NEW CLIENT ONBOARDING

Tell us about your business

Answer 5 short sections so we can understand your setup, scope the right solution, and come prepared with real answers — not generic slides.

⏱️ 5–8 minutes 🔒 Confidential 📊 Saved securely

Contact

Business

Data Setup

Pain Points

Scope

Contact Details

Basic information so we know who we're building for.

Full Name *

Please enter your full name

Job Title *

Please enter your job title

Email *

Please enter a valid email

WhatsApp / Phone *

Please enter a phone number

Company Name *

Please enter your company name

Company Website

Business Snapshot

Help us understand the scale and nature of your business.

Industry / Sector *

Please select your industry

Company Size

Annual Revenue

Active Clients

Top 3 products or services

Current Data Setup

Where does your business data live today?

Where do you record your data? *

Microsoft Excel

Local files

Google Sheets

Cloud-based

ERP / Accounting

Odoo, Zoho, QuickBooks

Mixed / Paper

No single system

Please select an option

Data Quality

Preferred Alert Channel

Pain Points & Goals

This shapes what we build for you.

What decisions are you making blind? *

Please share your biggest challenge

What dashboard views matter most?

Product Profitability

Client Profitability

Cash Flow Forecast

Inventory & Stock

What does success look like in 3 months?

Scope & Timeline

Help us understand your needs.

Do you need ongoing monthly support? *

Yes — monthly retainer

Ad hoc when needed

No, full handoff

Please select an option

Target Timeline

Budget Range (one-time build)

Anything else we should know?

You're all set, !

Your details have been received and saved securely.

Nahid will review your answers and send a tailored proposal within 1 business day.

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