Elevate9 Client Forms
Select an existing client or create a new one to start filling out staged intake forms. Each form saves directly to that client's profile.
Stage 1 · Before First Call
Lead Capture
Fill this out before you ever pick up the phone or walk in the door. You need a name, a business, and a reason to call — everything else gets built from here.
Why are they worth a call? What caught your eye? What's their main problem you think you can solve?
Stage 2 · Discovery Call
Pre-Visit Intel
Ask these on the first call or fill them in during your research. By the time you visit for a video walkthrough, you should know their pain points, their market, and what's costing them money.
In plain words — what they sell, who buys it, how they deliver it.
The type of customer they want 20 more of.
The ONE thing that if they solved it, everything else gets easier.
Stage 3 · First Visit / Video Walkthrough
On-Site Assessment
You're on location or on a Zoom walkthrough. This is where you get the real story — origins, passion, differentiator, vision. Everything here feeds into the brand film script and proposal.
Their origin story — the "why" behind it all. This becomes the backbone of the brand film.
Passion translates into brand voice. This shapes how you write, film, and position everything.
Humanizes the brand. People buy from people — this often becomes the most memorable part of a brand film.
Not "great service." The REAL thing. What their best clients would say if asked.
The one thing a client can always count on. Becomes the headline of everything.
Bold and loud? Calm and trusted? Premium? Edgy? This shapes visuals and voice.
This often becomes the hero story in the brand film.
What YOU noticed — facility, team energy, potential B-roll, signage, vibe. Your producer eyes.
Stage 4 · Proposal Prep
Package, ROI & Close Plan
Now that you know their business inside and out — lock in the package, build the ROI math, and prep the proposal. This data goes straight into their client profile and the deal calculator.
Their current lead-to-close rate. Used for ROI math.
ROI Projection
Wins / Mo
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Revenue / Mo
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Revenue / Year
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How are you going to close this deal? What's the angle? What lever do you pull?
Stage 5 · Post-Close / Onboarding
Production Handoff
Deal is closed. Now lock in the production details — shoot date, access, wardrobe, location specifics, and anything the production crew needs to show up and execute on day one.
Address, parking, access notes, gate codes — anything the crew needs to know.
Based on everything from Stages 1-3, what are the TOP 3-5 things this film needs to communicate?
What footage do we need? Equipment, process, facility, signage, team, product?
Re-confirm where they're headed so the film points in the right direction.