TRS — Project Intake Form

The Retention Studio · Project Intake

Let's talk about
what you're building.

Fill this out completely and I'll be in touch within 24 hours to confirm scope and next steps.

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I'll be in touch.

I've received your project details and will reach out within 24 hours to confirm scope and schedule a call if needed.

* Required field

About You

Who am I working with?

First Name *

Last Name *

Email Address *

Phone Number optional

Company or Business Name *

How did you find me? *

Your Project

Tell me what you need built.

Which service are you interested in? *

Describe what you're trying to build or solve *

Single Page Build — Additional Details

What type of page? *

Sales Page Landing Page Confirmation / Thank You Page Other

Do you have page copy ready? *

Yes — I'll provide it No — add copywriting to scope

Offer name and price point *

Link to an existing page you like the style of optional

Email Sequence — Additional Details

Who is this sequence for? *

New Client New Subscriber Post-Purchase Re-Engagement

What action should they take by the final email? *

Describe your brand voice in 3 words *

Email platform *

Kajabi Mini Setup Bundle — Additional Details

Offer name and price point *

Do you have page copy ready? *

Yes — I'll provide it No — add copywriting to scope

What should the thank you page say after purchase? *

Who is the email sequence for and what's the goal? *

Describe your brand voice in 3 words *

Is Stripe or PayPal connected to your Kajabi account? *

Yes, already connected Not yet — I'll do it before start

Client Onboarding System — Additional Details

Describe your client journey from signed contract to project complete *

What deliverables do clients receive and when? optional

What documents do you currently send clients? optional

Preferred delivery format *

Email sequence PDF documents Google Drive folder Other

Should the client be able to edit documents or view-only? *

Editable View-only

Retention Audit / Client Health Diagnostic — Additional Details

What is the focus? *

Client Retention Employee Retention Both

Industry or niche *

Company size *

Describe your current onboarding process briefly *

Any recent churn, turnover, or exit feedback? optional

Custom Diagnostic Survey — Additional Details

Who is this survey for? *

Clients Employees Prospects / Leads Other

What decision will the survey results drive? *

Preferred delivery platform *

Typeform Google Forms Kajabi Not sure — advise me

Desired output format for results optional

Approximate number of questions optional

Excel / Google Sheets Trackers & Dashboards — Additional Details

What are you tracking? *

Client health Revenue / at-risk revenue Leads / pipeline Employee retention Other

What decisions will this tracker drive? *

Platform preference *

Excel Google Sheets Either works

Do you have an existing spreadsheet to rebuild from? optional

Yes — I'll share it No — starting from scratch

Who will use this tracker? *

Just me Small team (2–5) Whole team

SOP & Process Documentation — Additional Details

List the processes you need documented *

How many SOPs are in scope? *

1–3 SOPs 4–7 SOPs 8 or more Not sure yet

Preferred delivery format *

Google Doc PDF Word Document Notion

Do you have any existing documentation to reference? optional

AI-Assisted Hiring & Onboarding Documents — Additional Details

Which documents do you need? *

Offer letter 30/60/90 day plan Role clarity document Stay interview template Full onboarding packet

What role(s) are these documents for? *

Key expectations or milestones for this role optional

Do you have existing templates to replace or reference? optional

Yes — I'll share them No — building from scratch

Lead Generation & CRM Cleanup — Additional Details

What CRM or tool are you using? *

HubSpot Salesforce Airtable Google Sheets Other

What is your outreach goal? *

Cold outreach Follow-up on warm leads Re-engage past contacts Pipeline tracking and management

Approximately how many contacts are in your current list? *

Under 100 100–500 500–2,000 2,000+

Describe what a qualified lead looks like for your business *

Full Kajabi Buildout — Additional Details

How many products or offers are you launching? *

List your products, prices, and what's included in each *

Do you have copy ready for all pages? *

Yes — I'll provide everything Partial — some pages need copy No — add copywriting to scope

Is Stripe or PayPal connected to your Kajabi account? *

Yes, already connected Not yet — I'll do it before start

Timeline & Assets

Help me understand your readiness and urgency.

What is your ideal start date? *

As soon as possible Within 1–2 weeks Within the next month I'm flexible

Is this a rush project? (48-hour delivery, 50% markup, 100% upfront) *

Yes — I need it in 48 hours No — standard timeline works

Rush confirmed. Rush projects require 100% payment upfront and all assets in my inbox before I confirm your slot. I take one rush project per week — first come, first served.

Do you have your brand assets ready? *

Logo (PNG, transparent) Brand colors / hex codes Page or email copy Photos or images Kajabi account access None yet — I'll gather them

About You

Help me understand who I'm working with beyond the project itself.

What is your role in the company? *

Owner / Founder CEO / President Managing Partner Operations / Admin Other

How long have you been in business? *

Under 1 year 1–3 years 3–7 years 7+ years

Have you hired a freelancer or consultant for this type of work before? *

Yes — it went well Yes — it did not go well No — this is my first time

What made you start looking for help with this right now? *

About Your Company & Project

Give me the context I need to do this right.

What does your company do and who do you serve? *

Industry *

Annual Revenue Range optional

How will this deliverable be used once it's built? *

Who else inside your company will see or use this? optional

Your Goals

What does success actually look like for you?

What are your goals for this project? * Select up to 3

Generate more revenue Retain more clients or employees Launch a new offer or product Build better internal systems Save time — stop doing this manually Other

Maximum 3 goals selected.

If this project is successful, what changes for you or your business? *

Is there a specific number, metric, or result you're working toward? optional

What happens if this doesn't get built or solved? optional

What Makes This a 10 out of 10?

This is the most important section. Don't skip it.

What would make you say "this is exactly what I needed"? *

What would make this fall short — what are your dealbreakers? *

Have you seen something built by someone else that you love? optional

Anything else I should know before we connect? optional

I'll review your submission and reach out within 24 hours.
Standard projects require a 50% deposit to begin. Rush projects are 100% upfront.

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