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IronStack Ops — Discovery Intake

Thank you for your interest in IronStack Ops. This short intake helps us understand your organization and identify opportunities to improve workflows, reporting, communication, and operational efficiency.

SECTION 1 — Organization Information

Organization Name

*

Contact Name

*

Contact Email

*

Contact Phone

*

Website

Organization Type

*

A

Nonprofit

B

Legal Office

C

Church/ Ministry

D

Small Business

E

Government Contractor

F

Community Organization

G

Other

Number of Staff

*

A

1-5

B

6-15

C

16-50

D

51-100

E

101+

SECTION 2 — Current Operations

What software or tools are you currently using?

*

Examples:
Google Workspace, Microsoft 365, Salesforce, Excel, Access, QuickBooks, paper forms, etc

What operational challenges are creating the most friction right now?

*

Which operational areas currently need the most improvement?

*

Check all that apply

Intake & Onboarding

Follow-up Processes

Reporting

Communication

Scheduling

Task Tracking

File & Document Management

Leadership Visibility

Workflow Consistency

Automation

Other

SECTION 3 — Desired Outcome

If this problem were solved, what would success look like in the next 90 days?

*

What is the most important operational problem you would like to solve first?

*

SECTION 4 — Next Steps

Would you be interested in a free Workflow Review consultation?

*

A

Yes

B

No

C

Not Right Now

Additional Comments

*