Client Intake Form
Service Inquiry
&
Needs Assessment
Section 1: Contact
&
Organization Details
First name
Last name
Email address
Phone Number
Company / organization name
Your role / title
Section 2: Service Requirements
Which courtesy concierge solutions are you seeking?
Luxury Living Courtesy: High-end residential
Commercial Courtesy: Safeguarding business assets, access control,
Residential Courtesy: On-site presence, community support,
Event Courtesy: Dedicated event coverage, guest management,
Property / venue address or location
Coverage schedule required
24/7 Dedicated Coverage
Night
Standard Business Hours
One-Time Event / Date-Specific
Custom / Flexible Schedule
Section 3: Scope
&
Community Assessment
Property type & scale
Primary focus areas & priorities
Resident Support
Access Control
Tech-Enabled Surveillance
Conflict De-escalation
Asset
Check your
top 3
priorities.
Desired service start date
Additional details or specific concerns
Submit
Client Intake Form: Service Inquiry & Needs Assessment