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.

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.

Fast contact

Send a useful first message in under two minutes.

Required: reply email, workflow or system, and problem. Optional routing details stay collapsed so buyers can act first and refine later.

Review-ready
Optional routing details
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

Send routing facts first. Hold detailed project material until the review path is clear.

Buyer-facing guide

What to include in your first message

Send the CAD platform or workflow, the business problem, the desired first decision, and any private-review limits. Keep sensitive project material out of first contact.

  • WorkCAD platform, workflow, document package, RFQ path, or review owner.
  • ProblemDelay, rework loop, output risk, validation gap, ownership issue, or blocked decision.
  • DecisionThe next useful yes/no: assess, pilot, build, review evidence, or stop.

+ 2 optional routing details stay lower on the form.

Decision returnReply target: fit, missing inputs, nearest service, and whether the first move is diagnostic, rescue, blueprint, build slice, retainer, or stop.
Fast CAD path

Use the prefilled email payload

If the workflow is already obvious, copy the compact payload and send it without evaluating the full offer ladder first.

CAD Guardian paid discovery inquiryName:Reply email:Organization/team:CAD workflow or system in view:Current problem or risk:+ 3 more lines copy into the full payload.
Private-first consulting boundary

Do not send sensitive project files, access details, customer material, or protected notes 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.

Common paid next steps after first contact
$4,500 fixedQuote/RFQ Workflow Diagnostic

Map the current quote/RFQ workflow, risks, records, owners, and first automation decision.

$7,500 fixedRFQ System Blueprint

Produce workflow architecture, data model, status map, integration boundary, and build recommendation.

$15,000 fixedQuote Automation Prototype

Build one constrained proof slice around intake, quote record, status, document, cost, or report behavior.

$25,000-$75,000 fixedImplementation Build Slice

Build a scoped internal quote/RFQ, CAD, document, reporting, or integration workflow.

$12,500-$35,000 fixedDrawing/Document Automation Slice

Automate repeatable drawing packages, document control, release packets, or review outputs.

$3,500 / $7,500 / $12,500 monthlyCare and Change Retainer

Support, improvements, workflow changes, reporting tweaks, and system stewardship.