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.
