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Client Intake - Comprehensive

Client Intake

Select your service and complete the comprehensive form below

Meal Prep Services

Comprehensive intake to create your perfect meal plan

Why we ask: These detailed questions help us understand your unique needs, preferences, and lifestyle to deliver exceptional, personalized service every time.

Contact Information

Full Name *

Email Address *

Phone Number *

Service Address *

Preferred Contact Method *

Best Time to Reach You

Household & Service Details

Total People in Household *

Number of Adults

Number of Children

Ages of Children (if applicable)

Helps us understand portion sizes and kid-friendly options

How many meals per week? *

Which meals would you like prepared? *

Breakfast

Lunch

Dinner

Snacks

Portion Size Preferences

Schedule & Logistics

Preferred Prep Day *

Alternate Prep Day

Preferred Start Time

Desired Start Date

Will someone be home during prep?

Yes, usually home

No, not home

Varies

Kitchen & Storage

Available Kitchen Equipment

Gas/Electric Stove

Oven

Microwave

Slow Cooker/Crock Pot

Instant Pot/Pressure Cooker

Air Fryer

Blender

Food Processor

Additional Equipment or Notes

Refrigerator/Freezer Space

Communication & Customization

Menu Planning Preference

Chef creates weekly menu

Collaborative (review & approve)

I provide meal ideas

Additional Information

Upcoming Special Occasions or Events

Previous Meal Prep or Chef Experiences

Additional Notes or Special Requests

How did you hear about us?

If referred, who referred you?

Private Dining Experience

Comprehensive event planning for an unforgettable experience

Why we ask: Detailed information ensures every aspect of your event exceeds expectations and creates lasting memories.

Contact Information

Full Name *

Email Address *

Phone Number *

Preferred Contact Method *

Best Time to Reach You

Event Details

Preferred Event Date *

Preferred Event Time *

Alternative Date

Alternative Time

Number of Guests *

Adults

Children

Ages of Children (if applicable)

Helps us plan kid-friendly options and portions

Event Occasion/Type *

Tell Us About Your Event *

This helps us personalize the experience and understand what makes this event special

Expected Event Duration

Event Formality Level

Location & Venue Details

Service Address *

Venue Type *

Where will dining take place?

Table Setup & Seating

Kitchen Facilities Available

Full Kitchen

Stove/Cooktop

Oven

Refrigeration

Adequate Workspace

Warming Drawer

Outdoor Grill

Limited Kitchen

Kitchen Details & Limitations

Venue Access & Logistics *

What time can we arrive for setup?

Typically need 2-3 hours before service

Beverage Service

Beverage Service Needs

No beverage service needed

Wine Pairing

Signature Cocktails

Full Bar Service

Client will provide beverages

Beverage Preferences & Notes

Do you need a bartender?

Yes, please provide

No, self-serve or host will handle

Unsure/Need recommendation

Budget & Investment

Budget Range (total event)

Helps us tailor our menu and service recommendations

Per-Person Budget Consideration

Timeline & Planning

Ideal Event Timeline

Additional Information

VIPs or Guests of Honor

Previous Event Experiences

Inspiration & Reference Points

Concerns or Questions

Special Requests or Important Details

How did you hear about us?

If referred, who referred you?

Corporate Wellness Program

Comprehensive assessment to build the perfect wellness solution

Why we ask: Understanding your company culture, goals, and team needs allows us to create a wellness program that drives measurable results and ROI.

Primary Contact & Decision Makers

Your Full Name *

Job Title/Role *

Email Address *

Phone Number *

Preferred Contact Method *

Other Key Decision Makers

Approval Process & Timeline

Program Details & Interests

Program Specifics & Vision

Desired Service Frequency

Desired Start Date

Initial Program Duration

Preferred Service Times/Days

Employee Demographics & Needs

Known Dietary Restrictions & Preferences

General Dietary Preferences in Your Workplace

Plant-based options important

Low-carb options needed

High-protein preferences

Gluten-free needs

Culturally diverse team

Adventurous eaters

Prefer traditional/familiar

Employee Interest Level

Current State & Existing Programs

Existing Wellness Initiatives

Previous Wellness Program Experiences

Current Food/Meal Situation

No current program

Snacks/beverages provided

Occasional catering

Vending machines

On-site cafeteria

Employee Feedback on Current Offerings

Budget & Investment

Annual Budget Range

Annual budget for wellness/food programs

Per-Employee Monthly Budget

Decision Timeline & Additional Information

Decision Timeline *

What's driving the timeline?

Are you evaluating other vendors?

Concerns or Questions

Must-Haves vs. Nice-to-Haves

Additional Information

How did you hear about us?

If referred, which company?

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Client Intake

Meal Prep Services

Contact Information

Household & Service Details

Schedule & Logistics

Dietary Requirements & Restrictions

Meal & Flavor Preferences

Kitchen & Storage

Communication & Customization

Additional Information

Private Dining Experience

Contact Information

Event Details

Location & Venue Details

Menu & Culinary Preferences

Beverage Service

Budget & Investment

Timeline & Planning

Additional Information

Corporate Wellness Program

Company Information

Primary Contact & Decision Makers

Program Details & Interests

Employee Demographics & Needs

Current State & Existing Programs

Budget & Investment

Decision Timeline & Additional Information