For businesses
Client intake form.
Step 1 of 9Contact & Organization Basics
Section 01
Contact & Organization Basics
Let’s start with who you are and where to reach you.
Exactly as you want it to appear on the site.
Imagine explaining it to a stranger at a bus stop.
This decides which questions we show you later.
The person we’ll be working with.
e.g., Owner, Director, Volunteer coordinator.
We need one person who can say “yes, launch it.”
Where we’ll send updates and questions.
Only if you’d rather we call than email.
e.g., “Weekday mornings” — saves us guessing.