Page 1 of 1
Client Intake for EasySafe
Client Name
*
Date Completed
*
Set Program Goals for 2025
*
Do you want to add employees or have us do it in bulk?
*
Do you want to keep last season's training or Update all for 2025?
*
What Teams/Work Areas do you want to have set up (list specific names in Notes)?
*
What Teams/Work Areas do you want to have set up (list specific names in Notes)?
List Group Leader, Team Leaders, who has access to the Admin page
*
Use Safe2day formatted password for Company or other?
*
What Forms (electronic) do you want in the app?
*
What Forms (electronic) do you want in the app?
Files (logos, handbooks, manuals, etc)
*
Click to choose a file or drag here
NOTES (list as per above)
Submit