CK Multifamily Consulting Client Intake Form Client Name Title Company/Property Name Email Phone Address Preferred Contact Method Referred By Privacy & Confidentiality Assurance Acknowledgement CK Multifamily Consulting is committed to protecting your privacy and the confidentiality of the information you provide. All intake information will be kept strictly confidential, regardless of whether you choose to engage our services. We will not sell, share, or disclose your information to any third parties. This form and the details contained within are solely for the purpose of evaluating your needs and tailoring our services to your requirements. Property & Team Information Property Size (# of Units) Number of On-Site Employees Estimated Annual Revenue Key Performance Metrics Client Objectives & Needs Please briefly describe your primary objectives for engaging CK Multifamily Consulting, LLC. What are the key challenges you are currently facing in your multifamily operations? What are specific goals or outcomes you hope to achieve through these services? Additional Business Information How many properties do you currently manage or own? Total number of units: Please describe your existing management structure: What software/tools do you currently use for property management or financial reporting? Do you utilize any revenue management software such as LRO, Yieldstar, or AIRM? What is your average occupancy rate across properties? Are there any other stakeholders involved in decision-making for this project? Yes (Please Specify below) No If other stakeholders ARE involved in decision-making for this project, please specify below. Is there any additional information you'd like to share about your project or business needs? Service Selection Please select the services you’re interested in (check all that apply): Operational Excellence & Process Optimization Operational Audit ($2,000): Comprehensive review of processes, staffing, and workflows, with actionable recommendations. Strategic Action Plan ($1,000): Roadmap with prioritized objectives and timelines for operational efficiency. Leadership & Team Development Leadership Coaching Session ($500 per session): One-on-one sessions addressing leadership challenges and growth. Team-Building Workshop ($1,000 per workshop): Activities to enhance communication and team collaboration. Professional Development Program Design ($1,500): Structured program to address skills gaps and support team growth. Culture, Employee Engagement & Emotional Intelligence Culture Assessment & Recommendations ($1,000): Surveys and recommendations to enhance workplace culture. Employee Engagement Survey & Follow-Up Workshop ($1,200): Engagement surveys and workshops to boost employee satisfaction. Emotional Intelligence Training for Teams ($1,500): Workshops to build empathy, self-awareness, and team cohesiveness. Due Diligence & Property Assessment Property Evaluation & Operational Audit ($2,000): Property assessment, including staffing and financial health analysis. Financial Performance Analysis ($2,500): Financial review with strategies for performance improvement. Speaking Engagements & Industry Workshops Keynote Presentation ($2,500): Tailored presentation on key topics like operational excellence, EI, or leadership. Panel Discussion or Workshop ($2,000): Participation in or facilitation of interactive sessions on relevant topics. Half-Day Training (In-Person or Virtual) ($1,500): Customized training sessions with practical applications. Financial Analysis, Budgeting & Proforma Support Detailed Financial Analysis ($1,500): In-depth review of financial metrics for optimized outcomes. Budget Bootcamp Training ($3,000 - 3 Days): Intensive training on budgeting and forecasting with hands-on exercises. Proforma Preparation & Review ($1,500): Assistance with accurate proforma preparation and assumption validation. Retainer Services for Continuous Support Monthly Retainer ($3,000 - $6,000/month): Ongoing support with regular consulting, financial analysis, and team development. Preferred Engagement Timeline Start Date Preference Service Duration (if applicable) 1-3 months 3-6 months Ongoing Unsure Additional Details Please provide any additional details or preferences that would help us tailor our services to meet your needs: Budget Considerations Do you have a budget range in mind for these services? Yes (Please Specify below) No Are you interested in exploring multi-service or repeat client discounts? Yes No Pricing Note:*All pricing listed is based on properties with 350 units or less. For properties with unit counts between 351 and 750 units, an additional $500 will be applied to each service fee. Properties with 751 to 1,000 units will incur an additional $1,000 charge. For properties with over 1,000 units, please contact us for a custom quote tailored to your needs. Signature & Confirmation Signature & Confirmation By checking this box, you confirm that the information provided is accurate to the best of your knowledge and agree to engage in discussions regarding the selected services. Submit
