Begin with practical expertise and conditions.

Expertise and proposed role: 
Scope of work to discuss: 
Possible discussion timing: 
Known general property or operating conditions: 
Matters requiring coordination: 
Questions about qualifications, costs and responsibilities: 

This sheet is for organising general partnership needs yourself. It is not sent automatically and does not constitute a quotation, contract or partnership confirmation. Do not include identifying personal information, health records or confidential material.