O6 / Intake 001

What do you want the business to do better?

This intake identifies the systems, software, automation, AI, web, and growth support that may be relevant. It is intentionally broad before a deeper technical discovery.

Important: Any estimate produced from this intake is preliminary. Final scope and pricing should follow discovery and a written Statement of Work.

About this request

Use this whether the client fills it out directly or you complete it during a conversation.

Completed by

Company / organization

Contact name

Email

Phone

Existing website

What outcome matters most right now?

Get more leads or salesCapture more demand or improve conversion.

Save timeReduce repetitive administration and handoffs.

Improve customer experienceRespond faster, make buying easier, improve service.

Improve visibilitySee what is happening without chasing information.

Build something newWebsite, portal, app, dashboard, or internal tool.

Not sure yetO6 can help identify the highest-leverage starting point.

O6 / Intake 002

Which areas may be part of the solution?

Select everything that sounds relevant. Choosing something here does not commit you to buying it.

Website / Web ExperienceNew website, redesign, ecommerce, booking, forms, content management.

AI Layer / AgentsChat, voice, internal assistants, marketing or operations agents.

AutomationRemove repetitive work and connect steps across tools.

CRM / Sales SystemsLead tracking, pipelines, follow-up, customer records, reactivation.

MarketingCampaign systems, content workflows, lead capture, analytics, nurture.

Custom Software / PortalInternal tools, client portals, dashboards, vertical products.

Data / ReportingDashboards, reporting, analytics, data consolidation, forecasting.

IntegrationsConnect CRM, accounting, forms, email, calendars, APIs.

Other / Not sureDescribe the outcome in your own words.

What else do you want?

O6 / Website

Website requirements

This step only appears when Website / Web Experience was selected.

O6 / Intelligence

AI requirements

Select the type of intelligence you want to add. You can choose more than one.

O6 / Automation

Automation requirements

Select repetitive processes you want to reduce, connect, or make more reliable.

O6 / CRM

CRM & sales system requirements

O6 / Marketing

Marketing requirements

O6 / Build

Custom software & portal requirements

Client portalAccounts, orders, files, conversations, rewards, support.

Internal operations toolWorkflow, staff, approvals, tasks, internal data.

DashboardKPIs, reporting, visualizations, alerts.

Customer app / account area

Admin console

Industry-specific software

Describe the software you imagine

O6 / Data

Data, reporting & integrations

O6 / Context

Context, timing & constraints

These questions help separate “what you want” from “what is actually feasible right now.”

Desired timing

Budget comfort

How many people will use the system?

Sensitive data involved?

Anything that must stay exactly as it is?

What would make this project feel successful?

O6 / Intake Summary

Preliminary solution profile

Use this summary to decide whether to continue into discovery. It is not a final quote or final scope.

What we heard

PRELIMINARY

Scope signal

—

This is a complexity signal only. Final scope, architecture, timeline, and pricing follow discovery.

Recommended next step

Client acknowledgement

I understand this intake is preliminary.The final scope, price, timeline, and deliverables may change after technical discovery and will be confirmed in a written agreement / Statement of Work.

What do you want the business to do better?

About this request

What outcome matters most right now?

Which areas may be part of the solution?

Website requirements

Capabilities needed

Content & ownership

AI requirements

AI behavior

Automation requirements

CRM & sales system requirements

What should the CRM/system handle?

Marketing requirements

Custom software & portal requirements

Data, reporting & integrations

Context, timing & constraints

Preliminary solution profile

What we heard

Recommended next step

O6 internal review NOT CLIENT-FACING

Client acknowledgement