Give every inquiry
a clear next step.
When requests get lost between an inbox, a form, and a busy team, start with ownership and follow-up. Then decide where automation can help.
Discuss your inquiry workflowA starting scope to discuss. Deliverables, price, timing, and support are agreed in writing before work begins.
What is Malik Dixon’s proposed workflow pilot?
Malik Dixon proposes a focused inquiry-handling pilot for small B2B service teams. The process maps intake and handoffs, pilots one bounded workflow, and reviews results against an agreed baseline. Deliverables, customer responsibilities, acceptance criteria, pricing, timing, and support are agreed before work begins. Customer results for this offer have not yet been established.
Requests arrive.
Who owns what happens next?
This pilot is intended for a service team handling inquiries through email or a website form, with unclear handoffs, missing information, or inconsistent follow-up.
One workflow, with clear boundaries
Explore intake, assignment, reminders, and draft replies using approved information. Keep pricing exceptions and sensitive decisions with an authorized person.
A better form or shared queue may be enough. AI is considered only when it adds value that can be tested.
Full CRM replacement, autonomous sales commitments, and round-the-clock support fall outside this proposed pilot.
Know what you receive.
Agree on what counts as done.
Map the inquiry workflow.
- What you receive
- A current-process map, handoff gaps, a baseline measurement plan, and a recommended pilot scope.
- What your team brings
- Bring representative, redacted inquiries and the people who own intake and follow-up.
- How we check completion
- Agree on the workflow boundary, each handoff owner, and how the baseline will be measured.
Pilot one bounded workflow.
- What you receive
- One inquiry-routing workflow with an exception queue, approval boundaries, test results, and a handover guide.
- What your team brings
- Provide approved service information, scoped access, and a person authorized to review test cases.
- How we check completion
- Run agreed normal, duplicate, missing-information, and failure cases; record pass/fail results before launch.
Review the evidence together.
- What you receive
- An outcome review against the baseline, a record of exceptions, and a prioritized improvement plan.
- What your team brings
- Review results with the workflow owner and decide whether to continue, revise, or stop.
- How we check completion
- Document customer acceptance and any unresolved issues. Agree separately on maintenance and support.
Set a baseline.
Test the actual handoffs.
Agree on the sample period, eligible inquiries, and data access before implementation. Compare the same definitions before and after the pilot.
Ownership: Which inquiries have an assigned person and next action?
Follow-through: How long until a first response, and which follow-ups remain overdue?
Exceptions: Which requests are incomplete, misrouted, duplicated, or waiting for approval?
Delivery cost: What implementation and support effort does the workflow require?
These are measures to agree on, with no promised improvement percentage. The portfolio demonstrates engineering approaches; it does not establish customer results for this offer.
Questions about the proposed pilot
Who is the inquiry workflow pilot for?
The proposed pilot is for small B2B service teams receiving inquiries through email or a website form, with unclear ownership, missing information, or inconsistent follow-up. The first conversation checks whether that problem and the proposed scope fit your team.
What would the workflow pilot include?
The proposed process includes an assessment with a current-process map and baseline plan, one bounded inquiry-routing workflow with approval and exception handling, test results and a handover guide, and a review against agreed acceptance criteria. The final scope is agreed in writing before work begins.
Does the workflow need AI?
No. A better form, shared queue, or ordinary automation may solve the problem. AI is considered only when it adds value that can be tested. Pricing exceptions, sensitive decisions, and commitments remain with an authorized person.
How would pilot results be measured?
Agree on a baseline, sample period, eligible inquiries, and acceptance checks before implementation. Measures can include assigned ownership, time to first response, overdue follow-ups, exceptions, and delivery effort. No improvement percentage or customer outcome is promised in advance.
How much does the pilot cost, and how long does it take?
There is no published fixed price or delivery window. Price, timing, software costs, availability, and support responsibilities are agreed after reviewing the workflow and estimating effort. Full CRM replacement and round-the-clock support fall outside the proposed pilot.
How do I start a workflow conversation?
Use the contact form with the Workflow assessment topic. Describe where inquiries arrive, who responds, and one handoff that gets stuck. Malik will review the fit by email; the next step may be a discovery conversation and a written scope.
Bring one workflow that gets stuck.
Describe where requests arrive, who responds, and one handoff that regularly stalls. I’ll review the fit by email; if it makes sense to continue, we can agree on a discovery conversation and a written scope.
Discuss your inquiry workflow Explore the engineering work