Project Intake Form (PIF)

CORE Project Intake Form

Step 1 of 4

Project Intake Form ( Discovery Phase )

We are passionate about helping businesses reduce cost and keep more money in their pocket. As a part of the Discovery Process, please provide us some basic information about your company and or real estate holdings so that we can determine your potential net cash savings.
Agent Email*
Contact Information
Contact Name*
Contact Email*
Contact Number*
Contact Title / Position

Company Information
Company Name*
Company Address*
Number of Locations
Type Of Business
Type of Company
Number of Employees
Annual Payroll
Annual Revenue
Accounting Firm
CPA / Accountant Name

Real Estate Information
Own or Lease*
Property Type*
Purchase / Construction Cost*
Renovations Cost
Date of Occupancy*
Property Name
Property Address
Square Footage
# of floors
Annual Property Tax
Annual Property Insurance
Own any additional buildings?

Utility / Expense Information
Annual Gas Spend*
Annual Electric Spend*
Annual Water Spend
Annual Merchant Processing
Annual Waste / Recycling
Annual Telecommunications Spend