Intake builder
Collect the right data, consistently.
A reusable intake template tied to each package and industry. The same questions every time, so analysis isn't starting from scratch.
Template: Retail · Owner Command Center9 sections22 questionsAuto-sent on engagement accept
1. Business Overview
3 questions
- Describe your business in 2-3 sentences.
- How many employees and locations?
- What's your fiscal year?
2. Revenue Streams
2 questions
- List your top 3 revenue streams and approximate mix.
- Which are growing? Which are flat?
Remaining intake sections
Tailored to your firm's methodology during onboarding
- 3. Cost Drivers2 questions
- 4. Current Pain Points2 questions
- 5. Goals2 questions
- 6. Systems Used2 questions
- 7. Reporting Needs2 questions
- 8. Current KPIs2 questions
- 9. Advisory Priorities2 questions
Configured during onboarding
Built around your firm's methodology — not a generic template.
Why this matters
The intake is the foundation of repeatable delivery
−4 hrs
manager time per onboarding
100%
of clients give the same data shape
Day 1
analysts can start with structured inputs