[
  {
    "grp": "cse",
    "title": "Consulting Discovery Brief (Embed)",
    "findTitle": "Consulting Discovery Brief (Embed)",
    "category": "Consulting",
    "cover": "cse-kickoff-cover.png",
    "desc": "<p><strong>Consulting Discovery Brief</strong> — Kickoff intake form (public) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>A short brief so we arrive at our first conversation already understanding what you’re trying to change and what a win looks like. Takes about five minutes — the deeper details come later.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>About you &amp; the engagement</em> — First name [short text]; Last name [short text]; Email address [short text]; Engagement Goal Statement (consulting) [short text].</li><li><em>The problem</em> — Problem Statement (client-stated) [long text]; Current State Summary [long text]; Business Function(s) in Scope [multi-select: Sales / Marketing / Operations / Finance / HR/People / …]; Pain Points (prioritized) [multi-select: Speed/Throughput / Cost/Margins / Quality/Errors / Visibility/Reporting / Customer experience / …].</li><li><em>Shape &amp; timing</em> — Success Metrics / KPIs (list) [long text]; Target Horizon for First Wins [dropdown: 30 days / 60 days / 90 days / 6 months / 12 months]; Key Constraints / Risks [multi-select: Budget ceiling / Tight timeline / Staff availability / Data access / Compliance concerns / …]; Competitive Sensitivities (notes) [long text].</li></ul><p><strong>Required:</strong> Email address, Engagement Goal Statement (consulting) (kept low-friction).</p><p><strong>Form type:</strong> Kickoff intake (in), public. <strong>Niche:</strong> Consulting. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> A management consultant framing a new engagement — capturing the client’s goal, problem and current state, business functions in scope, prioritized pain points, success metrics, and timing before the first conversation.</p>"
  },
  {
    "grp": "cse",
    "title": "Consulting Scope & Current State Setup (Embed)",
    "findTitle": "Consulting Scope & Current State Setup (Embed)",
    "category": "Consulting",
    "cover": "cse-scope-cover.png",
    "desc": "<p><strong>Consulting Scope &amp; Current State Setup</strong> — Update / setup form (auth-only) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>A precise picture of what’s in scope, what isn’t, and the hypotheses we’ll be testing — recorded for the engagement file.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Scope</em> — Process(es) in Scope [long text]; Out-of-Scope Items [long text].</li><li><em>Working hypotheses</em> — Hypotheses to Explore (initial) [long text]; Dependencies / Prerequisites [long text].</li><li><em>Sensitivity</em> — Competitive Alternatives Considered [long text]; Reference / Case Study Sensitivity [dropdown: Public reference OK / Private reference only / No references].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Consulting. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Consulting client workflow — consulting scope &amp; current state setup.</p>"
  },
  {
    "grp": "cse",
    "title": "Consulting Outcomes, Metrics & ROI Setup (Embed)",
    "findTitle": "Consulting Outcomes, Metrics & ROI Setup (Embed)",
    "category": "Consulting",
    "cover": "cse-outcomes-cover.png",
    "desc": "<p><strong>Consulting Outcomes, Metrics &amp; ROI Setup</strong> — Update / setup form (auth-only) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>The baseline numbers and targets we’ll measure this engagement against, so value is provable — not anecdotal.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Baseline — metric one</em> — Baseline Metric 1 - Name [short text]; Baseline Metric 1 - Value [number]; Baseline Metric 1 - Window [dropdown: 7 days / 30 days / Quarter / Year / Custom].</li><li><em>Baseline — metric two</em> — Baseline Metric 2 - Name [short text]; Baseline Metric 2 - Value [number].</li><li><em>Targets &amp; threshold</em> — Minimum ROI Threshold [number]; Value Realization Owner (client) [short text]; Post-Engagement Follow-Up Window [dropdown: 30 days / 60 days / 90 days / 6 months].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Consulting. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Consulting client workflow — consulting outcomes, metrics &amp; roi setup.</p>"
  },
  {
    "grp": "cse",
