Start with the sales document workflow that already wastes your week.
If you know where the drag lives, we can scope the RFQ response, proposal, quote, follow-up, or CRM handoff lane quickly. If not, the sales desk audit clarifies the boundary, approvals, and path to production before any build spend begins.
The first conversation should make the sales packet specific.
The intake is there to make the work legible: RFQ response, proposal, or follow-up lane; system boundary; approved source material; KPI target; and the level of human review the business actually wants.
Sales document lane and owner
Systems and source material already in play
Quality or speed failure today
Intake signal
Name the lane, anchor the KPI, and make the review edge explicit before anything gets built.
clear ownerknown systemsreview intent
Before you send
Name the workflow and the person who owns it.
List the systems, templates, and docs that already touch the work.
Describe where speed, quality, or handoff breaks today and what a better outcome would look like.
What you should get back
Sales document brief with trigger, owner, KPI, and no-go boundary.
System map covering inbound source, CRM or sheet record, document sources, and approval edge.
Exception and approval policy for pricing, scope, or ambiguous commercial cases.
Thirty-day desk build plan with a go, narrow, or no-go recommendation.
Email fallback only
Email works as fallback. The hosted intake remains the primary path because it fixes workflow, systems, and review posture before the first call.
Pick the workflow closest to current drag. The intake then stays specific: owner, trigger, systems, source material, review edge, timing, and budget posture.
The current systems involved and which one stays authoritative
The main failure today: speed, quality, handoff, or record cleanliness
The human review level you actually want before risky outputs leave the business
Book now if
Sales packets are built from the same emails, call notes, product docs, and old proposals every week.
A real owner can approve pricing, scope, and commercial exceptions before send.
Wait to book if
You need multiple workflows bundled into the first engagement.
No one can name the owner or review risky outputs weekly.
Launch audit intake
Open one hosted intake before anyone turns this into a broad transformation brief.
Use the popup to scope one lane in the right order: workflow and owner, systems and source material, risk and review, then timing and budget posture.
Workflow basics
Name one repeated lane, the owner, and the workflow category before anything else.
Systems and sources
Clarify the inbound source, the system of record, and whether approved docs or SOPs already exist.
Risk and readiness
We check risk areas, weekly review capacity, readiness to move, and budget posture before recommending a next step.
After submit
Expect a practical next-step view, not a vague discovery call: build next, narrow the lane, or stop because the record, source material, or owner is not ready yet.
What comes back after intake
Step 1
Review the workflow, current stack, and owner to decide whether the lane is specific enough for a useful first conversation.
Step 2
Reply with a scoped direction: sales desk audit next, narrow the lane first, or hold because the workflow is still too broad.
Step 3
If the lane is viable, move into the smallest engagement that can prove it without expanding scope too early.
What blocks the first conversation
You need multiple workflows bundled into the first engagement.
No one can name the owner or review risky outputs weekly.
The lane only works after a full platform rebuild or data-model redesign.
The business expects autonomous external commitments on day one.
