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Intelligent Implementation Form
Intelligent Implementation Form
Purpose Scope Alignment Before Build Phase
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Contact Name
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First
Last
Contact Email
*
Range Contact Required
Contact Phone
*
Confirmed Audit Completed?
*
Yes
No
Targeted Workflow or Department
*
Sales
Marketing
Finance
Operations
Other
Required Integrations
Zapier
Power Automate
Xero
CRM
Other
Key Outcome Metrics
*
Internal Resource Availability (Who will approve/test?)
Preferred Timeline
*
ASAP
30-60 days
90 days
Budget Range
*
10-15K
15-25K
25K+
Any Existing Automation Documentation Upload
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Notes or Special Requirements
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