RODGERS INTELLIGENCE GROUP · DENVER, COLORADOFree intake Test Kit →
RIGRODGERS INTELLIGENCE
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Client Intake & Follow-up Build

ONE INTAKE PATH. ONE NAMED OWNER. ONE HANDOVER.

Inquiries arrive across forms, email and calls. A valid one does not reliably reach a named owner, and handoffs slip between systems.

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Who it is for

FOR THE FIRMS LOSING INQUIRIES BETWEEN SYSTEMS.

Owners and operations leads whose inquiries arrive across forms, email and calls. The build covers one workflow from inquiry to owned next step: fixed scope, quoted after a short brief, with acceptance criteria agreed in writing before the build starts.

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What you get

WHAT THE BUILD DELIVERS.

One entry pointOne agreed intake entry point with server-side validation. A durable record is committed before anything else runs.Send a brief →
Mapped handoffThe CRM or destination handoff is mapped field by field, so nothing is guessed on the way in.Send a brief →
Named ownership and recoveryA named primary owner and backup on every record, a human qualification step against written fit criteria, bounded retry, exception visibility and an agreed recovery path.Send a brief →
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How the build runs

DEFINE. BUILD. HAND OVER.

Acceptance criteria are agreed in writing before the build starts.

01

Define

Entry point, required fields, destination, permitted source information, primary and backup ownership.

02

Build and test

Validation, duplicate handling, retries, exception visibility, recovery path.

03

Hand over

Source or configuration, access and operating notes, acceptance evidence, support path.

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Worked example

WHAT A BUILT RECORD KEEPS.

DEMONSTRATION, NOT A CLIENT RESULT

Sample record fields, illustrative only

  • Request received: the durable record is committed first, before anything else runs.
  • Server-accepted: validation passed and the entry is recorded.
  • Delivered to owner: the named primary owner, with the backup on the record.
  • Qualified: a human step checked the inquiry against written fit criteria.
Illustrative sample, not a client result.
Illustrative photograph of a desk with a laptop, a monitor and an open notebook

Illustrative sample, not a client result. Photos on this page are illustrative, not clients.

Talk to Mike →
Scope and exclusions

What is included. What is not.

Included
  • One workflow from inquiry to owned next step; fixed scope, quoted after a short brief; acceptance criteria agreed in writing before build
  • Handover: source or configuration, access and operating notes, acceptance evidence and a defined support path
Not included
  • CRM replacement
  • Advertising spend
  • Platform subscriptions and monthly management unless explicitly agreed
  • Ongoing monitoring, maintenance, response windows and fees (separately contracted)
  • Any implied round-the-clock support
Price

Scoped after a short brief (fixed-fee quote before work starts)

Questions

REAL QUESTIONS, PLAIN ANSWERS.

What does the quote cover?

A fixed-fee quote before work starts. No fixed delivery timeline is promised before the written review.

Is a review required first?

No. A clear brief can go directly to the build.

What do we get at the end?

A working intake path with a named owner per inquiry, and a visible exception when delivery fails.

What does it cost?

Scoped after a short brief, with a fixed-fee quote before work starts.

Delivery confidence

WHAT IS DELIVERED. WHO DELIVERS IT. CHECKED HOW.

Named accountability and written checks, agreed before work starts. What you can inspect is named below.

What is deliveredOne agreed intake entry point with server-side validation, with a durable record committed before anything else runs; the CRM or destination handoff mapped field by field; a named primary owner and backup on every record, a human qualification step against written fit criteria, bounded retry, exception visibility and an agreed recovery path. Handover: source or configuration, access and operating notes, acceptance evidence and a defined support path.
Who delivers itMike Rodgers, Rodgers Intelligence Group, Denver.
By whenTimeline agreed in the written scope before work starts. No fixed delivery timeline is promised before the written review.
Acceptance checksAcceptance criteria are agreed in writing before the build starts.
If a check failsIf a written acceptance check fails, the failure is documented and reworked before handoff.
What you get to inspectThe “What a built record keeps” block is a labeled demonstration: DEMONSTRATION, NOT A CLIENT RESULT, an illustrative sample, not a client result. Demonstrations on this page are illustrative, not client results. The free Client Intake Failure-Test Kit is available to run yourself.
PrerequisitesA short brief first: entry point, required fields, destination, permitted source information, and primary and backup ownership.
Out of scopeCRM replacement. Advertising spend. Platform subscriptions and monthly management unless explicitly agreed. Ongoing monitoring, maintenance, response windows and fees (separately contracted). Any implied round-the-clock support.
Next step

SEND THE BRIEF.

The workflow, the systems it crosses, and who owns the next action today. That is enough to start.

Book a free 30-minute readiness conversationSend a briefGet the free Test Kit
What to send
  • The intake path as it runs today.
  • Where a valid inquiry goes missing.
  • Who should own the next action.
Photos on this page are illustrative, not clients.