New Project Intake Form

Your Name(Required)

First Last

Name of your Business/Organization(Required)

Your Email(Required)

Your Phone(Required)

Is this number:(Required)

Mobile

Home

Work

Mailing Address for Business/Organization

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Other people on this project team

You may have other people who will work with you on this project and should be included in any initial meetings and Basecamp (our project management platform) for communications, decisions, sharing files and content, etc. If you have other team members, please give their full names & email addresses here. (We recommend no more than 6 team members.)

Are you the main contact for this new project?(Required)

Yes

Don’t know yet

Main Project Contact Name(Required)

First Last

Project Main Contact Email(Required)

Who should receive emailed invoices?(Required)

Someone else

Billing Contact(Required)

First Last

Billing Contact Email(Required)

Copied on invoices

Would you like to be cc’ed on the emailed invoices to your billing contact?

Yes, please cc me on invoices

No, please only invoice the billing contact

We will be paying via:(Required)

We do not take paper check payments. We prefer ACH for payments over $500.

Credit Card

Zelle or PayPal

We need to set up ACH

Zelle & PayPal Info

Payment via Zelle or PayPal is accepted. Payments should be sent to: [email protected] This info will appear on every emailed invoice. Of these two methods, Zelle is preferred, since it incurs no fees to the service provider.

ACH information

To pay via ACH, we will need you set you up in our ACH system. This requires a quick phone call to give us the routing & account numbers from the front of a check. A microdeposit (usually $0.01) is made in your account, and you will give us a code that appears in the transaction description.

After this validation, you will receive any invoices via Stripe, with a “Pay this invoice” link. (Detailed invoices may also be sent via Quickbook.) Recurring automatic payments may also be set up using this payment method.

Name

This field is for validation purposes and should be left unchanged.