Use case
Client requests before kickoff
Capture early client requests and questions without losing them across inboxes—then carry them into the project timeline.
Highlights
What you get out of this flow
A quick set of outcomes you can expect when you run this use case inside EShopSet.
- Follow up at the right moment with full context.
- Turn discovery and artifacts into a scoped project plan.
- Make handoffs predictable from sales to delivery.
Why this matters
Capture early client requests and questions without losing them across inboxes—then carry them into the project timeline.
Most teams lose time re-gathering context and repeating steps. This use case shows how to keep work traceable and handoffs clean.
How it works in EShopSet
- Organization: stakeholders and context live with the client record.
- Project: tasks, workflow runs, artifacts, timeline.
- Workflow run: repeatable execution with statuses and logs.
- Portal: client-safe visibility for updates and requests.
Next steps
- Capture intake and context in one place.
- Create clear tasks with owners and statuses.
- Run the workflow and keep logs attached.
- Share client-safe updates via the portal.