    "title": "Consulting Stakeholders & Decision Process (Embed)",
    "findTitle": "Consulting Stakeholders & Decision Process (Embed)",
    "category": "Consulting",
    "cover": "cse-decision-cover.png",
    "desc": "<p><strong>Consulting Stakeholders &amp; Decision Process</strong> — Update / setup form (auth-only) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>The people and the path behind decisions on this engagement, so recommendations land with the right person at the right time.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Key people</em> — Executive Sponsor (name) [short text]; Day-to-Day Project Contact [short text].</li><li><em>How decisions get made</em> — Decision-Making Model [dropdown: Single decision maker / Owner-led / Consensus / Committee / Unknown]; Decision Criteria [multi-select: Cost / Speed / Risk / Ease of implementation / ROI / …]; Approval Path Summary [long text]; Org Readiness Level [dropdown: Low / Medium / High / Unknown].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Consulting. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Consulting client workflow — consulting stakeholders &amp; decision process.</p>"
  },
  {
    "grp": "cse",
    "title": "Consulting Systems, Data & Change Readiness (Embed)",
    "findTitle": "Consulting Systems, Data & Change Readiness (Embed)",
    "category": "Consulting",
    "cover": "cse-readiness-cover.png",
    "desc": "<p><strong>Consulting Systems, Data &amp; Change Readiness</strong> — Update / setup form (auth-only) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>The systems, data, and change-management picture for this engagement — references and names only, never credentials.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Systems &amp; tools</em> — Tools/Systems in Scope [multi-select: CRM / ERP / Accounting / Project management / BI/Reporting / …]; Key Systems - Names [long text].</li><li><em>Data</em> — Primary Data Sources [long text]; Data Access Provided (analysis) [choice: Yes / Partial / No]; Data Quality Assessment [dropdown: Poor / Fair / Good / Excellent / Unknown]. What we can analyze and how reliable it is — never enter account numbers.</li><li><em>Change management</em> — Change Management Needs [multi-select: Comms plan / Training / Incentives / Policy updates / Leadership alignment / …]; Training Audience(s) [multi-select: Executives / Managers / Frontline staff / Admins / All-hands / …]; Training Delivery Preference [dropdown: Live remote / In-person / On-demand / Blended]; Knowledge Transfer Plan [dropdown: Basic handoff / Train-the-trainer / Full documentation / Embedded support]; Ongoing Support Level (post-engagement) [dropdown: None / As-needed / Monthly / Quarterly].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Consulting. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Consulting client workflow — consulting systems, data &amp; change readiness.</p>"
  },
  {
    "grp": "cse",
    "title": "Consulting Delivery, Workshops & Pilot Setup (Embed)",
    "findTitle": "Consulting Delivery, Workshops & Pilot Setup (Embed)",
    "category": "Consulting",
    "cover": "cse-delivery-cover.png",
    "desc": "<p><strong>Consulting Delivery, Workshops &amp; Pilot Setup</strong> — Update / setup form (auth-only) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>The cadence, deliverables, workshops, and pilot approach for this engagement — so the rhythm of work is set before we start.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Reporting &amp; deliverables</em> — Reporting Cadence Preference [dropdown: Weekly / Bi-weekly / Monthly / Milestone-based]; Deliverable Format Preference [multi-select: Slide deck / Document/Report / Spreadsheet / Dashboard / Playbook / …]; PM Tool Preference (client) [dropdown: Asana / Trello / Jira / Monday.com / ClickUp / …].</li><li><em>Workshops</em> — Workshop Types Needed [multi-select: Discovery / Journey mapping / Process mapping / Prioritization / Roadmapping / …]; Workshop Attendees (roles) [long text].</li><li><em>Pilot approach</em> — Pilot Approach Preference [dropdown: Proof of concept / Limited pilot / A/B / Phased rollout / Big bang]; Pilot Success Criteria [long text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Consulting. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Consulting client workflow — consulting delivery, workshops &amp; pilot setup.</p>"
  }
]