Workflow Setup Pilot
One cleaner path from customer intake to follow-up.
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A human-delivered setup for one accepted admin workflow, with a client-owned workspace and practical templates. Review the exact scope before making a request.
What’s included
- A workflow map and client-owned workspace structure
- Estimate and invoice templates
- Customer-intake form and follow-up scripts
- Combined expense and open-work tracker
Work starts after written scope acceptance and required access. No subscription or software license is included. The existing intake issues a receipt only after the inquiry is recorded.