Section 1
The decision
The question this Scan will answer
One Scan, one named decision. Write it as you would say it out loud.
e.g., "Should we consolidate finance operations into a single ERP by Q3 2026?"
Please state the decision in one sentence.
What is true 30 days after a successful kickoff that is not true today?
Section 2
Decision-making & landscape
Who decides, who you're scanning against
Sponsor contact is what we need to walk into the call. The rest helps frame the conversation.
Sponsor name is required.
A valid email is required.
Who has authority to commit? Leave blank if same as sponsor.
2–4 people whose input is needed. Name, title, one-line note. Or leave for the call.
Direct competitors, adjacent players, or benchmark companies. One per line or comma-separated.
Section 3
Constraints
What bounds the decision
All optional. Tell us what you know is fixed; we'll uncover the rest on the call.
Regulatory, political, technical, or operational.
Section 4
Data & evidence
What you have · what you need
Tick what you have; tick what you'd like us to bring. Both optional.
Other deliverables — e.g., financial models, scenario planning, framework templates.
When you submit
Your email opens pre-addressed to advisory@velorstrategy.com. Attach the intake PDF plus any documents you ticked in §4.1.
Stratenity uses Outlook and Google Workspace; standard attachment limits apply (~25 MB). For larger files, paste a Drive/SharePoint/Box link in the email body.