Welcome to Catania Consulting Firm's Documentation Center. This comprehensive package contains all necessary forms for initiating and managing your consulting journey with us. Please read through this guide carefully to ensure a smooth and efficient process.

INCLUDED DOCUMENTS:

Client Intake Form

Project Scope Worksheet

Change Order Request Form

Final Deliverable Sign-off

INSTRUCTIONS FOR COMPLETION:

STEP 1: CLIENT INTAKE FORM • Complete all fields thoroughly • Select appropriate service tier • Provide detailed project goals 

• Include all relevant contact information

STEP 2: PROJECT SCOPE WORKSHEET • Review selected package details • Check all applicable deliverables • Specify any custom requirements 

• Note specific timeline needs

STEP 3: CHANGE ORDER REQUEST FORM (Keep for future use) • Use this form for any scope changes • Submit before additional work begins 

• Allow 48 hours for review and approval

STEP 4: FINAL DELIVERABLE SIGN-OFF (To be completed at project end) • Review all delivered items • Confirm satisfaction • Provide final feedback 

• Sign for project completion

IMPORTANT NOTES: • All forms should be completed digitally or in clear handwriting • Save copies of all submitted documents 

• Return completed forms to:  cataniaconsultingfirm@gmail.com • Questions? Contact us at: 619-550-6790 or cataniaconsultingfirm@gmail.com

SUBMISSION CHECKLIST: □ All required fields completed □ Supporting documents attached □ Contact information verified □ Service tier selected             □ Timeline preferences noted □ Budget range indicated

CONFIDENTIALITY NOTICE: All information provided in these forms is protected under our client confidentiality agreement and will be used exclusively for project planning and execution purposes.