Consulting configurator

Question 1 of 15

What's your consulting situation?

No pressure: we guide the consulting proposal.

Explore options Still open to paths Clear idea · execute They know what they need Validate approach / architecture Hypotheses to test Stuck · unblock Priorities or delivery blocked Renew engagement Already worked with advisory

Question 2 of 15

What is the primary focus?

Focus shapes deliverables and depth.

Roadmap Prioritization · phases · ROI Architecture Systems · integrations · stack Prioritization Backlog · trade-offs · focus Digital transformation Org change + tech Operations / processes Flow · roles · efficiency Vendor selection RFP · scorecards · shortlist Mixed Several focuses at once

Question 3 of 15

On which domain / surface?

Domain scopes the tech and business context.

Web / digital presence Sites · CMS · content Ecommerce Store · checkout · catalog B2B marketplace Network · sellers · buyers CRM / revenue ops Pipeline · automation Data / analytics BI · governance · quality Whole organization Several domains at once Other Detail in notes

Question 4 of 15

What is the current digital maturity?

Maturity changes pace and governance level.

Early Few systems · lots ad hoc Growing Living stack · emerging debt Mature Stable processes & tooling Fragmented Silos · duplicate tools

Question 5 of 15

How large is the organization?

Company size drives stakeholders and compliance.

Startup Small team · high pace SME Consolidated operations Mid-market Several areas · governance Enterprise Stakeholders · compliance

Question 6 of 15

Who decides / sponsors?

Who decides changes format and narrative.

Founder / leadership Fast top decision IT / tech lead Technical ownership Business / ops Process owners Board / committee Formal approval Multi-area Several sponsors to align

Current context

Tell us about the current context

The more concrete the context, the better the diagnosis.

Do you have prior materials?

Yes · docs / stack / metrics Material ready to review Partial Some docs · gaps Not yet We start from interviews

Main pain point

Unclear priorities Everything is urgent Tech debt Fragile stack · risk Vendor lock / shaky stack Hard dependencies Slow delivery Long cycles · blockers Internal misalignment IT vs business vs leadership Budget / unclear ROI Spend without clear narrative

Format

Which engagement format do you prefer?

Workshop, retainer or sprint: each format has a pace.

Workshop Intensive sessions Advisory retainer Ongoing accompaniment Discovery sprint Short block · deliverable Hybrid Workshop + follow-up To define Recommendation in proposal

Depth

What depth do you need?

Depth drives price and timeline.

Light Guidance · 1–2 weeks Standard Full discovery · roadmap Deep Architecture + governance

Deliverables

Which deliverables do you want?

Mark deliverables with clear ROI now.

Optional · check all that apply

Roadmap Phases · milestones · owners Architecture document Diagrams · decisions Prioritized backlog Epics · value · effort RFP / vendor brief Scope to quote Vendor scorecard Objective comparison Team enablement Playbooks · sessions Executive brief Decision for leadership

Constraints

Any relevant constraints?

Constraints refine a realistic proposal.

Optional · check all that apply

Tight budget Must prioritize hard Fixed timeline Non-negotiable date Legacy / debt Hard-to-touch systems Compliance / regulation Active regulatory frame None now No strong constraints

Sensitivity

What confidentiality level do you need?

Clean sensitivity = less legal friction.

Standard Usual confidentiality Strict NDA Prior / legal agreements Regulated sector Sensitive data / processes N/A No special requirement

Timeline

Do you need timeline priority?

Priority has a cost; normal pace still delivers.

Normal pace No rush surcharge Priority / rush Faster · +25% at reveal

Contact

Who should we send the proposal to?

Last step before revealing numbers.

Name / company * Email * Phone Notes / commercial context

Commercial summary · budget

Your configuration

Review, download PDF or send the request.

—