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Client Intake Form

Full Name

Title/Role

LinkedIn Profile

Email

Phone

Organization Name

Organization Location

Organization Website

Organization Type

Organization Type

Referral Source

Organizational Snapshot

What year was your organization founded?

What is the current legal structure?

What is your annual operating budget range?

Number of Staff

Number of Board Members

Select the description that best fits your organization:

Select the description that best fits your organization:

Reason for Seeking Support

What prompted you to reach out to Sage Strategy Partners?

What prompted you to reach out to Sage Strategy Partners?

What challenge or opportunity is most pressing for your organization right now?

Organizational Health & Capacity

How developed are the following areas within your organization?

Board governance

Board governance

Strategic planning

Strategic planning

Financial systems

Financial systems

Operational processes

Operational processes

Decision-making structures

Decision-making structures

Partnerships & coalitions

Partnerships & coalitions

Governance

Does your organization currently have:

Does your organization currently have:

Organizational Culture

Which of the following best describes your current organizational challenge?

Which of the following best describes your current organizational challenge?

How would you describe your organizational culture today?

How would you describe your organizational culture today?

What relationships or internal dynamics are most important to consider as your organization grows?

What does success look like for your team, beyond financial or programmatic outcomes?

Project Scope & Timeline

What type of engagement are you exploring?

What type of engagement are you exploring?

When is your ideal engagement timeline?

When is your ideal engagement timeline?

What is your engagement budget?

What is your engagement budget?

Alignment

Sage Strategy Partners takes a human-led approach to governance and organizational development, emphasizing trust-building, inclusive decision-making, and practical structures that reflect how real coalitions operate, while recognizing that leadership dynamics, organizational culture, and the lived realities of executives often shape how organizations evolve.

What resonates most with you about this approach?

Are there any organizational sensitivities, dynamics, or histories we should be aware of as we begin this conversation?

If this engagement were successful, what would be different in your organization one year from now?

Document Uploads

Upload any governance, compliance, or financial documents (e.g., strategic plan, bylaws, org chart, board charters, financial overview, etc.).