Customer Portal

Tell us about the project.

Customer-facing self-serve portal — view orders, submit tickets, manage subscription, see documents. End-users are the customer's customers.

Your contact info

First name*Last name*Email*PhoneCompany*Role / job title

Vision

In one sentence, what does this platform do for the customer?*The elevator pitch. We use this as the headline of the kickoff prompt.

What specific problem are we solving today?*Not features — the actual pain. "Sales reps lose 4 hours a week chasing approvals via email."

How will we measure success 90 days after launch?"Cut approval cycle from 4 days to 24 hours." Concrete numbers if possible.

What is the target timeline?*

Users

Who is the primary user?*Job title + a short description of their day-to-day.

How many users do you expect in the first 6 months?

What user roles need different permissions?e.g., admin, manager, employee, customer, read-only auditor.

How should users sign in?

Features

What can end-users do self-serve in the portal?*List actions. e.g., view invoices, download statements, update payment method, file claims, message support.

What data is visible to each end-user?Their own only? Their organization's? Aggregated reports?

Will users upload / download documents?

YesNo

How do users reach support from inside the portal?

What notifications go out (email, in-app, SMS)?

Tech

Where should this platform live?

Any compliance / regulatory requirements?What other systems does this need to talk to?List any APIs, CRMs, ERPs, payment processors, email providers, etc.

Is there existing data we need to migrate in?Format (Excel / CSV / API export) + rough size.

Brand

What is the platform called?*The product name end-users will see.

How would you describe the tone / brand voice?e.g., "Professional but warm" / "Insurance-industry serious" / "Playful, modern, fintech-y".

Do you have logo + brand assets ready to share?

YesNo

Color preferences?Hex codes if known, descriptive otherwise.

Commercial

What is the build budget (one-time)?

What is the monthly subscription budget?

Will this platform charge end-users (need Stripe / payments)?

YesNo

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