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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

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?

Business Priorities & Challenges

What are your Top 3 Priorities for the next 12 months?

What are your Top 3 Priorities for the next 12 months?

What are your current Challenges as they relate to your Priorities

What would you like to build?

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?

What automations are you currently using in your business?

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

What is your current degree of confidence in your ability to build scalable systems in your business?

What is your current degree of confidence in your ability to build scalable systems in your business?

Why this number?