{"id":13,"date":"2025-12-28T02:25:17","date_gmt":"2025-12-28T02:25:17","guid":{"rendered":"https:\/\/edgemax.ai\/blog\/?p=13"},"modified":"2025-12-28T02:25:17","modified_gmt":"2025-12-28T02:25:17","slug":"core-intake-form-partner-copy","status":"publish","type":"post","link":"https:\/\/edgemax.ai\/blog\/2025\/12\/28\/core-intake-form-partner-copy\/","title":{"rendered":"CORE Intake Form (Partner Copy)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This intake form is used by EdgeMax partners during CORE onboarding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Its purpose is simple:<br><strong>eliminate guesswork.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of building automations based on assumptions, this intake captures:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Business model and lead sources<\/li>\n\n\n\n<li>Sales process stages<\/li>\n\n\n\n<li>Messaging preferences<\/li>\n\n\n\n<li>Follow-up expectations<\/li>\n\n\n\n<li>Team roles and responsibilities<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Why this matters<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Most CRM setups fail because they\u2019re built generically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This intake ensures:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pipelines reflect reality<\/li>\n\n\n\n<li>Automations support your process<\/li>\n\n\n\n<li>Messaging stays consistent and on-brand<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">How to use this resource<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Partners: use this as your pre-deployment intake<\/li>\n\n\n\n<li>Operators: review it to understand how CORE gets configured<\/li>\n\n\n\n<li>Teams: align internally before implementation<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This document is the difference between \u201csoftware installed\u201d and \u201csystem deployed.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A structured intake framework EdgeMax partners use to configure CORE correctly from day one.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-13","post","type-post","status-publish","format-standard","hentry","category-resources"],"_links":{"self":[{"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/posts\/13","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/comments?post=13"}],"version-history":[{"count":1,"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/posts\/13\/revisions"}],"predecessor-version":[{"id":14,"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/posts\/13\/revisions\/14"}],"wp:attachment":[{"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/media?parent=13"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/categories?post=13"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/edgemax.ai\/blog\/wp-json\/wp\/v2\/tags?post=13"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}