Down to the Nitty Gritty…

This is the second part of the Client Intake Process we started before the Kick-Off Meeting, and talked about during it.

Now this particular form moves from the pie-in-the-sky visionary goals of the first form, to the more detail-oriented aspects of your business.

If you can fill out as much of this form as possible, it will help us a great deal in understanding the behind-the-scenes of your operations.

  • Revenue Streams

  • Referral Program

  • Leads and Sales