Business & Contact Information:
First Name
Last Name
Phone
*
Email
*
Industry/Sector:
Number of Employees(specify exact number):
What are your top 3 business goals for this project?
Briefly describe your target customer (persona, demographics, pain points)
Do you have a branding style guide, product catalogs, or any foundational documents we should be aware of?
Tools & Technology Stack:
Which CRM or sales management tool(s) do you currently use (if any)?
What marketing automation, email marketing, or scheduling tools do you currently have in place?
List any platforms you use for hosting webinars, online courses, or virtual events.
Do you have any existing analytics or reporting tools (e.g., Google Analytics, BI dashboards)?
Data & Permissions:
What data do you plan to share or integrate (e.g., customer lists, past purchase data, support tickets)?
Do we have permission to access, migrate, or integrate these datasets into new tools?
YES
NO
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Are there any custom tools, proprietary processes, or specialized workflows we need to be aware of?
Do you have any unique compliance or regulatory requirements that affect how we implement these solutions?
Is there any other information you feel is crucial for us to know before we begin our design and development work?
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