Purpose: To capture your startup’s goals, structure, readiness, and needs so we can design your foundational operations from day one.

SECTION 1: VISION & STRATEGY

1. Business Name (if decided):

   [Your response]

2. Briefly describe your business idea or concept:

   [Your response]

3. What problem are you solving, and for whom?

   [Your response]

4. What is your Unique Value Proposition (UVP)? Why will customers choose you?

   [Your response]

5. Business model (check all that apply):

   • ☐ Product-based
   • ☐ Service-based
   • ☐ Subscription/Membership
   • ☐ Consulting/Coaching
   • ☐ E-commerce/Digital products
   • ☐ Other: [Specify]

6. What stage are you currently in?

   • ☐ Just an idea
   • ☐ Market research
   • ☐ Branding and setup in progress
   • ☐ MVP/testing phase
   • ☐ Early clients or pilot users

7. Founders, Co-founders, or Key Roles Involved:

   [Your response]

8. What are your 3 primary goals for the next 6–12 months?

   [Your response]

9. What does long-term success (2–3 years) look like to you?

   [Your response]

SECTION 2: OPERATIONS PLANNING

1. Have you mapped out your client or customer journey yet?

   • ☐ Yes
   • ☐ Partially
   • ☐ Not yet

2. What does your expected service delivery or product fulfillment process look like?

   [Describe from first contact to delivery]

3. Which of the following business systems do you currently have or plan to implement?

   • ☐ Task/project management
   • ☐ CRM (Customer Relationship Management)
   • ☐ Invoicing & payment systems
   • ☐ Client onboarding process
   • ☐ Contract management
   • ☐ File storage & asset organization
   • ☐ Reporting & KPI tracking

4. Which tools are you currently exploring or planning to use?

   [List by category: communication, storage, project management, CRM, etc.]

5. Do you have SOPs or templates for key tasks (e.g., proposals, briefs, client onboarding)?

   • ☐ Yes, fully ready
   • ☐ In progress
   • ☐ Not yet

6. What parts of the business feel most unclear, disorganized, or overwhelming?

   [Your response]