📝 Client Intake Form Instructions
Welcome, and thank you for taking the time to complete our client intake form. This form is divided into five required sections, each designed to gather the information we need to serve you effectively.
Please read the instructions below before getting started:
✅Section 1 is required to be complete for your listing to go “LIVE,” but all five sections must be completed to finish the intake process.
🔁 You may complete the sections in any order, but once you begin a section, you must finish it before leaving the page.
🚫 Your progress is not saved if you exit a section before completing it.
⏱️ Estimated completion times are provided at the beginning of each section to help you plan accordingly.
For the best experience, we recommend setting aside uninterrupted time to complete each section once you begin.