Consulting Discovery Brief — 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).

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.

What it collects (by section):

• About you & the engagement — First name [short text]; Last name [short text]; Email address [short text]; Engagement Goal Statement (consulting) [short text].
• The problem — 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 / …].
• Shape & timing — 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].

Required: Email address, Engagement Goal Statement (consulting) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Consulting. Deployment: embed.

Best for / surface when: 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.