Nexistry Digital Soulutions, Leading The New Digital World

Providing The Simplest Solution For The Most Complex Problem

Checklist Form

Client Name *

Email *

Preferred Start Date *

1. Current Tools in Use

Please list all software or platforms you currently use:

CRM System

Google Workspace (Y/N)

Slack (Y/N)

AI Tools (if any)

Data sources (e.g., Sheets, Docs, Forms)

2. Top 3 Priority Automations You’d Like To Build

Top 3 List

3. Access & Integration Notes (Updated Section)

Can you provide:

API keys or tokens? (Y/N)

Test data or sample forms? (Y/N)

Developer-level access to platforms (via secure invite)? (Y/N)

Do you use any secure password manager (e.g., LastPass, 1Password, Bitwarden)?

Yes – we’ll share via secure vault

No – we can guide you on a secure way to share credentials

⚠️ Reminder: For your protection, please do not send usernames or passwords via email. We’ll request access through a secure channel (like LastPass or Google Workspace admin invites).

4. Preferred Workflow Timing

Flexible / Fixed?

Time Zone

Do you need daily updates or weekly summaries?

Daily

Weekly

5. Other Notes or Questions?

Notes or Questions

Once this form is returned, we will begin onboarding and confirm your assigned PM.

Thank you!
Nexistry Digital Solutions
📩 [email protected]
🌐 nexistrydigitalsolutions.com

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