Platform Blueprint Intake Page

Company name

First name

Last name

Phone

Email

Website (If Applicable)

Where is your business located?

What industry/niche best describes your business?

Describe your main services or offerings.

Approximate price ranges for your services

Which website platform do you use now?

If you selected CRM or Other, please describe here:

What are the top 3–7 problems your business faces right now?

Where do leads or clients slip through the cracks?

What systems/tasks are currently manual that you wish were automated?

Describe how someone becomes a client today (your real process).

Describe what you WANT your client journey to be.

Do you deliver your service in stages or milestones?

List your steps/milestones in order:

Do you have a team?

Yes

No

Maybe

If yes, describe each role and responsibilities.

What are your absolute must-haves for MVP? (non-negotiable)

Nice-to-have ideas (future phases)

What does a successful platform solve for you in the next 90 days?

Anything else we should know before designing your Blueprint?

I confirm the information provided is accurate.