Contact -- Organizational Discovery Call Request - Third Opinion MD

Schedule your free 30-minute organizational consultation to discuss sustainable workplace solutions tailored to your team's unique challenges.

Duration: 30 minutes
Date:
Time:
Continue
Name: *
Email: *
Cell Phone:

4/3/26


Organizational Discovery Call Request


INTAKE QUESTIONS:

1. Your Information

  • First Name {"type":"text","name":"__generic","width":40,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}

  • Last Name {"type":"text","name":"__generic2","width":40,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}

  • Email {"type":"text","name":"__generic3","width":60,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}

  • Phone {"type":"text","name":"__generic4","width":40,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}

  • LinkedIn Profile (optional) {"type":"text","name":"__generic5","width":40,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"Optional"}


2. Organization Details

  • Organization Name {"type":"text","name":"__generic6","width":70,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}

  • Your Role/Title {"type":"text","name":"__generic7","width":70,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}

  • Organization Type: 
{"type":"checkbox","name":"__generic8","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please check at least one item.","options":"Healthcare/Medical \nCreative Agency/Studio \nTechnology Company \nNonprofit \nOther"}


If you checked "Other," please specify:
{"type":"text","name":"__generic9","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":""}


  • Number of Employees: 
{"type":"radio","name":"__generic10","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please choose one of the above options.","options":"5-20\n21-50\n51-100\n100+"}



3. Current Challenges 

(check all that apply) 

{"type":"checkbox","name":"__generic","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please check at least one item.","options":"High turnover/retention issues\nHigh number of Sick days or Medical Leave \nTeam exhaustion or depletion\nRapid growth concerns\nCulture/morale challenges\nLeadership sustainability \nWork-life balance issues \nOther"}

If you checked "Other," please specify:

{"type":"textarea","name":"__generic12","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}


4. Previous Wellness Initiatives

What workplace wellness approaches have you tried? 

(check all that apply) 

{"type":"checkbox","name":"__generic13","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please check at least one item.","options":"On-site wellness services (massage, yoga, etc.)\nMental health apps or EAP programs \nWellness workshops or lunch-and-learns \nFlexible work arrangements \nTeam building activities \nLeadership training \nStress management programs \nNothing formal yet \nOther"}

If you checked "Other," please specify:

{"type":"textarea","name":"__generic14","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}



What were the results? 

{"type":"checkbox","name":"__generic15","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please check at least one item.","options":"Temporary improvement \nNo noticeable change \nSome benefit but not sustained \nMade things worse \nMixed results \nToo early to tell"}


What was missing from these approaches? 

{"type":"textarea","name":"__generic16","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":"Optional"}


5. What prompted your interest in Third Opinion MD? 

{"type":"textarea","name":"__generic17","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":""}



6. Timeline 

When would you like to address these challenges? 

{"type":"radio","name":"__generic18","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please choose one of the above options.","options":"Immediately\nWithin 1-3 months \nWithin 3-6 months \nPlanning for next year"}


7. Program Interest 

{"type":"radio","name":"__generic19","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please choose one of the above options.","options":"3-month pilot program\n6-month transformation\n12-month partnership\nNot sure - let's discuss"}



8. How did you hear about us? 

{"type":"textarea","name":"__generic20","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":""}


9. Additional Information 

Anything else you'd like me to know before our call? 

{"type":"textarea","name":"__generic21","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":""}



Scheduling Note:

If you don't see a time that works on the scheduler, please list 2-3 dates/times that work better for you: 
{"type":"textarea","name":"__generic22","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":""}