Discovery Call Pre-Session Form

Discovery Call Pre-Session Form

Please complete this form prior to scheduling your discovery call. This helps us tailor our discussion to your business and come prepared with relevant insights.
Contact Information
Contact Name*
Enter your full name
Title/Role*
Enter your current position at your business
Company Name*
Enter your company’s name
Primary Email*
Enter your main contact email address
Phone Number*
Enter your main contact phone number
Preferred Contact Method*
Select how you prefer to be contacted
Business Overview
1. Primary Business / Organization Activity:*
Provide detailed description of what your business does and what services or products does it provide, make, distribute, etc.
2. What industry sector are you in and what specific market do you serve?*
Please provide some detail about your industry and target market.
3. Entity Type Selection*

Sole ProprietorshipPartnershipLimited Liability Company (LLC)C-corp CorporationS-corp CorporationB-corp CorporationNonprofit OrganizationOther
4. How long has your business been operating?*
Select an approximate range
5. How did you hear about us?*
Referral Contact
Provide contact name or business who referred you to us
Event/Conference
Enter the event name
Other
Tell us how you heard about EBO
The following sections may be collapsed, please click the arrow on the right-hand side to expand them and view the fields.

Confidentiality Acknowledgement*

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"I acknowledge that completing this form is for informational purposes only and does not constitute a services agreement or business contract, and that all information provided will be kept strictly confidential used solely for office use that may be provided for my business/company."

Did you schedule a Discovery call with us prior to filling out this form?*
If No, select a date below. If Yes, enter the email where you received the invite.
Email
Schedule your Discovery Call*

Thank you for taking the time to complete this form. We'll review your responses and confirm the meeting date within 1-2 business days.
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