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Transformation Intake

This form takes under 20 minutes.

The Transformation engagement is our most comprehensive tier. It covers your full operations infrastructure — multiple SOPs, a complete Notion workspace with automations, two working sessions, and 30 days of implementation support. The quality of this intake form directly determines the quality of what we build.

We review every submission personally and respond within 24 hours. A 30-minute scoping call may be requested before we confirm scope. This is the only exception to our no-calls policy, and only for this tier.

SECTION 1 ABOUT YOUR BUSINESS

1. What is your business name and what does it do?

2. What is your role and how long have you been in it? Did you build this operations situation yourself or did you inherit it?

3. How many people are currently in your team, and how has that changed in the last 12 months (include full-time, part-time, and contractors)?

4. What does your reporting structure look like? How many layers are there between you and people doing the work day-to-day?

5. What markets or geographies does your business operate in?

6. What is your current annual revenue range?

€3M – €5M

€5M – €8M

€8M – €12M

Above €12M

Prefer not to say

7. Describe your business model in one paragraph. How is value created, delivered, and billed? How many active clients or projects do you typically run at the same time?

Prefer to use voice? Record a voice note on your phone and upload it here instead or document (PDF, DOCX) instead of typing. Max 10MB.

Size limit: 10 MB

SECTION 2 YOUR OPERATIONS TODAY

Be direct. We have seen every version of this — nothing here will surprise us.

8. Describe your current operations in plain terms. What is working, what is not, and what is held together by individual people rather than systems? Be candid

Prefer to use voice? Record a voice note on your phone and upload it here instead or document (PDF, DOCX) instead of typing. Max 10MB.

Size limit: 10 MB

9. Which processes do you need documented and systematised as part of this engagement? List as many as apply. We will prioritise together.

Prefer to use voice? Record a voice note on your phone and upload it here instead or document (PDF, DOCX) instead of typing. Max 10MB.

Size limit: 10 MB

10. What tools does your business currently use to manage operations, communication, projects, and finance?

11. How would you describe the current state of documentation across your business? Select one

Almost nothing is documented — knowledge lives entirely in people

Some processes are partially documented but inconsistently followed

Key processes are documented but out of date or incomplete

We have reasonable documentation but no coherent system or structure

We have good documentation in some areas but significant gaps in others

12. How does your team currently respond to documented processes and SOPs when they exist? Select one

Well — the team follows documentation reliably when it is clear and relevant

Mixed — some team members follow it, others work around it

Poorly — documentation tends to get ignored regardless of quality

Unknown — we have not had enough documentation to know

13. Who in your business, besides you, has the authority to decide how operations run? Are they involved in this engagement? And if there is internal resistance to this project. Where is it coming from?

Prefer to use voice? Record a voice note on your phone and upload it here instead or document (PDF, DOCX) instead of typing. Max 10MB.

Size limit: 10 MB

SECTION 3 PREVIOUS ATTEMPTS

If something has been tried before and failed, we need to know why.

14. Have you attempted to build operations infrastructure before — internally or with external help? If yes, what happened and why did it not stick?

Prefer to use voice? Record a voice note on your phone and upload it here instead or document (PDF, DOCX) instead of typing. Max 10MB.

Size limit: 10 MB

15. What has stopped this from being fixed sooner? Select up to three

No time — the business demands constant attention and this kept getting deprioritised

Previous attempts produced documents that nobody used

Team resistance — people work around systems rather than with them

Lack of internal expertise to build and maintain documentation

Cost — this is the first time budget has been allocated to infrastructure

We did not know what good looked like or where to start

Leadership misalignment — not everyone agreed it was necessary

Other

SECTION 4 THE TRANSFORMATION

16. In 30 days from delivery, what does success look like? Give three specific, observable outcomes.

Prefer to use voice? Record a voice note on your phone and upload it here instead or document (PDF, DOCX) instead of typing. Max 10MB.

Size limit: 10 MB

17. Are you the budget authority for this engagement? If not, who is, and are they aligned on this investment?

18. The Transformation engagement includes two working sessions — one in week one for process mapping, one in week two for framework review. Who from your side will attend these sessions, and are those people available in the next 14 business days?

19. Is there a specific deadline, event, or milestone driving the timing of this engagement?

SECTION 5 FINAL CONTEXT AND CONTACT

20. Is there anything about your business, team, culture, or situation that we should understand before we begin — that a form cannot easily capture?

Prefer to use voice? Record a voice note on your phone and upload it here instead or document (PDF, DOCX) instead of typing. Max 10MB.

Size limit: 10 MB

21. What is the best name and email address for us to respond to?

What happens next

We review your submission personally and respond within 24 hours. For the Transformation tier, we may request a 30-minute scoping call before confirming scope — this is the only exception to our no-calls policy and only applies to this tier.

If we can confirm scope from your submission alone, we will. Either way, you will hear from us within 24 hours with a clear next step.

No ambiguity. No selling. Just a decision.