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Client Consulting Intake Questionnaire

Client Consulting Intake Questionnaire 


Thank you for contacting S&P Advisory Group!

Please complete all questions to the best of your ability and we will connect with you as soon as possible. 

Preferred Contact Method
Are you currently in business?
Do you have a business entity?
Approximate annual revenue
Do you have a website and/or mobile app?
Please select the areas in which you are needing assistance.
Are you interested in customer care services?
Are you interested in receiving concierge services?
Please select any areas of interest.

Thanks for submitting!

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