CORE Intake Form (Partner Copy)

This intake form is used by EdgeMax partners during CORE onboarding.

Its purpose is simple:
eliminate guesswork.

Instead of building automations based on assumptions, this intake captures:

• Business model and lead sources
• Sales process stages
• Messaging preferences
• Follow-up expectations
• Team roles and responsibilities

Why this matters

Most CRM setups fail because they’re built generically.

This intake ensures:

• Pipelines reflect reality
• Automations support your process
• Messaging stays consistent and on-brand

How to use this resource

• Partners: use this as your pre-deployment intake
• Operators: review it to understand how CORE gets configured
• Teams: align internally before implementation

This document is the difference between “software installed” and “system deployed.”