GTM Planetary
Client Discovery
This short survey collects what we need to prep a discovery workshop agenda — context, priorities, systems, and access considerations.
Packaging and timeline are discussed later. Nothing you enter here is a commitment.
How do you want to go through this with Orbit? You can switch later.
Contact
Who’s filling this out?
Pain / jobs to be done
Select the friction that shows up most often in your work. Pick all that apply.
Volume / scale
Rough bands only — enough to size the workshop conversation.
AI catalog
Select all that interest you. This is a starting menu for the workshop — not a commitment list.
AI gaps
Anything not in the catalog? Up to 5 ideas with priority 1–10 (1 = highest). Empty rows are fine.
In-scope systems & APIs
Only systems this AI work would touch — not a full tech inventory. For each, note whether an API is available.
Hard-blocker integrations
Which of these must work (or be ruled in/out) before a POC is useful?
Security & POC
Enough detail to shape a realistic POC conversation — not a full security questionnaire.
Success metrics
What does “good” look like if this works? Select all that apply.
Review & export
Check the summary, then download JSON or copy a plain-text summary for workshop prep. Start over wipes saved answers and returns to Start now.