Intake forms · 5 ways to start

Pick the intake that matches where you are.

A short brief is perfect if you just want a fast reply. An offer-specific intake is better when you want a sharper recommendation instead of a generic discovery call.

Or book a 15-min call See every intake

Core intake paths

Start here if you are not sure which path fits. We will route from there.

Client · ~2 min

General Intake Funnel

Generic first-touch funnel that starts with service selection and then collects the key context.

Start general intake

Client · ~3 min

Client Proposal Intake

Deeper client-facing funnel for scope, constraints, and proposal-shaping context.

Start client intake

Offer-specific intakes

Pick this when you already know which engagement shape you are exploring.

Offer · ~3 min

AI Acceleration — Short Intake

Twelve plain-language questions to point you at the right next move — training, audit, pilot, or rollout.

Start short AI intake

Offer · ~6 min

AI Acceleration — Full Intake

The deeper ~20-question intake with conditional follow-ups — for when the short version is not enough context.

Start full AI intake

Offer · ~4 min

AI Opportunity Audit Funnel

Audit-first funnel for multi-entity businesses that need fast qualification, internal diagnosis, and a clear recommendation on where AI should start.

Start audit intake

Not ready to fill a form?

Try the 30-second fit check first.

Three questions, no email. We route you to the engagement shape that fits — DIY playbook, done-with-you sprint, or full done-for-you build — before you commit to a longer intake.

Open the fit check Book a call instead