01 · CONTROLLED HANDOFF
Taking a web-form enquiry to a proposal
01
A visitor fills the project form; a record opens with goal, reference sites and budget range in structured fields.
02
The discovery call is booked from the booking page and lands on the calendar; the call note is written into the record from a document template.
03
The scope list becomes proposal items, priced by day rate or package, and shared as a PDF link.
04
View and approval status are followed from the record, and questions are answered in the same thread.
05
After approval the contract is attached, the build stage opens and the first sprint task set is created.