CAD GuardianCAD Automation Consulting
CAD automation contact

Start the paid discovery intake with the facts that matter.

Use this contact path to prepare the paid diagnostic decision: workflow, risk, business impact, decision owner, timeline, and private-review limits.

Start paid discovery intakeReview paid discovery
CAD consulting intake

One consulting intake, two speeds.

Use the guided path when the CAD problem is still taking shape, or the fast payload when the workflow and first decision are already clear.

Guided intake

Build the first message around the decision.

This prepares an email draft from routing facts only. Name the work, the risk, and what should stay small before private material, paid discovery, or larger decisions enter the conversation.

cadg.opportunity_intake.v2
Best for: blocked delivery, unstable CAD automation, RFQ workflow risk, drawing/document output, migration or UAT pressureDecision signals: buying motion, blocked workflow, evidence available, paid first decision
Open email draft

Build the first message from shareable routing facts. Keep drawings, credentials, customer files, protected notes, and proprietary artifacts out of first contact until the private review path is clear.

cadg.opportunity_intake.v2

CAD consulting intake record

This is the shortest useful record for CAD Guardian paid discovery: enough to understand the work, protect private files, and reply with a clear next paid move or stop condition.

  • Decision pathCAD Guardian paid discovery.
  • Opportunity typeDiagnostic, technical rescue, platform workflow, package, document, or ownership review.
  • Work in viewWorkflow, CAD platform, document package, or review owner.
  • Pain/riskFailure mode, delay, rework loop, validation risk, or blocked decision.
  • First-move limitsWhat stays manual, unchanged, excluded, or narrow in the first improvement.

+ 3 more routing fields stay in the guided intake.

Decision returnBest answer returned: fit, missing inputs, nearest service, and whether the first move is diagnostic, rescue, blueprint, implementation slice, retainer, or stop.
Fast consulting path

Fast paid-discovery payload

Use this when the workflow is already obvious and the team only needs a compact first message before diagnostic, rescue, blueprint, or stop.

schemaVersion: cadg.opportunity_intake.v2Decision path: CAD Guardian paid discoveryName:Reply email:Organization/team:Opportunity type:CAD work in view:Current failure mode or pain:+ 6 more lines copy into the full payload.
Consulting privacy note

Do not send proprietary drawings, credentials, private source, raw client notes, or license-sensitive files in first contact. Name what exists and move it later through the right private review path.

Use shareable routing facts first; protected material moves only after fit and the private path are clear.