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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
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Company Name
We manage every Project through Notion. Aside from Deliverable Timelines and Accountability, are there any additional elements that you would like for us to integrate into our communications?
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Business Priorities & Challenges
What are your Top 3 Priorities for the next 12 months?
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What are your Top 3 Priorities for the next 12 months?
Hiring a Team
Completing a Fundraising Round
Creating Board of Advisors/Directors
Building my Community
Launching MVP with Focus Group
Achieving Product Market Fit
Organizing Team Retreat
Creating Onboarding Programs
Creating a Promotion Platform
Building Business OS
Creating Digital Products
Integrating Tech/Business Tools
Automating Customer Acquisition
Scaling to Multi-Six-Figure Business
Expanding Partnership Opportunities
Improving Internal Execution
Developing a Sponsorship Strategy
Increasing Brand Awareness
Freeing up my Time
What are your current Challenges as they relate to your Priorities
What would you like to build?
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What is the current state of the Business Playbook (Process) we will be improving?
You can also send a Loom video explaining the current state
What would a 120% Hell-Yeah HUGE win create for your life?
Do you anticipate any obstacles to implementing change in your business?
Tools & Tech
What are all of the current tools that you currently are using in your business?
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What automations are you currently using in your business?
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What automations do you WISH you be using in your business?
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What is your current degree of confidence in your ability to build scalable systems in your business?
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What is your current degree of confidence in your ability to build scalable systems in your business?
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Why this number?
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