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Let’s Connect

We’d Love to Hear From You

Fill the Intake Form Below

Legacy Solutions Together LLC Client Intake Pre-Questionaire Form

Purpose: This form pre-qualifies potential clients and gathers essential information to streamline the onboarding process without discovery calls.

CONTACT INFORMATION

Preferred Contact Method
Email
Phone
Text
Best time to reach you (if brief call needed)

BUSINESS PROFILE

Years in Business
Annual Revenue Range
Team Size
Current Marketing Channels
Which service package are you interested in?

Specific services needed

If VIP Selected:
If AI Consulting Selected:
If Advisory Board Selected:
Project timeline/urgency

BUSINESS GOALS & CHALLENGES

What metrics matter most to your business?

PURPOSE & VALUES ALIGNMENT

Are you interested in integrating faith-based principles into your business operations?
Yes
No
Somewhat

TECHNICAL READINESS

Do you have dedicated technical resources?
Yes
No
Outsourced

INVESTMENT & DECISION-MAKING

Budget range allocated for this initiative
Decision-making timeline

ADDITIONAL INFORMATION

How did you hear about Legacy Solutions Together?

NEXT STEPS INFORMATION

Thank you for completing this pre-questionnaire. Here's what happens next:


1. Upon submission, you'll receive an email with payment options for your selected package.

2. Once payment is processed, you'll receive our comprehensive Welcome Package within 24 hours.

3. Our 72-hour delivery guarantee begins upon completion of payment.

4. A brief onboarding call (15-30 minutes) can be scheduled if desired.


By submitting this form, you acknowledge our no-discovery-call policy and understand that our services begin with upfront payment followed by our streamlined onboarding process.

Privacy Notice: The information collected in this form will be used exclusively by Legacy Solutions Together LLC to provide you with relevant services and will not be shared with third parties.

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