Tailor the intake questionnaire to the engagement
Packaged know-how that tells an agent how to do a job well.
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 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.
Trigger: Use before sending the intake questionnaire when the service line or client context means the standard form needs selective pruning or framing.
I/O: Standard intake questionnaire + engagement context (service line, client type, known scope) → tailored questionnaire ready to send
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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