This client intake form is built for Amazon FBA consultants who need more than basic contact details at the start of a new engagement. Along with name, email, phone number, and brand information, it collects seller history, monthly revenue, profit margin, and active SKU count so you can quickly understand the size and stage of the business.
The template also captures the operational details that matter in FBA consulting, including storefront links, primary product categories, top ASINs, and sourcing methods such as private label, wholesale, or arbitrage. That makes it easier to review each lead with real business context instead of spending the first call gathering missing background information.
Because the questions are organized around onboarding and discovery, this form works well as a practical starting point for consultants, agencies, and small e-commerce teams. It helps standardize submissions, surface key pain points earlier, and create a smoother handoff into audits, strategy sessions, or ongoing account management.
