Work order
What was requested.
Review the early access form and make the first buyer step feel like a work order instead of a generic demo request.
Work receipt rec_sample_sal_lead_flow
Sal tightened a buyer path
A manually crafted sample receipt showing what a sales robot trial should prove.
Robot assigned
Sal · Sales Robot
Sal improves the in-app buyer path and makes lead handoff cleaner.
Steps taken
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1. Reviewed path
Read the homepage, navigation and early access form.
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2. Reduced fields
Kept only fields needed to route the first work order.
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3. Wrote handoff
Left next-step rules for a human owner.
Checks run
Form friction
Checked that the form only asks for name, email, company, robot, task and next step.
Buyer language
Replaced demo-first wording with work-order language.
Handoff
Marked unclear robot selections for human follow-up.
Output
What came back.
Recommended changes:
- Rename the CTA from "Request demo" to "Give work order".
- Ask for selected robot, work order/task and preferred next step.
- Keep the form short enough for a busy buyer.
- Route unknown robot choices to human review.
Handoff:
Paige should polish the final labels.
Frank should check the form on mobile.
Proof / evidence
What happened.
20:55:31 · received
Task received
The sample work order was logged.
20:56:31 · assigned
Robot assigned
Sal was assigned to the sample run.
20:57:31 · worked
Output drafted
The manually crafted launch output was produced.
20:58:31 · checked
Checks run
The sample was checked for clarity, limitations and approval notes.
20:59:31 · receipt
Receipt issued
The receipt was stored as a shareable proof object.
Limitations
What is not proven.
No analytics were reviewed.
No real buyer interviews were used.
Human follow-up still decides whether the task is a fit.
Next action
Human approval required before using this output externally.