Nonprofit Discovery Intake
This form collects the structured information our team needs to evaluate your organization, prepare your service agreement, and tailor your nonprofit onboarding pathway. Approximately 10–12 minutes to complete.
Basic details about your nonprofit — used to initiate your qualification review and prepare your client record.
Understanding your mission and organizational structure helps us assess eligibility, tailor the platform to your needs, and prepare the right onboarding pathway.
Help us understand the size and structure of your workforce — including staff, volunteers, and any satellite or program sites.
Tell us what is not working and what matters most. These answers directly shape your platform design and onboarding priorities.
Your connectivity and communications infrastructure is part of the managed platform. These details help us assess your current setup and identify gaps across your sites.
Domain and DNS access is essential for email security, platform onboarding, and service continuity. We need to understand who currently controls these on behalf of your organization.
Understanding your hosting environment and SSL status helps us identify security exposure and determine what needs to be secured or migrated as part of your platform.
This section establishes your current security posture. Honest answers lead to better protection — there are no wrong answers here.
Your intake is reviewed by our team — typically within one business day. Because nonprofit services require qualification, there is an additional review step before your agreement is issued.
Our team reviews your submission — including your organization type, mission, tax-exempt status, environment details, and security posture — to evaluate eligibility and build a complete picture of your organization.
Qualification reviewIf your organization qualifies, we prepare a tailored nonprofit service agreement reflecting your size, scope, compliance needs, and discounted structure. Our team will contact you to confirm details before it is issued.
1 – 2 business daysYour service agreement is delivered via secure electronic signature. Once signed, your onboarding is scheduled and your Managed Intelligence Platform is activated — with dedicated support from your first day.
Ready to countersignThank you for submitting your nonprofit intake. Our team will review your organization’s information and eligibility within one business day and contact you with next steps.