The Luxe Music Empire™
Client Intake Form

This form will help us develop your custom strategy over the next 8 weeks.

Please fill it out thoroughly so we can build your coaching plan with precision, power, and clarity.

The Luxe Music Empire™

Client Intake Form

Section 1: Personal + Contact Info

First name / Preferred Name

Last name

Email

Phone

Birthday

Year

Month

Day

Address

Current job position

Days of the week and times you are best available for the Mid-Week Check-ins

Section 2: Current Business Snapshot

Business Name (if you have one). If not, add key words you may like to incorporate into a name

Describe your current business / business idea in 1–2 powerful sentences.

How long have you been teaching or operating (or even envisioning) your music business?

What types of students/clients do you currently serve? (Age range, instruments, levels, online or in-person)

How many students or clients do you currently have?

How much are you currently charging per student/client?

What are your current monthly earnings from your music business (estimate)?

Do you have any team members or assistant teachers? If yes, explain roles and responsibilities

Section 3: Foundations & Structure

Do you currently have a studio policy or contract?

Yes, formal document

No, but I explain verbally

No, nothing formal yet

Other

Do you currently have business systems in place (payment processors, scheduling tools, automated emails)?

Yes, fully systemized

Some, but could be better

No, I do everything manually

Other

Section 4: Goals + Vision

Describe your current vision for your business, in detail. The more, the better!

What is your dream vision for your music business in 1–3 years? (Be bold. Think big: multiple teachers, courses, recording space, merch, locations, etc.)

What are your top 3 goals to accomplish during this program?

What’s your ideal schedule / work-life balance in the next 6–12 months? (How many hours teaching per week? How many clients? Group vs. private?)

What are your non-negotiables when it comes to how you operate your business? (Examples: no evenings, only virtual, always solo-run, family flexibility, etc.)

Section 5: Offer Suite + Brand

What current or planned offer(s) are you most excited to scale or expand?

Do you currently have a logo or brand visuals?

Yes, professionally made

Yes, DIY

No

Please upload your logo (if you have one) (Accept: PNG, JPG, PDF, SVG – high resolution preferred)

Do you currently have a tagline or slogan for this business? If yes, what is it?

Describe your brand vibe in a few words (luxury, playful, elegant, bold, relaxed, family-focused, etc.):

Upload any branding assets, design boards, mockups, or fonts you’ve explored so far (Even rough Canva mockups or Pinterest boards are welcome)

Share any vision boards, mood boards, or colour palettes that inspire your brand or business

Do you give permission for me to use your uploaded materials strictly for coaching, review, and strategy planning purposes within this private program?

Yes

No

Section 6: Challenges + Gaps

What have you tried before to fix this? What didn’t work?

What’s been holding you back from going “all in”? (Mindset, money, clarity, confidence, time, etc.)

Section 7: Systems, Support + Resources

Do you collect testimonials or student success stories? If yes, how do you currently share them?

Do you use email marketing?

Yes (active list)

Starting soon

No

Don't know how

Do you have business savings or funding in place for future expansion (studio space, hiring, gear, etc.)?

Yes

Planning for it

Not yet

What resources do you currently have that could support your growth? (Examples: gear, camera, admin help, teaching materials, networks, available time, etc.)

Section 8: Mindset + Identity

Do you see yourself as a CEO of your studio/business? Why or why not?

What limiting beliefs or inner stories are you ready to shift during this program?

What are you most proud of so far in your music career or business?

What does “success” look like to you — professionally and personally?

Final Step

Anything else you want to share with Cass before we begin building your plan?

Contact

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