Page 1 of 2
Founder Discovery — Pre-Audit Intake
This 5-minute intake gives us the operating context needed to make the 30-minute discovery conversation practical. Specific inputs help us focus on the highest-value constraints.
Business Snapshot
Full Name
*
Work Email
*
Business Name
*
Shopify URL
Years Operating
*
Monthly Revenue Range
Average Orders/ Month
*
Number of SKUs (approx.)
*
Team & Tools
Full-time Team Size
*
Tools You Use
*
Other/ Anything Custom/ In-house
The 5 Levers
Inventory — How is stock counted, reordered, written off?
Fulfillment — 3PL or in-house? Pick error rate?
*
Returns — What % of orders? How is the workflow today?
*
Finance — How does Shopify revenue land in your books?
*
Reporting — What's the one number you wish you had every Monday?
*
Goal
If we fix one thing in the next 30 days, what is it?
*
Engagement Preference
*
Budget Range
*
Access
Willing to grant Shopify Collaborator access for audit?
A
Yes
B
No
Submit