FELIX · BETADesign partner intake
Five minutes,
maybe fifteen.
Depends on where you sit. The next screen tells me.
YOUR NAME
YOUR EMAIL
YOUR LINKEDIN optional, helps me prep if we talk
Where you sitPick one
Pick the one that fits you today.
You can change your mind on any screen after this.
First buildPage 8
If only one wedge gets built first, which one?
Page 8 of the brief lays out three first builds. Your gut answer.
What is hard nowTwo to four sentences
What is the most painful part of your week running multiple clients today?
Two to four sentences. The thing that wakes you at 3am.
What would kill itTwo to four sentences
What would make you not trust this in your client work?
Be brutal. Your objection list is the design brief.
Tear it apartTwo to four sentences
Which surface, skill, or workflow in the brief is wrong, missing, or misnamed?
Tear apart anything that does not match how you actually work.
Your practiceQuick context
Quick context, then tools.
I have been running a practice for years, serving active clients today.
MY PRACTICE RUNS AS
MY CLIENTS PAY ME IN
MOST OF MY CLIENTS ARE IN tap any that fit
TOOLS I LEAN ON tap any that fit
ANYTHING ELSE WORTH MENTIONING optional
The engagementHonest upfront
I pay you. You do not pay me.
This is a paid advisor engagement, not a customer pitch. I am selecting two or three senior fractional CFOs as paid advisors during the v1 build. I pay you for the time, the calls, and the feedback. The engagement runs three months. You pay nothing, then or later, unless you choose to stay on as a paying customer after launch, in which case founding pricing locks for you.
THIS FITS MY YEAR
WHEN CAN YOU START
Anything elseOptional
Anything worth flagging before we talk?
Skip if nothing surfaces.
ANYONE ELSE WORTH ME TALKING TO optional
First buildPage 8
Which wedge would make you reach for your card the moment v1 ships?
Page 8 of the brief lays out three first builds.
What v1 must clearTwo sentences
What would have to be true in v1 for you to switch one client over?
Two sentences is plenty.
TOOLS I LEAN ON TODAY tap any that fit
Anyone elseOptional
Anyone in your practice or network worth me talking to?
Skip if nothing comes to mind.
What would bring you backBe concrete
What specifically would have to be true for this to make sense for you then?
Team growth, a client breaking, a tool breaking, a deal closing. Be concrete.
WHICH WEDGE IS THE ONE YOU WOULD COME BACK FOR
Anyone elseOptional
Anyone in your network who is feeling this acutely right now?
Skip if nothing comes to mind.
Build logOnce a month
The thinking, the wins, the things that did not work.
One email a month. Skip the rest, you are already on the list with the email above.
ANYONE IN YOUR NETWORK WORTH ME TALKING TO optional
Thanks
Thank you,.
PATRICK NESBITT
CA(SA), CFA Charterholder · Cape Town
Building Felix from Cape Town