Define the work
Client intake workbook
Two ready-to-send forms: a short inquiry and a practical setup form after booking.
6 pages · 27 fillable fields · Digital PDF
$4.99 USD · one-time purchase
Buy the PDF — $4.99A downloadable workbook. No physical item is shipped. Applicable tax is shown at checkout. Delivery, refunds, and privacy.
A clearer way
to do the work.
Includes short inquiry form; booked-client setup form; internal routing rules and response scripts.
Send the inquiry form first. Use the setup form only after the engagement is agreed. Do not request passwords, payment-card details, or unnecessary personal information in either form.
Inside the workbook
Original examples, practical instructions, and space to apply them to your own project.
- Short inquiry form
- Booked-client setup form
- Internal routing rules and response scripts
- 2-page templates-only PDF companion
Take a look inside.
This is an actual page from the workbook.
Before you buy
How is my PDF delivered?
After your payment is confirmed, download the PDF from the confirmation page. We also email a private download link to the address you enter at checkout. Check your spam folder if the email is missing, or contact purchase support.
What do I receive?
One 6-page digital PDF with completed examples and 27 fillable fields, plus a companion ZIP containing the templates-only PDF. The 3D booklet image is a digital product mockup; the sample shows an actual page from edition 02. No printed book or shipping.
Can I type into it or print it?
Yes. Use a compatible PDF reader to complete the worksheet fields and save a copy for each project. Test one saved entry first. You can also print the letter-size pages and write by hand.
Can I use it with clients?
Your purchase permits use and adaptation within your business and client work. You may share completed client-facing pages with that client. You may not resell, redistribute, or publish the blank workbook or templates as a competing product.
Is this a contract or a promise of results?
No. It is an operational workbook. Adapt it to your engagement and capacity. Examples are fictional, and the material does not create legal terms or guarantee business outcomes.
How do I get help with a purchase?
Email rlogank@icloud.com with the product name and your purchase reference. Do not send card details or passwords.