Client Intake Form — kimpaolo.co

Section 1

Client Details

Client Full Name*

Preferred Name*

Company / Brand Name*

Role / Title

Company or Business Website

Time Zone*

Please specify your time zone

Email Address for Comms*

Phone Number*

Business Address

Section 2

Key Contacts & Approvers

Who else should I coordinate with?

Primary Approver for Documents or Decisions*

Backup Approver

Who can approve spending or expenses?

Section 3

Communication Preferences

Preferred tone*

Formal & corporateProfessional & friendlyMinimal / straight to the pointWarm & conversational

Draft approval preference*

Yes, alwaysOnly for sensitive / important messagesNo, you can send directly

Section 4

Priorities & Scope

Top 3 outcomes for the next 30 days

Ongoing responsibilities I should know

Anything explicitly out of scope?

Anything I should be careful about?

Section 5

Tools, Access & Permissions

Access setup preference*

Direct access (logins/permissions)Shared access only (delegation / shared drive / guest access)Mix of bothNot sure yet

Email access preference*

Email delegationShared inbox / aliasI forward emails to you to handleNo access, draft-only

Calendar access preference*

Full access to manage calendarLimited access (view-only + request changes)No access (I’ll propose schedules only)

File / folder access*

Shared DriveShared folder linkI will create a Client Portal folder structureOther

Section 6

Calendar, Meetings & Travel

Working Days & Typical Working Hours

Business Operational Hours

Frequent Flyer / Hotel Memberships

Travel Preferences & Non-Negotiables

Section 7

Task Workflow & Approvals

Where should tasks live?*

Your system (Notion/Trello/Asana/ClickUp)Client Portal Task BoardMix

Approval turnaround expectation*

Same dayWithin 24 hoursWithin 48 hoursCase-by-case

Section 8

Billing & Invoicing

Do you need invoices from me?*

YesNoMaybe later

Invoice Recipient Email*

Preferred Invoice Schedule*

WeeklyBi-weeklyMonthlyPer project

Section 9

Reporting Preferences

Do you want weekly or monthly reports?*

Weekly reportMonthly reportNo reportsBoth (Monthly & Weekly reports)

Primary Report Recipient Email*

Secondary Report Recipient Email

Section 10

Brand, Voice & Assets

Brand voice keywords

Email templates I should follow

Any phrases or words you dislike?

Links to existing SOPs / processes

Links to brand kit / logos

Links to sample reports / invoices

Anything else I should know?

Section 11

Confirmation & Consent

Please review the statement below before submitting your onboarding intake.

Submit your onboarding intake.

Once submitted, your details can be used to prepare a more organized and personalized client setup.