The Discovery Intake.

A confidential briefing to help me understand the decision you own, the outcome you're pursuing, and how — if at all — I can be useful.

I · Organization

Organization Name

Sector · Industry

Headquarters

Approx. Employees · Revenue

Website

Full Name

Title · Role

Direct Line

Preferred method of correspondence

Supplier Diversity Strategy · Program design or assessment

Strategic Business Development · Positioning and pursuit

Contract Readiness · RFP navigation and preparation

Executive Advisory · Confidential counsel

Inclusive Procurement · Framework and governance

Speaking · Keynote · Facilitation

Other · Please describe below

Harvey L. PhelpsExecutive Advisory

Intake Form · Page 2

INTAKE · 2026-XXX

Confidential · Do Not Distribute

Describe the decision, opportunity, or challenge in your own words

What outcome would define success for this engagement?

Executive Sponsor

Decision Body

Target Start

Target Close · Milestone

Other advisors, agencies, or programs currently engaged on this topic

Anticipated Budget Range

Fee Structure Preference

Anything else Harvey should understand before our discovery call?

How did you find Harvey?

May we reference the referrer? (Y / N)

Signed by clientFull name & title

Date

City · State