This form will be used for internal use only. Please fill out the following questions as best as you can. Client On-boarding Form Name Company Name Email Phone What are your core values as an individual? Examples: A Belief in honesty being the best policy | Work Life Balance is important | Be a Good Steward of Resources What compelled you to start or join your business? What are your company's core values? A commitment to sustainability and to acting in an environmentally friendly way. Companies like Patagonia and Ben & Jerry's have environmental sustainability as a core value. A commitment to innovation and excellence. Apple Computer is perhaps best known for having a commitment to innovation as a core value. This is embodied by their "Think Different" motto. A commitment to doing good for the whole. Google, for example, believes in making a great search engine and building a great company without being evil. A commitment to helping those less fortunate. TOMS shoe company gives away a pair of shoes to a needy person for every pair it sells in an effort to alleviate poverty and make life better for others. A commitment to building strong communities. Shell oil company donates millions of dollars to the University of Texas to improve student education and to match employee charitable donations. Examples: A Commitment to be environmentally friendly | Commitment to innovation What specific needs do you solve, and how do you solve them? What is your primary goal for your business? Who are your competitors? How do you differ from your competitors? What is unique about your product/service? What would happen if you did not provide this service/product? What is motivating your customers to engage with you? What is the age range of people who would want your service/product? Which gender(s) would be most interested in this service/product? Can be one or the other or both What is the income bracket of your potential client? Is this a service/product they need or is it a luxury item? How will they use this service/product? What do your customers value most? Low price? Personalized attention? Special features? Easily available? Where do they get most of their decision-making information? Word of mouth? Review sites? Targeted ads? Trusted experts? Celebrities? Is this an impulse buy or something they are saving for? Where are your clients located? Locally, Globally? What year was the company created in? reCAPTCHA Submit If you are human, leave this field blank.
