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AI & automation

On track

Client intake automation

A reliable path from inquiry to qualified opportunity and a prepared internal handoff.

Overall progress89%
CN

Christopher Nielson

Automation lead

Milestones

The path from start to launch

  1. Workflow mapping

    Jul 18, 2026

  2. Production launch

    Aug 5, 2026

Recent files

All files

Intake workflow map.png

1.8 MB · Jul 25

Recent activity

Lead qualification completed

Sola Automation · Aug 2

Routing rules approved

Christopher Nielson · Jul 26

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