Forms
Structured templates sent by secure link and prefilled from the client profile.
Interest Intake Form
General interest form used to route new inquiries into the right program.
Questions
- Nametext · required
- Business / Organization Nametext · required
- Emailemail · required
- Phonephone · required
- Websitetext · optional
- Social media linkstext · optional
- Program or service of interestselect · required
- Brief business descriptiontextarea · required
- Type of assistance neededtextarea · required
- Estimated budgetnumber · optional
- Desired start datedate · optional
- Preferred contact methodselect · optional
- How did you hear about us?select · optional
- Additional commentstextarea · optional
Due date setting
7 days after send
Internal notes
Route to program owner within 48 hours of submission.
Email message template
Hello {{contactName}},
Based on your initial intake, we would like you to complete the next step for the {{programName}} program.
Some of your information has already been added to the form. Please review it, complete any missing sections, and submit it by {{dueDate}}.
Secure Form Link:
{{secureFormLink}}
Thank you,
EA Management Team