Strategic Partnership Intake Form
This intake helps me understand your needs, priorities, and the outcomes that will make our partnership successful.
Name
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First Name
Last Name
Email
*
example@example.com
Phone Number
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Please enter a valid phone number.
Business Name
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Business Website
If applicable
Preferred Contact Method
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Email
Phone
Text
Other
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Briefly described your business or organization.
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What are your current business goals for the next 6-12 months?
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What challenges or pain points are you currently facing?
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Have you worked with a Virtual Assistant, Operations Manager, or Strategist before?
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What type of support are you looking for?
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Administrative Management
Operations Optimization
Compliance & Policy Support
Strategy & Business Development
Other
Please describe your immediate priorities or projects that need attention.
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I want full management so I can focus on strategy
I want collaborative weekly updates
I prefer hands-on oversight
What is your budget (monthly)? I offer both hourly support and monthly retainers. Your selected budget range helps me recommend the most cost-effective plan based on your needs, workload, and long-term goals.
$250–$500
$500–$1,000
$1,000–$2,000
$2,000+
What would success look like to you after working with TD Strategy Group?
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What are your top three priorities for the next quarter?
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How do you prefer to receive updates or reports? (Email, Dashboard, Weekly Summary, Meetings)
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What would you like to delegate first?
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How did you hear about TD Strategy Group?
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Anything else we should know before getting started?
Client Acknowledgment
By submitting this form, I confirm the information provided is accurate and understand that this submission does not establish a formal contract or working relationship until officially approved by TD Strategy Group.
Please verify that you are human
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Signature
Date Signed
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Month
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Day
Year
Date
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