Client Intake
About You
Your Business
The Problem
Your Goals
Review
Let's start with you.
Basic contact info so we know who we're talking to.
Please fill in your name and email before continuing.
Tell us about your business.
We want to understand your world before we touch anything.

Tools you currently use
Check everything that applies — we need to know what's already in your world.
Please enter your business name and industry.
Where's the pain?
This is the most important section. Be as real as possible — the more honest you are, the better we can help.
What's eating most of your time? (Check all that apply)

Please describe your biggest pain point before continuing.
What does winning look like?
Help us understand where you want to go — not just where you are.

Tech comfort level
How comfortable are you with learning new tools? (1 = I avoid tech, 10 = I love new tools)
I avoid tech I love new tools
5

Please fill in your 90-day goal before continuing.
Review and submit.
Take a quick look — then hit submit. We'll review everything before your call.
About You
Name
Email
Phone
Role
Your Business
Business
Industry
Team Size
Tools Used
The Problem
Time drains
Hours lost/week
In their words
Goals & Logistics
90-day goal
Biggest problem
Tech comfort
Budget
Timeline

You're all set.

We have everything we need.
Expect to hear from us within 24 hours before your call.

What happens next:

You just told me exactly what's been stealing your time — and what you know needs to change for you to actually get back to doing what you love. Your proposal will be in your inbox within a few hours, built around everything you shared. In the meantime, I'm sure you have some redundant work to get back to. HA — not for long.

Questions in the meantime? Email us at justin@risenworks.app