Good Tell Advisory Inc.

Private Intake Form

Instructions for Completing the Intake Form

1. Complete this form after your initial call

This is not a general inquiry form. It is provided only after a conversation.

2. Answer clearly and directly

Be specific. Vague answers slow things down. This form is used to decide next steps.

3. Complete all sections

If something does not apply, leave it blank or write “N/A.”

4. Do not send this form unless requested

Submission details will be provided privately if it moves forward.

5. This form does not guarantee a response

Every intake is reviewed. If it is the right fit, you will be contacted.

If you’ve already spoken with us and been invited to proceed, you know what to do.