Workflow Assessment
Request a Workflow Assessment
Use this when the buyer wants help mapping a bottleneck, comparing lanes, or deciding where the first manual review should happen.
Buyer Intake
Request a Workflow Assessment.
This buyer-intake page explains how CoreStaff reviews workflows, setup needs, pricing questions, and account-access requests before any live account, billing record, connector session, or runtime action exists.
Use this page to understand the managed setup path. It does not create live signup, billing, deployment, or customer activation by itself.
Request types
Buyer intake stays explicit about what the request is for.
Each request type is static and local. The page explains what gets reviewed next without implying automatic activation, live submission, or owner approval.
Setup Consultation
Request Setup Consultation
Use this when the buyer already understands the rough need and wants to discuss scope, boundaries, and the information CoreStaff would review next.
Pricing Review
Request Pricing Review
Use this when the buyer needs help matching the workflow to a package path, understanding credit shape, or reviewing custom-scope questions.
Request Access
Request Access
Use this when the buyer wants to note access interest without implying that a live account, portal, or runtime has already been approved.
Buyer Checklist
What the workflow assessment asks the buyer to prepare.
The surface stays useful by showing the questions buyers should prepare before a guided setup conversation. These are planning prompts, not live form fields.
Buyer identity
- Your name and business name.
- Your website or public business summary.
- Your best reply email.
Workflow details
- The role you want to review: Ruby, Maya, Miles, Nora, or Custom Built Employee.
- The workflow bottleneck or handoff that needs attention.
- The current software stack or process summary.
Review intent
- Whether the buyer needs workflow assessment, setup consultation, pricing review, or request access.
- Any approval or escalation rules that must stay visible.
- Preferred next-step timing or follow-up method.
What stays out of scope
- No live form submission.
- No billing or purchase step.
- No connector, provider, or runtime activation.
- No secrets or private credentials.
Interest lanes
Route the request into the lane that best matches the work.
The buyer does not need to know the final answer yet. This page keeps the named lanes visible without implying live deployment or immediate approval.
Ruby
First-contact flagship lane
Use when the buyer wants to review reception, intake, and first-response handling through Ruby's managed front-office setup path.
Maya
Front desk and reception lane
Use when the workflow centers on inquiry sorting, first responses, and organized handoff notes.
Miles
Lead follow-up lane
Use when the buyer needs faster follow-up, qualification notes, and cleaner next-step summaries.
Nora
Support triage lane
Use when support routing, draft replies, and escalation handling are the main workflow bottlenecks.
Custom Built Employee
Deeper workflow scoping lane
Use when the request needs more than a standard named lane and should move through guided custom scoping.
Not sure yet
Start with buyer intake
Use the workflow-assessment path first when the buyer only knows the bottleneck and needs help choosing a lane.
This buyer-intake surface stays static and local. Use the pricing page for package visibility, the contact page for supporting conversation context, the custom setup guide for deeper scoping, and the help center for support questions.