Guided project discovery — available now
Sarah asks focused questions about the business outcome, users, must-have capabilities, integrations, timing and budget comfort without forcing prospects to prepare a formal brief first.
Structured handoff — available now
Contact details, requirements and conversation context are captured for Digital Alta's team, reducing repeated questions and creating a clearer starting point for consultation.
Digital onboarding — planned
The next engine is intended to guide accepted customers through stakeholders, documents, access requirements, kickoff information and delivery readiness.
Customer project workspace — planned
The roadmap includes milestones, customer actions, approvals, deliverables, project communication, invoices, support and Sarah-assisted access to approved project information.