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SIGNATURE ASSESSMENT ENGINE™ — CUSTOM PROJECT INQUIRY
SECTION 1 — CONTACT & ORGANIZATION
Full name
*
Email
*
Organization/business name
*
Website
*
Role/title
*
Organization type
*
Who will be involved in approving the project?
*
SECTION 2 — WHAT ARE YOU TRYING TO BUILD?
What do you want the interactive experience to help your audience do?
*
Understand themselves
Assess readiness
Identify needs
Find the right product
Find the right service
Find personalized resources
Make a decision
Learn/test knowledge
Complete an intake or pre-screening process
Generate qualified leads
Receive personalized recommendations
Receive a personalized action plan
Segment into different pathways
Other
In one or two sentences, what do you want this experience to accomplish?
*
SECTION 3 — YOUR AUDIENCE
Who will use this experience?
*
Consumers/customers
Patients/clients
Employees
Leaders/managers
Students/learners
Members/community
Website visitors
Prospective buyers
Professionals
Other
Approximately how many people do you expect to use the experience?
*
A
Under 100/month
B
100–500/month
C
500–2,000/month
D
2,000–10,000/month
E
10,000+/month
F
Unsure
What should happen for the user after they complete the experience?
*
See personalized results
Receive recommendations
Receive a product recommendation
Receive a service recommendation
Receive resources
Receive an action plan
Join an email list
Book/contact the organization
Purchase something
Be routed to a specific pathway
Other
SECTION 4 — EXPERIENCE TYPE & LOGIC
What level of personalization do you envision?
*
A
Mostly the same experience for everyone
B
Different results based on responses
C
Multiple personalized result types
D
Different questions based on previous answers
E
Different pathways for different users
F
Personalized recommendations
G
Personalized products/services/resources
H
Complex/custom logic
I
I’m not sure — help me determine this
Which capabilities may be needed?
*
Scoring
Calculated results
Branching
Conditional questions
Personalized result pages
Recommendation logic
Product/service matching
Lead segmentation
Email segmentation
CRM tagging
Multiple CTAs
Personalized resources
Follow-up/nurture logic
Other
Not sure
SECTION 5 — CONTENT & EXPERTISE
What existing expertise, framework, methodology, process, content, product catalog, service structure, or other material should the experience be built around?
*
Do you already have the content/materials needed to build the experience?
*
A
Yes — everything is ready
B
Mostly
C
Some materials exist
D
No — strategy/content development is also needed
E
Not sure
What existing assets could you provide?
*
Existing questionnaire
Assessment
Quiz
Framework
Training/course
Website/content
Product catalog
Service menu
PDF/workbook
Spreadsheet/data
Brand guidelines
Existing automation
Existing CRM
Other
SECTION 6 — RESULTS & RECOMMENDATIONS
What should users receive at the end?
*
Score
Category/profile
Personalized result
Recommendations
Products
Services
Resources
Action steps
Learning pathway
Next-step CTA
Other
Do you already know what the results/recommendation pathways should be?
*
A
Yes, fully defined
B
Mostly defined
C
Partially defined
D
No — I need help designing the logic
E
Not sure
How many major result/pathway types do you anticipate?
*
A
1
B
2–3
C
4–5
D
6+
E
Not sure
SECTION 7 — MARKETING, CRM & AUTOMATION
Where should leads/users go after completing the experience?
*
Email list
CRM
Sales pipeline
Product page
Service page
Booking/contact process
Course/training
Community/membership
Resource library
Other
What systems are currently involved?
*
Tally
Kit
Stripe
Airtable
Shopify
Ecwid
Healthie
Other
None yet
Not sure
What would you like the experience to accomplish from a marketing/business perspective?
*
SECTION 8 — EXISTING EXPERIENCE
Do you currently have an assessment, quiz, form, calculator, recommendation tool, intake process, or similar experience?
*
A
Yes — we want to improve/rebuild it
B
Yes — we want to turn it into a more advanced experience
C
No — this would be new
D
Not sure
Please provide the URL or describe the existing experience.
*
SECTION 9 — PROJECT SCOPE & TIMELINE
What is driving the need for this project now?
*
When would you ideally like the experience launched?
*
A
ASAP
B
Within 2–4 weeks
C
Within 1–2 months
D
Within 3 months
E
3+ months
F
Flexible
Is there a specific launch, campaign, event, program, product, or deadline connected to this project?
*
SECTION 10 — INVESTMENT & DECISION READINESS
Signature Assessment Engine™
projects begin at $3,500 and are custom-scoped based on complexity, content, logic, integrations, and implementation requirements.
Which best describes your current project investment range?
*
A
$3,500–$5,000
B
$5,000–$7,500
C
$7,500–$10,000
D
$10,000+
E
I’m still determining scope
F
I’m not currently ready to invest
Who makes the final decision about moving forward?
*
A
I do
B
I do with a partner/team
C
Executive leadership
D
Procurement/organization
E
Other
If the project is a fit, are you prepared to move into a paid custom scope/project?
*
A
Yes
B
Probably
C
I need more information first
D
Not yet
SECTION 11 — ADDITIONAL INFORMATION
What else should we know about your project, audience, business, or desired experience?
*
Relevant materials
*
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