THE EDGE

Project Scoping Questionnaire

Takes ~10 minutes. This captures enough detail for Reg to understand your requirement, ask the right follow-ups, and produce a clear brief for quoting and delivery.

💾 Save draft local
🧠 Reg handoff
Section 1 of 9
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0) Contact + context

Reg uses this to route your request and follow up. You can keep it brief.
Name *
Email *
Company / Organisation
Your role
What best describes you today?
Consent *

1) Outcome

What you want to achieve and how you’ll know it worked.
Top outcome(s) (max 2) *
Pick up to 2.
Success sentence *
Measurable target (optional)
Why now? (optional)

2) Current process

Describe what happens today.
Walkthrough of current process *
Pain points / bottlenecks
Frequency / volume
Who is involved?

3) Solution type

What kind of thing do you think you need?
Select all that apply *
Anything else?

4) Must-haves & boundaries

Must-have features *
Nice-to-haves
Won't-do / exclusions
Examples / inspiration

5) Tools & systems

What tools do you use today?
Where should the solution run?
Access / permissions constraints
Data inputs and outputs

6) Data, privacy & risk

Data types involved
Security / compliance requirements
Users & roles
Risks / concerns

7) Delivery constraints

Timeline *
Budget range *
Availability for a call (optional)
Anything else we should know?

8) Review & send

Generated brief
This is what will be sent to Reg and used to start the handover conversation.