Purpose: To understand your business vision, operations expectations, and growth goals so we can design a backend system that supports it from day one.

SECTION 1: BUSINESS FOUNDATIONS

1. What is the name of your business?

   [Your answer here]

2. Briefly describe what your business does:

   [Your answer here]

3. What stage are you currently at?

   • ☐ Just launched
   • ☐ Team being hired
   • ☐ First few clients/projects live
   • ☐ Pre-launch/planning stage

4. What are the core services or offerings you plan to provide?

   [Your answer here]

5. Who are your ideal clients or target segments?

   [Your answer here]

6. What is your short-term (6–12 months) vision for this business?

   [Your answer here]

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

   [Your answer here]

SECTION 2: CURRENT SETUP & PAIN POINTS

1. Have you worked with clients yet? If yes, how many and what kind of work?

   [Your answer here]

2. What tools or platforms are you currently using?

   (e.g., Notion, WhatsApp, Gmail, Google Docs, ClickUp, etc.)

   [Your answer here]

3. Where do you feel your current operations are weakest?

   (e.g., task management, timelines, feedback loops, visibility, accountability)

   [Your answer here]

4. What processes feel repetitive or chaotic right now?

   [Your answer here]

5. Do you have any documentation or SOPs created so far?

   • ☐ Yes
   • ☐ Partially
   • ☐ Not yet

6. Have you decided how you will manage tasks, deadlines, and internal communication?

   • ☐ Yes
   • ☐ No
   • ☐ Need help with that

SECTION 3: DELIVERY & CLIENT EXPERIENCE