PULSE HATCHInternal workspace / Owner & team
Every enquiry has an owner and a next step.
Pulse Hatch receives the brief, Sajida checks and assigns it, and the relevant provider responds. Rohail can review progress, sources and referral records.
Lead pipeline
See where a project stands
Log the source
Website page, profile, referral code, social post or WhatsApp introduction. Record date and consent.
Make the brief useful
Sajida notes need, location, timeline, budget if volunteered, and missing information.
Choose provider
Share only the needed details with the selected expert or company; record acceptance.
Confirm the scope
Provider discusses deliverables, costs and schedule; Pulse Hatch records the proposal status.
Track next action
Won, lost or paused, with a clear follow-up date and reason where available.
Close financial records
Only realized payment triggers an eligible, agreed referral commission record.
Explore / Relevant next step
Discover a relevant next step
See the detail, check the source and talk to the right team.
Start a project →
Discover → read detail → official enquiry
Illustrative record / no real person
What one enquiry record needs
Source
Example: Construction services page → referral code (sample)
Client brief
Example: project estimate request (sample)
Coordinator
Sajida · intake and follow-up
Provider
To be selected after scope review
Status
New · awaiting missing details
Next action
Request drawings, area and city
Referral
Unconfirmed; eligible terms checked before payout
Names and project details in this record are a template, not a claim that an enquiry exists.
Role-based access
The right person sees the right data
Overview, assignments, outcomes, approved referrals and account control.
Inbox, qualification, follow-ups and provider routing.
Own assigned enquiries and profile material only.
Own eligible referral status without client private details.
Users sign in with their own accounts. No Google passwords are requested or stored by Pulse Hatch.
Implementation stages
First record it, then automate it
Stage 1 · Simple register
Approved team keeps consistent fields and follow-up dates in a restricted shared system.
Stage 2 · Website intake
Forms create records with source tags after consent, access checks and testing.
Stage 3 · Provider portal
Experts update only their assigned items after login and role rules are verified.
This visual has no login, database, sending or automatic assignment. Storage and permissions are set during laptop implementation.
