Self-setup · Step 2

Slide Discovery Questionnaire

Complete this after reviewing the Client Intake Presentation. Your answers identify the highest-priority problem and help Kia prepare for the deeper project intake and review.

Name

Business or organization

What prompted you to look for a solution now?

Which problem affects the business most often? Describe a recent example.

How is the work handled today, and where does it slow down or break?

What is the effect on customers, staff time, missed opportunities, or revenue?

Which improved result would make the biggest difference?

Which solution direction feels closest?

Which current systems may need to connect?

How will you know the project is successful?

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