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.

1

2

3

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 for 12 months so you can pick up where you left off if you come back. After 12 months it's deleted permanently.

Optional — opt-in (default OFF)

Required acknowledgments

By submitting, you acknowledge:

Your data is never used to train any AI model (Anthropic's zero-training policy applies)
You can export your data anytime during your engagement, and at termination
You can request a summary of how your data has been used
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

You're in.