Should public submission remain an inquiry or automatically create an engagement?
- A minimal inquiry that remains pending consultant qualification
- An automatic meeting, proposal, payment request, or accepted engagement
Choose: Start with a pending inquiry. Add discovery scheduling, proposals, signatures, payments, CRM delivery, or engagement state only after each provider path and professional process is reproduced and reviewed.
Tradeoff: Manual qualification adds a handoff but protects fit, confidentiality, capacity, scope, and conflicts. Automation can reduce coordination while adding scheduling, commercial, legal, provider-event, cancellation, refund, and reconciliation responsibilities.
