Schedule Your Workflow Automation Consultation
Discuss your current process, tools and requirements. If a custom project is feasible, implementation scope and pricing are agreed separately.
What to Expect
Document the Current State
Discuss the workflow, source data, stakeholders, pain points, and decision context.
Identify Requirements
Record desired behavior, candidate integrations, review rules, data needs, and acceptance criteria.
Flag Feasibility Questions
Identify source, vendor, licensing, security, data, and customer dependencies that require follow-up.
Define a Possible Next Step
Decide whether to stop, continue discovery, or consider a separate written proposal.
Before Your Call
To make the most of our time together, it helps to have:
- Your primary NAICS codes
- Target states or regions for SLED coverage
- Current tools you use (SAM.gov, spreadsheets, CRM)
- Team size and key users
- Your biggest workflow pain points
Pick a Time
Choose a time that works for you. We'll send a calendar invite with meeting details.
Can't find a time that works? Contact us directly
Consultation questions
What happens during the consultation?
We discuss your current process, target sources, users, integrations, data handling, security requirements and the workflow you want to improve.
What happens after the call?
We review the requirements and next steps. A project proposal sets out the scope, pricing, timing, support and acceptance criteria for implementation.
How long is the call?
Use the scheduling interface for the current meeting length and available times.
Who should join?
Invite the capture or proposal owner and anyone responsible for the systems, data or security involved in the workflow.
What should I prepare?
Have your current tools, target sources, team roles, workflow problem and desired outputs ready. Do not send sensitive data or credentials through the booking form.
Related Capabilities
Explore related consultations for documenting requirements and evaluating a possible custom scope.