Precision with Personality

New Client Enquiry

Let's see if we're
the right fit for you.

We're selective about who we work with -- not because we're difficult, but because great accounting is built on the right relationship. This takes about 4 minutes.

How did this enquiry arrive?

Web

Website enquiry -- client self-reported

The prospect completed the website form. Their answers have been pre-loaded where available. Review, fill any gaps, then score.

Cal

Calendly booking -- appointment confirmed

The prospect has booked a discovery call. Complete what you know from their booking details, then choose to score now or send them the full intake form first.

Direct email -- inbound enquiry

Enter what you can gather from the email, then either score on partial information or send the prospect the full intake form for a complete picture.

Phone

Phone call -- inbound or outbound

Log what you captured from the conversation. You can score based on what you know, or send the prospect the intake form to fill in the gaps before the first meeting.

Contact Details Financial Profile Goals & Advisory

Section 1 of 3

Contact Details

Who is the prospect and how did the enquiry arrive?

Staff entry

Logged by

First name *

Last name *

Email address *

Phone number

Send intake form to prospect

If you don't have enough information to score fully, send the prospect the intake form to complete. You can still continue and score on what you know.

/ Email message copied to clipboard -- paste it into your email client and send to the prospect. Their details are pre-filled in the link.

What prompted them to reach out? *

How did they hear about The Garis Group?

Referred by a professional adviser or firmA financial adviser, mortgage broker, solicitor, or other professional. Referred by an existing Garis clientA friend, family member, or colleague. Google / online searchFound us while looking for an accountant. OtherLinkedIn, event, social media, or something else.

Call notes

Section 2 of 3

Financial Profile

Approximate figures -- assessing complexity, not auditing.

Approximate investable assets (excluding family home) *

Under $500,000 $500,000 - $1 million $1 million - $3 million Over $3 million Unknown / not discussed

Combined annual income (approximate)

Under $150,000 $150,000 - $300,000 $300,000 - $500,000 Over $500,000 Unknown / not discussed

Which of the following apply? (select all that apply)

SMSFOperates or is considering a self-managed super fund. Business ownership or directorshipCompany, trust, or partnership. Investment property portfolioResidential or commercial. Recent or upcoming CGT eventSale of business, property, or significant asset. Share or managed fund portfolioActively held outside super.

Structure review interest

Yes -- hasn't been reviewed in some timeNot confident current structure still makes sense. Yes -- circumstances have changedBusiness sale, property event, relationship change, etc. Possibly -- open to understanding options No -- just needs compliance work done Not discussed / unknown

Section 3 of 3

Goals & Advisory Appetite

What they're trying to achieve and where they'd like support.

What does financial success look like for them in 3-5 years?

Interest in business advisory -- beyond compliance

Yes -- wants a proactive adviser, not just a tax agent Possibly -- open to understanding what that looks like No -- compliance work only Not discussed / unknown

Type of work primarily needed

Individual tax returnsPersonal compliance, nothing complex. Business / entity accounting and structuring Wealth strategy and tax planning Whole of picture -- business, personal, super, investments Not discussed / unknown

Openness to working with a financial adviser as part of a broader team

Yes -- interested in that conversation Possibly -- open to hearing more Not at this stage Not discussed / unknown

Anything else to note?

By submitting, your information will be used to assess your enquiry in accordance with our Privacy Policy.

Thank you, there.

We've received your details and one of our team will be in touch with you shortly.

We look forward to the conversation.

In the meantime, if you have anything you'd like to add or any questions, feel free to reach us at contact@garis.com.au

The Garis Group · Precision with Personality · garis.com.au

The information you provide will be used solely to assess your enquiry and is handled in accordance with our Privacy Policy. We do not share your details with third parties without your consent.

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Intake Assessment -- The Garis Group

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Score Breakdown

High Net Wealth
Assets, income & complexity · 40 pts

Referral & Adviser Fit
Referral source & adviser openness · 35 pts

Advisory Mindset
Goals, advisory appetite & structure awareness · 25 pts

Recommended next steps

Management report (copy to clipboard)

Let's see if we'rethe right fit for you.

Recommended next steps

Let's see if we're
the right fit for you.