Tailor the intake questionnaire to the engagement
Adapts the firm's standard intake questionnaire to the specific engagement — adjusting or removing questions that don't apply and flagging any context the client will need to answer accurately.
In / outStandard intake questionnaire + engagement context (service line, client type, known scope) → tailored questionnaire ready to send
You might say…
“Our standard questionnaire asks about things that are irrelevant for half our clients, and then they stop halfway through because the form feels like it wasn't written for them.”
What it does
Adapts the standard intake form to the specific engagement — selecting and rewording fields so the methodology gets the business details, goals, constraints, and current-state information it needs without over-asking. Used once per engagement before the form is sent. Single human-reviewed judgement call on what to ask.
Trigger: Use before sending the intake questionnaire when the service line or client context means the standard form needs selective pruning or framing.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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