Before your consultation

Twenty minutes here saves an hour on the call.

These questions cover your systems, processes, data, reporting and decision-making. Answer what you can — blanks are useful information too.

Questionnaire
Review
Consultation
Written summary
Proposal

Your details

Full nameWork emailCompany

Business context

What the company does and what is driving the conversation now.

Sector or industryApproximate headcountWhat has triggered this conversation now?A growth plan, a failed audit, a system nobody trusts, a person leaving, a renewal decision.If this goes well, what is different in six months?

Systems landscape

What you run today and how the pieces connect.

Which CRM do you use?Accounting or finance systemOther core systems in daily useSupport desk, ERP, marketing, e-signature, project tool, data warehouse.Which systems currently talk to each other, and how?Native connector, middleware, custom code, manual export and import.

Process and pain

Where the work actually slows down.

Which process frustrates the business most?Roughly how many hours a week go into manual or duplicate data entry?Where do handoffs between teams break down?

Data and reporting

Whether leadership can trust the numbers.

How would you describe data quality in your CRM?Which number does leadership ask for that nobody can produce reliably?Any regulatory, audit or data-residency constraints we must respect?

Delivery reality

Budget, timing, decision-making and internal capacity.

When do you want to start?Is there an approved budget range?Who signs off, and who else must agree?Who internally can own the work with us?Anything else we should know before the call?

Please keep sensitive data out of this form

Describe the problem, not the records. Do not paste customer personal data, patient information, card or account numbers, passwords or API keys here.