New Client Intake Form – Internal

This form must be filled out before any welcome aboard email is sent to a new client. Operations will not respond to any kickoff emails until this is fully completed. Please reach out to Bryan Pattman with any questions!
  • Be very specific as to what they are doing, how long they are contracted for, what their budget is, etc.
  • Please detail all important notes that you have on the client so operations is not blindsided
  • If there are any unusual billing requests please put them here i.e. breaking the project up over 3, 6, or 12 months.