Operations Intake

This form takes under 15 minutes. Your answers shape the entire engagement — the more specific you are, the more precise our work will be. We review every submission personally and respond within 24 hours with a scope confirmation.

All fields are required.

SECTION 1 ABOUT YOUR BUSINESS

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

2. What is your role?

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Founder/CEO

COO/Head of Operations

3.How many people are currently in your team (full-time and contractors)?

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10-20

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

5. What is your current annual revenue range?

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Under €1M

SECTION 2 YOUR OPERATIONS TODAY

These questions help us understand where your operations stand today — not where you think they should be.

6. Which three processes in your business are causing the most friction right now?

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.

7. Are these three process connected to each other? If one breaks down, how does it affect the others?

8. What tools or software does this process touch?

9. How much time does this process cost your team right now?

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.

10. How would you describe your team's current comfort level with documented processes and SOPs? This tells us how much change management to build into the framework and how to write the SOPs.

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High — the team follows documentation well when it exists

Medium — some team members follow it, others resist

Low — the team is not used to working from documented processes

Unknown — we have never tried

11. How are these processes currently documented, if at all?

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Not documented — knowledge lives in people's heads

Partially documented — some notes, emails, or spreadsheets

Documented but not followed consistently

Documented and followed but needs updating

No documentation exists at all

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.

12. How many people are involved in each of the three processes you named? For each of the three processes, who owns the outcome? Not who does the work, but who is accountable if it goes wrong?

13. How are decisions made across your team? Who has the authority to make calls on client-facing actions, process changes or exceptions and they need sign-off from above?

SECTION 3 WHAT NEEDS TO CHANGE

14. Have you tried to fix or document any of these processes before? If yes — what happened?

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.

15. What has prevented you from fixing these processes before now? Select up to 3

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No time to stop and document while running the business

Tried before but it didn't stick

Did not know where to start

Previous documentation was too generic to be useful

Team resistance to change

Have been prioritising other areas

First time we have had budget to address it

16. In 30 days from delivery, what does working properly look like for each of the three processes you named? Give a specific, observable outcome for each one.

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.

SECTION 4 YOUR NOTION WORKSPACE

Your Operations engagement includes a Notion workspace built around how you actually work — not a generic template.

17. Does your team currently use Notion?

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Yes — actively and consistently

Yes — but inconsistently

We have it but barely use it

No — this will be new for us

18. What do you want the Notion workspace to do for your team? Select up to 3

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Central home for all SOPs and process documentation

Project and task management

Client records and engagement tracking

Team accountability and check-ins

Onboarding hub for new hires

Meeting notes and decisions log

SECTION 5 CONTEXT AND CONTACT

19. Is there anything about your business, team, or situation that we should know 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

20. 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 with a scope confirmation, delivery timeline, and any clarifying questions we need answered before we begin.

No sales call. No ambiguity. Just a clear plan.

S3Noir Group · hello@s3noir.com · s3noir.com