Client Intake

This page is used to formally initiate client engagements with The Freedom Project.

The client intake process ensures project scope, responsibilities, timelines, and expectations are clearly defined before any automation or systems work begins. This protects both parties and establishes a clean foundation for delivery.

Before you begin

Please complete this intake only after an initial discussion or audit.

If you have not yet spoken with us, start with a Free Audit or Project Inquiry instead.

Client Services Agreement

Agreement Description

The Client Services Agreement outlines:

  • Scope of services and deliverables
  • Project timelines and responsibilities
  • Confidentiality and data handling expectations
  • Engagement terms required prior to implementation

Submission of this form does not trigger billing or work commencement. It formalizes the engagement so implementation can proceed without ambiguity.

Fill Out Form

Submissions are reviewed directly by members of The Freedom Project.

By submitting this intake, you acknowledge the agreement is intended to establish a clean foundation for delivery. If anything is unclear, we will follow up for clarification before implementation begins.