SHIFT Advantage Organizational Strategy Call

SHIFT Advantage Organizational Strategy Call
Thank you for your interest in partnering with The SHIFT Advantage.

This brief Organizational Strategy Intake helps us understand your organization, current challenges, desired outcomes, and potential scope of support before your strategy call.

Your responses allow us to make the conversation specific to your needs rather than spending the meeting gathering basic information.

Estimated completion time: 7–10 minutes.
Industry
Name of Organization
Primary Contact Name

First NameLast Name
Title
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Role/Position
Company Website
What prompted you to seek consultation service at this time?
Number of Employees
Have you previously implemented any strategies or training?
If Yes, please describe briefly:
What are your top 3 concerns or challenges within your team/ organization right now?
Approximate start date for services:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Any upcoming events or initiatives we should be aware of?
Would you prefer :
Budget Range for Services
Who else will be involved in the decision- making process?
Is there anything else you would like to share with us about your organization, team, or goals?
AGREEMENT/REMINDERS:

I understand that all information I entered in this form will be considered strictly confidential.

The data gathered from this form will only be used as a basis for the type of services the client will need.

I understand that in order to be successful, it is vital to follow the plan agreed by both the Behavioral Strategist Team and the client.
How did you find out about our services?

Other
Schedule a Call a minimum of 48 hours after submission date ( This will give the team time to look it over to better serve you ) AFTER SELECTING A CALL DATE & TIME PLEASE PRESS THE SUBMIT BUTTON BELOW.
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