CECADS | Business Consultation Onboarding Form

CECADS

Business Consultation — Official Client Onboarding & Engagement Form

Instructions: Please complete all sections below. When finished, click the SUBMIT button to send your consultation request directly to CECADS.
A non-refundable deposit of $3,000 is required prior to the initial scoping call.

SECTIONS: A B C D E F G H I J

SECTION A: CLIENT & COMPANY DETAILS

Company / Organization Name
Industry / Sector
Primary Contact Person & Title
Country of Headquarters
Direct Phone (with country code)
Email Address
Preferred Language for Communication

SECTION B: TYPE OF BUSINESS CONSULTATION REQUIRED

Select all that apply. CECADS will scope and propose a tailored engagement.

Strategy & Management Consulting	Corporate strategy & growth Competitive positioning Organizational performance Innovation & product strategy
Operations & Process Improvement	Supply chain optimization Lean / Six Sigma Quality management systems Cost reduction programs
Financial & Tax Advisory	Cross‑border taxation Transfer pricing Funding & capital raising Financial restructuring
Market Entry & Expansion (China focus)	China market entry strategy Joint venture / WFOE setup Distribution & partner search Regulatory navigation
Legal & Compliance Advisory	Cross‑border contracts Compliance program design IP protection strategy Litigation risk assessment
HR & Organizational Development	Talent acquisition strategy Leadership development Cross‑cultural team building Succession planning
Digital Transformation & IT Consulting	Digital roadmap & strategy ERP / CRM selection & implementation Process automation (RPA) AI / data analytics adoption
Risk & Crisis Management	Supply chain risk assessment Geopolitical risk advisory Reputation & crisis response Compliance risk audit
M&A / Partnership Advisory	Target identification & screening Due diligence support Post‑merger integration Joint venture negotiation
Interim Executive & Fractional Leadership	Fractional CEO / C‑suite Project‑based leadership Turnaround management Strategic advisory board member

SECTION C: ENGAGEMENT DETAILS

Desired Start Date
Expected Duration of Engagement	1 week (sprint) 1 month 3 months 6 months 12+ months Ongoing retainer
Urgency Level	Immediate (within 2 weeks) Standard (1‑2 months) Strategic planning (3+ months)

SECTION D: BUSINESS CONTEXT & OBJECTIVES

Current Business Challenge / Opportunity
Key Objectives & Success Metrics
Scope Constraints & Non‑Negotiables

SECTION E: KEY STAKEHOLDERS & DECISION PROCESS

Internal Stakeholders Involved
Decision‑Maker / Approver
Estimated Decision Timeline	Immediate Within 2 weeks 1 month Longer than 1 month
Competitors or Alternatives Being Considered

SECTION F: SENSITIVITY & CONFIDENTIALITY

Confidentiality Level Required	Standard NDA High‑sensitivity (restricted team) Personal data / GDPR relevant
Does this engagement involve Government or Regulated Entities?	Yes – government or state‑owned entity No
Conflict of Interest Check

SECTION G: BUDGET & COMMERCIAL TERMS

Approximate Budget Range (USD)	From $to $ Excluding travel, VAT, or third‑party costs unless specified
Preferred Billing Model	Fixed project fee Daily / hourly rate Monthly retainer Performance / success fee
Currency Preference	USD EUR GBP CNY

SECTION H: CURRENT READINESS & AVAILABLE DATA

What materials / data can you provide? Level of internal support available

Full‑time project liaison Part‑time internal team Minimal / advisory only

SECTION I: ADDITIONAL CONSIDERATIONS

Any past engagements with CECADS?

Yes No

How did you hear about CECADS? Special requests or access requirements

SECTION J: AGREEMENT & SUBMISSION

Consulting Confidentiality & Terms: By submitting this form, you confirm that the information provided is accurate and that you are authorized to engage CECADS for consulting services. A scoping deposit of $2,000 will be required before any work commences. CECADS will treat all information as confidential under a standard NDA, which will be countersigned before any detailed scoping begins.

Deposit Acknowledgment	I understand and accept the $2,000 scoping deposit requirement.
Confidentiality Agreement	I agree to execute a standard CECADS NDA before detailed scoping.
Authorized Signature
Date

✅ Thank you! Your consultation request has been received. A senior consultant will reply within 2 business days.

❌ There was an error. Please email your request directly to info@cecads.org

Next steps: After submission, CECADS will review your request, sign an NDA, and schedule a strategic scoping call.