The Lead Intake Form is a foundational document used in the early stages of client engagement within the Irish business environment. It serves as the initial point of formal contact between a business and potential clients, collecting necessary information while ensuring compliance with Irish and EU regulations, particularly GDPR. This document is typically deployed when a business needs to systematically gather information from prospective clients, capture their requirements, and obtain necessary consents for data processing and communication. The Lead Intake Form includes sections for personal information, business details, project requirements, and mandatory regulatory disclosures, making it an essential tool for businesses operating under Irish jurisdiction. It's designed to balance comprehensive information gathering with legal compliance, while maintaining user-friendly engagement.
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1. Personal Information: Basic contact details including name, email, phone number, and preferred contact method
2. Company Information: Business details including company name, registration number, VAT number (if applicable), and business address
3. Project/Service Requirements: Brief description of the client's needs, budget range, and timeline expectations
4. Source Information: How the lead heard about the company/service (for marketing analytics and relationship management)
5. Data Protection Notice: GDPR-compliant explanation of how the collected data will be used, stored, and processed
6. Consent Declarations: Explicit consent checkboxes for data processing and marketing communications
1. Additional Decision Makers: Section for listing other stakeholders involved in the decision-making process, used when dealing with larger organizations
2. Previous Experience: Field for describing any relevant previous experience with similar services/products, useful for high-value or specialized services
3. Special Requirements: Section for noting any specific needs or accommodations, important for accessibility and customized service delivery
4. Preferred Communication Schedule: Fields for specifying preferred contact times and frequency, useful for high-touch sales processes
5. Budget Breakdown: Detailed budget allocation sections, relevant for complex projects or services with multiple components
1. Privacy Policy: Detailed privacy policy document outlining data handling practices and user rights
2. Terms and Conditions: Basic terms governing the intake process and initial relationship
3. Service Categories: List of available services or products with brief descriptions for reference
4. Data Processing Agreement: Standard data processing terms and conditions as required by GDPR
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