New Client Intake

Let's get to know your organization.

A few details up front helps us prepare a focused, useful first conversation. This takes about five minutes — nothing here is binding, and we'll follow up personally once we receive it.

Client Information

Who we'll be talking to.

Company Name

Primary Contact Name

Title

Email Address

Phone Number

Company Website

Company Size (employees)

Industry

Current Technology Environment

Where your Salesforce platform stands today.

Do you currently use Salesforce?

Yes No

If yes, which Salesforce products?

How long have you been using Salesforce?

Internal Salesforce administrator?

Yes No

What other technology platforms does your organization use?

Challenge & Goals

What brought you to us.

What is the primary challenge or problem you are trying to solve?

What does success look like for this engagement?

Have you worked with a consulting firm before?

Yes No

If yes, what worked well and what did not?

This opens your email client with your responses pre-filled, addressed to our team — nothing is sent automatically without your review.

Thanks — your email client should now be open with your intake details ready to send. If it doesn't open, email us directly at info@tworootsconsulting.com.

Let's get to know your organization.

Client Information

Current Technology Environment

Challenge & Goals

Project Details