Strategy Intake

Strategy intake for serious operational work.

Not a general enquiry form.

Best for founders and operators who need clarity before investing in more tools, automation, or AI.

Who this is for

  • ● Businesses dealing with workflow friction, reporting gaps, or tool mismatch
  • ● Teams outgrowing their current CRM, automation, or operational setup
  • ● Not for simple websites or quick installs without strategy
  • ● Not for low-complexity businesses looking for the cheapest build
1
Qualification
2
Context
3
Verification

Before we continue

These questions help us understand whether there's a fit before asking for detailed context.

Tell us what's becoming harder to run.

This form is reviewed for fit before we schedule calls. Clear context helps us assess whether we can help.

You do not need a full brief. But do give enough detail for us to understand the problem clearly.

Focus on the business problem, not a feature list.

Use your work email. Verification is required before review.

Verify your email to complete submission

We use email verification to protect the intake from spam and review genuine enquiries only.

Submission Summary

Name:
Company:
Email:
Context:

What happens after you submit

01

We review your submission for fit and relevance.

02

If aligned, we reply within 1–2 business days to schedule a strategy call.

03

If it's not a fit, we'll let you know directly.

Enter the 6-digit code sent to your email.

Submission received

We'll review your submission for fit and reply within 1–2 business days if there's alignment for a strategy call.

If it's not the right fit, we'll let you know directly.

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All submissions are reviewed for fit before calls are scheduled.

Before you submit

Quick intake notes.

A few practical answers before you send context. The form stays the main action.

Systems Clarity Audit Discovery & Roadmap Zoho Custom Software Case Studies

What should I include in the strategy intake?

Share what is breaking down, which tools or teams are involved, and what decision you need help making next.

Who reviews the intake?

A Digismiths strategist reviews each submission for fit before a strategy call is scheduled.

How quickly will Digismiths reply?

If the request is aligned, we typically reply within 1–2 business days to schedule a strategy call.

Is this form for simple website requests?

This intake is best for operational systems work involving CRM, automation, AI, custom software, or workflow complexity.