Nixon Cloud — Client Intake Form

01 About you

Full name *

Your role / title

Email address *

WhatsApp / phone number *

02 Your business

Business name *

Industry / sector

What does your business do? *

Describe what you sell or provide, who your customers are, and how the business operates.

How long has the business been operating?

Current website or app (if any)

03 The project

What type of system or product do you need? *

Inventory management system Track products, stock levels, suppliers, and purchase orders Sales and order management Record sales, manage orders, track fulfilment E-commerce store Sell products online with cart and payment CRM / customer management Manage clients, contacts, and communication history Reporting and analytics dashboard Business insights, charts, and exportable reports Mobile application (iOS / Android) An app for customers or staff on their phones Business website Company presence, services, and contact Something else Describe it in the text field below

In your own words, what do you need this system to do?

Don't worry about technical language. Just describe what you want to be able to do that you can't do well right now.

What problem are you solving — what is failing or missing with your current process?

04 Requirements & users

Who will use this system? *

You / the business owner Staff and employees Cashiers, warehouse staff, operations team Managers / supervisors People who oversee operations and review reports Your customers / clients External users who will log in or place orders Vendors / suppliers

Approximately how many staff will use it?

How many locations / branches?

Do you need it to work on mobile phones as well as computers?

Web only — computers and laptops are fine Responsive web — should also work on phone browsers Dedicated mobile app — needs to be installed from the App Store / Play Store Not sure — I'd like guidance on this

Do you need it to work when there is no internet? (offline mode)

Yes — this is critical. We often have poor or no internet Requires offline-first architecture — important for scoping Partially — basic functions should work offline, full sync when back online No — internet is always available where this will be used Not sure

Any other systems or tools this needs to connect with?

e.g. accounting software, POS machine, payment gateway, logistics provider, existing database

05 Design, timeline & budget

Do you have an existing brand — logo, colours, fonts?

Yes — full brand guidelines and assets are ready Partial — we have a logo but no formal guidelines No — we'll need help with basic branding

Any systems or interfaces you admire — aesthetically or functionally?

Share links, app names, screenshots, or describe what you like. This helps us understand your visual preference.

When do you need this ready? *

Is your deadline flexible or fixed?

Hard deadline — we have a specific event, launch date, or commitment Please share the date in the next field Flexible — the timeframe is a preference, not a hard constraint

If you have a hard deadline, what is the date and why?

What is your approximate budget for this project?

We price based on scope, not budget. But knowing your range helps us understand what level of solution is realistic and recommend accordingly.

06 Final questions

Have you worked with a developer or tech agency before?

Yes — and it went well Yes — but it did not go well We'd appreciate knowing what went wrong so we can avoid it No — this is our first time working with a developer

If a previous experience went badly, what happened?

This genuinely helps us serve you better.

How did you hear about Nixon Cloud?

Is there anything else you want us to know before our call?

By submitting this form you confirm that the information provided is accurate. All responses are confidential and will only be used to prepare for your discovery session with Nixon Cloud.

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