Intentional Systems Consulting

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Authorised access only. Contact and commercial information is stored in the secure ISC workspace.

Relationship-to-proposal workflow

Operating overview

Records are saved to the secure ISC workspace. Download backups periodically for independent recovery.
Attention

Next actions

Pipeline

Active opportunities

Relationship register

People

Capture once, then attach roles, organisations, referrals and opportunities.
Person Organisation Relationship roles Next action Last updated
Organisation register

Organisations

One organisation record can support several contacts and opportunities.
Organisation Industry / location People Opportunities Last updated
Commercial workflow

Opportunities

A lightweight path from plausible problem to an explicit Engagement Gate decision.
Action discipline

Follow-ups

Every active relationship or opportunity should have a useful next action and date.
Due Action Record Context Status
Portability and recovery

Data & backup

This version stores information locally in the browser. Export regularly.
Backup

Export all records

Downloads one versioned JSON package containing people, organisations and opportunities.

Restore

Import a backup

Valid ISC workflow backups replace the records currently held in this browser.

Current local store

Record summary

Relationship record

Add person

Optional. Choose “Create a new organisation” to add one without leaving this person.
Select every role that applies. These are not mutually exclusive.
Organisation record

Add organisation
Commercial record

Add opportunity
Opportunity progression

Engagement workflow

1QualifyIs this viable?
2Decide engagementWill ISC take it on?
3Shape the workWhat is responsible?
4Draft proposalWhat will we offer?
5Generate & agreeIssue or revise
Commercial reality check

Light qualification

Uncertainty does not prevent an exploratory conversation. Weak qualification limits unpaid time and bespoke effort.

Explicit commercial decision

Engagement Gate

Use when the conversation moves from “what might be possible?” to “what should we actually do?” ISC does not answer the second question accidentally for free.

Smallest responsible paid scope

Scope Selection Pathfinder

Answer in order. The result is determined from uncertainty, consequence and reversibility.

Pathfinder result pending

Complete the relevant questions to determine the engagement shape.
Controlled source record

Scope and proposal inputs

These are approved inputs for the renderer. It must not invent missing client problems, outcomes, commercial terms or recommendations.

Controlled generation gate

Proposal readiness

Generate a proposal only when the paid-engagement decision and required human inputs are present. Amend the proposal draft and return here to create a controlled new revision.

Not ready to generate

After generation

Proposal acceptance

Loading proposal history…