Pantheon Aegis Intake

Aegis On-Boarding Contact Form

This form is designed to capture essential information from the client in a clear and structured manner. Below are the key components for building the form:

Section 1: Personal Information

Highlight that the key communication methods will be Email and SMS

Section 2: Business Information

This section captures essential organization details.

Section 3: Target Market

Please specify your target audience and service areas to better align our efforts with your market focus

(examples: Small business owners, Tech startups, Working professionals)

(examples: Freelancers, Nonprofits, Retirees)

(examples: New York City, United States, Global)

Section 4: Offering

Please list the services offered, features or benefits that distinguish your offerings from competitors

Section 5: Competitive Advantages

Please describe the unique strengths that give you an edge in the market

(example: Our team has over 10 years of industry experience, providing deep knowledge and a track record of successful results for clients)

(example: We offer cutting-edge technology and tailored solutions that adapt to the evolving needs of our clients)

(example: Our dedicated customer service team is available 24/7, providing personalized support & quick resolutions)

Section 6: Challenges

This section identifies the key obstacles your business faces in the market. Understanding these challenges helps us tailor solutions to better address your needs and improve overall performance

(example: increased competition)

(example: changing consumer preferences)

(example: resource constraints)

Section 7: Partnership Details