Section 1
Growth 2nd Intake Preview
See the follow-up questionnaire buyers complete for Growth Blueprint.
After someone buys Growth Blueprint, they complete a second intake that combines the original planner filters with deeper business questions. That extra layer makes the final software picks, rollout order, pilot path, ownership guidance, and risk guidance much more precise.
What This Shows
Sample of the Growth 2nd intake form
Planner Logic
22 original filters
Added Context
Business + rollout details
Format
Growth follow-up form
Purpose
Sharper final Growth Blueprint
This is a customer-facing sample. The live post-purchase form uses dropdowns, checkboxes, and typed answers, and the option-based questions below can be opened so you can inspect the full answer set used to sharpen the final Growth Blueprint.
Sections 1-2
Business identity, team, and budget
Section 2
Team and budget
Section 3
Original planner filters included in the 2nd intake
These are the structured fit signals carried forward from the public planner, then refined again inside the paid intake.
Planner Filters
Platforms, channels, and business fit
Planner Filters
Capabilities, volumes, and risk level
Sections 4-5
Main business need plus volume and channels
Section 4
Main business need
Section 5
Volume and channels
Section 6
Risk, delivery, and final guidance
Risk and delivery
Final questions that sharpen the recommendation
Why it matters
What this extra intake improves in the final blueprint
- It sharpens which tools should be kept, added, or delayed.
- It improves the rollout order so the first workflow gets fixed before the stack grows.
- It flags where human review, approvals, or privacy guardrails matter more.
- It makes the ROI, pilot path, and implementation reality feel more specific to the business.