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Project Blueprint Questionnaire

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Project Overview

Project Name
What type of project are you planning? (choose one or more)
What is the primary goal of this project?
e.g., attract new customers, improve user experience, automate workflows, sell online, deliver training, streamline support, centralize data, etc.

Project Purpose

What core problems are you trying to solve with this project?
e.g., “customers can’t easily book services,” “our data is siloed across tools”
What outcomes or benefits would success look like for your team/organization?
Who will primarily use this platform?
(Visitors, customers, employees, students, partners, community members, other)
How does this project tie to your company’s mission or overall strategy?

Current State & Challenges

What systems, platforms, or tools are you currently using to manage this area of your business?
What limitations, pain points, or frustrations are you experiencing with your current system or process?
How do these challenges affect your team, operations, or end users today?
Have you tried any workarounds or previous solutions? If so, what worked and what didn’t?

Key Features & Requirements

Website / Redesign
Member Portal / Community Platform
Learning Management System (LMS)
E-commerce Store
Helpdesk / Support System
Custom Web Application / Dashboard
Which integrations or ecosystem connections should be supported by this project?
Integrations / Ecosystem Needs
Which integrations are critical for launch versus those that can be phased in later?
Which current tools, platforms, or services must be integrated with the new system?
How should data move between this system and integrated tools?

Technology & Infrastructure

Which platforms, tools, or systems are you currently using to manage this area of your business?
Current Systems
Which platforms or systems do you plan to use for this project?
Planned Systems
E-commerce Platforms
Learning Management Systems (LMS)
Membership / Community Platforms
Helpdesk / Support Platforms
Custom Application Frameworks
Do you have any technology preferences or constraints we should consider?
e.g., open-source only, enterprise-grade, budget-friendly, specific hosting providers)

Resources & Timeline

Please list the individuals who will be involved in this project along with their position/title and their role or responsibilities.
Roles & Responsibilities
External Support Needed
Which areas do you anticipate needing consultant/vendor support for?
When are you hoping to launch?
Is there a fixed event, campaign, or external deadline driving this timeline?
What is the event / Campaign?

Delivery of Your Project Blueprint

Where should we send your Project Blueprint?

Full Name
Company / Organization Name
Email Address
Where would you like your pdf report sent to?
Phone
Optional
Would you like to schedule a follow-up consultation to review your Project Blueprint?

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