1. Operation
What starts the work? Who participates? Which tools and records move? What means it is complete?
Intake packet / 08
A useful first packet can fit in one email. It should let both sides decide whether configuration, integration, automation, bespoke work, modernisation or controlled deferral deserves deeper discovery.
Copy these headings
What starts the work? Who participates? Which tools and records move? What means it is complete?
Where does the route slow, duplicate, disappear, expose risk or rely on undocumented knowledge? What is the consequence?
Record immovable dates, systems, integrations, access, budget assumptions, recovery needs and required internal approvals.
List the record types, special categories if known, current locations, UK controller and any existing processors or overseas access.
Provide a redacted example, current procedure, screen recording, report or sample export that shows the real operation.
Name the person who can answer operational questions and the people responsible for business, privacy, finance or sector decisions.
Direct contact
Email the brief Call +1 404-939-0637
Do not send passwords, private keys, production credentials, payment card data, unredacted personal information or confidential records in an initial enquiry. State what evidence exists and agree a suitable transfer route first.