Revision Room Client Intake

Client Intake & Scope
Reference -
Rev -
Studio mode

Seven questions: Answer what you can. We will still talk it through properly on a call.

Saves as you type · Close it and come back any time

Your Details

An audit, a contract award, a new hire starting. Leave it blank if the timing is open.

The Seven Questions

0 of 7

Three Options: an audit of what you have, a build of what you need or a full department setup.

Assessment & Standards

choose one, or none

Custom Procedures: Written entirely from scratch, based on how your shop actually operates. No generic boilerplate, no pre-made templates.

System Dependencies: These modules rely on each other. The Foundation is built first, and the tool will not let you select anything that cannot stand up without it.

SOP Library

none selected

Foundation first: every module's records and numbering point back to it, so the rest of the list stays locked until it is selected.
One exception: Health, Safety and Environment stands entirely alone and can be bought on its own.

Because standards rot: Software versions shift, codes get revised, personnel leave.

Training makes the pipeline stick. A retainer keeps it true.

Optional · Priced separately from any build above

CAD Coach

0 selected

Training built around the standards you run, so nobody sits through a generic course.

Retainers

none

Monthly, minimum three months: then month to month with 30 days notice.
Unused hours do not roll over. You are paying for availability.

Everything compiled for your review and submittal.

Read it over: then send it back using the steps at the bottom.

A planning estimate · The firm proposal follows our call

Your Answers

compiled

Scope

what you selected

Estimate

planning figure
How this works

Fixed fees, not hours: every figure here is a fixed price for a defined scope.

A planning estimate: scope boundaries apply and are shown on each item. Anything beyond them gets its own quote first.

Travel and expenses are separate where a site visit is needed, pre-approved in writing and billed at cost.

Your proposal follows our call. It carries the firm figures, the schedule and the terms for signature.

Send It Back

  • 1

    Your answers and selections send straight to me.

  • 2
    Schedule our call

    Pick a time. I will call you at the number on this form.