Private Client Intake

Combined Diagnostic Bundle

Connect what your business should address first with the local opportunities worth pursuing next.

Fee: $179.99 USD, one-time payment · 100% upfront
Delivery: Within 3–5 business days after payment, complete intake, and required information are received
Includes: Branded diagnostic, seven-day owner action sequence, local opportunity report and tracker, integrated next-step recommendation, brief clarification for each component
Walkthrough: One 15-minute delivery walkthrough, if scheduled within seven calendar days of delivery

Before you begin. Use this intake after ACA has confirmed fit. Submitting it is not a payment and does not automatically confirm acceptance. Your delivery timeline begins after payment, complete intake, and required information are received. Payment and intake instructions.

Step 1 Business and Objective
Step 2 Local Opportunities
Step 3 Review and Confirm

Please review the following

Leave this field empty

All fields are required unless marked optional.

01 Business and Objective

Business details

Full name

Role or title

Public business name

Best email for communication and delivery

If you pay by Stripe, please use this same email where possible.

Preferred contact method

Email Phone

Phone optional

Required if phone is your preferred contact method.

City, region, or service area

Main products or services

Primary customer type

For example: local homeowners, small law firms, event planners.

Website or primary public business profile

A website, Google Business Profile, or social profile link.

Diagnostic context

What is the one main objective you want to improve or clarify over the next 30–90 days?

Why is this important now?

What appears to be getting in the way? Not sure

What have you already tried, and what happened? optional

What should someone do after finding your business?

Call Book Request a quote Visit Order Submit an inquiry Other

Describe the other customer action

Link or description of that customer action optional

Where do customers usually discover your business? optional

What is working well that should be protected? optional

What time, staffing, tool, or implementation limitations should ACA consider? None known

Budget context for future owner-led actions optional

Helps ACA keep recommendations realistic. Sharing this does not require any further purchase.

Is there a relevant deadline, seasonal event, or business change? optional

Are any public business details outdated or changing? optional

02 Local Opportunities

What is the main objective for the local opportunity research? Use my primary objective from Step 1

What opportunity types should ACA research?

Select all that apply.

Potential business customers Referral sources Strategic partners Complementary businesses Community organizations Venues or public events Other

Describe the other opportunity type

What specific product or service would you offer these targets?

What value can your business offer a potential customer, referral source, or partner?

Target cities, region, or service area

Maximum distance or radius, if relevant optional

Industries, categories, or organization types to prioritize

What characteristics make a target a good fit?

Categories or businesses to exclude optional

Existing clients, partners, or previously contacted businesses to avoid duplicating optional

Public business names or links only. Please do not paste private CRM exports or contact lists.

Are there timing constraints or a relevant campaign/event date? optional

Who will conduct outreach after delivery?

A name or role, such as “owner” or “sales lead.”

Preferred outreach channel

Email Phone In person Other Not yet decided

Describe the other outreach channel

What would you want the first conversation with a suitable target to be about?

Any limitations that should affect the research recommendation? optional

The number of researched targets is not fixed. Target-count commitments require separate scope approval.

03 Review and Confirm

Your summary

Business name
Delivery email
Primary objective
Research objective
Opportunity types
Target geography
Selected service: Combined Diagnostic Bundle, $179.99 USD, one-time payment

Relevant non-sensitive notes optional

Information that is uncertain or needs verification optional

Security notice

Do not submit passwords, payment-card details, banking information, government identification, private customer records, or unnecessary sensitive information.

Required acknowledgments

Please confirm each statement.

I am authorized to request this service and provide information on behalf of the business.

My information is accurate to the best of my knowledge, and I am authorized to provide submitted materials.

I authorize ACA to use this information to provide the requested service.

I understand that this engagement uses public information and client-provided context without account passwords or private-system access.

I understand that implementation, account changes, outreach execution, sales activity, and ongoing management are excluded.

I understand that ACA does not guarantee responses, leads, meetings, partnerships, rankings, bookings, sales, revenue, reviews, or other outcomes.

I understand that the 3–5 business day delivery timeline begins after payment, complete intake, and required information are received.

I understand that the included 15-minute walkthrough must be scheduled within seven calendar days of delivery.

I am at least 18 years old.

I have reviewed and agree to the ACA Foundation Office Service Terms.

I have reviewed the ACA Privacy Policy.

Future updates optional

Service emails about your request are sent regardless. This separate, optional choice is only for occasional future ACA updates.

I would like to receive occasional ACA updates. I can withdraw this at any time.

Received

Thank you.

Your Bundle intake has been received. ACA will review your diagnostic objective, research criteria, and available capacity. Delivery timing begins after payment, complete intake, and required information are received. ACA will confirm your scope and deadline by email.