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Project Implementation Intake

Thanks for taking some time to fill out this Project Implementation Intake form. Please set aside at least 15 minutes to go through this exercise.

Primary Contact

Company Name

What would you like to build?

How would this impact your life?

Priorities & Challenges

What is important about this project?

Do you anticipate any obstacles to implementing change in your business?

Who on your team will be responsible for executing this?

What are the tactics involved with this project?

What are the tools that are involved with this project?

What automations do you WISH you be using in your business?

Please provide a link to a Loom video showing your vision/any changes you want to make on