New Client Intake Checklist

Step 1 - Log into Client Portal

Step 2 - Upload Photos

Step 3 - Upload Video

Step 4 - Big 5 Personality Test (20m)

Step 5 - Harmoni & Flow Dive Deeper Questionnaire (10-30m)

Step 5 - Design Questionnaire (5m)

Optional - link to HSP test

Step 6 - Schedule Observation and at-home Interview