wiki/knowledge/crm-automation/ahs-operations-system-setup.md Layer 2 article 377 words Updated: 2026-04-05
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crm-automation operations ahs proposal-templates

AHS Operations System Setup

Overview

AHS (Madison Asbestos & Hazardous Services) is in the process of configuring an operations system (OS) to manage proposals and related workflows. Implementation is being handled by DeMarc, with Gina Richardson serving as the internal point of contact for template content and field accuracy review.

As of the March 2026 marketing meeting, the setup was unblocked after Gina provided proposal templates that had been the primary outstanding dependency.

Current Status

In Progress. Templates have been delivered; implementation and field review are pending.

Step Owner Status
Provide proposal templates Gina Richardson ✅ Complete (8 sent during meeting)
Implement templates in OS DeMarc 🔄 In Progress
Review fields for accuracy Gina Richardson + DeMarc ⏳ Pending

Implementation Details

Proposal Templates

Field Review Process

Once templates are implemented, DeMarc is expected to schedule a review session with Gina to confirm that all fields are correctly configured and accurately reflect AHS's proposal workflow.

Key Contacts

Name Role Contact
Gina Richardson AHS Admin / Internal Lead admin@madisonasbestos.com
DeMarc OS Implementation Internal (Asymmetric)
Sebastian Gant Account Lead sebastian.gant@asymmetric.pro

Action Items

Notes