Easton Consulting House — Client Onboarding

Step 1 of 7: Who you are

Basics so we can reach you.

Your name *

Company name *

Email *

Phone *

Include the country code (e.g. +44, +1).

Website

Step 2 of 7: How we'll work together

Timezone, preferred channels, anything we should know about your schedule.

Your timezone *

Preferred way to reach you *

Anything we should know about your hours?

Step 3 of 7: A few personal things

Birthday and a line on what you're into. The rest is optional.

Birthday (month and day) *

No year needed.

What you're into *

Family or anything you'd like us to remember

Anything else

Step 4 of 7: Your business right now

Helps us shape what to build first.

Current monthly revenue *

Revenue trend over the last 12 months

How you make money (tick any that apply)

Direct sales / services Recurring subscriptions / memberships Affiliate / commission-based Product sales Consulting / coaching Advertising / sponsorships Something else

How a stranger becomes a paying customer

% of customers still with you after 12 months

Biggest reason people leave

Step 5 of 7: Team and bottlenecks

Where things stall today.

Your team and who does what *

The #1 thing stopping you scaling right now *

Most repetitive tasks you or the team do

Hours per week spent on those

Who makes the final call on what gets done

How documented are your processes

Do you have SOPs for your main workflows

Step 6 of 7: Tools and data

What you've already got working — and what isn't.

Where your customer / lead data lives (tick any that apply)

CRM Spreadsheets Email Multiple places Not organised Other

How clean is your data

Automation tools you're using (tick any that apply)

Zapier Make n8n GoHighLevel HubSpot workflows Email sequences Other None

What those tools currently automate

How well is it working

If your systems aren't connected, what's the cost

Who handles technical setup on your side

Compliance you need to respect (tick any that apply)

HIPAA GDPR CCPA PCI-DSS SOC 2 None Other

Step 7 of 7: Context that helps us go deeper

All optional. Skip what doesn't fit.

Main competitors

What they do better than you

What you do better than them

What customers complain about most

What customers love about working with you

Where you want this business in 2 – 3 years

Metrics you track today

Metrics you wish you tracked but don't

Welcome To Easton

Got it. We're on it.