Intake Brief
When a new lead comes in, Gridex pulls the contact, the need, the buying signal, and the timeline into one brief — so the discovery call opens already knowing the shape of the deal.
Sent when a new lead arrives.
Gridex is a managed operations service for evidence-heavy work. We collect, chase, check, refresh, file, and report across the systems your team already uses — work that crosses people, providers, files, changes, and deadlines.
Your existing tools, channels, and processes keep running. Gridex moves into specific streams of work — some, not all — without asking your team to adopt new software or change how the work arrives.
The same request lands every day. Gridex handles it on schedule — you just see it done.
A queue that never reaches zero. Gridex works it down in the background, oldest first.
Work waiting on one person’s review. Gridex preps it so their sign-off takes minutes, not hours.
Proof due on a fixed date. Gridex assembles the evidence and files it before the deadline.
Whichever shape you arrive in, it starts the same way: one recurring block of work, run for you — watch one run below.
Gridex operates the apps you already pay for. You don't open a dashboard, assign tasks, or learn new tools. The result shows up where it should — ready for your team's review.
Every run ends the same way: something concrete lands in your team's hands.
When a new lead comes in, Gridex pulls the contact, the need, the buying signal, and the timeline into one brief — so the discovery call opens already knowing the shape of the deal.
Sent when a new lead arrives.
Everything that needs a human decision, gathered in one place with the checks already run. Your team reviews and approves — it never has to assemble.
Queued when your team needs to approve.
Missing documents get chased on a schedule until the file is complete — your team never sends the reminder emails.
Updated as missing items get chased down — your team never does the nudging.
Every Monday, the week’s work — filed, replied, reconciled, flagged — summarized into one report your team can scan in a minute.
Summary of the week, every Monday morning.