The Form does the scoping with the questions a partner would ask, and builds a base proposal written to your methodology, ready to review, adjust and send to the client.
A client rarely arrives with the scope defined: they arrive with a problem. The Form talks it through until it is pinned down, and out of that comes a proposal that looks like yours.
Project scoping
Tell us what you need to solve
What do you want to solve, and what deadline are you working to?
We grew fast and the operations team cannot keep up with the current processes . We need a diagnosis and a plan, and to present it to the board in March . We already have the structure of the area mapped out.
What comes out structured
Analysis of the engagement
They arrive through a referral, a talk, or a private tender with a date on it.
Mid-dark ambient photo, portrait — When somebody refers you. It fills the whole card and carries the text over it, in the bottom third.
You share a link and they tell their story properly, unhurried. You spend that first hour of your calendar once you already know what it is about.
Mid-dark ambient photo, portrait — After a talk. It fills the whole card and carries the text over it, in the bottom third.
The interest built in the room does not get lost on a card nobody follows up: it ends up as a written brief, with its objective and its deadline.
Mid-dark ambient photo, portrait — In a private tender. It fills the whole card and carries the text over it, in the bottom third.
The documents and background come in whole and end up described like everything else, so they can be compared with the rest of what is on your table.
Mid-dark ambient photo, portrait — With a client who comes back. It fills the whole card and carries the text over it, in the bottom third.
The new project starts from what you already know about that organization. Nobody repeats the scoping they did last year.
The scoping that takes two sessions today arrives done, and in writing, before the first one.
Illustration of "It asks the way a partner would" for consulting.
A process problem opens different questions than a strategy one, and it shows by the second answer. The Form does not read out a questionnaire: it listens.
Illustration of "The proposal comes out in your methodology" for consulting.
Not in the one a model has about consulting. You give it the house documents and that is the structure it builds the draft with.
Illustration of "Engagements can be compared" for consulting.
Objective, scope and deadline written the same way in all of them. Deciding what to take and what to pass on stops being argued from impressions.
Illustration of "What you know about a client stays" for consulting.
Even if another team takes the next project. The firm stops depending on the right person being free that week.
No. It prepares a draft with your structure and what the client said, and your team reviews and adjusts it before sharing. Nothing goes out without somebody approving it.
You give it your documents and your criteria in the Workspace Knowledge Base, and that is what feeds the proposals. It does not come from a generic model with opinions about consulting.
It is the opposite of how it sounds: the Form takes the initial questioning off your hands so the first meeting with the partner is a conversation about the problem, not a data-gathering exercise.
No. Nirby goes as far as the structured brief and the preliminary proposal; signing and charging stay outside. It is a limit we have today.
It is yours: we process it on your behalf, and you decide what gets asked, what gets kept and for how long. The detail is in our privacy policy.
Yes, and it usually shows more: where there is no team dedicated to preparing proposals, that is exactly the work that piles up.
Every case arrives qualified, with the proposal ready and the CRM up to date. You hear about it when there is something to decide.
In days, not months. And we start with a small pilot.
