•Digital Resources•Personal Style & Fashion•Wardrobe Planning & Outfit Building

Client Intake Form Checklist

(5.0)

Retail price

Processing Time: 1-3 business days

Shipping & Handling*:

Quantity:

In Stock

View Cart

Product Details

Marketing

Shipping & Payment

Refunds & Returns

Need Help?

Product Details

CLIENT INTAKE • CHECKLIST

Client Intake That Books Better

A working intake checklist for stylists who want to capture the details that make the first session feel calm, confident, and worth the booking.

6sections

24items

instantaccess

🔥 Stylist-ready · no theory padding

A printable PDF checklist covering brief clarification, style goals, visual inputs, session expectations, intake organization, and how to use AI for clarity without compromising client privacy. Use it before the first call, then carry the brief into the session.

Built for stylists in training and self-taught style consultants who want to walk into every first session with a tight, organized brief instead of a half-filled intake form.

🔓 Get Instant Access

✓ Instant PDF download

✓ Action-focused, not theory

✓ Read on any device, lifetime access

SOUND FAMILIAR?

Where intake quietly leaks bookings

The brief gets pieced together mid-session

Sizing, fit issues, and no-go items surface fifteen minutes in, and the first half of the call quietly disappears into questions that should have been answered before.

Vague words guide the work

Polished, edgy, elevated, and chic all enter the brief without translation, and the recommendation ends up answering a feeling instead of a clear visual goal.

Expectations stay implied, not stated

What the client will receive, when, and how many revisions are included never gets written down, and the scope quietly grows session by session.

Notes live in five different places

Some answers are in a form, some in email, some in a DM, and by the time the session starts, half the brief is being pieced together from screenshots.

WHAT'S INSIDE

Inside the checklist, six sections and twenty-four items

Clarify the Client Brief

Capture the trigger, sizing, fit issues, preferred silhouettes, three references with reasons, and budget boundaries before recommending a single look.

Map Style Goals

Translate vague words into visible outfit details, identify the contexts she needs most, and separate confidence goals from shopping goals.

Prepare Visual Inputs

Request closet, shoe, and favorite-piece photos in natural light, set a naming system, flag missing photos early, and hold the line on privacy.

Set Session Expectations

Confirm what the client will receive, by when, in what format, and how many revisions are included, in one clean message before the call.

Keep the Intake Organized

Save everything in one client folder, highlight unclear answers, tag urgent needs and budget limits, and keep the final brief short enough to guide decisions fast.

Use AI for Intake Clarity

Summarize anonymized priorities, translate inspiration words into a practical direction list, and draft clarifying follow-ups, while holding the line on what you never upload.

📋

Walk in with a real brief

Download the checklist now and start every next first session with a tight, organized intake, clear expectations, and a brief short enough to guide styling decisions fast.

🔓 Get Instant Access

Marketing

Use our battle tested marketing materials for Client Intake Form Checklist
in your marketing campaigns and start selling right away!

View Marketing

Shipping & Payment

Shipping

We are proud to offer international shipping services that currently operate in over 200 countries and islands world wide. Nothing means more to us than bringing our customers great value and service. We will continue to grow to meet the needs of all our customers, delivering a service beyond all expectation anywhere in the world.

Do you ship worldwide?

Yes. We provide free shipping to over 200 countries around the world. However, there are some locations we are unable to ship to. If you happen to be located in one of those countries we will contact you.

What about customs?

We are not responsible for any custom fees once the items have shipped. By purchasing our products, you consent that one or more packages may be shipped to you and may get custom fees when they arrive to your country.

How long does shipping take?

Shipping time varies by location. These are our estimates:

Location	*Estimated Shipping Time
United States	5-20 Business days
Canada, Europe	5-20 Business days
Australia, New Zealand	5-20 Business days
Central & South America	5-20 Business days
Asia	5-20 Business days
Africa	5-20 Business days

*This doesn’t include our 1-3 day processing time.

Do you provide tracking information?

Yes, you will receive an email once your order ships that contains your tracking information. If you haven’t received tracking info within 5 days, please contact us.

My tracking says “no information available at the moment”.

For some shipping companies, it takes 2-5 business days for the tracking information to update on the system. If your order was placed more than 5 business days ago and there is still no information on your tracking number, please contact us.

Will my items be sent in one package?

For logistical reasons, items in the same purchase will sometimes be sent in separate packages, even if you've specified combined shipping.

If you have any other questions, please contact us and we will do our best to help you out.

Returns

Order cancellation

All orders can be cancelled until they are shipped. If your order has been paid and you need to make a change or cancel an order, you must contact us within 12 hours. Once the packaging and shipping process has started, it can no longer be cancelled.

Refunds

Your satisfaction is our #1 priority. Therefore, you can request a refund or reshipment for ordered products if:

If you did not receive the product within the guaranteed time (45 days not including 1-3 day processing) you can request a refund or a reshipment.
If you received the wrong item you can request a refund or a reshipment.
If you do not want the product you’ve received you may request a refund but you must return the item at your expense and the item must be unused.

We do not issue the refund if:

Your order did not arrive due to factors within your control (i.e. providing the wrong shipping address)
Your order did not arrive due to exceptional circumstances outside of our control (i.e. not cleared by customs, delayed by a natural disaster).
Other exceptional circumstances outside of our control.

*You can submit refund requests within 15 days after the guaranteed period for delivery (45 days) has expired. You can do it by sending a message at support@sellvia.com

Exchanges

If for any reason you would like to exchange your product, perhaps for a different size in clothing, you must contact us first and we will guide you through the steps.

Please do not send your purchase back to us unless we authorise you to do so.