The ElevA · Client Intake Form

Let's See If We're a Good Fit

Before we jump on a call, I'd love to learn about you and your business. Takes about 3 minutes.

Section 1 — About Your Business Step 1 of 3
Section 1 of 3

About Your Business

Help me understand who you are and what you do.

✓
Life or business coach
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Healthcare professional (doctor, therapist, counselor, allied health)
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Entrepreneur or online business owner
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Other service-based professional
2–3 sentences is perfect.
Section 2 of 3

Your Project

Tell me what you need help with and what's not working right now.

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Website design — new build (7-day delivery)
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Website + Automation (site, CRM, and email workflows)
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Website revamp or redesign
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Automation setup only (GHL, ActiveCampaign, Zapier, etc.)
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VA Support Retainer — ongoing monthly support
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Social media management
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Graphic design and content creation
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Landing page or sales page
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Not sure yet — I need your advice
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Yes — within the next 4 weeks
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Yes — within the next 1–3 months
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No specific deadline, but I want to move quickly
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No rush, I am planning ahead
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Following up with leads by email or DM
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Booking calls and sending calendar invites
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Sending welcome emails to new clients
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Chasing unpaid invoices
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Reminding clients of appointments
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Onboarding new clients step by step
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None — I already have some automation in place
Section 3 of 3

Investment & Timing

No pressure — I just want to make sure I recommend the right package for where you are right now.

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Under $500 USD
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$500 to $1,500 USD
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$1,500 to $4,500 USD
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$4,500 and above USD
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Not sure yet
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As soon as possible — this week or next
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Within the next month
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In the next 1 to 3 months
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Just exploring my options for now
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Instagram
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Facebook group
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LinkedIn
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Referral from a friend or colleague
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Google search
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We have worked together before
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theeleva.co website
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Other
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You're one step closer!

Thank you — I personally review every submission and will be in touch within 1–2 business days. If your booking is confirmed, you'll receive a calendar invite with everything you need ahead of our call.

Can't wait to learn more about your business and what we can build together.

— Hannah  │  The ElevA
hello@theeleva.co
💛

Not quite the right fit yet

Based on where you are right now, I don't think we're the right fit just yet — but I'd love to reconnect in 3 months when you're ready to invest in your online presence.

Feel free to explore theeleva.co in the meantime and reach out when the timing is right.

— Hannah  │  The ElevA