Operational Services Intake Form

Section 1: Business Information

Contact Name *

Business Name *

Address

Business Address *

City

State

Country

Postal code

Phone *

Email *

Website *

Business EIN (For A2P Registration) *

Alternative Contact Person Contact details (Name, email and Phone) *

Section 2: Business Overview

Industry *

Primary Services/Products Offered *

Section 3: Service Needs

Select the Services you are Interested in. *

Section 4: Pricing Tiers for Operational Services

Tier I (Basic Package) - $4,500

Website Design (4 pages)
Basic CRM Buildout (Account Setup)
In-House System Training
Operational Audit (Workflow Efficiency, Resource Allocation, Compliance, Technology & Systems)

Tier II (Standard Package) - $6,500

Website Design (8 pages)
Standard CRM Buildout (Account Setup)
In-House System Training
Operational Audit (Workflow Efficiency, Resource Allocation, Compliance, Technology & Systems)
Process Optimization

Tier III (Premium Package) - $9,500

Website Design (12 pages)
Advanced CRM Buildout (Account Setup)
In-House System Training
Operational Audit (Workflow Efficiency, Resource Allocation, Compliance, Technology & Systems)
Process Optimization (Supply Chain & Inventory Management)
Workflow Automation & Systems Integration
Real-Time Monitoring & Reporting
Training & Playbook Development

Please select the package that best meets your business needs *

Tier I (Basic Package) - $4,500

Tier II (Standard Package) - $6,500

Tier III (Premium Package) - $9,500

Section 5: Goals & Challenges

What are your top three goals for this project?

What challenges or pain points are you currently facing in your operations?

Section 6: Additional Information

CRM Buildout Information(Number of team members requiring CRM access) *

Current Tools/Processes in Place *

Preferred Start Date *

Additional Notes or Comments