Client Intake Form

Business Information

Business Name(Required)

Business Phone(Required)

Business Email(Required)

Business Website (enter N/A if none)

Business Address (official address)(Required)

Street AddressAddress Line 2CityState / Province / RegionZIP / Postal Code

Contact Information

Contact Name(Required)

Contact Email(Required)

Contact Phone(Required)

Emergency Contact Name(Required)

Emergency Contact Phone(Required)

Relationship(Required)

Domain Name Register

This information relates to the company where you registered your domain name eg: GoDaddy, Namecheap, 1and1.

Domain Login URL

Domain Login Username

Domain Password

Hosting Details

This information relates to the company that hosts your website, eg: GoDaddy, Bluehost, Siteground.

Hosting Login URL

Hosting Login Username

Hosting Password

WordPress Website

Please provide us admin access if you have a WordPress site or create an admin user (lynadmin) with the email [email protected]

WordPress Login URL

WordPress Login Username

WordPress Login Password

Comments

Please tell us any additional details we need to know. (e.g. additional contacts, current webmaster additional emails, contacts, etc.)

Streamline Your Business with Our Client Intake Form

Collecting Essential Business Information

Efficiently Organizing Contact Details

When filling out the client intake form, it is vital to provide accurate and up-to-date business information. This includes details such as the business name, phone number, email address, website, and official address. By collecting this information, it ensures that communication with the client is clear and seamless.

With the contact information section, it is important to gather details of key persons within the organization. This includes the contact name, email, and phone number, as well as emergency contact details. By having this information readily available, it allows for smooth communication and access during any urgent situations.