Follow the steps to successfully complete the intake form.

1. Click ‘Get Form’ button to access the Client Intake Form and open it for editing.
2. Begin with the contact name section, where you will provide your last name, first name, and middle initial where applicable.
3. Enter your email address in the designated field to ensure proper communication.
4. In the mailing address section, fill in your complete address including city, state, and zip code (with the +4 if known).
5. Provide your work phone and cell phone numbers for contact purposes.
6. Indicate your race and ethnicity by marking one or more applicable boxes.
7. Answer whether you consider yourself a person with a disability by selecting 'Yes' or 'No'.
8. Specify how you learned about the SBDC services by marking all relevant options from the list.
9. Indicate your military or veteran status by choosing the appropriate option.
10. Answer the gender section by selecting the gender identity that reflects yours.
11. Proceed to the business ownership section, where you will provide the name of your business and address if it differs from your mailing address.
12. If applicable, indicate the type of business by selecting from the provided categories such as manufacturing, retail, or service.
13. Provide details regarding your business’s gross revenues for the most recent full year.
14. Answer whether you are currently exporting by selecting 'Yes' or 'No'. If yes, list the countries you export to.
15. Complete the final sections related to business structure, employee count, and other business-related inquiries.
16. Once you have filled out all relevant sections, review your information for accuracy, then save changes, download, print, or share the form as needed.

Start filling out your Client Intake Form online today to get the support you need!