Client Intake Form

This form helps us understand your situation so we can prepare a quote and a clear plan. You are not committing to paid work by submitting it. We do not collect payment information or passwords here, and short, simple answers or bullet points are perfectly fine.

Basic Information

Tell us who you are and how to reach you. We’ll only use this info to respond to your request.

Full Name: *

Preferred Phone: * We’ll only call or text in the way you specify below.

Email Address: *

Preferred Method of Contact:

Best Time to Reach You:

Pronouns:

How did you hear about Huffle’s IT Services?

Device & Tech Details

This helps us prepare before we reach out so you’re not repeating yourself.

Operating System: *

Device Type:

Service Needed:

Issue Category:

Scope of the Issue:

How urgent is this for you?

Additional Notes:

Current Setup Snapshot

Optional, but helpful. This gives us a quick picture of your environment. You can skip this if it feels like too much.

Environment Type:

Business Name (if applicable):

Internet Provider (ISP):

Router / Modem Brand & Model:

Security Software in Use:

Do you currently have backups?

Military & First Responder Discount

Optional. Huffle’s IT Services is veteran-owned. Verified U.S. Military (active or veteran) and verified first responders (police, fire, EMS) may qualify for discounted services. You may skip this question if you prefer.

Are you U.S. Military or a first responder? (Optional)

Anything you’d like us to know about your service? (Optional)

⚠️ Discounts require verification (for example: VA card, veteran-designated driver’s license, or other official proof). Please do not upload or email ID photos or documents through this form — we’ll arrange a safe way to verify during scheduling or consultation.

Data & Risk Priorities

This helps us understand what matters most so we can protect the right things first. Short answers or bullet points are fine.

What data is most important to you?

How cautious do you prefer to be?

Comfort & Accessibility Preferences

Completely optional. If certain approaches, tones, or tools help you feel safer or less overwhelmed, you can tell us here. You can also leave this blank.

Comfort / Accessibility Needs:

Preferred Consultation Format:

Are you comfortable with remote access tools if needed?

⚠️ Please do not include any passwords or full login credentials in this form. If temporary access is needed, we’ll arrange a safe method during the consultation.