Quick Start Intake | Sampler Consulting Group

ABOUT YOU

How should we reach you?

Full name Business or proposed business name Email address Phone number City, state, and intended service area

YOUR STARTING POINT

Where are you today?

Select all that apply (choose at least one)

I have an idea and need help creating the complete business. I have started planning, but important pieces are missing. My business exists and needs branding or digital infrastructure. I need a new website or website improvements only. My business is operating, but workflows, productivity, or systems need improvement. My business needs marketing, leads, automation, or growth support. I am not sure and want SCG to recommend the right path.

Briefly describe your idea, business, product, or service What would a successful result look like? Who should the business or project serve?

WHAT YOU NEED

Where do you expect SCG to help?

Select all that apply

What already exists?

PROJECT DETAILS

A few questions based on your needs.

Workflow and operations

What is not working today?

Work takes too long Repeated manual work Errors or rework Missed follow-ups Poor handoffs Disconnected tools Weak reporting Staffing or capacity Unsure—please assess

Describe the most frustrating bottleneck or productivity problem

Business infrastructure

Which foundational items are missing or uncertain?

TIMING AND INVESTMENT

What parameters should guide the recommendation?

Desired timing Approximate project budget Approach to recurring tools Known deadline, concern, or important detail

FINAL REVIEW

Special requirements and acknowledgment.

Does the work involve any of these areas?

Medical, dental, or patient services Financial or insurance services Legal services Real estate or housing Children or vulnerable individuals Licensed or regulated services Sensitive customer information None Unsure

This intake helps SCG recommend an appropriate next step. It is not a contract and does not authorize SCG to make purchases, submit filings, create paid accounts, contact third parties, or publicly launch anything.

I understand and confirm that the information provided is accurate to the best of my knowledge. *

Tell us what you want to build or improve.