Business snapshot
Five minutes with the owner. What they do, who touches a job, and what runs the business today. Pick the business type first so the next stage shows the right questions.
Business type
Loaded rate is used for the cost math on the next stage. If they don't know it, wages times 1.3 is a fair start.
Where the hours go
Walk each area. Check what sounds familiar, then put a rough weekly hours number on it. The fix line is what KBD would build or do. Areas shown match the business type picked on the snapshot.
Tech menu
What KBD can build for them. Pick what fits the pain points. Each pick carries into the blueprint and the summary. Plain language on purpose, the customer reads this with you.
Map one workflow
Pick the process that hurts most (quote to invoice, call to completed job, order to delivery, intake to closed file). Lay out how it runs today, then how it runs with the tool.
Current state
Future state
App blueprint
Sketch the tool with them in the room. Screens, who uses each one, what it stores, what it talks to. This becomes the scope for the fixed bid.
Platform
Users
Screens
Data it keeps
Connects to
Sitemap
Phasing
Summary
Plain-text recap for the follow-up email and the quote file. Copy it, paste it, trim it.
Email it
The mail button hands the recipients, subject and summary to your phone or desktop mail app. If it opens empty or cuts the text off, use Copy email text and paste. Nothing is sent from this page.