Free consultation worksheet. Type in the blank answer cells, then print or save as PDF. This page does not send your answers to a server.

Matchmaking consultation · contract worksheet

SingleMale.net · Curtis Matthews · 38 years in business wireless contracts

Service: □ Tawkify   □ VIDA Select   □ Three Day Rule   □ Other ________
Representative: ___________________Call date: ______________Quoted plan / price: _____________________Agreement received? □ Yes □ No
For each answer, ask: “Where exactly does that appear in the written agreement?” Write the clause/page. Blank clause = unconfirmed promise.
TopicQuestionWhat the representative saidWhere in the written agreement (section/page)
COSTAll-in fees, extras, deposit, payment schedule?
DELIVERYNumber of matches; exactly what counts?
DELIVERYRejections/cancellations count against quota?
TIMINGStart date, first introduction, end of term?
SCREENINGWhere are candidates found? How are ID, relationship status and records checked?
SCREENINGCan I approve photos/profiles in advance?
CANCELRequired method, address and deadline to cancel?
RENEWALAuto-renewal and written notice deadline?
STATE LAWWhat state cancellation right applies to this package?
HOLDCan I pause? For how long? Is a hold required by state law?
LIFE FITTravel radius, custody calendar, confidentiality needs?
REFUNDBefore first introduction: full/partial refund?
REFUNDNo qualified matches: extension, refund, or nothing?
REFUNDIf provider stops, what happens to unused fees?
PRIVACYWho receives my photos, personal data, dating-app access?
PRIVACYData retention, deletion and written confirmation?

STOP / FOLLOW-UP: Most important missing clause: _____________________________________   Written documents requested: ______________________________

This worksheet is blank until you record an actual consultation. Do not record calls without checking consent laws.