Intake Call

Subject *

Sales Email CC *

Section 0: Call Data *

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Date & Time of Call *

Intake Rep *

Previous Rep / Referral *

Client Name *

Client Email *

Prefered Contact Method

Call

Text

Section 1: Context & Discovery *

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How did you hear about Edapho? *

What prompted you to reach out to Edapho? What are you trying to solve? *

Number of distinct project areas or uses *

Multiple area / use distinction description

Section 2: Goal Definition *

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What is your primary goal? *

What are your secondary goals, if any? *

In your own words, what does success look like? *

Section 3: Module Interest *

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Are you looking to address soil fertility, nutrient balance, or what you're putting down as inputs? *

Are you trying to reduce or replace a fertilizer or amendment program? *

Chemistry Notes *

Does rep recommend Chemistry Module? *

Are you interested in the biological side: soil life, microbial activity, compost or inoculant programs? *

Have you had issues you suspect are biological? (disease pressure, poor residue breakdown, compaction that won't resolve) *

Biology Notes *

Does rep recommend Biology Module? *

Do you anticipate needing or have an interest in anything installed and fixed in place? (water systems, tanks, enclosures, in-ground infrastructure) *

Is there infrastructure you already know you need built or upgraded? *

Structure Notes *

Does rep recommend Structure Module? *

Are you looking for guidance on equipment or tools? (seeders, sprayers, mowers, till vs no-till gear) *

Are you trying to figure out what equipment you need, or whether your current equipment fits the plan? *

Equipment Notes *

Does rep recommend Equipment Module? *

Are you looking at seed, cover crops, planting mixes, or variety selection? *

Is establishing or changing what's growing part of what you want? *

Seed Notes *

Does rep recommend Seed Module? *

Are any animals part of this? *

Are you interested in changing how animals are used on the land or improving animal health? *

Animal Notes *

Does rep recommend Animal Module? *

Are you dealing with pests, weeds, disease, or invasive species that need managing? *

Is protecting what you plant/establish from threats part of the goal? *

Protection Notes *

Does rep recommend Protection Module? *

Section 4: Site Conditions *

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Is there irrigation on the property? *

If irrigated, do you know the flow rate?

What is the main water source? *

How far is the water source / irrigation from the area being worked? *

Are there any known water quality issues? *

Is there elevation change between the source and the work area? *

Any water rights or withdrawal limits we should know about? *

Does anything freeze in winter? *

Site Condtion: Water Notes *

Is there grid power at or near the work area? *

If no power: is off-grid (solar/battery) something you've considered? *

Is there cellular coverage on the property? *

Is there existing internet you could connect equipment to? *

Is there clear line of sight across the property? *

Site Condition: Power and Connectivity Notes *

Is there existing equipment housing or a building we could use? *

How is access to the work areas? *

Site Condition: Access and Infrastructure Notes *

Is there existing vegetation, canopy, or debris that would need removing or managing? *

Site Condition: Vegetation Notes *

Other conditions present? *

Compaction or hardpan layer

Rock or shallow bedrock

High or shallow water table

Erosion-prone ground

Drainage problems, ponding, or wet zones

Steep or variable slope

Highly variable soils across the site

Other

Section 4 Notes *

Section 5: Testing, Contamination & Regulatory *

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Have you had any previous testing done? *

Any known or suspected contamination? *

Any regulatory designations on the property? *

Is any permitting already known to be required? *

Section 5 Notes *

Section 6: Travel & Site-Visit Logistics *

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Pre-call travel cost estimate (prepared before call) *

Does client approve of cost estimate? *

If approved, who would be our on-site contact for a visit? *

If not approved, would client be interested in a free virtual appointment instead? *

Section 7: Viability & Disposition *

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Post call decision *

Decision Reasoning *

Next action *

Sales Confidence *

Notes

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