Client Discovery & Requirements Template
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Client Discovery & Requirements Template

[Client Name] Intake Form

This intake form helps us understand your business needs better and tailor our solutions to your specific requirements. Please provide as much detail as possible.

Company Profile

Greetings {recipient's name} 👋, I'm excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}. Best, Andy

User profile avatar
AndyAccount Executive • Distribute

Business Requirements

Priority

Business Objective

Success Criteria

Timeline

High

[Objective 1]

[Criteria 1]

[Date]

Medium

[Objective 2]

[Criteria 2]

[Date]

Low

[Objective 3]

[Criteria 3]

[Date]

Current Challenges

Challenge 1

0/2 completed

Impact on business

none
Impact on business
Assignee
Not assigned
Due date
No due date

Current workarounds

none
Current workarounds
Assignee
Not assigned
Due date
No due date

Challenge 2

0/2 completed

Impact on business

none
Impact on business
Assignee
Not assigned
Due date
No due date

Current workarounds

none
Current workarounds
Assignee
Not assigned
Due date
No due date

Challenge 3

0/2 completed

Impact on business

none
Impact on business
Assignee
Not assigned
Due date
No due date

Current workarounds

none
Current workarounds
Assignee
Not assigned
Due date
No due date

Decision-Making Process

➡️

Discovery Phase: [Date Range]

➡️

Solution Presentation: [Date]

➡️

Decision Making: [Date Range]

➡️

Implementation: [Date Range]

Stakeholders

Name

Role

Influence Level

Key Concerns

[Name 1]

[Role]

[High/Medium/Low]

[Concern]

[Name 2]

[Role]

[High/Medium/Low]

[Concern]

[Name 3]

[Role]

[High/Medium/Low]

[Concern]

Budget & Timeline

Understanding your budget and timeline helps us recommend the most appropriate solution package.

Budget Range

0/4 completed

Less than $10,000

none
Less than $10,000
Assignee
Not assigned
Due date
No due date

$10,000 - $25,000

none
$10,000 - $25,000
Assignee
Not assigned
Due date
No due date

$25,000 - $50,000

none
$25,000 - $50,000
Assignee
Not assigned
Due date
No due date

$50,000+

none
$50,000+
Assignee
Not assigned
Due date
No due date

Project Timeline

0/4 completed

Immediate need (< 1 month)

none
Immediate need (< 1 month)
Assignee
Not assigned
Due date
No due date

Short-term (1-3 months)

none
Short-term (1-3 months)
Assignee
Not assigned
Due date
No due date

Medium-term (3-6 months)

none
Medium-term (3-6 months)
Assignee
Not assigned
Due date
No due date

Long-term (6+ months)

none
Long-term (6+ months)
Assignee
Not assigned
Due date
No due date

Technical Requirements

System

Current Version

Integration Priority

Notes

[System 1]

[Version]

[High/Medium/Low]

[Notes]

[System 2]

[Version]

[High/Medium/Low]

[Notes]

[System 3]

[Version]

[High/Medium/Low]

[Notes]

Next Steps

  • Schedule discovery call

  • Send relevant documentation

  • Introduction to implementation team

  • Product demonstration

  • Solution proposal review

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