Planner Signals
All original fit filters still come first
Business type, bottleneck, goal, integrations, content needs, support channels, compliance sensitivity, and AI-agent fit still shape the stack.
Scale 2nd Intake Preview
See the deeper follow-up questionnaire buyers complete for Scale Blueprint.
After someone buys Scale Blueprint, the follow-up intake goes beyond tool fit and asks how the stack should run as a system. It adds ownership, approvals, handoffs, KPI review, automation readiness, and 90-day scale-planning questions so the final blueprint feels more operational and more valuable.
What This Adds
Why the Scale intake looks more valuable
Includes Growth Layer
22 filters + core business context
Adds Scale Layer
Systems + automation + ownership
Primary Goal
Turn the stack into an operating system
Result
Sharper Scale Blueprint report
This is a customer-facing sample. Buyers still answer the full fit and platform questions from the Growth intake first, but Scale adds the operating questions below so the report can recommend ownership rules, KPI review, automation order, and what to delay until the stack is ready.
Still Included
Scale still starts with the Growth foundation
Stack Baseline
Current tools and must-keep platforms still matter
Scale only works if the report knows which systems are already in place, what cannot be replaced, and where new automations should land.
More Operational
Scale adds ownership and workflow structure
The extra questions below are what move the report from “what tools should we buy?” to “how should this system actually run?”
Section 1
Current operating layer and ownership
Operating baseline
How the business runs today
Ownership
Who owns what once volume increases
Section 2
Systems, automation, and governance
Systems map
Where the stack should connect
Scale triggers
What should happen before more software gets added
Section 3
KPI tracking and 90-day scale planning
Measurement
What success should look like first
Why this matters
What the Scale intake improves in the final report
- It clarifies which workflows need ownership, not just new tools.
- It helps the blueprint recommend the right automation order without overbuilding too early.
- It surfaces where approvals, KPI review, and human checkpoints should stay in place.
- It makes the 90-day scale plan more realistic for the actual team, systems, and operating pace.