Live example
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Client Intake
Everything we need to start properly. About ten minutes.
Main contact name
*
(required)
Job title
*
(required)
Email address
*
(required)
Phone number
*
(required)
Company
*
(required)
Billing address
*
(required)
The engagement
What have you asked us to do?
*
(required)
What does success look like?
*
(required)
Preferred start date
*
(required)
Is there a deadline?
Type of engagement
*
(required)
Select…
A defined project
Ongoing retainer
Advisory as needed
A one-off piece of work
Agreed budget or range
*
(required)
Select…
Under £5,000
£5,000 - £20,000
£20,000 - £75,000
£75,000 - £250,000
Over £250,000
To be confirmed
People
Who has final sign-off?
*
(required)
Who will we work with day to day?
*
(required)
Anyone else whose view matters?
How quickly can you turn around questions and approvals?
*
(required)
Select…
Same day
Within 2 days
Within a week
It depends who's involved
Practicalities
What will we need access to?
*
(required)
Documents and records
A system or platform
Your premises
Your team for interviews
Financial information
Customer data
Nothing
Anything we should know before we start?
Purchase order number, if you need one on invoices
Who should invoices go to?
I have received and accept your terms of business
*
(required)
Leave this field empty
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