3P3 New Client Intake

New Client Intake
This questionnaire is designed to help us get to know you, your business, and your goals better; while giving insights to our team on how best to serve you. If you have any questions regarding this form, please contact James Grissom, at James.Grissom@3p3inc.com or (984)220-0038.

This form is property of 3P3 Inc. All details, here in are confidential and will be used for the sole purpose of creating your Client Profile with 3P3 Inc.
- Are you a business or individual?
- Contact Full Name
  
  First NameLast Name
- Contact Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Contact Email Address
  
  Confirmation Emailexample@example.com
- Organization Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Website URL
- Year Founded
- What type of organization do you operate?
  
  Other
- Other Organization Type
- Please reply to the questions regarding your Mission and Vision in the following sections. Be as descriptive as possible. If you have an existing Mission and/or Vision Statement, feel free to copy/paste these details in the form.
- What is your mission statement?
- What is your vision statement?
- What are your core values?
- Use these sections to provide details on the programming objectives of your organization. Be sure to include any details that will add color and context to your responses. We are using this section to gauge the scope of your offerings and to identify alignment of your goals with our organizations services.
- Describe your main programs and services offered.
- What are the key objectives of your organization?
- What geographic areas do you serve?
- Who are your primary beneficiaries or clients?
- Please provide any details you can regarding your organization's financial status and existing funding sources. Identify any financial objectives that you have for the organization, and your current course of action to accomplish these goals.
- What are your primary funding sources?
- Describe any key financial goals or constraints.
- Do you have a budget for website development and marketing?
- Please provide any details regarding your existing operational structure and processes. Please include any existing operational objectives that exist for your organization. Identify any needs the organization may have as it relates to the operational management of your facilities and employees.
- How does your organization function on a daily basis?
- What are the biggest operational challenges you face?
- What tools or software do you currently use to manage operations?
- In this section please provide any details regarding the existing Marketing and Branding of your organization. Outline any marketing goals and objectives that are currently in place for your organization. Identify areas of opportunity for your organization to enhance engagement through your marketing materials, and digital footprint.
- Do you have existing branding materials (logo, colors, fonts, etc.)?
- What are your key marketing messages?
- Who is your target audience?
- What social media platforms do you currently use?
  
  Other
- Do you need help with content creation for your website?
- Tell us about the structure of your organization. Include details about your staffing needs, employee metrics, and key persons in your organization that will influence the actions and direction of the organization overall.
- Describe your team structure and key personnel.
- List any partners or key stakeholders involved with your organization.
- How many employees or volunteers do you have?
- Should be Empty: