or services you plan to add

How do customers currently purchase or book?

Does the business accept online payments?

Current payment processors or booking systems used

Geographic service area

Customers and Market

Description of your ideal customer

Current customer base

Main problem your business solves

What makes your business different from competitors

Main competitors

How do customers currently find your business?

Current marketing methods

Social media platforms currently used

Do you have a logo, brand colors, professional photos, marketing materials, or a website?

Business Finances

Current average monthly business revenue

Current average monthly business expenses

Primary source of business income

Current pricing concerns

Is the business profitable?

Do you currently track income and expenses?

Outstanding debt, tax obligations, or financial challenges

Are you seeking loans, grants, investors, or business credit?

Current funding-readiness concerns

I prefer to discuss sensitive financial details privately during onboarding.

Current Challenges

90-Day Goals

What are your three primary goals for the next 90 days?

What would make this program feel successful to you?

What specific results or progress would you like to achieve?

What is your most urgent priority?

Any upcoming launches, deadlines, events, applications, renewals, or financial obligations?

What has prevented you from reaching these goals previously?

What steps have you already taken?

Commitment and Availability

How many hours per week can you realistically dedicate to the business?

Can you commit to one 30-minute follow-up call each week?

Can you commit to completing agreed-upon action steps between calls?

Preferred days and times for weekly follow-up calls

Any weeks during the next 90 days when you expect to be unavailable?

What type of accountability works best for you?

What do you need from Krystle to feel supported?

Are you willing to receive honest feedback and make necessary business changes?

Previous Support

Have you previously worked with a business consultant, coach, mentor, or development program?

What was helpful about that experience?

What was not helpful?

What do you want to be different during this program?

Documents and Additional Information

Upload relevant documents

Business registration, business plan, price list, service menu, budget/financials, marketing materials, policies/contracts, website screenshots, branding, or other files.

Choose files

Is there anything else Krystle should know before contacting you for your onboarding session?

Certification & Signature

I confirm that the information provided in this intake form is accurate to the best of my knowledge. I understand that completing this form is required before my onboarding session can be scheduled.

Electronic signature (type your full name) *

Date *

Required Business Intake Form