Human-delivered workflow setup

Workflow Setup Pilot

One bounded setup for a small operator who needs a clearer path from customer intake to open work, expenses, and follow-up.

Complete the pilot intake

Exact scope

Five deliverables

  1. 01A written map of the accepted admin workflow and its handoff points.
  2. 02A client-owned folder or workspace structure for that workflow.
  3. 03One estimate template and one invoice template.
  4. 04One customer-intake form and one follow-up script set.
  5. 05One combined expense and open-work tracker.

01 · Scope

The intake starts a review. Both sides must accept the written scope before work begins.

02 · Access

Required access is limited to the accepted work. Permissions are tested before setup and checked again at handoff.

03 · Handoff

The delivery target is seven business days after scope acceptance and receipt of required access. Handoff includes a walkthrough and client acceptance check.

Complete intake

Request a scope review

Submitting records an inquiry. It is not scope acceptance, a payment, or the start of work.

All four fields are required. Use at least 2 characters for your name and business, a valid email address, and at least 20 characters for the workflow description. The inquiry button enables when those requirements are met.