An inquiry form covers contact details, project context, and the questions you need answered before you confirm scope and next steps.
The first call sounds simple, but the hard part is getting straight answers without turning the kickoff into a politics session. This inquiry form gives the buyer a place to say what’s going on, what’s already being tracked, and what they want out of the work, so the next conversation can stay on decisions and owners instead of vibes.
The form opens with a short note about review and follow-up, then moves through contact fields and into the part that usually gets fuzzy. The Project details prompt asks for constraints and any facts that change price or timing, and the questions after that push for specifics like who needs to be involved, what the first two weeks should deliver, and what “done” means beyond a slide deck. Space Grotesk headings sit over Roboto body text, with deep teal and a sharp magenta accent that reads like a clear instruction instead of theatre.
- Inquiry Form A short intro that tells the buyer what happens after they submit and why the questions matter.
- Contact details Fields for name, email, and phone, so you know who owns the request and how to reach them.
- Project details A written prompt for the problem, constraints, and anything that affects price or timing before you talk numbers.
- Fit and logistics questions Required prompts on existing tracking and who needs to be in the room, plus optional questions on the first two weeks and the end deliverable.
Once the form is in Plutio, you share the link and responses land in one place, leaving you with a written brief you can quote back when you confirm scope or decide the job isn’t a fit.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in an inquiry form
| Part | What it covers |
|---|
Inquiry Form | The opening note tells the buyer you’ll review the submission and come back to clarify scope and next steps before anything gets agreed. |
Your name | A required full-name field so the request has a clear owner. |
Email address | A required email field for follow-up and sending written next steps. |
Phone number | An optional phone field for cases where a call works better than email. |
Project details | A short written section that asks for the problem, constraints, and any facts that change price or timing. |
Can we work with what you already track? | A required multiple-choice question that flags whether current reporting is usable, needs minor changes, needs new tracking, or isn’t clear yet. |
Who needs to be in the room, and for how long? | A required long-answer question that sets expectations for workshop attendance and time. |
What do you need from us in the first two weeks? | An optional long-answer question that captures early priorities and what “week one” has to produce. |
What do you want at the end, besides a presentation? | An optional long-answer question that defines outputs in plain terms, not just a deck. |
Who it is for
Ops consultants, strategy advisors, and change management teams who need a consistent way to qualify inbound work and pin down what the buyer actually wants.
The form in full
Inquiry Form
Use this Inquiry Form to tell us what you need. We will review your answers and contact you to clarify scope and next steps.
- Your name (required)
- Email address (required)
- Phone number
Project details
Tell us the problem, constraints and any facts that change price or timing.
- Can we work with what you already track? (required)
- Yes, current reports work
- Mostly, minor changes needed
- No, new tracking required
- Unsure
- Who needs to be in the room, and for how long? (required)
- What do you need from us in the first two weeks?
- What do you want at the end, besides a presentation?
