Written intake
Send one workflow problem in writing.
Use the template below after paying the audit deposit. Keep the first milestone safe: do not include passwords, API keys, private customer records, payment data, medical data, or legal-sensitive details.
Copy/paste intake template
Name:
Email:
Company:
Website:
Business type:
What starts the workflow? Example: website form, missed call, email, quote request, job completion, spreadsheet row.
Where does the lead/request arrive now?
Which tool currently stores it? Example: inbox, Google Sheet, CRM, ServiceM8, Jobber, Housecall Pro, HubSpot, Airtable.
What should happen next?
What gets missed now?
Which tools are already used?
What should require human review before sending or changing anything?
Safe screenshots or examples attached? Yes/No.
Confirmation: I am not submitting passwords, API keys, payment data, private customer records, medical records, legal-sensitive material, or financial account data.