I spent my early career as a sonar engineer. The whole discipline is this: the signal is already in the water. Your job is to detect it, separate it from the noise, and act on it. Nobody hands the ocean a questionnaire.
Most onboarding does exactly the opposite. Forty questions, half of which the system could answer itself by looking. What’s your business name? It’s on your website. What do you sell? It’s in your product catalog. What’s your average order value? It’s in your order table.
Asking a client to hand-type information that already exists in their systems isn’t diligence — it’s laziness dressed up as thoroughness.
The form treats every business the same. The conversation treats every business as territory to be mapped. Every business has different gaps, so nobody should get the same wizard. The questions should be dynamic — shaped by what’s discoverable and what isn’t.
The map gets drawn from your territory, not from a template.