Done-For-You Project Application

Thank you for your interest in working with us on a Done-for-You Project.

This application is designed to help us learn about your project and helps us determine if it's the right fit.

Please answer the sections that apply to your project as best as you can. This application takes about 10 minutes to complete.

Your responses are stored securely and your information is never shared or sold.

First Name *

Last Name *

Email *

Business Overview

Business Name *

Business Website URL *

How long have you been in business?

Briefly describe what you do and who you serve:

What is your current annual revenue range?

The Project

Which project type are you applying for?

ClickUp Workspace Build

Client Onboarding System

Course Platform Build

Custom Project

Describe the project you want done and what problem it will solve for your business:

Where are you starting from? Do you have anything in place related to this project already or will we be building from scratch?

When this project is complete, what will you be able to do, hand off, or stop doing that you can't right now?

What is your timeline for having this project completed? Do you have any upcoming launches or deadlines we should know about?

Your Tech Stack

Please list every tool and platform you currently use in your business. For example: tools used for client communication, storage management, email marketing, scheduling, CRM, contracting, course platforms, payments/invoicing/checkout pages, landing pages, website platform, etc.

Which of the above tools will be directly involved in this project?

Do you have a workflow automation tool, such as, Zapier or Make? If yes, which one and how are you currently using it?

Are you expecting automations or AI integrations to be part of this project? If yes, describe what you have in mind.

Clickup Workspace Build

Only complete this section if you're applying for a ClickUp Workspace Build project.

Do you currently have ClickUp or a project management tool setup? If yes, what tool are you using (if other than ClickUp), how long you've had it, and what specifically isn't working or feels like it needs to be rebuilt?

What areas of your business do you want managed in ClickUp? For example: lead tracking, client delivery, weekly planning / team task management, content creation, course creation, launches, internal operations, finances, or anything else relevant.

How many people will be using this workspace and what are their roles?

Do you have existing processes you want built in or do you need help mapping those out as part of the project?

Client Onboarding System

Only complete this section if you're applying for a Client Onboarding System project.

Tell me about the offer or program this onboarding system is for. What is it, how is it structured, and what's included? If you have a sales page or any existing documentation, drop the link here.

What are you currently doing today to onboard new clients, even if it is informal or inconsistent? Walk us through what actually happens right now.

What is working about your current process and what is not? If nothing is in place yet, what feels most chaotic or manual right now?

What do you want your client experience to look and feel like?

Course Platform Build

Only complete this section if you're applying for a Course Platform Build project.

Which platform will we be building your course or membership program in?

What content do you have ready right now? Does the course content include video or audio recordings? If yes, where are they currently stored?

Please share a viewable link of your course map or module outline, if you have one. If you don't have one yet, describe the course structure as best you can, including the number of modules and lessons.

How do you want the content delivered to your students? All at once, dripped over time, or something else?

Custom Project

Only complete this section if you're applying for a custom project.

If something else, describe below:

Describe your desired project in as much detail as possible. What is the problem you're trying to solve and what are you hoping to have in place when it is done?

Have you tried or hired anyone else to do this before? If yes, what happened / was the result?

Do you have any existing documentation or examples of what you're looking for that you can share? If so, please share viewable links below.

Final Notes

Is there anything else we should know before reviewing your application?

Done-For-You Project Application

Business Overview

The Project

Your Tech Stack

Clickup Workspace Build

Only complete this section if you're applying for a ClickUp Workspace Build project.

Client Onboarding System

Course Platform Build

Custom Project

Final Notes

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