Tested and iterated in real projects since 2016
Designers, classify and onboard your new clients
🧠 An autopilot for guiding your stakeholders through a simple–yet powerful questionnaire, that makes them think about the right things.
🦉 Get the birds-eye view of their situation to deliver the most value, before investing a single minute in the project.
💰 Be able to offer a paid 2-hour live workshop to work with the client in small fixes afterwards.
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.
This is what you'll get ⤴️ You'll take a step-by-step implementation process to create a fully-functional automated onboarding process for your design practice
Reduce Proposal Rejection By 80%
- A questionnaire that extracts the most relevant information from the stakeholder before you invest any time in it
- Also great as a working document for your first interviews with the prospect
- Fully customizable, white-label solution based on Google technology
- Stores all structured data in a spreadsheet (great for connecting with your CRM!)
- 100% #NOCODE–All data is stored right in your Google account.
- Sends you a notification to your email instantly when someone submits
- Works as a perfect filter for bad prospects: like those who are not willing to spend a few minutes explaining their project
A 10 minutes installation that makes your job easier, forever
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So you claim your unique open-source license.
Duplicate and customize the questionnaire
A one-click, minimalistic platform that’s 100% owned by you from the get-go.
Get your short link & Start onboarding
Protocols cannot be if no one is there to execute them. You need to create a discipline to send it whenever a person is asking for some work from you.
Get detailed, structured intel about the incoming project
The information the client provides will save you at least one meeting per prospect project.
Reduce Proposal Rejection By 80%
Top Contributors
🙌🏻 Thanks to all that took from their time to share feedback 🙌🏻
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