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Client Intake Form
New Client Intake
Luxe & Legacy - Empowering Your Business, Seamlessly Sorted
Full Name
*
Business name
*
Email
*
Phone
*
Website (if applicable)
What industry is your business in?
How long have you been in business?
How many employees or team members do you currently have?
Which administrative tasks are you currently struggling with?
*
Inbox/email management
Scheduling coordination
Client communication
Invoicing or payment tracking
Workflow organization
Document organization
Other
What systems or tools do you currently use?
*
Which package are you most interested in?
Are you located in South Florida for an in-person discovery meeting?
*
Yes
No (virtual meeting preferred)
Is there anything else you would like me to know about your business or administrative needs?
How did you hear about Luxe & Legacy Office Solutions?
*
Submit
Excellence is on its way.
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