Free planning tool

Owner approval matrix builder.

Map which revenue workflow actions can be prepared by a system, which actions need owner approval, and what evidence is required before anything customer-facing happens. The tool runs locally in this page and does not store or send the matrix.

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Workflow Primary workflow Current system Approval owner

Approval gates Customer reply approval Quote or scope change approval Invoice/payment instruction approval Payment evidence review Delivery-start approval

Evidence Evidence location Review cadence Definition of done

Turn the matrix into a system

Expected deliverable: one approval map and owner-reviewed queue.

A fixed-scope build can turn this matrix into statuses, evidence fields, owner rules, source-aware intake, review cadence, and operating notes without creating customer commitments automatically.

Start approval workflow intake