Your organisation and context A clear, high-level picture is enough at this stage.
Industry or sector * Organisation size * Select organisation size Sole operator 2–10 11–50 51–200 201+ Prefer not to say What best describes your enquiry? * Select an enquiry type Executive decision support AI strategy, governance or adoption Transformation reset or delivery momentum Operating model, roles or accountability Workforce efficiency or operating rhythm Commercial case, evidence or partnerships Workshop, review or facilitation Other Briefly describe the decision, challenge or opportunity you need help with. * What is happening today? Optional What would a useful outcome look like? Optional What happens if no action is taken? Optional Key stakeholders or decision-makers involved Optional
Scope and timing This helps frame the first conversation. It does not lock you into an engagement.
Desired timing * Select timing Urgent — within two weeks Within one month Within three months Longer-term planning Unsure Preferred engagement style * Select engagement style Initial advisory conversation Focused review or sprint Defined project or work package Ongoing advisory support Workshop or facilitation Unsure Indicative budget or investment range Optional Select if useful Under $5,000 $5,000–$15,000 $15,000–$50,000 $50,000+ Prefer to discuss Anything that must be considered in planning the work? Optional
Information handling Please provide only a high-level overview at this stage. Do not include passwords, access credentials, sensitive personal information, privileged material, or confidential documents. HarleyShift Advisory will agree an appropriate information-handling approach before requesting detailed material.
What is the highest sensitivity of the information relevant to this enquiry? * Select information sensitivity Public information only Internal business information Commercially confidential information Sensitive or regulated information Unsure I understand that this is an initial enquiry and I have not included passwords, sensitive personal information, or confidential attachments. * Is there anything we should know about confidentiality, conflicts, procurement, or engagement requirements before contacting you? Optional
