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VitaCore Client Intake Framework
Section 1: Organization info
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Name of organization
Primary Contact Name & Role
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Email:
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Phone Number
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What is your organization Mission
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What is your organization's vision for the next 3-5 years?
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What underserved populations or communities do you primarily serve
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What services or programs do you currently offer?
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Section 2: Current structure & Operations
Do you currently have written Standard Operating Procedures ( SOPs)?
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Do you currently have written Standard Operating Procedures ( SOPs)?
A
Yes
B
No
C
I do but it need to be updated
Do you currently have a clear workflow or task assignments for your team?
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Describe briefly:
What systems or tools ( e.g. google drive, notion, EHR, spreadsheets) do you use to manage operations?
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Section 3: Hiring, Retention, Staff Wellness
Do you have a structured onboarding process or a checklist for new hires?
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Do you have a structured onboarding process or a checklist for new hires?
Yes
No
What is your current hiring process? ( who's involved, how long does it take, what tools do you use?)
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Do you have a current employee retention plan in place?
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Do you have a current employee retention plan in place?
Yes
No
Do you have written policies for the following?
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Staff leave/PTO policy:
Do you have written policies for the following?
Yes
No
Sick leave & Mental Health Days
Untitled multiple choice field
A
Yes
*
B
No
Flexible Work/Hybrid Schedule?
C
Yes
D
No
Would you like support with wellness policies or a custom staff well-being audit?
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Would you like support with wellness policies or a custom staff well-being audit?
A
Yes
B
No
Section 4: Readiness & Compliance Status
Is your Organization currently licensed, certified, or accredited?
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Is your Organization currently licensed, certified, or accredited?
Do you need help with Accreditation or licensing prep?
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Do you need help with Accreditation or licensing prep?
Yes
No
Are your current policies and procedures up to date?
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Are your current policies and procedures up to date?
A
Yes
B
No
Do you currently have written policies and procedures?
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Do you currently have written policies and procedures?
Yes
No
Section 6: Package Alignment & Support Needs
What are your 3 Top challenges right now?
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What results would you like to see in the next 90 days?
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Who else on your team should be involved in this process? ( Admin, HR, Director, etc.)
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Which VitaCore Package (s) are most interested in?
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Which VitaCore Package (s) are most interested in?
A
Business startup package
B
Operational Harmony package
C
Susbstainable Impact premium package
D
I need it customizable for me
Submit