Client protocol 02 · Post-payment intake

Map the business before we diagnose the system.

This intake gives us the operating context behind your tools. The live session can then focus on causes, dependencies and architecture decisions instead of basic discovery.

Do not include passwords, card details, API keys, private customer data, or access credentials. Any necessary access will be requested later through an appropriate secure process.

Contact details

Match this intake to your Blueprint purchase.

Your full name*Business email*Business name*Website

Business context

Frame the Blueprint around the way your business actually operates.

What is your primary offer?*Who is your ideal customer?*How does the business make money today?*

Customer journey

Map how someone moves from first contact to becoming a customer.

How do leads find and contact you?*What happens from lead to sale?*What happens after a customer pays?*

Systems and information flow

Show us the tools, manual work, and disconnected information.

Which tools do you currently use?*What is already automated?What do you currently track or report?Where are the biggest breaks, delays, or repeated manual tasks?*

Priorities and constraints

Define what the architecture must solve first and work around.

What outcome would make this Blueprint successful?*What are your top three priorities?*What constraints should we account for?Who makes decisions about implementation?*What timing matters?*Supporting links

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Your answers prepare your diagnostic and Blueprint. They are not published.