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New Client Questionnaire

In order to begin your setup, I have prepared the form below to enable me to take some key details which will help during our time together. Please take the time to answer the questions below as thoroughly as possible. There are no wrong answers, this process is designed to help you really structure your business in the best way.

How do you prefer being contacted day-to-day?

Please upload any documents that would relevant to our success! Thank you!

Upload File

Your privacy and protection are very important to me. I prefer to use Lastpass to share passwords and other login details. Please visit the Lastpass website and create a free account, if you do not already have one.

Thank you! We can't wait to get started!

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