Harper RelayStartStart the operating snapshot

Harper Relay / CRM onboarding handoff

Message the desk.

You came from CRM onboarding. The message desk opens with /crm-onboarding attached, so the team can review current tools, lead sources, workflow priorities, access gaps, approval rules, and welcome-path needs without flattening the setup into generic company contact.

Start the message Run AI Visibility Audit

Lead context attached

Human-aware follow-up

Personal time protected

Message desk

Route-aware notes land with context.

source route attachedlive

privacy boundary setlive

owner reply draftedlive

follow-up queuedlive

Glance state

clean handoff

nudge

report

launcher

CRM onboarding questions after the setup form

current tools, inboxes, phone lines, forms, calendars, and payment paths

lead sources that need faster qualification or cleaner routing

Message Desk

Tell us what the CRM setup needs before the first pilot starts.

Use this route-aware desk to clarify the onboarding package: tools we should research, lead paths to prioritize, approval limits, access gaps, reporting needs, or the first customer-facing welcome path. Keep passwords, payment details, and private secrets out of the public note.

send a message

Identity

First name, last name, and email are required so the lead can be routed cleanly.

What feels off

Name the page, workflow, or handoff and keep secrets out of the message.

Human check

A bot check runs before submit; failed checks can be corrected and sent again.

CRM onboarding context

Opened from CRM onboarding. Request type defaults to Workflow or module pilot and the route starts at /crm-onboarding so the team can review the same setup package you just came through.

What We Need From You

We need first name, last name, email, the message, and a completed human check. Phone, company, and route context are optional, but they help the company desk route the request faster.

Required now: first name, last name, email, message, and human verification; route or website context can be added when useful.

Optional context: phone, customer type, company, address, quick-note seed, and discount or phone-follow-up preferences.

First name requiredLast name requiredEmail requiredPhone optional

Message required

Add expanded details

Request type

Website or route optionalCompany optionalCustomer typeExtra detailHelpful starters

I want a phone walkthrough if the issue is easier to explain live.Send me current domain and launch discounts. If checked, add an email so we can send codes.

Human verification

Loading the human check...

Run AI Visibility Audit First

Add first name, last name, email, and the message details you have now.

Attached automatically

CRM onboarding context: attached

Current page: /contact?from=crm-onboarding

A sealed route token is generated on submit for internal routing.

Behind the scenes

Your note becomes a cleaner internal handoff.

The public form stays simple. When you send it, the server quietly attaches page context, route clues, reply path, and a sealed token so the team gets a better prompt without exposing sensitive data in the page itself.

sealed routing

1. We keep the public note narrow: name, email, message, route context, and optional extras.

2. The server checks the message body for spam patterns and sensitive secrets before routing.

3. Human verification runs before submit; failed checks can be corrected and sent again.

4. The team sees a cleaner review handoff with the route token, receipt status, and site-review trigger attached.

Live Relay is online. Operators can answer in real time when staffed; if nobody is active, the note still lands in the review log.

Internal handoff

Visitor ask

Attached route and page context

Sealed context token

Generated routing prompt for the next reviewer

Strong notes usually include

the current tools and channels Harper Relay should research

the first lead path or workflow that should become a pilot

the decisions that require owner approval before automation

Best Next Moves

Start with the path that keeps the review honest.

Not every note needs the same route. Sometimes the fastest move is a ranked AI read. Sometimes it is a direct human message about one broken page or member path.

Run the AI Visibility Audit first

Use this when the page needs a ranked first read before you write the note.

Start the audit

Use Human-Aware Scheduling when the issue is bigger than one fix

That page explains the audit, repair, and upkeep lane without hiding the actual work.

Open scheduling

Use Lead Manager when the pain is capture, qualification, routing, or owner digest

That Harper Relay module explains the shared intake, scoring, context, and digest lane while staying honest about what is and is not a finished client dashboard.

Open Lead Manager

Use Context Relay when stale answers or handoff rules drift across accounts

That Harper Relay service page explains freshness checkpoints, escalation defaults, and bounded oversight for branded support layers.

Open Context Relay