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Sales Person Name
(Required)
First
Last
Designer(s)
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Client Information
Client Name
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Client Address
(Required)
Street Address
Address Line 2
City
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Texas
Utah
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Vermont
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Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Client Contact Name
First
Last
Client Contact Phone
Client Contact Email
Primary Industry
Agriculture/Forestry
Consulting & Real Estate
Energy
Foundations/Associations
Healthcare/Wellness
Manufacturing
Professional Services
Retail
Construction
Education
Financial Services
Government/Defense
Hospitality
Media
Residential
Sciences
Technology
Other
Project Details
Drivers: What caused the project to occur?
Relocation
Growth (space)
Consolidation (space)
Culture Change
Update/Renovate
Other
Drivers - Other
What were the client's goals for the project?
Update Workstations
Align with Corporate
Attraction & Retention
Appeal to Multi-Gen
Cost Savings
Standardize
Densification
Culture Change
Access to Natural Light
Improve Collaboration
Innovation
Warm Environment
Mix Shift Change
Other
Goals - Other
What was the client's culture type?
Collaborate
Create
Control
Compete
Project Square Footage
Primary Seating
Fern
Soji
Zody
Very
Other
Individual Workspace Needs
Storage
Proximity to Team
Ergonomics
Collaboration
Natural Light/Views
Privacy
Movement/Height Adjustability
Adherence to Standards
Acoustics
Other
Individual Workspace Needs - Other
Predominant Workstation Type
Benching
L-Shape
U-Shape
Panel Based/Free Standing Workstation
Private Office
T-Shape
120 Degree Desk
Touchdown
Other
Predominant Workstation Type - Other
Group Space Needs
Collaboration
Proximity to Team
Availability/Access
Natural Light/Views
Large Spaces
Adherence to Standards
Variety of Spaces
Meeting Space
Quiet Zone
Other
Group Space Needs - Other
Social Spaces
Lobby
Cafe
Lounge
Training
Outdoor
Dining/Bar
Community
Retreat
Conference & Meeting
Other
Social Spaces - Other
Scope of Work
Marketing Information
Assets Needed
Before Images
Install Images
Final Space Images
Video of Space
Social Post
Client Testimonial Video
Ceros Presentation
Printable PDF
Other
Marketing Assets - Other
Location Agreement Signed?
Yes
No
In Progress
Talent Release Signed?
Yes
No
In Progress
Scheduled Time with Marketing
Yes
Still Need to Schedule
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