Free template
Request intake form
One front door, so nothing arrives by ambush.
Who this is for: Any team receiving work through email, chat, hallway, and meeting all at once.
What is inside
- The nine fields worth asking for, and the ones that only add friction
- Priority levels people actually use, with definitions
- A routing table: what goes where, and who acknowledges it
- The service-level language to publish alongside it
One thing most people get wrong
Publish what happens after someone submits. An intake form without a promised response time trains people to go around it.
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Every template here comes out of real engagements at The Alexandria Method. Book a discovery call if you would rather solve the underlying problem than fill in a grid.