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Systems Overview

You know your business better than anyone. These questions simply help me understand the situation before we speak.
Answer what you can.

Short notes are fine.

Intake Form – Standard Form

Step 1: Situation
Step 2: Business Context
Step 3: System Dependency

Situation

What’s showing up right now.

Which of these situations feels most familiar in the business right now? Select any that apply. Most people recognize two or three.

Things take longer than they should and no one is quite sure why

Temporary workarounds have quietly become part of the routine

Our tools don’t share information the way they should

Parts of the system haven’t been touched in a long time

We rely on someone else just to make basic changes

Growth is exposing problems the system wasn’t built for

There are parts of the system we’re hesitant to touch

We’re paying for tools or services that aren’t really helping

I’m not entirely sure who controls what anymore

None of these exactly, but something still feels off

Which systems are involved?

Do you know who currently controls the domain or hosting account?

Do you know what platform the system is built on?

Business Context

Current size and structure.

Which of these best describes the business right now?

Small and focused: Under 10 people, owner still hands-on in most decisions.

Growing and getting more complex: Roughly 10–30 people, systems and roles starting to layer.

Established operation: 30+ people, multiple systems and dedicated staff for some functions.

Dependency

How critical the system is to daily operations.

How dependent is the day-to-day operation on this system?

We could manage manually for a few days if needed.

It would cause real disruption, but we’d survive.

If it goes down, the business largely stops.

Where Things Slow Down

Where time or effort is being lost.

What task or process currently takes more time or effort than it should?

What Feels Risky

What feels unsafe or uncertain to change.

What parts of the system make you hesitant to change things?

Why Now

What prompted you to reach out.

What prompted you to reach out now? Are there any upcoming changes driving this?

Desired Outcome

What better would look like.

If things were working properly six months from now, what would be different?

Contact Information

How to follow up.

First Name

Last Name

Email

Business Name

Current Website Link

[ SYSTEM STATUS: OPERATIONAL ]

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Business systems architect for local & remote businesses. On-site consultations by appointment.

→ [Request a Systems Overview Call]

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