Intake Form

Name *

First

Last

Phone Number *

Mailing Address: *

Birthday (Month + Day): *

Email *

Website *

How long have you been in business? *

At the end of 14 days, how will you know that us working together will have been a benefit to you? *

What project management tools or software(s) are you currently using (if any)? *

Put N/A if none.

What is/are your username(s) and password(s) for all of the software(s) you're currently using? (For Lastpass access you can add the email support@tasklygroup.com but make sure you are not signing on to any accounts using Google or without entering in a username and password)?

Put N/A if you aren't using any tools/ software

Please send any task checklists that you have to support@tasklygroup.com

Do you have any preferred tool(s) that you want to use? *

Are there any tools that you absolutely NEED to use in your business and can’t be changed? If so, what and what are they for? *

How many employees do you have? How many full time? How many part time? How many subcontractors? *

What is the overall purpose of your business? Focus on the goal/result that you want to accomplish. *

What are the main jobs/ tasks that will ensure you fulfill that purpose/ accomplish that goal?