Client Intake

Pre-Discovery Questionnaire

A few questions about your business — your answers give us a running start before we talk. Fill in what you can; skip anything that doesn’t apply. Nothing here commits you to anything.

1 · Your business

Business name

Industry / what you do

Website (if any)

Main contact name (required)

Role

Best phone (required)

Email address (required)

Preferred way to communicate (call, text, email)

How did you hear about Rainshadow Systems?

2 · What are you interested in? (check anything that applies)

Website — new build, redesign, or ongoing management

Web marketing & SEO — being found, reviews, content

Custom software — a tool or app built for your business

AI & automation — where it genuinely helps your business

Business consulting — processes, bottlenecks, tech decisions

Technical leadership — ongoing senior guidance

Not sure — help me figure out what would help most

In one or two sentences — what prompted you to reach out now?

3 · Where things stand today

What tools, systems, or providers does the business rely on today? (software, website host, marketing vendor, bookkeeping — whatever comes to mind)

What's working well?

What's been frustrating?

4 · Practical details

Timeline expectations

If a specific date — when? (a request — we'll confirm feasibility)

Anything else worth knowing? (busy seasons, big changes coming, past experiences with vendors…)

Confidentiality: an NDA is standard practice for protecting your information. Before any detailed disclosure, we put one in place scoped to what the engagement will actually cover — you don't need to ask for it.

Prefer paper? The fillable PDF version works too — email it back to info@rainshadowsystems.ca.