Student Program Intake Form TEMPLATE

Creating proposals for different schools, different students, and different times of the year can be challenging, especially when your potential client isn't really sure what they want. Although you may offer a program designed a specific way, there is still important information that you will need to gather to create comprehensive proposal. This tool helps you onboard your clients by gathering all necessary information to prepare tailored proposals, while managing your student programs effectively. Capture all of the data that you need to make sure you charging appropriately for your services.

Why You Need This Template:

• Efficient Data Collection:
• Simplify the intake process by capturing essential details from prospective clients in a structured manner.
• Collect information on organization details, contact information, program logistics, program types, student demographics, support needs, and budget information and specific needs, ensuring you have a comprehensive understanding of client requirements.
• Use this detailed information to plan and execute programs that are aligned with client expectations and educational goals.
• Customized Program Proposals:
• Use the collected data to create personalized program proposals that address the unique needs of each client.
• Tailor your services to meet the specific goals, demographics, and logistics of the programs, enhancing client satisfaction and program success.
• Enhanced Communication:
• Ensure clear communication with clients by gathering all necessary information upfront.
• Avoid back-and-forth emails and calls by having a complete overview of client needs from the start, saving time and improving efficiency.

Key Features:

• Essential Information Fields: Capture full names, organization details, roles, contact information, and addresses.
• Program Logistics: Gather details on program types, schedules, student demographics, and support needs.
• Curriculum Support: Understand client curriculum needs, available resources, and necessary improvements.
• Instructor and TA Support: Determine the level of support required for instructors and teaching assistants.
• Budget and Success Metrics: Collect budget information and client definitions of program success to tailor your proposals effectively.

Once purchased, you will receive a pdf with instructions on accessing the intake form.