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Consulting Client Intake Form
"I need a Consulting Client Intake Form for my Jakarta-based technology consulting firm that handles international clients, with emphasis on data protection compliance and cross-border service delivery, to be implemented by March 2025."
1. Client Information: Basic details including company name, registration number, address, and primary contact information
2. Business Profile: Nature of business, industry sector, years in operation, and company size
3. Service Requirements: Description of consulting services needed, project scope, and desired outcomes
4. Financial Information: Basic financial details relevant to the engagement, including budget range and preferred payment terms
5. Key Stakeholders: Information about decision-makers and key personnel involved in the project
6. Timeline and Expectations: Preferred project timeline, key milestones, and deadline requirements
7. Compliance Declaration: Client's declaration of compliance with Indonesian business regulations and anti-money laundering requirements
8. Data Protection Consent: Client's consent for data collection and processing in accordance with Indonesian data protection laws
9. Terms and Conditions: Basic terms governing the intake process and potential engagement
1. International Operations: Additional section for clients with international business operations, including cross-border considerations
2. Industry-Specific Requirements: Special requirements or regulations specific to client's industry sector
3. Previous Consulting Experience: Details of past consulting engagements and outcomes, used for larger or more complex projects
4. Subsidiary Information: Details of affiliated companies or subsidiaries, relevant for corporate group clients
5. Special Requirements: Any specific requirements regarding confidentiality, security clearances, or special access needs
1. Schedule A - Service Categories: Detailed list of available consulting service categories and their descriptions
2. Schedule B - Required Documentation: Checklist of required supporting documents based on service type
3. Schedule C - Rate Card: Standard rate information and service package options
4. Appendix 1 - Terms and Conditions: Detailed terms and conditions for the intake process
5. Appendix 2 - Privacy Policy: Detailed privacy policy and data protection information
Authors
Affiliate
Authorized Representative
Business Day
Client
Confidential Information
Consulting Services
Data Protection Laws
Deliverables
Effective Date
Engagement
Fee Schedule
Force Majeure
Group Company
Indonesian Law
Intellectual Property Rights
ITE Law
Key Personnel
Personal Data
Project
Project Scope
Related Party
Representatives
Service Categories
Service Provider
Subsidiary
Supporting Documents
Terms and Conditions
Third Party
Working Hours
Contact Information
Business Information
Service Requirements
Project Scope
Data Protection
Confidentiality
Consent
Declaration
Document Requirements
Financial Information
Timeline Requirements
Stakeholder Information
Compliance
Anti-Money Laundering
Privacy Notice
Information Usage
Terms and Conditions
Authorization
Verification
Financial Services
Technology
Manufacturing
Retail and Consumer Goods
Healthcare
Energy and Resources
Infrastructure
Agriculture
Education
Professional Services
Real Estate
Telecommunications
Transportation and Logistics
Mining
Hospitality and Tourism
Business Development
Legal
Compliance
Client Relations
Project Management
Operations
Risk Management
Contract Administration
Account Management
Partnership Development
Managing Partner
Business Development Manager
Client Relations Manager
Consulting Director
Legal Counsel
Compliance Officer
Project Manager
Senior Consultant
Business Analyst
Operations Manager
Risk Manager
Contract Administrator
Account Executive
Partnership Manager
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