01
Business profile
What they do, where, and who regulates them
Other / notesfree text · copy-paste ready
02
Regulatory signals
Auto-detected from Section 1 — add anything the logic missed
Fill in Section 1 to see detected frameworks here.
03
Pain & trigger discovery
Open-ended — capture in their words
What prompted this conversation? Any deadline or specific ask?copy-paste ready
Biggest suspected blind spotcopy-paste ready
Recent incidents, near-misses, or failed auditscopy-paste ready
Other notes from the conversationcopy-paste ready
04
Service fit
Rate each offering, add a quote or note for the proposal
05
Future offering flagsInternal only · excluded from PDF
Not sold yet — flag if this client is a good candidate once available