Client Intake Form

What happens next?

1. You send me this form.

2. If it seems like a good fit, we schedule a complimentary coffee or tea, up to 45 minutes, somewhere public, no obligation.

3. If we both feel good about it, I send you the digital Client Services Agreement to read and sign. If you’d prefer one in print, you're welcome to take it home and review it with anyone you like.

4. Once the signed agreement is back with me, you can propose an outing whenever you like.

5. I confirm that I’m available and that it’s a good fit.

6. I send an invoice through Square. The booking is confirmed once it’s paid.

7. We go and have a nice time.

What I do with this:

I use your answers for one purpose: to work out whether Good Company is a good fit for you, and to plan outings you’ll actually enjoy. I don’t sell personal information, and I don’t share your name, story, or details with anyone without asking you first. If you decide not to book, I delete your form.