Lead intake
The minimum approved prospect and service context used to begin the AI First Independent workflow. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetGlossary
Discovery brief
A structured record of goals, current state, stakeholders, constraints, evidence, open questions, and next decision. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetScope guardrail
A declared boundary around deliverables, assumptions, exclusions, dependencies, decisions, and change handling. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetProposal draft
Prepared client-facing scope and value language that remains subject to owner review. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetService template
Reusable, owner-approved structure for a type of expert engagement or deliverable. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetLightweight CRM
Focused lead and client organization without the overhead of a broad sales database. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetTask handoff
The transfer of approved proposal context into owned delivery tasks and dependencies. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetInvoice prompt
Prepared billing information for owner verification, not a claim that an invoice was created or sent. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetApproval ledger
A record of proposed client actions, sources, edits, reviewers, decisions, and verified states. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetClient portal
A controlled space for approved project information whose deployed permissions must be confirmed. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetFollow-up sequence
A planned set of draft reminders or updates, each subject to timing and permission rules. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetChange point
A moment when new scope, timing, dependency, or terms require an owner decision. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetPayment handoff
The reviewed transition from completed work context to invoice preparation or an approved payment path. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetProject status
A sourced summary separating finished work, planned steps, blockers, decisions, and uncertainty. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSetOwner approval
The explicit decision by the independent operator before a consequential client-facing action. In AI First Independent, the term is used within the documented workflow and its human review boundary.
Source: ProductFeatureSet