Software Project Questionnaire

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Step 01

Tell me about the business.

This keeps the recommendation tied to the business type, contact details, team size, and project timeline.

Your name

Business name

Phone

Industry

Team size

Timeline

Step 02

What do you use right now?

This helps separate businesses that are replacing monthly software from businesses that need to move off spreadsheets, paper, or disconnected tools.

Subscription software Software like a CRM, shop system, field service app, scheduling app, or per-user platform. Spreadsheets Google Sheets, Excel, shared lists, or manually updated trackers. Pen and paper Paper forms, notebooks, whiteboards, printed schedules, or handwritten work orders. Mixed tools Multiple apps that do not talk to each other cleanly. Old custom system A system that exists, but is outdated, slow, limited, or hard to change. No real system The business mostly runs from memory, calls, texts, and manual follow-up.

Current software or tools

Step 03

What do you like, and what is missing?

The goal is not to throw away what works. The goal is to keep the best parts and build around the gaps.

What do you like about what you use now?

It is familiar and the team already knows it It is simple and easy to use It is cheap or has no monthly payment It has reports I like It helps with scheduling It works on phones or tablets

What do you wish it did better?

Connect everything into one system Cleaner customer communication Better approvals, estimates, or signatures Better reports and business visibility Better mobile workflow for staff Less double entry and manual retyping A customer portal or customer login Website connected to the business system

Step 04

Which tools would help the workflow?

Select the pieces that sound useful. The recommendation will still calculate a suggested stack based on the answers.

Front Desk Portal for daily jobs, customers, payments, reports, and workflow Admin Portal for users, roles, settings, pricing, and management Staff Portal for employees, technicians, managers, or sales teams Customer Portal for requests, approvals, updates, files, and history Staff Mobile App for field workflow, photos, notes, and updates Customer Mobile App for customer access, history, updates, and loyalty Website connected to the system, leads, requests, and industry pages Stronger reporting, dashboard, and business visibility

Any specific features you wish you had?

Step 05

What do you pay each month?

This powers the comparison. If the business is using paper or spreadsheets and has no monthly software cost, enter 0 and the result will show that the payback is based on workflow value instead of subscription savings.

Current monthly software cost

Paid users or seats

What are you paying for now?

Step 06

Your suggested 5 Star Support stack.

These recommendations are based on the selected workflow, missing features, wish list, and current monthly cost.

One-time system price $0

Current monthly cost $0

Estimated payback N/A

Recommended tools

Option	Upfront	Monthly	12 months	24 months	36 months