Section One
Client Information
The person of record for this engagement.
Time Zone
Select Eastern (ET) Central (CT) Mountain (MT) Pacific (PT) Alaska (AKT) Hawaii (HT) Other
Best Way to Reach You
Select Email Text Phone Call
Section Two PRIORITY
Business Registration Foundation
Complete this section only if you purchased the TIH Business Registration Service. If you did, this drives everything else. Filing begins within 3 business days of intake receipt.
Business Purpose Description One or two sentences describing what your business does. This appears on public filings.
Preferred Fiscal Year Calendar Year (Jan-Dec) Other (specify in notes)
Your Own Business Address (if selected above)
Initial Website Content Preferences Brief notes on what your one-page website should include. Example: hero tagline, about, services, contact form.
Note on sensitive information: Do not enter your Social Security Number in this form. After submission, we will send a secure channel for any information required for your EIN filing.
Section Three
Professional Licensing and Compliance
This tells us what regulatory environment your build has to respect. Every asset we build must sit inside these boundaries.
Active Professional Licenses Every license, issuing state, and number. Example: Ohio Life License #12345, Non-resident Life in AR, CO, TX, MO, MD, VA.
Broker-Dealer, IMO, FMO, Brokerage, or Carrier Affiliation Example: World Financial Group (WFG), with appointments at Transamerica, Pacific Life, Nationwide.
Compliance Language Boundaries Anything your license restricts you from saying or advertising. Example: cannot use "investment advice," cannot advertise guaranteed returns.
Section Four
Brand Direction
Your brand storyboard, logo, colors, and voice all come from your answers here. Be specific.
In two to four sentences, describe what your business does and who it serves.
Describe your ideal client in one paragraph. Age range, life stage, income, values, what they are trying to solve.
What makes you different from other providers in your industry?
Color Palette Preferences Colors you love, colors to avoid, any brand colors already in use.
Brands or Professionals You Admire Two or three brands whose look and feel you would want yours to sit alongside. Links welcome.
Section Six
Services and Offers
This shapes what your lead capture page, booking form, and confirmation sequence actually say.
Top Three Services You Currently Offer or Are Building Name each and add one sentence.
The Primary Offer Your Lead Page Should Convert To Example: free consultation, paid discovery session, workshop signup, policy quote request.
Availability for Client Appointments Which days and time ranges (with your time zone) should we build into your booking page?
Section Seven
Compliance-Safe AI Workflow
Your Foundation Build includes one compliance-safe AI workflow. Tell us which use case gets the most immediate return.
AI Guardrails and Restrictions What must your AI workflow never do, say, or generate? Example: never quote guaranteed rates of return.
Section Ten
Acknowledgments and Signature
Please confirm the following before submitting. Your build window activates once your engagement agreement is signed and this intake is complete.
Digital Signature
By typing your full legal name below, you acknowledge that you have completed this intake truthfully and to the best of your knowledge, and that you authorize TIH Industries LLC to proceed with your Foundation Build engagement based on these responses.
