Founding Client Pilot
This form helps assess early-stage
clients for fit and readiness to join the pilot program.
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Founding Client Pilot
Fill out the information needed
1
Participant Information
Full Name
Work Email
Role
Company Website
2
Decision Making & Authority
Are you the final decision maker?
Yes
No
Who else must sign off?
3
Ops Diagnostic
Pick at least one of the operational challenge you're facing.
Main operational challenge
(Select one or more)
Sales Bottlenecks
Reporting blind spots
Handoff gaps
Tool sprawl
Onboarding chaos
Data Silos / Compliances / Other
Fulfillment delays
Could you give us a quick rundown of the challenges you're dealing with?
What tools are you currently working with?
In 6 weeks, a great outcome would be...
4
Commitments
(Required)
By checking all these boxes, you're all set to dive into the program.
0
out of
0
We'll provide
pre/post metrics
for a case study.
We'll provide a
testimonial
for a case study.
Our decision maker can
commit 2 hrs/week for 6 weeks
.
We can
grant tool/data access under NDA
.
We acknowledge the investment (
$6,500
).
1
Participant Information
2
Decision Making & Authority
3
OPS Diagnostic
4
Commitments
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