Vol. 02 · Intake · Section 19

Client Intake Form

Fill what you can. Nothing on this form should include passwords, MFA codes, complete SSNs, banking credentials, or full tax returns — we handle those separately in a secure vault.

A · Business Identity

12 fields · Required

B · Ownership

Encrypted · Eligibility only
Additional owners & demographic data (veteran / gender / disadvantaged status) are collected in a separate encrypted intake — used only when an application requires it.

C · Registrations & Credentials

No passwords · No MFA codes

D · Capabilities

What you actually deliver

E · Financial Snapshot

Ranges are fine · No bank #s
Never send in this form: account numbers, full tax returns, personal SSNs, credit info. Those live in a separate secure vault we set up together — with owner approval on every access.

F · Track Record & References

Federal past performance = your #1 asset

G · Funding & Goals

The ask · the use · the impact

H · Which Lanes Matter First

Check all that apply — order priorities in "Open Field"

I · Open Field

Anything else we should know
By submitting this intake you agree to receive follow-up from Dr. McKnight's office at the phone & email above. Your data is used solely to identify opportunities and prepare applications — never sold, never shared without your written approval.
"Commit to the Lord whatever you do, and he will establish your plans." — Proverbs 16:3
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