Executive Business Membership - Intake Form

Welcome to the Executive Business Membership.

This intake helps us understand your business, priorities, and the resources you need most so we can tailor your membership experience and strategic planning sessions around your goals.

Please complete this form thoughtfully. Your information will be used to support your membership experience and business planning.

5. Preferred Method of Communication *

Phone

Text

6. Company/Business Name *

7. Business website *

8. Business Social Media Handles *

Section 2: Business Profile

What type of business do you operate? *

Briefly describe your business. *

How long have you been operating your business? *

What stage is your business currently in? *

How many people currently work in your business? *

What are your primary products or services? *

Section 3: Your Business Goals

What are your top 3 business goals for the next 12 months? *

What is the biggest challenge currently limiting your business? *

Which areas would you most like support with? *

If we could help you solve one business problem during your first 90 days, what would it be? *

Section 4: Executive Support & Services

Which benefits are you most interested in? *

How would you most likely use your Virtual Assistant hours? *

What would make it extremely valuable to you? *

Section 5: Strategic Planning

What is the most important outcome you want from your monthly strategic planning sessions? *

Which key business metrics do you currently track? *

What are your primary business goals for the next 90 days? *

What are your primary business goals for the next 12 months? *

Are there any upcoming projects, launches, expansions, or strategic initiatives you'd like our help planning? *

Section 6: Business Infrastructure

Do you have Standard Operating Procedures (SOPs)? *

Which area of your business would you like to improve or grow? *

Which administrative tasks take up the most of your time? *

Section 7: Business Address & Professional Services

Will you be using the business address included with your Executive Business Membership? *

Yes

Possibly/I'd like more information

Are you interested in Resident Agent Services? *

Yes

I'd like more information

Are you interested in trademark guidance or filing support? *

Yes

Maybe in the future

Are there any upcoming legal, administrative, or business-registration needs we should know about? *

Section 8: Travel & Lifestyle Benefits

Are you interested in our Travel Planning Services? *

Yes

Occasionally

Which travel planning services would you find most beneficial? *

Would you like to learn more about the exclusive Marriott and Avis discounts available to Executive Business Members? *

Yes

Section 9: Member Experience

How often do you plan to use the business lounge? *

How often do you expect to need conference room access? *

What days/times are you most likely to use the space? *

What time(s) are you most likely to use the business lounge? *

9:00 AM - 1:00 PM

12:00 PM - 5:00 PM

3:00 PM - 7:00 PM

Do you have any workspace needs? *

Section 10: Membership Expectations

What does success look like for you as an Executive Business Member? *

How can we best support you in achieving your business goals as an Executive Business Member? *

Is there anything you'd like us to know about you or your business so we can provide a personalized and exceptional membership experience? *

How did you hear about the Executive Business Membership? *

Final Confirmation

Some membership benefits, including special event venue services and trademark filing, may involve separate service or filing fees. Membership benefits are subject to applicable terms, availability, and service limitations.

I understand that certain services may have separate fees.
I confirm that the information provided is accurate to the best of my knowledge.