Launch items are moving on schedule with two decisions pending.
Customer portal for the work after the sale.
A secure-feeling client workspace for project progress, audit findings, AI training notes, dashboard metrics, support requests, and the next decisions Aven Tech recommends.
Overview
Request change
Operating snapshot
Estimated reduction from intake summaries and CRM routing.
Highest leverage next workflow based on missed-call patterns.
Current build status
- Complete Website lead capture mapped to CRM fields.
- In review AI assistant knowledge base trained on offers and FAQs.
- Next Voice intake script and escalation rules.
Recommended decisions
Approve the short intake script, confirm the high-value lead criteria, and choose whether missed calls should create a CRM task automatically.
Strong upside in response speed, content clarity, and automation.
Four visible competitors publish more consistently and capture leads faster.
Fixes that can improve trust, conversion, or follow-up without a large rebuild.
Audit notes
The company has enough demand signals to justify better lead routing. The website needs clearer service paths, the social operation needs repeatable content categories, and the response workflow should be supported by AI summaries.
Answers grounded in approved business context during review.
Open questions still need approved source material.
Projected monthly support or intake interactions.
AI training queue
- Upload pricing ranges and qualification rules.
- Approve objection handling language.
- Confirm escalation rules for urgent leads.
- Review unanswered customer questions every Friday.
Support lanes
Use support for content updates, AI answer corrections, dashboard questions, integration issues, missed lead review, or new workflow ideas.
Want the portal connected to real client data?
Aven Tech can connect authentication, project status, reports, AI assistant metrics, support requests, and live dashboards into a production client portal.
Scope portal build