Client Intake — Mikey & Machine

About you & your business

The basics, so we know who we're building for.

Your name*

Email*

Phoneoptional

Business name*

What does your business do?*

Describe it like you'd explain to a friend at a bar.

Industry / niche*

How long have you been in business?

Team size

Approximate annual revenue range

Totally optional — helps us understand scale.

Current tools & workflow

What you're working with today.

Pain points & time drains

This is the good stuff — what's eating your time and driving you crazy.

What tasks eat the most of your time? (think repetitive daily/weekly stuff)*

Be specific. "Admin stuff" is less helpful than "sending follow-up emails after every job."

What tasks do you absolutely hate doing?

Where do things fall through the cracks?

Missed follow-ups, forgotten invoices, leads going cold, etc.

How much time do you spend on admin vs. revenue-generating work?

Mostly admin (60%+ of my week) About 50/50 Mostly revenue work

Getting & keeping clients

How you find work and keep customers coming back.

Loan officer specifics

Details about your lending practice so we can tailor recommendations.

Referral partners

Your realtor and partner relationships are a huge lever — let's understand them.

Mortgage lead sources

Where your pipeline comes from and where it gets stuck.

Compliance & branding

Mortgage marketing has rules — we need to know your guardrails.

Does your lender have social media or marketing guidelines?

Yes — strict compliance review required Some guidelines, but flexible No real restrictions Not sure

Any specific content restrictions we should know about?

Are you building a personal brand or operating under your company brand?

Personal brand (my name / face) Company brand Both / hybrid

Rate environment & content

How you talk about rates and what kind of content you're comfortable with.

Online presence

Quick snapshot of your digital footprint.

Website URL (if any)

Google Business Profile?

Yes, active & updated Yes, but neglected No Not sure what that is

How would you rate your online presence overall?

1

2

3

4

5

6

7

8

9

10

Non-existentCrushing it

Social media & content

Tell us about your social presence and content goals. Skip if social isn't relevant.

Communication & scheduling

How you handle inquiries, bookings, and client communication.

Goals & priorities

What you actually want to accomplish.

If you could wave a magic wand, what 3 things would you automate or fix?*

What's your #1 business goal for the next 6 months?

Monthly budget for tools & automation

No wrong answer — helps us recommend the right tier.

How urgent is this? When do you want to start?

ASAP — I need help yesterday Soon — within the next month Just exploring — no rush

Anything else?

The open mic — say whatever's on your mind.

Anything else you want us to know?

How'd you hear about us?

Tell us about your business