FawadWaseem
intake.fawadwaseem.com
New Client Intake

Let's Build Something
That Actually Works

Fill out this form and I'll review your project within 24 hours. No fluff, no back-and-forth — just a clear plan and a fair price.

$600K+
Earned on Upwork
1,700+
Projects Delivered
98%
Job Success Score
11 Yrs
GHL Experience
Select your client type to begin 0%
What brings you here?
1

About You

Your basic contact information

* Full Name
Required
* Email Address
Required
* Phone / WhatsApp
Required
Preferred Contact Method
* Company / Agency Name
Required
Company Website
* Country
Required
Time Zone
Are you the decision maker for this project?
Yes — I approve and pay
No — need approval from someone else
Joint decision
2

Your GHL Setup

Current platform configuration

* Do you have a GHL agency account?
Required
Which GHL plan are you on?
How many sub-accounts do you currently manage?
How many clients will you clone this snapshot to?
Are you white-labeling GHL under your brand?
Phone / SMS provider in use?
Are you using SaaS mode to resell GHL to clients?
Yes
No
Planning to
Not sure
Is A2P 10DLC registration done for your sub-accounts?
Yes — registered
In progress
Not done yet
Not sure
Do you have an existing snapshot we should start from?
Yes — will share it
No — build from scratch
Partial — needs rebuilding
3

What Needs to Be Built

Select everything that applies

* What do you need built? (Select all that apply)
Please select at least one
Which third-party integrations do you need? (if any)
e.g. Clio, Make.com, Zapier, Stripe, Calendly, HubSpot, Salesforce
What niche / industry does this system serve?
Be specific — this helps us understand the automation logic needed
* Describe what you are building in your own words
What problem does this system solve for your clients? What should happen from lead in to client signed?
Required
4

Onboarding & Operations

How you work with your clients

Who will operate / manage the snapshot after delivery?
Me personally
My VA / team
Client manages it
Mix
How do you currently onboard a new client onto GHL?
What steps do you take right now? This tells us what the Clone Checklist needs to cover.
What is the biggest bottleneck in your current agency operations?
Have you worked with a GHL freelancer or agency before?
Yes — good experience
Yes — bad experience
No — first time
If previous bad experience — what went wrong?
5

Timeline & Budget

Scope and investment expectations

* Target delivery date
Required
* Budget range for this project
Required
Do you need ongoing support after delivery?
Yes — monthly retainer
Maybe
No — one-time only
Are you currently comparing other freelancers?
Yes
No — just you
Already decided
6

Final Details

Last few things

* How did you find me?
Required
What made you reach out specifically today?
This is the most useful thing you can tell me
Do you have any documents to share?
Paste a Google Drive link, Dropbox link, or any shared URL below (SOW, brief, brand guide, existing snapshot export)
Anything else I should know?
Confidentiality: Everything you share here is strictly confidential. By submitting this form you confirm you are authorized to share this information. An NDA can be signed before any detailed project discussion begins.
1

About You

Your basic contact information

* Full Name
Required
* Email Address
Required
* Phone / WhatsApp
Required
Preferred Contact Method
* Business Name
Required
Business Website
* Country
Required
Time Zone
Are you the decision maker for this project?
Yes — I approve and pay
No — need approval
Joint decision
2

Your Business

What you do and who you serve

* What does your business do?
One or two sentences — what you sell and who buys it
Required
Are your customers B2B or B2C?
Approximate monthly lead volume
How do leads currently come in?
What is your average deal / service value?
How many people on your team will use GHL?
Just me
2–5 people
6–15 people
15+ people
3

Your GHL Status

What's already set up and what's broken

* Do you currently have GHL?
Yes — active and in use
Yes — barely using it
No — need full setup
Required
Is this a sub-account under someone's agency?
How long have you had GHL?
What is already built in your GHL? (Select all that apply)
Are you migrating from another CRM?
Yes
No
If migrating — which CRM and how many contacts?
Are you using an external calendar tool?
GHL calendar
Calendly
Acuity
None yet
Other
Email sending method in GHL?
LC Email
Custom SMTP
Not set up
Not sure
Can you give us sub-account access on Day 1?
Yes — ready
Yes — need to set up
Not sure how
4

What You Need

Scope of work

* Type of engagement needed
One-time project
Monthly retainer
Emergency fix
Project + ongoing
Required
* What do you need built or fixed? (Select all that apply)
Please select at least one
Which third-party tools need to be connected? (if any)
Do you need SMS / calling set up?
Yes — not set up
Already sending SMS
SMS needs fixing
No SMS needed
Do you need copy written for SMS and emails?
Yes — write it for me
No — I\'ll provide copy
Mix
5

Pain Points & Goals

The most important section

* What is your biggest problem right now?
Be specific — what is actually broken, slow, or costing you money?
Required
Has a previous freelancer or agency worked on this before?
Yes
No — first time
If yes — what did they build and what went wrong?
* What does success look like for you in 90 days?
Specific outcomes — not "I want it to work better"
Required
Is there an emergency — something live and broken right now?
Yes — urgent
No — planning ahead
6

Timeline & Budget

Scope and investment

* Target start / delivery date
Required
* Budget (one-time project)
Required
Monthly retainer budget (if applicable)
Are you currently comparing other freelancers?
Yes
No — just you
Already decided
7

Final Details

Last few things

* How did you find me?
Required
What made you reach out today specifically?
Any documents to share?
Paste a Google Drive or Dropbox link (screenshots, workflow exports, brand guide, SOW)
Anything else I should know?
Confidentiality: Everything you share here is strictly confidential. By submitting this form you confirm you are authorized to share this information. An NDA can be signed before any detailed project discussion begins.

You're in the queue

I've received your intake form and will review it personally within 24 hours.

You'll hear from me via your preferred contact method to schedule a discovery call. Come ready to talk through the details — I'll already be prepared.

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