Workflow map: client intake
A representative intake workflow, built to the real deliverable template. The workflow is composed, not a client’s; the structure and the depth are what you’re buying. A redacted page from a real audit replaces this after the next engagement.
| Step | What happens | Who touches it | Tool | Where it breaks |
|---|---|---|---|---|
| 01 | Request arrives by email or web form from | Shared inbox | Sits unread when is out | |
| 02 | Details re-keyed by hand into | Office manager | Typos and missing fields surface weeks later | |
| 03 | Missing information chased over and phone | Email · phone | No record of what was already asked | |
| 04 | Job routed to by whoever is in the inbox | Whole front office | Forwarding | Routing depends on who’s at their desk |
| 05 | Remaining steps follow the audited workflow: |