Existing Client Project Intake

Existing Client - Project/Work Intake

Client/Requestor Detail

Requestor Name
Requestor Name
First
Last

Additional Approvers

Name
Name
First
Last

Project Setup

Below, add a new line item to define each requirement within the project. Be as specific as possible with the features/elements that need to be completed as part o the project. Add multiple items as needed to define the full scope of the project.

Define Requirements

Be specific as to the scope of the requirement.
Terms Acceptance

This form is intended to intake projects from existing clients to create an estimate based on project requirements and timeline.

Directions:

Please fill out all required details. Add any necessary approvers to this form.

If your project is marked as confidential and requires an NDA, toggle the Confidential box to yes.

When providing project requirements, be as specific as possible (ie. we want to add a blog feature with the following features: 1) the blog should feature a search field and results page, 2) the blog should have a main page that shows 8 most recent articles in a grid with images, etc.)

After receiving your intake, we will provide a quote through the customer portal for approval. If additional information is needed, we will reach out to the requestor.