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RJW Guiding Services LLC - Client Intake & Consultation Form Powered by Nextphase Consulting Providing strategic guidance to support operations and achieve sustainable growth with

Section 1 - Client Information
Full Name or Organization Name
Contact Person of organization
Phone Number
Email Address
example@example.com
Website if applicable
Preferred Method of Contact: Phone Email Text

Section 2 - Business/Program Overview
Type of Business or Organization
Years in Operation
Number of Employees
Number of Volunteers
Briefly describe your services & programs.
Section 3 - Current Needs & Goals

What are your top three challenges right now?
1
2
3
What are your short-term goals within the next 6 months
What are your longterm goals within the next 5 years
Section 4 - Support Services Needed (Check all that apply)
Type a question

Strategic Planning & GrowthOperations & Process imporvementFinancial Management GuidanceLeadership & Team DevelopmentCompliance & Policy DevelopmentMarketing & VisibilityType option 6Other
Section 5 - Consultation Preferences

What outcome do you hope to achieve from working with RJW Guiding Services LLC
What outcome do you hope to achieve from working with RJW Guiding Services LLC Nextphase Consulting
Preferred Consultation Format:
Type a question

VIRTUAL (ZOOM/TEAMS)IN-PERSONPHONE CALL
Availability for Consultation:
Type a question

WEEKDAYSEVENINGSWEEKENDS
Appointment
Section 6 Authorization
I understand this form is for initial consultation purposes only. Information provided will remain confidential and used solely to design tailored solutions for my business/organization.
Signature

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Date

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Date
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