Consulting Delivery, Workshops & Pilot Setup — Update / setup form (auth-only) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The cadence, deliverables, workshops, and pilot approach for this engagement — so the rhythm of work is set before we start.

What it collects (by section):

• Reporting & deliverables — Reporting Cadence Preference [dropdown: Weekly / Bi-weekly / Monthly / Milestone-based]; Deliverable Format Preference [multi-select: Slide deck / Document/Report / Spreadsheet / Dashboard / Playbook / …]; PM Tool Preference (client) [dropdown: Asana / Trello / Jira / Monday.com / ClickUp / …].
• Workshops — Workshop Types Needed [multi-select: Discovery / Journey mapping / Process mapping / Prioritization / Roadmapping / …]; Workshop Attendees (roles) [long text].
• Pilot approach — Pilot Approach Preference [dropdown: Proof of concept / Limited pilot / A/B / Phased rollout / Big bang]; Pilot Success Criteria [long text].

Form type: Update / setup (up), auth-only. Niche: Consulting. Deployment: embed.

Best for / surface when: Consulting client workflow — consulting delivery, workshops & pilot setup.