Lead Handoff Rescue
from $400Fix one lead path from intake to destination to owner notification. Includes duplicate checks and one documented end to end test.
Describe the problem →Brief Factory | Independent systems supportMichael Gould, independent practiceEvidence-led delivery
Fix the system that is losing leads, time, or clarity.
Brief Factory finds the first failure in the workflows your business depends on, then delivers a documented fix your team can use. That includes forms, CRMs, spreadsheets, SOPs, Shopify launches, and sales documents.
Start with one focused review. I trace what is happening, identify the first useful fix, and give you the next step in writing.
$125 to start | Written findings | Email first | No production access needed to begin
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For
Business owners, agency teams, Shopify operators, and small operations teams dealing with a process that wastes time, loses information, or delays a launch.
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First step
Send the problem and whatever evidence you have. Screenshots, exports, sample rows, or a short screen recording are enough.
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You receive
A concise written brief showing the current path, the first verified failure, missing evidence, and the recommended next step.
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Next step
Hire Brief Factory to implement the fix, hand the plan to someone else, or stop there.
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Examples
Every example is labeled as internal work, a demonstration, or a product. Nothing is presented as client work unless it is.
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Where the work usually breaks
Most requests begin with one of these:
- The website form submits, but the lead never reaches the right person.
- The CRM import contains duplicates, missing fields, or unclear source data.
- The weekly report takes hours and the numbers still cannot be trusted.
- A critical workflow exists only in one person’s head.
- The Shopify store is nearly ready, but checkout and notifications have not been tested end to end.
- The proposal is accurate, but a buyer cannot quickly understand the offer or approve it.
Not sure which problem comes first? Send the mess as it is. I will tell you what is worth fixing first.
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Before I quote a larger build, I isolate the real problem.
The $125 review gives you four practical answers in writing.
Sample layout using synthetic informationNot a client document
1. Current path
What happens now, from the first input to the final handoff.
2. Verified failure
Where the expected result stops matching the actual result.
3. Missing evidence and risk
What still needs to be checked before anyone changes the system.
4. Recommended next step
The smallest fix or test that will reduce uncertainty and move the work forward.
$125 fixedWritten deliveryUseful whether you hire Brief Factory or not
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See how I structure the work.
The examples show the level of detail, organization, and handoff a buyer receives.
About these examples
Some examples use internal or synthetic material. Each one is labeled clearly. They demonstrate the working method and deliverable quality, not client results.
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Choose the outcome you need.
You do not need to diagnose the tool or choose the perfect service before contacting me.
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Repair a workflow
CRM Import Review
Request a scopeReview a CSV or CRM export before import. I flag duplicates, missing required fields, mapping problems, and records that need human review.
Describe the problem →Shopify Launch QA
Request a scopeReview navigation, forms, checkout, notifications, shipping, taxes, and obvious mobile issues before launch. Findings are documented before changes are made.
Describe the problem →02
Make the work easier to run
KPI Dashboard Rebuild
Request a scopeTurn a difficult spreadsheet into a clear weekly dashboard with named sources, understandable definitions, and the few metrics the team needs.
Describe the problem →Workflow Documentation and SOP Capture
Request a scopeTurn recordings, screenshots, and working knowledge into an editable SOP with owners, decisions, checks, and handoff notes.
Describe the problem →03
Make the offer easier to buy
Sales Proposal and Capability Statement Rescue
Request a scopeRestructure an existing proposal or capability statement so the offer, scope, evidence, and next decision are easier to understand.
Describe the problem →Prefer to work through it yourself?
The $39 Lead Handoff Rescue Field Kit includes the worksheets and checks used to map a broken lead path.
Get the Field Kit →Tell me what is not working.
Send the tool involved, what you expected, what actually happened, and any deadline. I will reply with whether it fits and what I need to review it.