Consulting/Strategic Planning Services
Client Information Form
Client Information
Client Company Name
Client Primary Contact Name
First Name
Last Name
Client Alternate Contact Email
example@example.com
Client Alternate Contact Name
First Name
Last Name
Client Email
example@example.com
Client Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Client Phone
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Area Code
Phone Number
Project Information
Consultancy Objectives
Start Date
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Consultancy End Date
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Duration
i.e., weeks, months, etc.
Proposed Hours/Week
Proposed Rate (flat or hourly)
Services Requested (select all that apply)
Project Management
Strategic Planning
Environmental Scan
Proposal/Grant Writing
Training Services
Compliance Library
Documentation
Other
Expectations
Onsite work
Remote work
conventional work-week hours
travel required
evenings/weekends
Other
How did you hear about Flourish Leadership Group?
i.e., friend, business referral, other
Consultancy Description
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