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Strategy Call Intake

Full Name

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Organization Name:

Email

*

Phone Number

*

What type of Organizations are you representing?

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Nonprofit

Group Home

Behavioral Health Clinic

Community Health Clinic

Community health or Social Service

Startup or New organization

Myself- I am a Human Service Professional

What Services do you currently provide?

*

What challenges or goals are prompting you to reach out?

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Which best describe your current needs?

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I'm just starting and need help with launching or licensing

I'm operating but need stronger systems and policies

I need help with staffing, SOPs or compliance

I want to reduce burnout and improve team wellbeing

I'm ready to grow, expand, or open a second site

I'm not sure- I need expert guidance first

Which areas feel most urgent right now?

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A

Staff & operations

B

Compliance/Licensing

C

Leadership Support/Burnout

D

Policy/SOP Development

E

Mindset Empowerment

F

All of the above

Anything else we should know before our call?

*