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6P Implementation Intake

Thanks for taking some time to fill out this intake form. Please set aside at least 45 minutes to go through this exercise. If you have any questions, please send us an email at help@cpdadvisors.com.

Business Overview

Project Sponsor Name

Project Sponsor Email

System Owner

System Owner Email

Company Name

Notion Domain Name

Your Domain Name is your handle for Notion. When you share a page externally, it will look like this companyname.notion.site

Please select the teams/departments that your business uses as an organizational structure

Please select the teams/departments that your business uses as an organizational structure

What systems and tools do you use to manage your business?

Are there any issues around sensitive data/information being stored in Notion (or in other places)?