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Pre-Engagement Discovery

Client Intake Questionnaire.

Thank you for considering Top Shelf Systems and Engineering. Before our first meeting, please take a few minutes to complete this questionnaire. Your answers help us understand your operation, your goals, and the constraints you are working within, so we can walk into our first conversation already focused on solutions that fit.

If a question does not apply, leave it blank. If a question feels too big to answer fully, give us the headline and we will dig in together when we meet. Everything you share is kept confidential.

1

Company Information The basics.

2

Current Software Systems What you use today.

e.g. "QuickBooks Online," "Epicor Kinetic 2023"
e.g. spreadsheets, shared drives, someone's laptop, paper
e.g. manual entry, exports/imports, email, integrations
3

Business Processes & Pain Points Where things get stuck.

4

Goals & Objectives Where you want to go.

e.g. cut quote turnaround from 3 days to 1 day, reduce scrap 20%
5

Scope, Timing & Constraints What we are working with.

Ranges are fine — this helps us scope realistically.
e.g. developers, IT staff, operations staff
e.g. ITAR, HIPAA, ISO 9001, customer-specific requirements
6

Technical Environment For the engineers in the room.

e.g. internal team, MSP, owner-operator, mix
7

Context & Anything Else The stuff that does not fit in a box.

Please submit this questionnaire at least two business days before your scheduled meeting. Matt will review your responses ahead of time and come prepared with initial thoughts on feasibility, timing, and approach. Questions along the way? Call Matt directly at (231) 629-0285.