Client Intake — Built to Outlast

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Step 1 of 5 About You

Step 1 of 5

About You

Let's start simple. Who am I building this for?

First Name

Required

Last Name

Required

Business Name

Required

Your Role / Title

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City

State

Step 2 of 5

Your Business

This tells me which tools and templates will fit your world.

Industry

Please select an industry

Team Size

Solo — just me Small team — 2 to 5 people Growing team — 6 to 15 people Larger organization — 16 or more

Please select a team size

CRM / Contact Management(optional)

How do you primarily work?

Field or mobile — I'm rarely at a desk Office-based — mostly at a computer Fully remote Hybrid — mix of field and office

Step 3 of 5

Your Biggest Headaches

Be direct. The more specific you are, the better I can build for you.

What task eats the most of your time every week?

Please describe your biggest time drain

What keeps falling through the cracks?

If one thing could run automatically, what would it be?

Step 4 of 5

Fit Check

No pressure — just helps me understand where you're at.

What's your timeline for getting something like this set up?

This week — I'm ready to move This month — actively looking Next 90 days — planning ahead Just exploring for now

Please select a timeline

Investment comfort level(rough range — not binding)

Under $2,000 $2,000 – $5,000 $5,000 – $10,000 $10,000 and up Not sure yet

What would make this worth it?(optional)

Step 5 of 5

How to Reach You

I'll follow up personally — not a form letter, not a sales script.

Please enter a valid email

Phone(optional)

Preferred contact method

Email Text / SMS Phone call

How did you hear about KINSMITH?(optional)

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You're in the queue.

I'll review your intake and reach out personally within 24 hours. No pitch decks. No sales calls. Just a real conversation about whether this is a fit.

KINSMITH LLC — Parrish, FL · Your information stays private. No spam, ever.