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Cohort Team Intake Form

The following intake wizard will ask you a series of business operations questions. The information provided will be used to define your organizations requirements, estimate costs and and set up your new Connie environment for quick and easy onboarding process and adoption by your staff. Click "Next" to get

Please Note: Your responses are not saved until you complete and submit the entire form. We recommend setting aside 10-15 minutes to complete it in one session.

What to Expect

  • 17 sections covering organization info, operations, staffing, volumes, tech, goals, and additional context
  • 210-15 minutes to complete - you can go back and forth between steps
  • 3Best estimates are fine - we're looking for general understanding, not exact numbers
  • 4Required fields marked with * - you must complete these to move forward

All information provided is confidential and used only for program evaluation.

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