Qualified inquiry
Capture company details, lead source, business needs and relevant fit criteria. Create an agency CRM opportunity.
CLIENT JOURNEY
From conversation
to controlled launch.
A sale is only the start. The actual system must reflect the approved scope, business rules, responsibilities and production acceptance gates.
THE COMMERCIAL HANDOFF
One accountable path from inquiry to launch.
Revenue review
Document baseline information, current tools, one priority workflow and operational constraints.
Proposed scope
State deliverables, exclusions, prerequisites, costs, usage assumptions, responsibilities and acceptance criteria.
Commercial approval
Obtain signed agreement, payment where required, authorized contacts and approved data/communications permissions.
Implementation intake
Configure client account, knowledge sources, calendars, routing, integration credentials and escalation rules.
Acceptance and go-live
Pass scenario tests, confirm a human owner for exceptions, record client acceptance and conduct controlled activation.
WHO OWNS WHAT
Shared implementation.
Explicit authority.
Mavenu: designs the approved automation, implements the agreed configuration, tests it and performs contracted monitoring.
Client: approves business rules, confirms access and communication permissions, owns fulfillment, reviews customer-facing behavior and manages its customer commitments.
Both: reconcile scope changes and evaluate whether the pilot evidence supports expansion.
NEXT STEP
Turn the brief into an approved scope.
Review your starting assumptions with Mavenu before committing to an implementation.
Request a revenue review ↗READY WITH A SPECIFIC PROJECT?
Move from exploration to
a scoped engagement.
If you know the initial workflow, participating locations and desired outcomes, submit a focused request for proposal review.
Request a scoped proposal ↗