Client Intake Failure-Test Kit
Twelve practical checks for capture, delivery, ownership and recovery. Use synthetic data and keep the checklist local.
Open the test kit ↓For consultancies + Denver professional services
One client workflow. Working end to end.
When an inquiry disappears between your website, CRM and team, more traffic is not the first fix. Define one workflow, build the handoffs, and give a named owner a system they can run.
Direct with MikeOne accountable delivery partner
Agreed scope + acceptanceDefine what “working” means first
Source + handoverConfiguration and operating notes included
Optional careOngoing support contracted separately
Start at the lowest useful commitment.
A clear brief can go directly to a build. A paid review is available when the workflow needs to be mapped before implementation.
Client Intake & Follow-up Build
One fixed-scope workflow, quoted after a short brief. Website capture, validation, CRM handoff, ownership and human qualification can be included where the brief requires them.
Quote after briefDirect fixed-scope quote after brief
Explore the build ↓One-Workflow Review
One workflow across up to three systems. The output is an independently usable plan. Implementation is separate.
$3,500Optional review
Review the scope ↓Ongoing care
Monitoring, maintenance and agreed improvements are recurring only when separately contracted. RIG Desk remains beta where used.
Separate agreementAfter a project, if useful
Explore ongoing care ↓A workflow is the handoff, not the buzzword.
This trace shows one possible intake path, including the exception that prevents silent loss.
Demonstration, not a client result
INQUIRY
VALIDATE
CRM
NAMED OWNER
HUMAN QUALIFICATION
EXCEPTION PATHValidation fails → preserve the inquiry → retry once → route to a human queue.
Hope is doing the routing.
- Form receipt is not ownership
- CRM status is ambiguous
- Failed handoffs stay quiet
Each handoff has a test.
- Required fields are validated
- A named owner is recorded
- Exceptions stay visible to a person
03 / Strongest fit
For work that crosses a system boundary.
RIG is positioned as the direct delivery partner for one important workflow, not a menu of disconnected AI services.
Software teams have a secondary path →Consultancy delivery partner
Client intake, project kickoff or delivery operations need a dependable handoff.
Denver business owner
Your website and operating systems do not agree on who owns the next action.
Engineering + project operations
Requirements, approvals or status changes move across people and tools.
Show the specification. Label the proof.
The evidence shown here is illustrative technical work, not a claim of a client outcome.
WORKED ACCEPTANCE SPEC / ILLUSTRATIVEREV 0.2
Inquiry ownership handoff
✓
Given a valid inquiryWhen the CRM write succeeds, a named owner and received timestamp are stored.
✓
Given an incomplete inquiryWhen validation fails, the source payload is preserved and a human-visible exception is created.
✓
Given a service interruptionWhen retry limits are reached, the event remains inspectable rather than silently disappearing.
Start here / Article
Before you buy more traffic, test intake.
A practical editorial path from diagnosis to action, without forcing a sales conversation.
Read the article
06 / Founder
Business context. Hands-on delivery.
Mike Rodgers works directly with clients from a Denver base across websites, applications and AI workflows. The engagement is shaped around one clear operating job, its acceptance criteria and the handover your team keeps.
His background includes healthcare technology and operational adoption. That is relevant experience, not presented here as RIG client proof.
Healthcare experience is background context only, with no clinical, compliance, or outcome claim.
Scope before promises.
Short answers to the questions this offer structure should resolve before a sales call.
Do I need the $3,500 review before a build?
No. A clear brief can go directly to a fixed-scope Client Intake & Follow-up Build. The review is optional when one workflow across up to three systems needs investigation first.
What do I receive at handover?
The applicable source or configuration, operating notes, and the agreed acceptance record. Exact contents belong in the project scope.
Is implementation included in the review?
No. The review produces an independently usable plan. Implementation is a separate project.
Is ongoing care required?
No. Monitoring, maintenance or agreed improvements are separately contracted. RIG Desk is beta and should retain explicit access, support and data boundaries.
What does this page not promise?
It makes no claim about revenue, response times, savings, delivery speed, compliance or search ranking. The worked specification is illustrative, not a client outcome.
08 / Next step
Name the workflow that keeps slipping.
Share a short brief and receive a direct, fixed-scope quote for the workflow that needs attention.
Mike Rodgers / Denver / Direct delivery