Step 1 — Triage
Tell us about your business
Two quick questions. Your answers shape every question that follows — we only show you what's relevant.
What industry best describes your business?Food & Beverage / Restaurant
Retail / Boutique
Manufacturing
Warehousing & Logistics
Agriculture & Farming
Healthcare / MedTech
Tech or Software Company
Media & Publishing
Financial Services
Other
What is the primary challenge driving this inquiry? (Select all that apply)
Our online presence is nonexistent or embarrassing — and it's costing us
Customers can't easily buy from us or order online
We have equipment and hardware that doesn't talk to our software systems
We're concerned about our cybersecurity posture — or we've already had an incident
We're drowning in data from physical devices and can't make sense of it
We need technical leadership — a strategic partner, not just a vendor
We have several of these problems at once
Please select at least one challenge before continuing.
Step 2 — About Your Company
Who are we talking to?
This gives us what we need to have a genuine conversation — not a generic pitch.
Contact InformationCompany Scale
Internal Technical Capacity
Yes — we have a robust in-house technical team
Yes — we have limited IT staff
No — we fully outsource all technical work
Unsure
How did you find us?
Referral from someone specific
Trade publication or article
LinkedIn / Social media
Google search
Fort Wayne business network
Other
Who else is involved in approving this project?
I make this decision on my own
I need sign-off from one other person
This requires executive or ownership approval
We go through a formal procurement or RFP process
Step 3A — Web & Digital
Your digital footprint
Let's understand what exists today and what needs to change.
Does your company have an existing website?Yes
No — building from scratch
We have something but it barely counts
What platform is it built on?
WordPress
Squarespace
Wix
Shopify
Fully custom code
Don't know
What is the primary job your digital platform needs to perform? (Select all that apply)
Generate leads and inquiries
Sell products or take orders directly
Serve and communicate with existing clients or members
Train or onboard employees
Showcase our portfolio or brand credibility
All of the above
E-Commerce & Ordering Details
We currently take online orders
No online ordering yet
Third-party platform only (DoorDash, GrubHub, etc.)
What other software systems would a new site or platform need to connect to? (Select all that apply)
POS System
CRM (Salesforce, HubSpot, etc.)
Accounting software
Email marketing platform
Inventory management system
ERP system
None — standalone
Who manages your website content today?
Someone internally
An outside agency
Nobody — it sits untouched
Have you worked with a web or digital vendor before?
No — first time
Yes — it went okay but we need more
Yes — it didn't go well
Step 3B — Cybersecurity
Your security posture
We ask directly. The more honest this section is, the better our assessment before we connect.
In the past 24 months, has your business experienced a cybersecurity incident, breach, phishing attack, ransomware event, or suspected unauthorized access?Yes
No
We're unsure — something felt off
Which regulatory frameworks apply to your business? (Select all that apply)
HIPAA (healthcare data)
PCI-DSS (credit card processing)
SOC 2 (SaaS / software)
CMMC (DoD contractors)
ISO 27001
None that I'm aware of
Unsure
Which of the following do you currently have in place? (Select all that apply)
Business firewall
Endpoint protection / antivirus on all devices
Multi-factor authentication on key systems
A documented security policy
Regular backups with tested recovery
None of the above
I don't know
Do you have cloud infrastructure?
AWS
Azure
Google Cloud
Managed hosting provider
No cloud infrastructure
Do you have physical access control systems, security cameras, or biometric entry at your facilities?
Yes — and they connect to our broader network
Yes — but they're standalone / not networked
No physical security systems
Step 3C — Hardware Integration
Your hardware ecosystem
The more precisely you can describe what's in the field, the better the architecture conversation we can have.
What hardware is in play? (Select all that apply)Barcode or RFID scanners
POS terminals
IoT environmental sensors (temp, humidity, motion)
GPS and fleet tracking devices
Industrial machinery or PLCs
Agricultural equipment (tractors, drones, irrigation)
Medical devices or patient wearables
Computer vision cameras / inspection systems
Custom or proprietary hardware we designed
Commercial off-the-shelf devices to integrate
Deployment Status
Already deployed and in use
Currently in design or prototype stage
Mix of both
How many devices or endpoints?
1 – 10
11 – 100
101 – 1,000
1,000 – 10,000
10,000+
How do / will the devices communicate? (Select all that apply)
WiFi
Wired Ethernet
Bluetooth / BLE
Cellular (4G/5G/LTE-M)
Serial protocols (RS-232, RS-485, Modbus)
Industrial protocols (OPC-UA, EtherNet/IP)
LoRa / LoRaWAN
Proprietary RF
I don't know — need guidance
What software systems does this need to connect to? (Select all that apply)
ERP (SAP, NetSuite, Dynamics, ePicker)
CRM (Salesforce, HubSpot)
Cloud IoT platform (AWS IoT, Azure IoT Hub)
Custom internal database or dashboard
Mobile application
Accounting software
Nothing yet — building from scratch
What is the end goal of the integration? (Select all that apply)
Real-time monitoring dashboard accessible by our team
Automated alerts when something goes out of spec
Replace a manual data collection process
Remote device control or OTA firmware updates
Machine vision quality control or defect detection
Predictive analytics or ML on device data
Cloud processing of drone footage or imagery
Replace a process that currently requires dedicated staff
Any physical or environmental constraints at the deployment site? (Select all that apply)
No reliable internet connectivity on site
Air-gapped or offline environment required
Harsh industrial environment (heat, dust, vibration)
Remote rural location
Underground or signal-blocked facility
No constraints I'm aware of
Are there regulations governing this integration? (Select all that apply)
FDA / 21 CFR Part 11 (medical/pharma)
EPA or USDA agricultural requirements
OSHA industrial safety
FAA (drone operations)
HIPAA (patient data involved)
None I'm aware of
Unsure
Firmware Ownership
Proprietary — our company owns the firmware
Commercial — the manufacturer owns it
Open source
Not applicable / unsure
Step 4 — Project Intelligence
Give us the real picture
The people who fill this out thoroughly get dramatically better first calls. A few sentences is plenty for each field.
Describe what's happening today and what breaks down because of itHave you attempted to solve this problem before?
We've never tried to solve it
We tried internally — it didn't work
We worked with another vendor — it didn't go well
We have a current solution but it's failing or inadequate
What does a successful outcome look like 6–12 months after this project is complete?
Timeline
Exploratory — no urgency yet
Planned initiative within 3–6 months
Need to start within the next 60 days
Hard go-live date or external deadline
Investment Range — helping us recommend the right solution architecture
Under $10,000
$10,000 – $25,000
$25,000 – $60,000
$60,000 – $150,000
$150,000+
I genuinely don't know — need guidance
Is this a standalone project or part of a broader initiative?
Single focused project
Part of a broader transformation or modernization initiative
What are you hoping to walk away with from this conversation? (Select all that apply)
A ballpark budget estimate
Technical feasibility confirmation
An introduction to your team and approach
An honest assessment of whether we're a fit
A recommendation on what I should do next
All of the above
Anything else we should know before we connect?
When should we call?
Share three specific dates, the time windows you’re most available, and your time zone so we can plan outreach around your schedule.
Mornings (8am – 11:30am)
Afternoons (12pm – 4pm)
Evenings (4:30pm – 8pm)