Client Intake Form

Tell us about your business.

Why we ask. This helps us tailor your Business X-Ray and prepare the right analysis before we start. It takes about 10 minutes. Nothing here is shared or reused. Skip anything you're unsure of — we'll fill the gaps together.

1. Company

Company / business name *

Website

Industry / what you do

Year founded

Number of locations

Number of employees (FT / PT)

Approximate annual revenue

2. Primary contact

First name *

Last name *

Title / role

Email *

Phone

Best way / time to reach you

3. What you want to solve

The one question you most want answered

Top 2–3 challenges right now

What does success look like in 12 months?

4. Systems & data

Which systems do you use, and could you share data from them? We only need read access.

Area	System (name)	Data?	Share?
Accounting / financials
Point of sale / sales
CRM / customer records
Marketing / web analytics
Scheduling / operations
Other

Do you have customer addresses / locations on file?

Last 3 years of financial statements available?

5. Market & growth

Main competitors

Any plans to grow, add locations, or expand? Where?

What's driving the timing right now?

6. Engagement fit

How soon are you hoping to move?

Budget range in mind (optional)

Who else is involved in the decision?

How did you hear about Aperture?

7. Consent & signatureI confirm I have the right to share the data described above, and I authorize Aperture to use it solely to prepare and deliver the engagement, per Aperture's confidentiality and data-handling standards.

Signature

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