CLIENT ONBOARDING

Tell us about your business.

This questionnaire helps us understand your business, your current needs, and the type of solution that may be appropriate.

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You do not need to know exactly how the application should work. If you are requesting a bespoke solution, our role is to understand the business problem first and help translate it into appropriate technology.

01

What are you looking for?

Choose the option that most closely describes your enquiry.

Type of enquiry
02

Client & business information

Basic information about your business and the main contact person.

Pixel-art illustration of a business owner with business and contact information

Business details

Main contact person

Existing digital infrastructure

Pixel-art illustration of a website and connected digital infrastructure
08

Features or capabilities already in mind

You do not need a complete feature list. Select anything you already know you need.

Pixel-art application dashboard showing multiple business capabilities
09

Integrations & existing data

Tell us what the application may need to connect to or migrate.

Pixel-art application profile connected to email, payments, calendar, cloud and messaging services
Services or systems that may need integration
10

Brand identity & website

Help us understand the visual foundation and current website setup.

Pixel-art illustration of a designer working with a brand identity system
11

Additional information

Share anything else that would help Optiact understand your business or requirements.

Pixel-art application profile connected to email, payments, calendar, cloud and messaging services
READY TO CONTINUE

Review and submit your discovery questionnaire

Submit the completed questionnaire to prepare an email containing your answers. Your email application will open so the questionnaire can be sent to Optiact.