Intake form.

To seamlessly integrate, please complete this short onboarding form. Your answers help me quickly understand your internal structure, streamline communication, and align effectively with your team's existing processes. Clear information upfront means smoother collaboration and better results.

Main Point of Contact

First Name

Last Name

Company

Creative Contact

First Name

Last Name

Role

Operations Contact

First Name

Last Name

Role

Finance Contact

First Name

Last Name

Role

Any Additional Contacts

First Name

Last Name

Role

Communications

Which communication tools does your team primarily use?

File Managment

Where your files are organized and stored?

Project Management

Tools used for task management and tracking?

Inventory & Operations

Systems for inventory management or operations (if applicable)

Meeting Frequency Preference

Weekly

Bi-Weekly

Monthly

I Don't Know Yet

Preferred Day of Week

Preferred Reporting Method

Additional Desired Reports

Monthly Report

Quarterly Business Review

Year-End Wrap-Up

I Don't Know Yet

Any immediate priorities, goals, or challenges I should know before we start?

Anything else you'd like to share to ensure smooth onboarding?

Intake form.

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