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ClickUp Consulting Client Intake FormClickUp Consulting Client Intake FormThank you for considering RareBetter (Anil Kumar) for your ClickUp implementation needs. Please provide as much detail as possible in the following sections (5 sections) to help us understand your requirements and deliver the best possible solution.I. Company InformationCompany/Organization/Entity NameFirst NameLast NameYour Title/RoleEmail AddressPhone NumberCompany Website (if applicable)Industry– Select –NonprofitMarketingSalesOperationsTechnologyE-commerceOther (Specify)Specify Other IndustryNumber of EmployeesBriefly describe your company and its core businessII. Current Workflow and ChallengesWhat project management or productivity tools are you currently using (if any)? Email Spreadsheets Trello Asana Monday Notion Other (Specify) NoneSpecify Other Productivity ToolWhat are the biggest challenges or pain points you are experiencing with your current workflows or tools?What are your primary goals for implementing ClickUp? Improved Task Management Enhanced Team Collaboration Workflow Automation Better Project Tracking Centralized Information Improved Communication Reporting and Analytics Integration with other tools Other (Specify)Specify OtherAre there any specific departments or teams that will be the primary users of ClickUp initially? Marketing Sales Operations Product Development Customer Support Executive Team Other (Specify)Specify OtherDo you have any existing documentation of your current workflows? Yes NoWould you be able to share this with us? Yes NoFile LinkIII. ClickUp Requirements and PreferencesAre you currently using ClickUp? Yes NoCurrent Plan Free Unlimited Business EnterpriseWhat do you like and dislike about your current setup?Do you have any specific ideas or preferences for how you would like your ClickUp workspace to be structured (e.g., Spaces, Folders, Lists)?Are there any specific features of ClickUp that are particularly important to you (e.g., Automations, Integrations, Forms, Docs)? Automations Integrations Forms DocsWhat integrations with other tools are you currently using or would like to integrate with ClickUp (e.g., Slack, Email, Google Calendar, other business applications)?!! Regarding the Client Intake Form we discussed, can you provide more details about the information you need to collect and how you envision it being used within ClickUp? Do you anticipate needing custom reports or dashboards within ClickUp? Yes NoCan you briefly describe the types of data you would like to track and report on?What is your preferred timeline for implementing ClickUp? As soon as possible Within 1-2 weeks Within 1 month Longer timeframeDo you have a specific budget allocated for ClickUp consulting services? IV. Team Onboarding and TrainingSome description about this sectionHow many team members will require onboarding and training on ClickUp?What level of ClickUp experience do your team members currently have? None Beginner Intermediate AdvancedAre there any specific training needs or preferences for your team (e.g., group sessions, individual training, specific topics)?& Last Section – V. Additional InformationIs there any other information you would like to share that might be helpful for us to understand your needs?How did you hear about our ClickUp consulting services? LinkedIn Website Search Engine Other Service Provider Existing Client Referral OtherSubmit Form
