Backup Intake

Operations System Intake Questionnaire

Choose all that apply. Add notes where your business needs custom details. When you submit, your email app will open a message to Kamilah.

If your email app does not open, copy your answers into an email to Kamilah.perry224@outlook.com with the subject Completed operations intake questionnaire.

1. Purchase And Contact PayPal name or email used for purchase Business name Your name and role Best delivery email Website, social, menu, or booking link

2. Package Fit

Choose all that might fit. I will confirm the right package before building.

$250 Small Team Starter - 1-9 people, up to 3 documents $350 Core Ops Package - under 20 people, up to 5 documents $650 Growth Team System - 20-50 people, up to 8 documents $950+ Full Operations Binder - 50+ people or complex build Not sure - recommend the best fit

Team size and package notes

3. Business Snapshot Business notes

4. What Needs Fixed First

Opening tasks get missed Closing tasks get missed Training is inconsistent Managers explain things differently New hires are confused No shift notes or manager reports Staff communication needs scripts Scheduling, callouts, or coverage are messy

Real examples

5. Documents Needed

Opening checklist Closing checklist New-hire / first-week training plan Position expectations sheet Manager shift report Incident / documentation form Staff communication scripts Cleaning or restock checklist Schedule request / callout process

Priority ranking and notes

6. Existing Materials And Style

Old checklists Training notes Staff messages/screenshots Existing handbook/policies Nothing written down yet

Tone and style notes

7. Final Notes Deadline or ideal delivery date Anything else I should know