Intake Form

This intake form is used during kickoff meetings to assess the client’s needs for each new project. It serves as a structured guide to ensure that learner needs are met, client expectations are clearly articulated, and all necessary information is gathered to bring their vision to life.  

Please note that the following questions are not exhaustive but serve as a starting point to uncover key details. As more information is collected, additional questions may arise to refine project objectives further. This form helps facilitate a productive discussion, ensuring that clients feel confident and comfortable with their needs, learning objectives, training requirements, project timelines, and the final product’s presentation to the intended audience.