Filter for the work you actually provide
Illustrative example: an author needs help automating a workflow but has not specified scope or budget. That calls for further reading, not an assumption that the brief is complete.
Choose a specific service
Describe the work your agency can deliver, use hiring-intent keywords, and exclude work outside your capabilities.
Separate requests from pitches
Use comment categories to distinguish shared pain, tool mentions, and vendors promoting their services.
Record the missing questions
Keep the known scope, timing, and facts to verify. Mark Contacted only after an action you actually took.
Coordinate without losing notes
Notes, tags, and follow-up dates help split work between researchers and consultants. Server revisions reveal when another device has updated the record.
- Do not invent budgets or contact information.
- Do not treat an AI draft as a client-approved proposal.
- Read community rules before offering services.
