Conceptbox Consulting — App & Portal Discovery Questionnaire
This form gathers what’s needed to scope an app, customer portal, or booking system project. It is thorough and may take some time. You can save progress by tapping the page counter (“X of [total]”) at the bottom of the screen on mobile to reveal “Save and Continue Later”.
About you and the business
Full name
*
First Name
Middle Name
Last Name
Work email
*
example@example.com
Phone / WhatsApp
-
Area Code
Phone Number
Organisation
Website
Industry
Business location / service area
Number of employees or contractors
Approximate customers / bookings / users per month
Short business description
The problem to solve
Process to improve
*
How it is handled now
*
Who completes it
Tools currently used
How often it happens
What regularly goes wrong
Estimated time or money cost
Impact if nothing changes
Desired outcome
*
How success would be measured
What you need
What might you need?
*
Who will use the system?
*
App, portal or booking requirements
User groups and approximate numbers
*
What customers should be able to do
*
What staff or contractors should be able to do
*
What administrators should be able to do
*
Whether users need accounts and what each role should be able to see
*
Booking requirements
*
Availability rules
*
Booking format
*
One-off
Recurring
How staff get assigned
*
Payments, deposits and refunds
*
Any additional features needed
Is App Store distribution genuinely required?
Yes
No
Not sure
Existing systems and integrations
Never submit passwords, card details or secret API keys through this form
Website platform
Booking or calendar system
Payment provider
CRM
Accounting software
Email marketing tools
WhatsApp or SMS tools
Google or Microsoft tools
Spreadsheets used
Other software or integrations
Data, access and security
What information is stored about customers or staff?
*
What sensitive data categories are involved?
Who needs access to this information?
*
What record-retention needs do you have?
Will users upload photos or documents?
*
Yes
No
Not sure
Will any users be under 18?
*
Yes
No
Not sure
Which countries do you operate in?
*
Do you have any existing privacy or retention policies?
Scope, timing and budget
Must-have features
*
Nice-to-have features
Later phase features
Desired launch date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Budget band
Please Select
Under $10k
$10k–$25k
$25k–$50k
$50k–$100k
$100k+
Not yet decided
Project decision-maker
Are you considering other providers?
Yes
No
Not sure
Potential blockers
Supporting information
Example apps or websites
Upload relevant screenshots or process documents
Upload a File
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Choose a file
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Notes from any previous discussion
Final comments
Confirmation
I confirm the information provided is accurate
*
Option 1
Option 2
Option 3
I acknowledge the privacy notice (https://www.conceptboxconsulting.co.uk/privacy.html)
*
Option 1
Option 2
Option 3
I give permission to be contacted about this enquiry
Option 1
Option 2
Option 3
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