Syntegrity Client Onboarding

Fill out this form to get started on your free proposal process.

First name*

Last name*

Company name*

Email*

Phone*

Project Scope

What specific areas do you want us to focus on? *

AI Strategy & Business Transformation

Finance & Investment

Legal & Compliance

Energy & Sustainability

Infrastructure & Operations Optimization

Mergers, Acquisitions, & Corporate Strategy

AI Integration

What are the key deliverables you expect?*

Business Overview

Provide a brief description of your business operations.*

What are the major products/services offered?*

Current Tools and Technology

List all major software and tools used in your operations, marketing, and finance departments.*

Key Performance Indicators (KPIs):

What KPIs are you currently tracking? *

Stakeholders

List key internal stakeholders we will need to interact with during the project*

Timeline and Deadlines

What is your desired start date for this project?*

Are there any key deadlines we should be aware of?*

Legal and Compliance Requirements

Are there any specific legal or compliance considerations that we should be aware of?

Preferred Communication Methods

How do you prefer we communicate with your team? *

Phone call

Video Call

Agreement to Terms

I acknowledge that all the above information is accurate and agree to the consulting terms and conditions.

Signature*

Dallas, Texas

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