// DETAILED INTAKE

Tell us the
full story.

Deeper questionnaire — takes about 15 minutes. Use this if you already know the workflow inside-out and want to give us the full picture up front. Otherwise the 2-minute intake is the better starting point.

// Company Info

Company Name *

Website *

Industry *

Location

Primary Contact Name *

Title *

Email *

Phone

Team Size

// Workflow to Improve

Workflow Name *

How Often Does It Happen? *

What Problem Are You Trying to Solve? *

Why Now? *

What Happens If Nothing Changes? *

Who Does This Today?

// Current Process

Step-by-Step Description *

Inputs Used *

Outputs Created *

Systems Involved *

Files / Docs / Examples Available

// Goals

What Does Success Look Like? *

Top Priority Outcome *

Time Saved Target

Quality / Accuracy Target

Deadline / Urgency

// Constraints

Security Requirements

Compliance Requirements

Systems We Cannot Touch

Data Sensitivity

Approval Chain

// Access & Next Steps

Who Should Join Kickoff? *

What Access Might We Need?

Anything Else We Should Know?

How Did You Hear About Us?

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Tell us thefull story.

Tell us the
full story.