SPAP – Emerald Ledger Executive Suite (ELES) Client Intake Form

Complete this intake to begin your Emerald Ledger Executive Suite engagement. All information is treated with professional confidentiality.

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ELES Engagement Pricing — Please Review Before Proceeding

ELES is structured as a $2,473.95 weekly retainer with a 4-week minimum engagement and a $5,000 engagement threshold.

Please review this structure carefully before submitting your intake. Submitting this form indicates that you have read and understand the ELES engagement pricing framework. Your Account Manager will confirm scope and next steps after your intake is reviewed.

Required Source Materials / Access Checklist

Please indicate which materials are available *

CRM Access or Current CRM Screenshots/ExportPipeline List / Active Leads / Proposal Tracker / Sales SpreadsheetProposal Examples / Pricing Sheets / Scopes / Quote TemplatesOutreach Emails / LinkedIn Messages / Nurture Emails / Sales ScriptsBrand AssetsWebsite / Landing Page / Analytics / Form AccessOnboarding Documents / Welcome Emails / Intake Forms / Delivery ChecklistsNot Available

Source material access notes

How will you provide source materials?

Category 1: Business Basics

Legal Business Name *

DBA / Trade Name

Industry / Business Type *

Business Location (City, State, Country) *

Website URL

Year Founded *

Number of Employees, including owners/founders *

Category 2: Revenue Profile

Current Annual Revenue Range *

Primary Revenue Streams *

Average Deal / Contract Value *

Estimated Current Close Rate *

Monthly Revenue Goal *

Category 3: Current Sales Process

Other Lead Source

How do you currently manage leads and prospects? *

Other Lead Management Method

If you use a CRM, which one? *

How do you send proposals to prospects? *

What happens after you send a proposal? *

Who is the decision-maker for sales process, proposal, pricing, CRM, or onboarding changes? *

Category 4: Goals

What do you want to achieve in the next 90 days? *

Where do you want to be in 6 months? *

What is your 1-year revenue goal? *

What would make this four-week build feel successful to you? *

Category 5: Bottlenecks

Other Revenue Growth Bottleneck

Single Biggest Revenue Bottleneck *

Other Stuck Point

What specific problem is costing the business the most revenue right now? *

What has already been tried to fix this issue, and what happened? *

Category 6: Team & Tools

Who currently handles sales activities? *

Other Sales Owner

Other Tool

Other Blocker

Who must approve sales process, proposal, pricing, or CRM changes before they go live? *

Category 7: Brand & Creative

Do you have existing brand guidelines? *

How would you describe your brand voice? *

Category 8: Logistics

Primary Point of Contact, Name and Title *

Contact Email Address *

Contact Phone Number *

Preferred Communication Method *

Other Communication Method

Availability for Weekly Strategy Call *

Billing Contact, if different

Confirmation

Before submitting

Required fields must be answered. Enter “Not available” when information is unavailable.

I confirm all information provided is accurate to the best of my knowledge. *

Accuracy confirmation name *