Consultation Preparation

Before We Meet

Thank you for your interest in working with Lewcore. The more detail you provide, the more prepared we’ll be to discuss solutions, answer your questions, and provide accurate recommendations.

Estimated completion time: 10–15 minutes

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01About Your BusinessWhat is your business name?What industry is your business in?What products or services do you provide?Approximately how many employees work in your business?

02How Your Business OperatesPlease walk us through how your business operates from start to finish.Describe what happens from the moment a customer contacts you until the service or product is completed.What software, spreadsheets, or tools are you currently using?Which parts of your daily operations take the most time?

03Your ChallengesWhat problems are you hoping custom software will solve?What are the biggest frustrations with your current process?Are there any repetitive tasks that you wish could be automated?

04Your GoalsWhat made you decide that now is the right time to invest in custom software?What would you like this software to help your business achieve?If this project is successful, what will improve the most?

05Your SoftwareWhat are the most important features your software must include?Are there any features that would be helpful but are not required?Are there any existing software platforms or systems that your new software should work with?

06Your UsersWho will use this software?Owners, managers, employees, customers, or a combination.Will different users need different levels of access or permissions?Will customers interact directly with the software?

07Your Data & SecurityWhat types of information will the software need to store?Are there any security, privacy, or compliance requirements we should know about?Is there any sensitive information that requires additional protection?

08Project BudgetHave you established a budget for this project?Are there any budget considerations or limitations we should keep in mind while planning your solution?

09TimelineWhen would you ideally like this project completed?Is there a specific event, deadline, or milestone we should plan around?

10Future GrowthWhere do you see your business in the next few years?Should this software be designed to grow as your business expands?Are there any future features or ideas you'd like us to keep in mind during development?

11SuccessWhat would make this project a success for you?How will you know this software has been worth the investment?

12Anything Else?Is there anything about your business or this project that we haven't asked about but should know before our consultation?Do you have any additional questions or concerns you'd like us to address during our meeting?

Thank You

Our team will carefully review your responses before the consultation so we can spend our time discussing the best solution for your business rather than gathering basic information.