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Non-Profit Software & Automation Intake

Section 1: Contact & Organization Basics

Organization Name

Your Name & Role

Contact Email

Section 2: Scope & Tier Selection

Which project tier fits your need?

A
B

Section 3: Technical Specifications

Current Manual Process

Exact Trigger / Input Data

Exact Expected Output / End Result

Current Software & Tools Involved

Data Privacy & Security Requirements

A
B

Section 4: Delivery & Handoff

Do you already have accounts set up for the software involved?

A
B

Preferred Handoff Method