SpendRFX — Client Intake

Step 1 of 5

Tell us about you

You don't have to be the person who requested the demo — whoever's filling this out is fine.

Full name

Role / title

Company

Work email

Phone (optional)

Industry

Annual revenue

Headcount

Current procurement / ERP tool (if any)

Number of users (team members who'll access SpendRFX)

Step 2 of 5

Top 3 pain points

Short — one sentence each. We use these to focus the brain on what matters most to you.

Step 3 of 5

Consent & data use

Plain English. Opt-ins are all OFF by default — leave anything you don't want unchecked. The acknowledgments at the bottom are required to submit.

What we do with your data

Data retention

After your engagement ends, we keep your data so you can pick up where you left off if you come back. To have it deleted, email mike@spendrfx.com and we will delete it within 30 days. Deletion is done by hand on request; it is not automatic.

Optional — opt-in (default OFF)

Required acknowledgments

By submitting, you acknowledge:

Your data is not used to train AI models. SpendRFX does not train models, and our AI providers' commercial terms prohibit them from training on the data we send. Providers may keep requests for a limited time (typically up to 30 days) for safety and abuse monitoring, then delete them.
You can ask for an export of your data at any time, during your engagement or at termination. Email mike@spendrfx.com and we will send it within 30 days.
A summary of how your data has been used is available on request: email mike@spendrfx.com.
SpendRFX provides advisory insights — it is not legal, tax, or regulatory advice
Your information is handled per our Privacy Policy

Step 4 of 5

Drop your data

One drop zone. Spend file, contracts list, MSAs, SOWs, rate cards, recent invoices — whatever you have. No formatting requirements. The brain handles the rest.

Drag & drop files here, or click to browse

Spend file (CSV/Excel) is the most important — top suppliers by spend

CSV · Excel · PDF · Word · max 100MB per file

Step 5 of 5

How should we keep in touch?

One last thing — then you're done.

Preferred channel

Email

Slack

SMS

Phone

Your team's comfort with AI tools (helps us pitch findings at the right level)

High

We use Claude, ChatGPT daily

Medium

Some exposure

Low

New to it

Welcome to SpendRFX. Let's get you set up.