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Apex Auto Advocate | Client Intake Form

Precision. Purpose. Integrity.

Service Selection

What are you buying? *Car, truck or SUVMotorcycle

Which service level are you interested in? *Lease Audit ($300)Basic Advocacy ($500)Full-Service Concierge ($1,000)The Apex Executive ($1,500)Not sure yet – help me choose

Which service level are you interested in? *The “Rider’s Review” ($250)Full-Cycle Concierge ($600)The Custom Search ($850)Not sure yet – help me choose

When are you looking to buy? *

Vehicle And Trim Specifications

Year / Make / Model

Specific Trim Level:

Drivetrain/Engine:

Exterior Color Preference:

Interior Color/Material:

Must-have packages or options

Trade-In And Asset Details

Do you have a trade-in? *YesNo

Year/Make/Model/Trim:

Current Mileage:

Condition:

Payoff Amount (if applicable):

Financial Strategy

Method of Purchase:

Credit Tier (Estimate):

Target Out-the-Door (OTD) Budget:

Geographic Flexibility:

Contact Information

Name *

Email Address *

Phone *

Best Time to Contact

Anything else I should know?

I understand that a non-refundable retainer is required to begin the engagement. This ensures Apex Auto Advocate acts as my dedicated advocate throughout the process. I also agree to be contacted by phone, text or email about this request. *

I understand that a non-refundable retainer is required to begin the engagement. This ensures Apex Auto Advocate acts as my dedicated advocate throughout the process. I also agree to be contacted by phone, text or email about this request.

Precision. Purpose. Integrity. | Est. 2026

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