workflow
Lead-to-project workflow assessment
Map how qualified customer, site, proposal, contract, and responsibility context moves from sales into project delivery.
01
Define when a lead becomes an operating project
The handoff needs an acceptance point, a complete record, and a named owner rather than a silent status change.
- Qualification
- Site and design context
- Commercial acceptance
- Operations ownership
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Lead and customer
- Site and system assumptions
- Proposal, contract, and approvals
- Project owner and handoff checklist
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- CRM ownership
- Signature and contract archive
- Deposit or credit conditions
- Commission and operations access
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What completes the sale?
- Which assumptions must transfer?
- Who accepts the project?
- What blocks delivery from starting?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.