Blueprint Qualifier

Section 01

About you

Who's filling this out, and how do we get back to you.

First name *

Last name *

Work email *

Phone (optional)

Your role *

Linkedin (optional)

Section 02

Your company

The shape and size of the business we'd be working with.

Company name *

Website (optional)

What does your company do? *

A sentence or two on what you sell and to whom.

Industry *

Revenue model *

Annual revenue (USD) *

Rough band is fine. We use this to gauge fit, not to price the engagement.

Under $500K. Pre-scale · likely too early$500K – $2M Finding the ops cracks$2M – $5MCore Accelerator fit$5M – $10M Core Accelerator fit$10M – $25MMulti-team build$25M+ Custom engagement

Team size *

Company stage *

Section 03

The state of your ops

Be blunt. The more honest this is, the more useful the call.

Where does the machine break first? *

Pick the bottleneck that costs you the most today.

Lead routing & follow-up Leads come in, then disappear or go to the wrong person.Sales → CS handoff Deals close but onboarding starts from scratch.CRM is a mess Pipeline stages, properties, and reports don't match reality.Manual copy-paste between tools Ops lives in spreadsheets and tribal knowledge.Reporting & forecasting You don't trust the numbers coming out of the system.Billing, refunds, revenue opsStripe, invoicing, and finance don't reconcile cleanly.Billing, refunds, revenue opsIt all lives in your head, so nothing scales past you.Something elseTell us in the next question.

Describe the bottleneck in your words *

What breaks, how often, and what it costs you, in hours, revenue, or team sanity.

Roughly, what's this costing you today? *

Under 10 hrs/week Annoying, not bleeding.10–20 hrs/week Consuming a part-time role.20–40 hrs/week Costing a full-time hire.40+ hrs or real revenue loss We're losing money, not just time.

If you stepped away for a month, would the company still run? *

1 = it would collapse · 5 = it would hum along without me.

12345

Would collapse

Hums along

Section 04

Stack & team

What we'd be building inside of, and who owns it.

Primary CRM *

HubSpotSalesforcePipedrive / Attio / CloseSpreadsheets / noneOtherNot sure

Which of these are already in your stack?

Check all that apply.

HubSpotSalesforceStripeClerkZapierMakePostHogGA4SegmentPostmarkEasyPostClickUpNotionSlackIntercomTypeform

Anything else we should know about your stack?

What breaks, how often, and what it costs you, in hours, revenue, or team sanity.

Who currently owns operation? *

Me, the founder A COO / Head of OpsA RevOps / Systems hireA generalist / EA / Chief of StaffNo one, it's distributed across the team An external agency / contractor

Who'll be our internal point person? *

One name and role. We need one decision-maker on your side.

Section 05

Fit & timing

So we can tell you in the first 10 minutes whether we're the right call.

What have you already tried? *

Check all that apply.

Hired a RevOps / ops person internallyWorked with a RevOps agency or consultantDIY'd it with Zapier, Make, or similarPaid for HubSpot / Salesforce onboardingNothing yet, we're starting here

Budget for fixing this *

Our Accelerator is a flat-fee, six-week engagement. Where do you sit?

Under $15K Probably below our fit.$15K - $30K Scoped engagement possible.$30K - $50K Core Accelerator range.$60K+ Multi-phase or complex stack.Not sure yet Let's talk through it.

When do you want this live? *

ASAP, we're losing moneyWithin 30 daysNext quarterExploring, no hard deadline

Who signs off on an engagement like this? *

Me, soloMe plus one other execBoard or investor approval neededNot me, I'm evaluating for the team

What does success look like six months after we deliver?

Optional, but the most useful question on this form.

How did you hear about Keystone Ops?

Section 06

One last look

Scan your answers. Anything you want to tweak, jump back and edit.

I'm okay being contacted about this submission.
‍We'll only use this to prep for our call, nothing else.