Client Intake: Digital Solutions Brief

01 Business and Contact

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.

02 Your Main Objective and Customer Path

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

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Are any public business details outdated or changing?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

03 Final Context

Additional relevant non-sensitive notes optional

Information that is uncertain or needs verification optional

04 Required Acknowledgments

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 this business.

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

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

I understand that this service does not include account access, implementation, website/profile changes, outreach execution, or ongoing management.

I understand that ACA does not guarantee rankings, traffic, leads, bookings, sales, revenue, reviews, or other business outcomes.

I understand that the delivery timeline begins after payment, complete intake, and required information are received.

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.

Digital Solutions Brief

Please review the following

01 Business and Contact

02 Your Main Objective and Customer Path

03 Final Context

04 Required Acknowledgments

Thank you.