Business Audit Intake Form
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Business & Contact Details
Tell us who you are and how to reach you so we can follow up about your audit.
Your legal name or the primary contact for this business.
Best email to send the audit report and next steps to.
Phone number
Optional: Phone we can use for quick follow-ups. Include country code if outside the US.
Your company or brand name as you want it to appear in the audit.
Main site we'll review for conversion, messaging, and analytics.
Current Business Snapshot
Share your top-level metrics and offerings so we can benchmark performance and identify quick wins.
Primary revenue model
Select the main way you generate revenue.
Rounded to the nearest dollar. This helps prioritize recommendations.
Number of new leads or discovery calls you receive per month on average.
If unknown, provide your best estimate. This helps assess sales effectiveness.
List your most important strategic goals so the audit aligns with them.
Systems, Tech & Tools
Share the core systems you use for marketing, sales, delivery, and operations.
Which marketing & sales tools do you currently use? (select all that apply)
Select the platforms you actively use.
List the accounts we should review and which email/user has admin or read access. Do not enter passwords here.
Do you currently use paid advertising?
Helps us decide whether to review campaigns and ad spend.
Offers, Pricing & Client Journey
Details about your core offers, pricing, and how clients move from lead to billing.
List key packages, price points, and any payment plans.
How do leads typically become paying clients? Include common touchpoints.
Do you have documented client onboarding & delivery processes?
Knowing if processes are documented helps us spot operational inefficiencies.
Marketing Assets & Messaging
Share the assets and brand messaging we should review (web copy, lead magnets, case studies).
Briefly describe who you serve and how you position your services in the market.
Paste the direct links to the pages you want included in the audit.
Links to social platforms you actively use for marketing.
Approximate monthly spend to help assess ROI and scale opportunities.
Performance & KPIs
Provide the key metrics and reporting cadence so we can evaluate performance accurately.
List the metrics you monitor regularly and how you define them.
How frequently do you review performance data?
Understanding reporting cadence helps us tailor recommendations.
Tell us the pain points you'd like the audit to prioritize.
Files & Supporting Documents
Upload any documents, spreadsheets, or assets that will help with the audit. Place sensitive credentials in the secure access section below rather than uploaded files.
Business overview or strategy docs
Optional: Upload one-pagers, strategy docs, or business plans (PDF, DOCX).
Recent performance reports or analytics exports
Optional: Google Analytics/GA4 exports, ad reports, or revenue spreadsheets.
Marketing assets (lead magnets, sales pages, creatives)
Optional: ZIP or PDFs of lead magnets, sample emails, or ad creatives.
Instructions for granting access to accounts. Do not paste passwords here.
Expectations & Next Steps
Confirm the scope and timing so we can prepare the audit deliverables.
Preferred date for initial follow-up call
Pick a date/time window for a 30–45 minute kickoff to review goals and provide context.
Desired audit focus
Choose the primary area you want the audit to concentrate on.
Anything else we should know before starting the audit. Optional.
Authorization & Sign-off
Please confirm you authorize access for the audit and agree to next steps.
I confirm I have the authority to share the above information and grant access as necessary
This confirms we have permission to review accounts and documents for the audit.
Digital signature
Sign to confirm the information provided is accurate and you authorize the audit.
Draw a signature in the box above
