Presentation Intake Form

Presentation Intake Form
Primary Contact for this agreement
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Role or position within the organization:
Best time and method of contact:
Nature of Event
Please take a moment to describe the event under consideration (Include type of organization, purpose for event and goals you hope to achieve):
Audience Information

Who will I be speaking to?
Approximately how many people will be in attendance?
What kind of audience is it? (Check all that apply)

SinglesMarriedMixedBusinessReligiousGrowthOther
What is the average age range? (Check all that apply)

Younger than 1818-3030-4040-5050-6565+Mixed/all ages
Presentation length:

30-45 minutes1-1.5 hours2-3 hours4-5 hours6+ hoursMultiple days
Religious perspective of participants:

ChristianNon-faithMixedOther
Are participants paying, or is it free for them?

Paid admissionFree admission
Purpose and desired outcome: (Check all that apply)

Discovering the Enneagram and 9 typesExploring the Enneagram (wings, paths, instinctual centers, etc.)Team buildingIndividual growthFamily/marriage growthSpiritual growthOther
Themes to cover: (Check all that apply)

Introduction and overview of EnneagramOverview of 9 types (Key characteristics, core motivations)Enneagram and the GospelDeeper elements 2.0 (Levels of alignment, wings, paths, etc.)Deeper elements 3.0 (Conflict styles and activators, communication styles and strategies, relating to each type, etc.)Team building and dynamics
Am I allowed to offer my products and services to those attending?

YesNo
Time and Travel
Date I am expected to arrive:

MonthDayYear
Date
Address of venue:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Time I am expected to be at venue: (This should include set up, sound check, etc.)
Will you be reimbursing my travel expenses?

YesNoOnly partWill negotiate
Client expects to pay for:

Flying (Airline tickets)Driving (milage)Other
Lodging:

I will book my own hotel roomYou (client) will book a room and pay for itOther lodging will/may be provided
Per Diem

You (client) will provide a per diemI will need to send receipts for reimbursementNone will be provided
If provided, per diem amount:
Client is willing to pay for: (Check all that apply)

ParkingTollsLuggage feesTaxi/Uber
Presentation Room and Equipment
What technical equipment will be provided or accessible? (Check all that apply)

Projector or sufficient flat screenWhiteboard or large notepad to write on (Note: markers & eraser needed)MicrophoneComputer connected to projector/sound systemSlide transition remote
Computer, if provided is:

MacPC
Room size: (Include approx. square footage and number of seats)
How will participants be seated?

CircleU-shapeRowsOther
Will a qualified A/V person be available to help set up and run event?

YesNo
Cost and Invoicing for the Event:
What do you have budgeted for the/my presentation portion of this event?
Will you cover cost for materials (Notebooks, activity props, handouts, etc.)?

YesNo
To whom do I send the invoice/receipts?
Email for that contact:
example@example.com
The current range for a presentations is:
- $500-$1,000 for up to 2 hours*
- $1,000-$2,500 for a half day*
- $3,000-$5,000 for a full day
Final booking cost will be based upon the information provided in this intake form and a conversation with the primary contact person/client for this event. Once a rate agreement is reached, a non-refundable deposit of 50% of the agreed rate will be required to confirm the booking. The balance of that cost will be due 48 hours before the time of the presentation. The client will be sent, by email, options for making payment at the time of rate agreement.

I look forward to meeting and serving you and your people.

*Travel time may factor into time classification
Should be Empty:

Presentation Intake Form

Primary Contact for this agreement

Nature of Event

Audience Information

Time and Travel

Presentation Room and Equipment

Cost and Invoicing for the Event: