Start here
What should a new client answer before you can quote?
One starting field. Everything else branches from it.
Every project starts with the right answers.
Scopevyn builds structured client intake systems for service businesses: questionnaires, requirement maps and summary pages that turn a new client's answers into a brief you can quote from.
What the answers become
Answers in, scope out.
An intake is only useful if the answers land somewhere. Each Scopevyn structure ends in material you can work from: a scope you can review, a summary you can quote from, and a record of what the client actually said.
Goals and priorities
What the client wants the project to achieve and what matters first, captured as fields rather than scattered across a thread of replies.
Materials and constraints
What exists already, what is missing, and the limits the work has to respect, listed where the proposal can see them.
A usable summary
The whole intake condensed into a summary page: the brief you review before you commit to a scope and a price.
The process
Five steps, in writing from step two.
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Initial enquiry
A few lines from you: your service, your clients, and how a project begins today. No forms to fill in for the sake of it — the outline is enough.
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Written scope and quotation
Our reply is a written quotation: the scope, the deliverables, the delivery schedule, the included revisions and the full price in pounds sterling. Nothing starts before you have it.
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Your materials
You supply the questions you already ask, the documents you already send and examples of answers that helped or held a project back.
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Agreed work
We build the questionnaire, map and summaries named in the quotation, and test the agreed journey before anything is handed over.
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Digital handover
The agreed files and their documentation arrive digitally, with notes on how each part works and how to keep it current.
Example material
What a requirement map looks like.
A map groups each answer under the part of the project it affects, so a scope is a reading exercise, not an excavation. This structure is one of the formats on the Examples page.
Client answers
One completed intake
Goals
- What the project should achieve
- What success looks like
Materials
- What exists already
- What is still missing
Constraints
- Limits the work must respect
- Answers needing a follow-up
Project scope
Ready to review before you quote
Questions
The questions that arrive first.
What do you need from us to start?
Your current intake, however informal: the email you send new clients, the questions you ask on a first call, the list of materials you request. Rough is fine; shaping it is the work.
What exactly is delivered?
Whatever the written quotation names: intake forms, requirement maps and summary page structures as files with their notes, sent by email or download link. Nothing arrives by post.
How is the work priced?
In writing, before anything else. The quotation names the full figure in pounds sterling with any taxes inside it, and that figure does not grow afterwards.
Tell us how your projects begin. We will map the rest.
A first enquiry takes a few lines: your service, your clients, and where the information usually runs out. The written quotation does the rest.
Map your intake