Programs
Each program drives its default form, contract template and monitoring cadence.
Brand Awareness Subscription
Ongoing brand strategy, content and visibility support delivered on a monthly subscription.
- Default form
- Brand Awareness Subscription Form
- Contract template
- Service Agreement
- Monitoring
- Monthly
- Required documents
- Brand assets, W-9, Signed agreement
- Default workflow
- Intake → Review → Form → Terms → Contract → Active → Monitoring → Final Report
- Status pipeline
- New Intake → Needs Review → Qualified → Approved → Contract Pending → Active → Monitoring → Completed
30-Day Premier Workshop Subscription
Intensive 30-day operator workshop with weekly coaching and milestone checks.
- Default form
- 30-Day Premier Workshop Form
- Contract template
- Workshop Agreement
- Monitoring
- Weekly
- Required documents
- Attendee roster, Signed agreement
- Default workflow
- Intake → Review → Form → Contract → Active → Monitoring → Final Report
- Status pipeline
- New Intake → Needs Review → Qualified → Contract Pending → Active → Monitoring → Completed
Event Planning
Full-service event planning, vendor coordination and sponsorship activation.
- Default form
- Event Planning Form
- Contract template
- Event Planning Agreement
- Monitoring
- Biweekly
- Required documents
- Event brief, Venue confirmation, Insurance certificate
- Default workflow
- Intake → Review → Form → Terms → Contract → Active → Final Report
- Status pipeline
- New Intake → Needs Review → Approved → Contract Pending → Active → Completed
Commercial Property
Commercial site search, lease negotiation and tenant readiness support.
- Default form
- Commercial Property Form
- Contract template
- Service Agreement
- Monitoring
- Monthly
- Required documents
- Business license, Financials, Letter of intent
- Default workflow
- Intake → Review → Form → Terms → Contract → Active → Monitoring
- Status pipeline
- New Intake → Needs Review → Qualified → Approved → Contract Pending → Active → Monitoring
Grant
Grant application intake, eligibility review, award and compliance monitoring.
- Default form
- Grant Application Form
- Contract template
- Grant Agreement
- Monitoring
- Quarterly
- Required documents
- Tax returns, Budget narrative, Proof of registration
- Default workflow
- Intake → Review → Application → Terms → Contract → Active → Monitoring → Final Report
- Status pipeline
- New Intake → Needs Review → Qualified → Approved → Terms Proposed → Contract Pending → Active → Monitoring → Final Report Needed
Interest
General interest capture for clients not yet routed to a specific program.
- Default form
- Interest Intake Form
- Contract template
- Service Agreement
- Monitoring
- Custom
- Required documents
- None
- Default workflow
- Intake → Review → Routing
- Status pipeline
- New Intake → Needs Review → Qualified → Waitlisted → Declined
Sponsorship
Sponsor onboarding, benefit fulfillment tracking and invoicing coordination.
- Default form
- Sponsorship Intake Form
- Contract template
- Sponsorship Agreement
- Monitoring
- Monthly
- Required documents
- Logo files, Invoice details
- Default workflow
- Intake → Review → Form → Terms → Contract → Fulfillment → Final Report
- Status pipeline
- New Intake → Needs Review → Approved → Contract Pending → Active → Monitoring → Completed