# Point Software Solutions - Project Planner

Use this when you have an idea, a business problem, or a half-formed "we need something better" situation.

## Project Snapshot

- Project name:
- Company / team:
- Main contact:
- Target launch window:
- Budget range:
- Current website or tool links:

## 1. What Problem Are We Solving?

Write this casually. Examples:

- Our website feels outdated.
- Leads keep getting lost.
- We track too much in spreadsheets.
- Customers keep asking the same questions.
- Our team repeats the same admin work every week.

Notes:

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## 2. Who Is This For?

Check all that apply:

- [ ] Customers or leads
- [ ] Internal staff
- [ ] Managers or owners
- [ ] Vendors or partners
- [ ] Applicants or recruits
- [ ] Community members
- [ ] Other:

## 3. Must-Haves vs. Nice-To-Haves

Must-haves are needed for the first useful launch. Nice-to-haves can wait.

### Must-have

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### Nice-to-have

1.
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5.

## 4. Success Checklist

- [ ] More qualified leads
- [ ] Better mobile experience
- [ ] Cleaner admin workflow
- [ ] Less manual data entry
- [ ] Faster follow-up
- [ ] Better reporting
- [ ] Stronger brand presence
- [ ] Easier customer or client access

## 5. Questions For Point

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