Consulting & Advising Intake Form

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Thank you for your interest in Evolve Training Coaching Facilitation’s consulting and advising services. This form will help us understand your needs and determine whether consulting or advising is the best fit for your organization. Please complete the form, and we will follow up to discuss the best path forward.

Contact Information

Name *

First

Last

Organization Name *

Role / Title *

Email *

Phone *

Preferred Contact Method *

Email
Phone

that What yes,

Service Overview

What type of support are you seeking? (Check all that apply) *

Guidance on a specific organizational challenge or decision
Hands-on assistance with operational or strategic projects
Expert advice on leadership, governance, or team development
Other

If other, please specify *

What service are you looking for? *

Consulting
Advising
Unsure

Consulting – A more hands-on approach with direct involvement in implementing solutions and managing projects.
Advising – Strategic guidance, recommendations, and expertise to support your decision-making process.

About Your Organization

What is your organization’s mission or primary focus? *

What is your organization's size? *

1-5
6-15
16-50
50+

What is your organization’s annual budget? *

Under $250,000
$250,000-$500,000
$500,000-$1M
Over $1M

Needs and Goals

What specific challenges or opportunities are you currently facing? (Check all that apply) *

Leadership transitions or gaps
Operational inefficiencies
Team dynamics or staff engagement
Fundraising or revenue generation
Governance or board development
Program or service delivery challenges
Other

If other, please specify *

What outcomes are you hoping to achieve through consulting or advising? *

Do you already have an idea of the specific solutions or guidance you need, or are you seeking help identifying them? *

I have a clear vision of what I need.
I’m looking for help diagnosing the issue and identifying solutions.
Unsure

Logistics and Engagement

What is your preferred timeframe for engaging in consulting or advising services? *

Short-term (1-3 months)
Medium-term (3-6 months)
Long-term (6+ months)
Unsure

What level of involvement do you expect from EvolveTCF? *

High-touch (e.g., project management, implementation support)
Moderate (e.g., periodic check-ins and updates)
Low-touch (e.g., occasional advice and recommendations)
Unsure

What is your budget for consulting or advising services? *

Under $5,000
$5,000-$10,000
$10,000-$25,000
Over $25,000

Additional Information

Have you worked with a consultant or advisor before? If yes, what worked well and what didn’t?

Is there anything else you’d like us to know about your organization or needs?

Consulting & Advising Inquiry