Data is processed via the TIC Secure Framework. The Industrial Standard for F&B.

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Start Diagnostic Intake

Open and submit the form here: MiseOS Diagnostic Intake

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INTAKE PIPELINE — How Form Responses Become Clients

<aside> ⚙️ AUTOMATED FLOW (current):

1. Prospect fills Industrial Variance Diagnostic v1.0 → record appears in TIC_Audit_Responses
2. You review the Lead Score formula (🔴 HOT / 🟡 WARM / 🟢 COLD) — auto-calculated from COGS gap
3. If HOT or WARM: duplicate the record manually into Clients Database — this provisions their portal
4. Change CRM Status from 🔵 New Lead → 🟡 Contacted → 🟢 Client as you progress

To fully automate steps 3–4: connect Make.com with a 'New TIC_Audit_Response → Create Clients DB record' scenario

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INTAKE RESPONSE LOG

All form submissions land here: → Open TIC_Audit_Responses

Qualified leads move to: → Open Clients Database / → Open CLIENT_MASTER_CRM

LEAD QUALIFICATION LOGIC

<aside> 🎯 🔴 HOT LEAD: Actual COGS% − Target COGS% > 5 points = immediate outreach 🟡 WARM LEAD: Gap 2–5 points = follow up within 48hrs 🟢 COLD LEAD: Gap < 2 points = nurture sequence

Formula lives in Lead Score column in TIC_Audit_Responses. Add a filter view: 'Lead Score = 🔴 HOT' for your daily triage.

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