Client Intake and Pre-Qualification
The Client Intake and Pre-Qualification process is designed to streamline the engagement between prospective clients and p10node. By simplifying access and leveraging a collaborative space, this process ensures a seamless entry into the p10 system while gathering necessary project details in a dynamic, modular fashion.
Objectives
- Simplify client entry: Enable quick access to the system with minimal barriers to entry.
- Dynamic engagement: Use a collaborative space managed by p10 administrators to gather project details as needed.
- Data-driven insights: Use collected data to refine p10’s understanding of market demands and craft tailored terms of engagement.
- Flexibility and control: Allow p10 administrators to dynamically deploy prefabricated survey modules and manage client interactions.
Simplified Workflow
- Clients register and log in using their blockchain wallet (e.g., MetaMask, Keplr).
- This approach ensures:
- Minimal friction for access.
- Authentication and identity verification based on wallet credentials.
- Once logged in, clients gain immediate access to the collaborative pre-qualification space.
- The collaborative space is a dynamic environment where clients and p10 operators can refine project details and requirements.
- Features:
- Modular Surveys: Prefabricated survey modules can be deployed by p10 administrators to gather specific data points.
- Real-Time Interaction: Clients can respond to questions, upload documents, and provide feedback directly within the space.
- Project Notes: Both parties can collaborate on project goals, requirements, and key deliverables.
- Administrative Management:
- p10 administrators or operators manage the collaborative space, ensuring questions and modules are relevant to the client’s needs.
- Operators can:
- Add/remove modules dynamically.
- Monitor client responses and engagement.
- The collaborative space collects responses and notes, which are stored in a structured format.
- Key data points include:
- This data is used to:
- Using the data collected, p10 automatically generates a draft Terms of Engagement document.
- This draft is reviewed by the p10 team and adjusted if needed before being shared with the client for approval.
Benefits of the Simplified Workflow
- Ease of Access: Wallet-based login eliminates the need for complex registrations or forms, ensuring clients can get started quickly.
- Dynamic and Modular: Prefabricated survey modules allow for tailored interactions, reducing unnecessary questions while focusing on relevant details.
- Scalable: The workflow can handle multiple client engagements simultaneously, thanks to administrative oversight and automated processes.
- Collaborative: The shared space fosters real-time collaboration, ensuring clear communication and alignment of goals.
Future Enhancements
- AI-Driven Module Suggestions:
- Use AI to recommend prefabricated modules based on client responses and past engagements.
- Suggest questions to fill potential data gaps.
- Blockchain-Based Agreements:
- Finalized terms of engagement could be secured on-chain for transparency and immutability.
- Enhanced Metrics:
- Provide operators with analytics on client interactions within the collaborative space, enabling better engagement strategies.