Client Intake & Training Planner | Essential Training Academy

Let’s start with you.

Tell us who you’re planning for and how to reach you. Fields marked * are required.

Who is this for? *

Contact name *

Email *

Phone

Role / title

Agency / business / organization

Preferred contact method and availability

Your people & operations.

Share general information to help ETA estimate the right scope.

Organization type

City, state and country

Number of sites

Employees / personnel

Typical / peak occupancy

Operating hours, shifts and public access

Facility and operating profile

Accessibility, language and participation needs

What do you need to improve?

Choose at least one service and one priority. We’ll connect these to course suggestions.

Services of interest *

Training & readiness priorities *

What would success look like?

What prompted this request?

Your current starting point.

An initial self-description helps scope the conversation. These answers are not an inspection or risk rating.

Emergency action and accountability plans

Access control and visitor procedures

Workplace violence reporting and response

Crisis communication and notification

First aid, CPR and AED readiness

Business continuity arrangements

Training and exercise records

Policies, SOPs and corrective-action review

General incident or near-miss themes

Existing programs, resources or controls to consider

Shape the training plan.

Suggested titles are based on your selected priorities. Choose any titles to include in your inquiry.

Titles to discuss

Estimated training participants

Experience level

Preferred course scope

Preferred delivery

Time available per participant

Prior training / required credentials to confirm

Participant roles and desired tasks

Schedule, scope & deliverables.

Preferred dates or timeframe

Budget range (optional)

Training venue / site visit location

Your role in authorizing the work

Authorizing sponsor / decision-making process

Site review preference

Deliverables to discuss

Proposed scope and any exclusions

Venue, equipment and logistical needs

Anything else ETA should know?

Site access, photography, records review and exercises require an agreed scope and written authorization before work begins. This inquiry does not authorize system testing or site entry.

Review your intake.

Check your details, then submit your inquiry for ETA review. You can return to any step to make changes.

Drafts saved on this device stay in this browser session. Submitted inquiries are recorded for ETA review. Email notifications are not connected in this prototype.

Let’s build
your next step.

Let’s start with you.

Your people & operations.

What do you need to improve?

Your current starting point.

Shape the training plan.

Schedule, scope & deliverables.

Review your intake.

Your brief is ready for review.

Let’s buildyour next step.

Let’s start with you.

Your people & operations.

What do you need to improve?

Your current starting point.

Shape the training plan.

Schedule, scope & deliverables.

Review your intake.

Your brief is ready for review.

Let’s build
your next step.