Client Intake Form

Client Information

Preferred Method of Contact

Phone Email Text

Project Details

Type of Project

Real Estate Development Construction Management Project Buildout Vendor Management Property Management Other

Goals & Expectations

Estimated Budget Range

$0–$50K $50K–$250K $250K–$1M $1M+

Top 3 Priorities (select up to 3)

Staying on budget Staying on schedule Vendor coordination Quality assurance Communication/updates Property management after completion

Current Status

Do you currently have

A contractor/general contractor? Vendors or suppliers already in place? Permits or approvals secured? Financing arranged?

Communication & Reporting

How often would you like project updates?

Weekly Bi-weekly Monthly As Needed

Preferred reporting style

Email summaries Project management portal access Phone calls/video calls

Additional Notes

Quick Links