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market research
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intake
service
short form
Service Fit Intake
Collect the goal, deadline, constraints, and desired next step before a service conversation.
Audience
Prospective customers describing a service need.
Outcome
Collect the goal, deadline, constraints, and desired next step before a service conversation.
Method
Structured survey with optional open-text follow-ups
4
questions
~2
minutes
0
demo uses
Estimated timing
What you need~2 min
Logic flags
Open-text theme capture
multiple choice question
Variable copy substitution
Section Tracker
1
What you need
Describe the work without sensitive project or contact details.
4 questions
Question Preview
1. What outcome do you need from {{service_name}}?
text
2. When do you need to make progress?
multiple_choice
3. Which constraints should the team understand? (optional)
text
4. What would be a useful next step?
multiple_choice