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  2. Examples show fictional work. You can read them without downloading anything.
  3. Use Client Login for private requests, files and project review. The email option helps you prepare an email and send it in your own app.

Have a complex or technical project? Describe it here. The listed packages are starting points; feasibility and a custom scope are reviewed before agreeing the work.

What do the file types and technical terms mean?
PDF
A document you can read in a browser or PDF reader.
CSV
A plain spreadsheet file. Open it in a spreadsheet app to see rows and columns.
TXT
A plain-text checklist or template. Open it in a text editor or copy its text.
SOP or procedure
Step-by-step instructions for a task.
CRM
An app used to organize customer or contact records.
Workflow
The steps that move a task from start to finish.

To download a file, select its download link. It may open in your browser or appear in Downloads. If the browser asks, choose where to save it. A download is not a project order.

Files, checks and scope

Client-intake workflow pilot

After checking feasibility, build and test one form that creates an internal task, a welcome-message draft and a job log in approved tools.

$350 USD
Subject to a feasibility checkOne form + one flow + up to two additional apps · Test results and handover included
Ask about this

Scope and price agreed first · Finished work approved before payment

Details on this page
  1. What you receive
  2. Price and scope
  3. What to provide
  4. How the work is checked
  5. What is outside this package
  6. Inspect a fictional example
  7. What can be automated
  8. Approve the finished work before paying

What you receive

  • One form and one straightforward workflow connecting up to two additional client-owned apps.
  • An internal task, welcome-message draft and job log.
  • Normal, duplicate, incomplete and failed-submission tests, plus a handover guide.

Price and scope

The proposed pilot fee is $350 USD for one form, one flow and up to two additional apps. The price becomes a project quote only after feasibility and acceptance checks are agreed.

The interactive example shows local intake logic. It does not establish that a particular pair of apps can be integrated. A working pilot in the approved tools must demonstrate capability before live activation. You review and approve the finished pilot, test results and handover before payment is requested.

Third-party software costs, access, review steps and support limits are confirmed in the written scope. There is no “buy now” or live integration on this site.

What to provide

  • Client-owned accounts, named destination apps and authorization for the required access.
  • Approved fields, internal recipients, templates and a named approver.
  • Examples of normal, duplicate, incomplete and failed requests. Never send passwords or API keys in the project brief.

How the work is checked

  • Reject incomplete records and make missing information visible.
  • Use a stable reference to prevent duplicate jobs and duplicate notifications.
  • Test a destination failure, record the incomplete step and show the recovery path.
  • Review mapped fields, notification content and handover instructions before enabling the live flow.

What is outside this package

Payments, contract acceptance, regulated or sensitive intake, complex custom APIs and unlimited support are excluded. No external welcome message is sent by the demonstration.

Inspect a fictional example

See the inputs, rules, output and open questions in a clearly labeled demonstration.

View the worked example

What can be automated

Intake validation, job creation, checklist preparation, internal notification preparation and missing-information drafts can be automated within approved boundaries.

A person reviews the exceptions and agreed checks before delivery. Automation does not approve business decisions or expand access to your systems.

Approve the finished work before paying

Start with a brief description and a redacted or fictional example. Scope, required inputs, timing, fees and revision allowance are confirmed in writing first. I prepare the finished work for your review. You approve the whole finished project before payment is requested. Editable originals, source files and the agreed final handover follow confirmed payment.

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