Get Consulting Firm Application - Yale University - Learn Caim Yale

Completing the Consulting Firm Application for Yale University's Consultant Referral Program is a key step in becoming part of their network of pre-qualified consultants. This guide provides a detailed, step-by-step approach to help you navigate the application process efficiently and effectively.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to access the Consulting Firm Application document and open it for editing.
2. Fill in the consulting firm information, providing your firm's name, address, phone number, fax number, general email, and website, along with the Managing Partner or Owner's name.
3. Indicate the firm size by selecting one of the options: Solo Practice, Partnership, Small Firm (3-5 consultants), Medium Firm (6-20 consultants), or Large Firm (more than 20 consultants).
4. Complete the consulting rates by entering the hourly and daily rates for senior consultants, and specify if you offer any discounts.
5. List 5-10 past and current clients, including asterisks for clients from Yale. Ensure you gather signed letters of consent for any specific Yale clients listed.
6. Provide references by filling in details for three references, including their names, titles, organizations, phone numbers, and brief descriptions of the work done for them.
7. Identify your firm's areas of specialization by ranking your top three specialties according to the provided definitions and adding any other areas that apply.
8. Compile necessary attachments that include a short description of services, written references, published articles, and marketing materials.
9. Email or fax your completed application to the Organizational Development and Learning Center at Yale University, including all required attachments.
10. Sign and date the application, indicating who completed the form and whether you prefer to list consulting practices as individual consultants or as a consulting firm.

Begin completing your Consulting Firm Application online today to become part of Yale University's Consultant Referral Program.