Scoping questionnaire

Thanks for your order. This replaces a sales or scoping call: answer in your own time (about 10 minutes), and you'll have a written record of what's in scope. Please don't enter passwords, API keys or other secrets here. You'll choose a secure way to share access below.

Your order Package purchased Care Plan ($99/mo)?

About you Your name Business name Email used at checkout Phone (optional; we'll still work by email) Website Type of business Time zone

Speed-to-Lead: where leads come from

The package covers one lead source. List any others too and we'll quote them in writing before doing anything.

Lead sources (tick all that apply; mark the main one below)

Website form Facebook / Instagram Lead Ads Landing page builder Google Ads lead form Directory or marketplace (e.g., Angi, Thumbtack) Other

Main lead source for this build Form tool Leads per day, roughly

Speed-to-Lead: CRM and email CRM Fields or pipeline stage to set on new leads (optional) Which mailbox sends the first reply? Sender name and address shown to the lead Also send a text message?

Speed-to-Lead: the first reply Tone Wording (paste your own, or write "please write it for me") Response time to promise the lead Booking or calendar link to include (optional)

Speed-to-Lead: alerts, routing and hours Who gets the new-lead alert? (names or roles and their email addresses) Routing rules (optional; e.g., by service, location or budget; "none" is fine) What makes a lead "hot" for you? (optional; e.g., asks for a quote, mentions a budget, has a company name) Business hours Outside business hours, the first reply should… Optional AI scoring?

Your process Apps involved (e.g., accounting or booking app, mailbox, Slack/Teams) Describe the process: "When X happens, do Y" (how it works today, step by step) Roughly how many events per day? (invoices, emails or appointments) Message wording and tone notes (or "please write it for me")

Where it runs and how you'll share access Where should it run? How will you share access? (never paste credentials into this form) Anything that's off-limits? (data that must not be touched, people who must not be emailed) Anything else we should know? I've read the scope and refund policy.