Intake Form
Your answers are private and will not be shared with your team. This is just to get an idea of how your current firm is working. Don't overthink it.
If you have a sample of the questionnaire you typically ask clients, please upload an example of what that looks like.
Please upload a file you'd like me to see with regard to material / product specifications. Anything you feel is relevant. This is not required.
Please upload a file you'd like me to see with regard to general notes or base specifications. Anything you feel is relevant. This is not required.
Please upload a file you'd like me to see with regard to meeting minutes. Anything you feel is relevant. This is not required.
Please upload any other file you feel is relevant. This is not required.