Client Intake Form | Harper Assists
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Let's Get Some Info On You

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Let's See If We're a Fit

Before I build your proposal, I need to understand your business, your goals, and where you actually are right now.

This intake form takes about 5 minutes. I review every submission personally and follow up within 1-2 business days. No fluff, no sales pitch — just a real conversation about what you need.

Not sure if you're ready? Email me directly at harperva@harperassists.com and we'll figure it out together.

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HARPER ASSISTS

Client Intake Questionnaire

Before we move forward, I need to get clear on where you are and where you're trying to go. Take your time — honest answers help me help you better.

YOUR BASICS

YOUR BUSINESS

How long have you been in business?
What are you currently using for social media?

GOAL AND EXPECTATIONS

What is the primary thing you're trying to accomplish with social media?

BUDGET AND COMMITMENT

What is your monthly budget for social media management?
Under $1,000/month
$1,000 – $2,000/month
$2,000 – $3,000/month
$3,000+/month
I'm not sure yet
Are you open to a contract commitment?
Yes — 3 months works for me
Yes — I'd prefer 6 months
Either works — let's talk
I was hoping for month-to-month
Are you the sole decision maker for this investment?
Yes — I make the call
No — I need to loop in a partner or spouse
Someone else needs to sign off
What is your timeline for getting started?
ASAP — I'm ready now
Within the next 30 days
60+ days out
Just exploring options for now

ANYTHING ELSE

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