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Done for you services

How do I submit a done for you service intake form?

Open the Roadmap step or the Enrollment List and click the intake form link.

Written By GovPreneurs

Last updated 21 days ago

Some services need an intake form. You find the form on the Roadmap step and in Enrollment List.

Steps

  1. In the left menu, click Roadmap.
  2. Click the Roadmap step that you bought.
  3. Find Fill in your form.
  4. Click Open the form. The form opens in a new tab.
  5. Answer the questions. Send the form.

Another way

  1. Open your Success Center home.
  2. In Enrollment List, find the row with the label Intake Needed. The row has an orange color.
  3. Click the row. The form opens in a new tab.

If you see no form

If the step says "Our team is on this. There is nothing for you to do today.", the team needs no form from you.

Documents

The form tells you what the team needs. If the team needs a file that the form does not ask for, tell the support team. Use Need Help? Click Here. See How do I contact Success Center support?.

ℹ️ Some services need a call, not a form. If the step says Book your first call, read How do I book an included service delivery call?.

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