Scoping Questionnaire — Mattis Consulting

Mattis Consulting Ltd

— White-Label Delivery Partner

Tell us what you've sold.
We'll tell you how we build it.

Fill this in once and we'll come back within 24 hours with a scope outline, timeline, and price.

24h

Scope turnaround

100%

White-label

0

Client contact without approval

Your Details

Your name *

Your agency name *

Email *

About the Project

Project name or reference

What have you sold to your client? *
Describe in plain terms — voice agent, automation workflow, CRM integration, custom tool, etc.

What problem does it solve for your client?

Has the client seen a demo, or are they buying based on a description?

Demo or prototype shown Description only Existing system being replaced or improved

What "Done" Looks Like

List the 3-5 things your client expects to be true when this is complete *
These become your UAT acceptance criteria. Be specific — "the system sends an SMS when a lead comes in" not "it works properly."

Are there any specific things the client has said they do NOT want?

Tech Stack and Integrations

What tools or platforms does this need to connect to? *
e.g. GHL, HubSpot, Make.com, Zapier, Twilio, custom API, etc.

Does the client already have accounts and access to these tools, or does that need to be set up?

Are there existing automations or systems this needs to work alongside without breaking?

Does this require a user interface (dashboard, form, portal)?

Yes No

Describe the interface needed

Timeline

When does your client expect this to be live? *

Is there a hard deadline?

Yes No — flexible

When can you provide full access (credentials, test environment, sample data)?

Scope and Spec

Has a written spec or requirements document been shared with the client?

Yes — I'll send it separately No — we have internal notes only No — this questionnaire is the starting point

Are there any parts of this build you are unsure about technically?

Commercial

What did you charge your client for this project?
We keep this confidential. It helps us understand what delivery budget is realistic.

Payment preference

Project-based (50% upfront, 50% on UAT sign-off) Monthly retainer (ongoing delivery capacity) Not sure yet

Communication

Main point of contact on your side

How do you want us to communicate with you during the build?

Slack WhatsApp Email Weekly check-in call

Are we authorised to contact your client directly at any point? *

No — all client contact goes through you Yes, but only for technical clarification with you CC'd Yes, under your brand name only

Is your client aware the build is being handled by a third party?

No — white-label only, they must not know Yes — they know but we present as your team

Anything Else

Is there anything about this project, this client, or your situation we should know before we scope it?

By submitting this form you agree to Mattis Consulting Ltd contacting you about this project. Your information is kept confidential and never shared with third parties.