Commercial to execution
Commercial handoff friction drops when conversion and execution planning are connected by shared identifiers.
Target outcome
Persona focus
- CEO and Business Owner
- Operations and Dispatch Manager
- Billing and Finance Lead
Power pairs
Zero-to-Onboarded
Formula: CRM -> TMS
Revenue-to-Execution
Formula: Execution-Aware Sales -> Load Lifecycle
Workflow map
Follow these steps to validate how this solution moves across product and feature boundaries.
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Step 1
Qualify inbound demand quickly
Intake and qualification workflows normalize inquiry context for downstream conversion.
Open related route -
Step 2
Provision operational context at conversion
Conversion and provisioning workflows pass canonical identifiers into execution systems.
Open related route -
Step 3
Launch execution without re-entry
Load lifecycle planning consumes converted context to reduce manual handoff rebuilds.
Open related route
Linked pathways
Validation checklist
- Closed-won context maps directly into execution setup.
- Commercial and operational identifiers remain consistent.
- Handoff latency from conversion to planning is reduced.
Proof model
Solution-level proof
CRM modules support intake processing, route projection, and qualification lifecycle evidence.
verified
docs/products/crm/product.md · Module Catalog > Intake & Qualification
Code: backend/services/crm/internal/modules/intake
Contract: proto/crm/intake/v1
CRM intake and qualification flows are implemented in dedicated modules and contracts.
verified
docs/products/crm/product.md · Module Catalog > Intake & Qualification
Code: backend/services/crm/internal/modules/intake
Contract: proto/crm/intake/v1
Continue evaluation
Move to adjacent solution routes or open product modules for deeper feature-level checks.