Project Scope Questionnaire

Tell us exactly
what you want built.

This is the deep version. Your answers go directly into the build plan — no redundant discovery calls, no "let me get back to you on scope." Takes about 15 minutes if you know your business. Every question has a reason; nothing is filler.

~15 min · to complete
6 sections · 32 questions
1 sitting · no save & resume
Progress
0 of 32
Section 1 of 6

The business.

Who you are, what you do, how big the operation is.

One paragraph. What you sell, who buys it, how it gets delivered.
Section 2 of 6

Current state.

How things run today — the duct-taped version.

Spreadsheets? Paper? A patchwork of SaaS tools? Be honest — "it's a mess" is a valid answer as long as you describe the mess.
List everything: CRM, scheduling, accounting, communication, spreadsheets. Helps us understand what to integrate with vs. replace.
Previous software, consultants, hires — and why it fell apart.
Section 3 of 6

The vision.

What you want to exist.

Admin? Staff? Customers? Each role and what they'll do with it.
If it only achieves ONE thing, what's the thing?
Screenshots, URLs, product names — "I like how ___ does ___" is gold.
Section 4 of 6

Features & scope.

The specifics of what gets built.

Bullet list is fine. These are the "if this isn't in v1, it's a failure" features.
QuickBooks? Stripe? Google Calendar? HubSpot? Your existing CRM? List them all.
Customer info? Job records? Inventory? Financial reports? Describe what you need to track and what reports/dashboards matter.
Section 5 of 6

Timeline & budget.

The real-world constraints.

New hires? A contract? Growth you can't handle manually? Losing customers? Be specific.
All tiers are a flat-fee SOW locked at the scope call. The range is where we start; the final number depends on what's in scope.
See what's included

Quick-win entry product. A real website, fast.

What you get
  • Up to 5 pages (home, services, about, contact, +1 custom)
  • Mobile-responsive custom design (matches your brand)
  • SEO foundation: meta tags, sitemap.xml, robots.txt, schema.org markup
  • Contact form with email notifications
  • Google Analytics 4 + Google Ads conversion tracking wired
  • Hosted on Firebase (free tier) — fast, SSL, global CDN
  • GitHub repo transferred to you on launch day — you own the code outright
  • 30-day post-launch tweak window included
Timeline

1–2 weeks from kickoff to launch. 50% kickoff / 50% launch payment split.

See what's included

A diagnostic, not a build. Use this when you're not sure what to build yet — we figure it out together.

What you get
  • 2-hour discovery deep-dive (live, recorded for reference)
  • Current-state process map of how your operation actually runs today
  • Full tool stack audit (every SaaS, spreadsheet, paper log) with cost + redundancy analysis
  • Operational leakage quantified — hours lost per week × labor cost × 52 = annual waste
  • Written report (15–25 pages) with prioritized recommendations
  • Build-ready spec for any tier above (Operations Hub, Performance Platform, Business-in-a-Box)
  • One follow-up call to walk through the report
Credit toward future build

If you commission a build with us within 90 days of the Snapshot, the full Snapshot fee is credited toward that build. Essentially: the Snapshot becomes free if you move forward.

See what's included

One internal tool that replaces 3–5 spreadsheets. Built around a single core workflow (dispatch, intake, CRM, scheduling, inventory, etc.).

What you get
  • Web app with admin login + dashboard
  • Up to 5 database entities (e.g., customers, jobs, vendors, payments, notes)
  • Up to 3 user roles (e.g., owner, staff, viewer) with permission-based access
  • 1 core workflow built end-to-end (intake → action → completion → report)
  • Standard reports + CSV export
  • 1 third-party integration (QuickBooks, HubSpot, Stripe, Google Calendar, or similar)
  • Mobile-responsive (works on phone/tablet for field use)
  • 30-day post-launch refinement window included
  • GitHub repo transferred on launch — you own the code outright
Timeline

3–5 weeks. 50% kickoff / 50% launch.

See what's included

Full custom platform — internal AND external. Includes a client-facing portal so your customers self-serve.

What you get
  • Everything in Operations Hub, plus:
  • Customer-facing client portal (own login, own dashboard, view-their-own-data)
  • 3–5 modules / workflows (intake, scheduling, CRM, billing, reporting, etc.)
  • Role-based authentication (admin / staff / customer)
  • Custom reporting + visual dashboards
  • 2–4 third-party integrations
  • Email + SMS automation (Twilio + SendGrid/Brevo)
  • Document generation (PDF invoices, contracts, reports)
  • Audit log / activity history
  • 60-day post-launch refinement window included
  • SOPs + walkthrough video for your team
  • GitHub repo transferred on launch
Timeline

6–10 weeks. 40% kickoff / 30% mid-build / 30% launch.

See what's included

You have an idea or a pivot. We build everything you need to launch and operate — site, platform, automations, SOPs, the whole stack.

What you get
  • Marketing site (custom design + copy)
  • Full Performance Platform–level operations build (admin + client portal + multiple modules)
  • Authentication, payments (Stripe), and subscription/recurring billing if needed
  • Email + SMS automation flows (transactional + nurture)
  • Analytics + KPI dashboards (Google Analytics + custom in-app)
  • SOPs and onboarding documentation written by us
  • 4 weeks of go-to-market launch support (ad accounts, lead capture, conversion tracking, first campaigns)
  • Brand identity assistance (logo + color system + voice guide) if you don't have one yet
  • 90-day post-launch refinement window
  • Full GitHub repo transfer + cloud accounts in your name
Timeline

10–16 weeks depending on scope. 25% kickoff / 25% mid-build / 25% launch / 25% 30-day-post-launch.

See what's included

The first 5 clients in each tier lock the floor of the price range in exchange for proof we can show the next 50 clients. Limited slots.

What you get
  • Any tier above at the floor of the price range (saves $1.5K–$40K depending on tier)
  • Direct weekly 1:1 access to Rob throughout the build (not a support queue)
  • First 6 months of post-launch support included free ($1,500–$9,000 value)
  • Priority on v2 / feature requests for life
  • Lifetime founder pricing on any future support tier
  • First-priority slot on the build calendar
What we ask in return
  • Permission to publish a named case study at the 90-day mark (we write the draft, you approve every word)
  • One 2-minute video testimonial about your experience and results
That's it

No equity. No rev-share. No funny business. Just a fair trade — discounted pricing for proof.

Section 6 of 6

Success & risk.

How we'll know it worked — and what could kill it.

Hours saved per week? Revenue unlocked? Customer complaints dropped? Be concrete.
Your team's adoption? Data migration? Changing priorities? An uncooperative stakeholder? Call it now so we can plan around it.
Just you? Business partner? Board? We need to know who's in the loop before we start shipping.

Ready to send.

Once you submit, your full scope goes directly to Rob. You'll hear back within 1 business day to book a 45-minute scope review call — where we walk through your answers, not a generic discovery script.

✓

Got it. Your scope is in.

Thanks — your full project scope has been received and saved to the build queue.

Next step: Book your 45-min Scope Review call

  • Pick a time below — we walk through your answers live, no generic discovery script
  • We'll finalize the tier, timeline, and SOW on the call
  • If we're a fit, you get a signed SOW within a week of the call
Book 45-Min Scope Review Call →

Can't book now? Rob will email you within 1 business day with the same link.

Questions: cstoneperformance@gmail.com

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