Enquiry automation checklist: what to scope before you build
Plan a lead enquiry workflow with clear routing, saved records, duplicate handling, email status and human review. Know where AI adds value.
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Plan the work.
Know what to test.
Practical questions, checklists and implementation lessons for your next software project.
How Offchain built its website enquiry workflow
Inside Offchain’s own website enquiry workflow: server-verified forms, saved enquiries, email notifications and a private follow-up dashboard.
Read the guideTrading bot development: a scope and testing checklist
Scope a trading bot or MT4/MT5 EA with precise rules, order handling, backtests, demo checks, logs and handover requirements before development.
Read the guideAI workflow approval and acceptance: a buyer’s guide
Scope AI workflow approvals, data access, acceptance tests and recovery. A practical buyer’s checklist with an illustrative human-review workflow.
Read the guideBlockchain wallet and transaction states: a buyer’s scoping guide
Plan wallet permissions, transaction statuses, confirmation rules and recovery for a blockchain application, with a practical buyer’s checklist.
Read the guide