TRS โ€” Project Intake Form

The Retention Studio  ยท  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.

You're in.
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?

Your Project
Tell me what you need built.
Single Page Build โ€” Additional Details
Email Sequence โ€” Additional Details
Kajabi Mini Setup Bundle โ€” Additional Details
Client Onboarding System โ€” Additional Details
Retention Audit / Client Health Diagnostic โ€” Additional Details
Custom Diagnostic Survey โ€” Additional Details
Excel / Google Sheets Trackers & Dashboards โ€” Additional Details
SOP & Process Documentation โ€” Additional Details
AI-Assisted Hiring & Onboarding Documents โ€” Additional Details
Lead Generation & CRM Cleanup โ€” Additional Details
Full Kajabi Buildout โ€” Additional Details

Timeline & Assets
Help me understand your readiness and urgency.

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 โ€” first come, first served.


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

About Your Company & Project
Give me the context I need to do this right.

Your Goals
What does success actually look like for you?

What Makes This a 10 out of 10?
This is the most important section. Don't skip it.

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