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New client form
Help us help you
Please complete the new client intake form before scheduling your free 30-minute consultation.
Organization Name
*
Name
*
Organization Website (if applicable)
Email address
*
What services are you interested in?
Please select at least one option.
All Services/Custom Comprehensive Package
Organizational Development & Governance
Strategic Planning & Capacity Building
Program Design, Evaluation & Impact Measurement
Fundraising Strategy & Grant Services
Communications, Marketing & Brand Development
Research & Analysis
Compliance, Audit & Financial Support
Philanthropic Advising
Advisory Services
What is your organization’s mission?
Please describe your organizational goals and/or services/programs offered
What is your current organizational structure? (501c3, LLC, Corporation, Unregistered, etc)
Please provide a brief description of the services you are seeking
Are you seeking support on a single project or a longer-term comprehensive service?
Please describe the challenges your organization is currently facing
What is your estimated budget for consulting services?
What is your preferred method of communication?
*
Select
Email
Phone Call
Video Conference
Text Message
How did you hear about us?
Select
Referral
Social Media
Search Engine
Website
Event
What is your timeline for engaging consulting services?
Select
Immediate
Within 1 month
1-3 months
3-6 months
More than 6 months
Which service or services are you interested in?
Please select at least one option.
Advisory services
All services
Communications, marketing & brand development
Compliance, audit & financial advisory
Fundraising & grant services
Organizational development & governance
Philanthropic advising & donor connections
Program design, evaluation & impact measurement
Strategic planning & capacity building
Technology, CRM & data management
Is there anything else you'd like to share with us?
Submit
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