How to create Fractional CFO Engagement Intake

A Fractional CFO Engagement Intake helps you collect structured financial data from clients and automatically generate a clear risk and priority summary.

Instead of manually reviewing spreadsheets and notes, this intake turns raw inputs into actionable financial insights in seconds.

Preview

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Show: form -> submit -> AI summary (this is critical).

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What you can do with this template

  • Capture company financial snapshot.
  • Identify cashflow risks and constraints.
  • Understand operational and reporting gaps.
  • Automatically generate CFO-style summaries.

What is a Fractional CFO Intake?

A Fractional CFO intake is a structured questionnaire used by finance professionals to quickly understand:

  • Company financial health
  • Cashflow position
  • Risk exposure
  • Strategic priorities

Unlike generic forms, this intake is designed to feed AI summaries, making it ideal for:

  • Consultants
  • Finance teams
  • Startup advisors

When should you use this template?

Use this intake when you:

  • Start working with a new client
  • Prepare for financial advisory sessions
  • Need a quick financial health snapshot
  • Want to standardize client onboarding

Common use cases:

  • Startup financial assessment
  • Pre-fundraising analysis
  • Cashflow optimization planning
  • CFO onboarding

How to create the form

1. Create a new form

Start by creating a new form and adding structured blocks.

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Section 1: Business Snapshot

Add input blocks:

  • Company name (Short text)
  • Business model (Dropdown) - SaaS, Marketplace, E-commerce, Services
  • Current monthly revenue (Number)
  • Gross margin (%) (Number)
  • Headcount (Number)
  • Funding stage (Dropdown) - Bootstrapped, Seed, Series A+
  • Accounting system (Short text)
  • Reporting cadence (Dropdown) - Weekly, Monthly, Quarterly

Section 2: Risk & Cashflow

Add:

  • Burn rate (Number)
  • Runway (Number)
  • Accounts receivable days (Number)
  • Accounts payable days (Number)
  • Cashflow risks (Long text)
  • Revenue concentration (Long text)
  • Debt obligations (Long text)
  • Pricing changes (Long text)

Section 3: Financial Priorities

Add:

  • Top priorities (Long text)
  • Forecast horizon (Dropdown)
  • Upcoming events (Long text)
  • KPI focus (Long text)
  • Investor expectations (Long text)
  • Budget constraints (Long text)
  • Internal support (Long text)
  • Ideal start timeline (Short text)

2. Configure form settings

Required fields

Mark these as required:

  • Company name
  • Revenue
  • Burn rate
  • Runway

Input validation

  • Revenue to numeric only
  • Margin to percentage (0-100)
  • Runway to positive number

UX tips

  • Keep sections short.
  • Use placeholders (example: e.g. 45 days).
  • Avoid too many dropdowns.

3. Set up AI Summary

!

This is the most important part of your form.

Summary goal

Generate a 3-sentence executive summary covering:

  • Financial health
  • Key risks
  • Immediate priorities

AI Summary prompt

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Summarize the company's financial situation based on the inputs.

Rules:
- Maximum 3 sentences
- Do not repeat labels or field names
- Combine missing data into one statement
- Focus on risks, runway, and priorities

Output style:
- Sentence 1: Financial snapshot
- Sentence 2: Risks & constraints
- Sentence 3: Priorities & actions

Example: Input to output

Input:

  • Revenue: $85k
  • Burn: $60k
  • Runway: 5 months
  • AR: 35 days
  • AP: 20 days
  • Risks: delayed payments, inventory lock

AI Output:

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The company generates $85k in monthly revenue with moderate burn, resulting in a short runway of approximately five months. Cashflow is constrained by delayed receivables and working capital tied up in inventory. Immediate priorities should focus on improving collection cycles, extending runway, and optimizing margins.

4. Add Thank You / Results Page

After submission:

  • Show the AI summary
  • Optionally display key metrics.

Tips:

  • Keep it clean (no raw form data dump).
  • Highlight insights, not inputs.

5. Share or Embed the form

You can:

  • Share as a standalone link.
  • Embed in your website.
  • Use internally for client onboarding.

6. Optional: Email notifications

You can:

  • Send summary to yourself.
  • Send results to client.
  • Customize email with variables.

Example:

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Here's your financial snapshot and key recommendations based on your submission.