Use-case library

Design the route around the job.

Five practical workflows with question sets, route maps, implementation checklists, product boundaries, templates, and FAQs.

What these pages do

They turn a broad audience label into a concrete operating route. No invented conversion lift, customer quote, or outcome guarantee.

Client intake for agencies

Agencies

Turn an open-ended project inquiry into a structured brief and a visible next-step route.

Discovery intake for coaches

Understand goals and readiness before inviting a prospect into a discovery conversation.

Opportunity intake for consultants

Capture the decision context that turns a vague consulting inquiry into a useful first conversation.

Project inquiry for freelancers

Replace email back-and-forth with a compact project brief and a route you can review quickly.

Demo request routing for SaaS

Turn a demo request into a structured buying-context record and a deliberate route.

A reusable method

1. Boundary

Write the hard constraints before the form.

2. Context

Ask only for information the route or next conversation uses.

3. Route

Keep fixed rules explicit; add optional AI judgment with a tested fallback.

4. Ending

Tell every respondent what happens next.

Start from a complete workflow.

Every template is editable before publishing.