Stefanee Richardson Consulting

Confidential

Client Intake

Let's do
something great.

I'm glad you're here. Before our discovery call, I'd love to know a little about you and what you're working toward. This takes less than 3 minutes.

10+ years. Fortune 500 experience. Results that move the needle.

Step 1 of 3

Step 01

First, tell me about you.

Just the basics — I'll learn everything else on our call.

First name *

Please enter your first name.

Last name *

Please enter your last name.

Email address *

Please enter a valid email.

Organization or business name

Leave blank if you're coming as an individual.

What brings you here? *

Select the one that fits best.

Virtual CFO / Financial Strategy

Nonprofit Financial Consulting

App / Tech Project

Not sure yet — let's talk

Please select a project type.

Step 02

Tell me what you need.

Be as specific or as open as you'd like — we'll dig deeper on the call.

Describe your situation in a few sentences. *

What's the challenge? What are you trying to accomplish?

Please describe your project.

What does success look like for you? *

Select all that apply.

Clarity and a clear plan

A specific deliverable or tool

Ongoing support

Financial systems

Grant / funding readiness

I just need to talk it through

Please select at least one.

Step 03

Almost there.

Just your timeline and the best way to reach you.

When do you need to get moving? *

Right now — urgent

Next 2–4 weeks

Next 1–3 months

Just exploring

Please select a timeline.

How do you prefer to connect? *

Video call

Phone call

Email first

Text / message

Please select at least one.

Confirm your email *

A copy of this intake will be sent here.

Please enter a valid email.

By submitting, you agree to engage in good faith and understand that this intake begins — not replaces — our conversation.

Let's dosomething great.

Let's do
something great.