Technical & Project Discovery Questionnaire Technical & Project Discovery Help us understand your vision and requirements so we can build exactly what you need Vision & Scope Do you have a name, brand identity, or logo ready — or is that part of what we’re building? Do you have a design in mind, or do you need us to lead the design process? Are there platforms or websites that inspire what you want this to look and feel like? Is this MVP-first, or do you want the full platform built from day one? MVP-first approach Full platform from day one Not sure yet Users & Access How many user types need accounts — just businesses and prospects, or also an admin/operator role? Should prospects be able to browse without registering, or is it gated? Public browsing allowed Gated (registration required) Hybrid approach What should a business be able to do themselves vs. what requires your team to approve or action? Content & Listings Who populates the business profiles — the founders themselves via a self-serve portal, or your team manually? Self-serve portal Your team manually Hybrid approach What media do businesses need to upload — logos, images, videos, documents? Logos Images Videos Documents (PDFs, etc.) Other (please specify below) Do listings need approval before going live, or is it instant? Approval required Instant publishing Will there be any content you create and manage (e.g. blog, featured spotlights)? Lead Qualification & Workflow Is the qualification questionnaire fixed, or should it adapt based on industry or product type? Fixed questionnaire Adaptive based on context Who on your team reviews leads — and what tools do they currently use to manage work? Should qualified leads be emailed, sent to a dashboard, or both? Email notifications Dashboard interface Do you need integration with any CRM (HubSpot, Salesforce) from day one? Payments & Subscriptions Will businesses pay to list — and if so, are there different tiers? Do you charge the businesses per lead, per subscription, or both? Per lead Subscription Other model What payment gateway do you want to use (Stripe, PayPal, etc.)? Do you need invoicing, receipts, or any financial reporting built in? Notifications & Communication What automated emails need to go out — to prospects, to businesses, to your team? Should businesses and prospects be able to message each other inside the platform? Yes, internal messaging required No, external communication only Not now, but possibly later Do you need SMS notifications at any point? Yes No Possibly in the future Third-Party Integrations Do you have an existing email marketing tool (Mailchimp, ActiveCampaign) you want connected? Do you need analytics beyond Google Analytics — heatmaps, session recording, etc.? Any social login requirements (Sign in with Google/LinkedIn)? Google LinkedIn Facebook Other Will you need calendar booking (e.g. Calendly-style) for prospect-to-business calls? Yes No Not initially, but later Technical Preferences & Constraints Do you have a preferred tech stack, or are you open to our recommendation? Do you have existing hosting, domain, or infrastructure — or do we set that up? Are there any compliance requirements — GDPR, HIPAA, SOC 2 — given the industries you serve? GDPR HIPAA SOC 2 Other Do you need a mobile app now, later, or never? Yes, from day one Later phase Not needed Timeline & Budget When do you need to launch, and is that date fixed or flexible? Do you have a phased rollout in mind, or is it one big launch? Phased rollout One big launch Open to recommendation What is your budget range for the build? Do you want ongoing maintenance and support post-launch, or just the build? Ongoing maintenance & support Build only To be decided Ownership & Handover At the end of the project, who owns the codebase — you, or do we retain any rights? Will you manage the platform yourselves post-launch, or do you need us retained? Self-managed Need you retained Hybrid approach Do you have an in-house technical person who will take this over, or are you non-technical? Ready to Submit? We’ll review your responses and get back to you within 48 hours with next steps. Submit Discovery Form