The Form asks site by site, reads the contract they attach and leaves you the map of the account before you book the first meeting.
A corporate account is understood by asking, not by handing out a template. The Form keeps going site by site until the survey is complete.
Corporate survey
Tell us how your company runs today
How many sites do you have, and what services do you use today?
We are eleven branches and two warehouses , each one with its own internet and phone lines. The current contract ends in November and we want to consolidate it all.
What comes out structured
Account analysis
They arrive through a stray enquiry, a tender with a date, or a contract about to end.
Mid-dark ambient photo, portrait — Doing the rounds of the branches. It fills the whole card and carries the text over it, in the bottom third.
Eleven addresses, eleven different realities. The survey happens right there, with the client beside you sorting out what nobody knows by heart.
Mid-dark ambient photo, portrait — When the contract is about to end. It fills the whole card and carries the text over it, in the bottom third.
The renewal starts from what you already know about that account, instead of rebuilding it one phone call at a time.
Mid-dark ambient photo, portrait — With the tender documents on the table. It fills the whole card and carries the text over it, in the bottom third.
The annexes come in alongside the answers, and what the tender asks for ends up written the same way in all of them.
Mid-dark ambient photo, portrait — From your website. It fills the whole card and carries the text over it, in the bottom third.
A corporate enquiry stops being an email to sales and becomes a described account, with its size and its urgency.
The work that eats the first two meetings today happens before the first one.
Illustration of "It asks site by site" for telecoms.
If they tell you it is eleven branches and two warehouses, the conversation adjusts to that. It is not a text box waiting for a tidy paragraph.
Illustration of "The current contract gets read" for telecoms.
The invoice or the contract they attach is enough to know what they have. Which is exactly what nobody remembers when you ask.
Illustration of "Prioritising stops being a hunch" for telecoms.
Every account arrives described the same way: scope, volumes, deadlines. Which one goes first is visible at a glance, and does not depend on who read it.
Illustration of "The context does not leave with the person" for telecoms.
What was learned about an account stays available for the next conversation, even if another rep takes it or six months go by.
No. Nirby leaves the case surveyed, structured and prioritized; the technical feasibility is still done by your team, with the map already built instead of an email.
Yes, for receiving and structuring them: the documents and annexes come in as attachments and what they ask for ends up comparable. Submitting the bid is still yours.
That is the usual case. They can attach the contract or the last invoice and what is there gets pulled out, instead of asking them to remember.
Yes. One Workspace can hold several Forms, each with its own questions and criteria: small business, corporate and tenders are not surveyed the same way.
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.
You describe what you need to survey, review the Form that comes out of that and test it with Preview before publishing. Days is the usual, and it does not go through IT.
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.
