Agency Intake Custom Setup Sprint
QnSub customizes a practical intake queue, dashboard, SOP, request form, and weekly review rhythm for small agencies that need clearer client request triage.
Starts after payment and after sanitized request examples are received.
A focused first sprint for one agency request workflow, not a broad migration.
Use sanitized examples. Do not send passwords, API keys, private credentials, or regulated data.
What Gets Built
A compact operating layer for agencies whose client requests arrive through email, website forms, chat, meetings, support paths, or account managers.
Intake Queue
A practical queue for request owner, priority, category, status, next step, due date, and response history.
Dashboard View
A simple management view for open requests, bottlenecks, priority work, and weekly review.
SOP and Rules
Clear rules for when a request is ready, who owns it, what counts as urgent, and how work moves forward.
Intake Form
A client/request intake format that captures enough context before the request becomes a task.
Weekly Review Agenda
A repeatable agenda for reviewing stuck requests, overdue items, owners, and next actions.
Rollout Note
A short team handoff message so everyone understands how to use the workflow.
How The Sprint Works
Keep the first engagement small, paid, and specific.
1 Fit Check
Send 5 to 15 sanitized recent request examples and a short note on who owns the workflow today.
2 Proposal and Payment
QnSub confirms the fixed scope, timeline, inputs, and payment terms before any custom setup work begins.
3 Custom Setup
The queue, dashboard, SOP, intake form, review agenda, and rollout note are adapted to the agency workflow.
4 Handoff
You receive the setup, handoff notes, and a short list of optional next improvements if the team wants to go further.
Good Fit
- Client requests are scattered across email, forms, chat, or meetings.
- Owners, priorities, and next steps are unclear.
- The team needs a lightweight intake system before a larger tool rollout.
- You can provide sanitized examples of recent requests.
Not The First Scope
- Full CRM migration or project management migration.
- Regulated compliance workflows or sensitive data processing.
- Large multi-app automation builds before a clear request process exists.
- Requests that require passwords, API keys, or private client credentials.
$750
Delivered within 48 hours after payment and required examples are received.
Request A Setup Review
Use this to send enough context for a fit check. The email opens locally so you can review it before sending.
Before you send
- Remove client names, private data, passwords, API keys, and regulated details.
- Summarize 3 to 5 examples in the form and keep fuller examples ready if requested.
- Include who owns requests today and what usually gets delayed or unclear.