New Project Intake Form Consultant Name New Client? YES NO Client Name Name to display in Freshbooks, Dropbox, & Documents Project Name Name to display in Freshbooks, Dropbox, & Documents Estimated Project Start Date Client Contact Name Client Contact Email Who should receive ES invoices? If different name than client contact, please provide their email address here as well. Total contract amount for project What type of billing for this project? Flat Fee Hourly What type of project for payroll purposes? Self-Sourced ES Sourced J. Hourly Bill Rate for this Project $ Andy Hourly Bill Rate for this Project $ Lauryn Hourly Bill Rate for this Project $ Spencer Hourly Bill Rate for this Project $ When should we invoice? Please describe when we should invoice and any other details around invoicing I should know. Next Actions for Consultant What are your next steps to get this project started? Next Actions for Lauryn What actions do you need me to help with right way? Anything else I should know? Thank you!
