Weekly missed-opportunity summary

What slipped, what needs action.

A weekly owner view for old quotes, pending intake, blocked drafts and safe next actions.

Open follow-ups Review intake

Recommended actions

  1. Review urgent intake before creating any structured records.
  2. Draft chase messages for overdue quotes, then manually approve/copy only.
  3. Quarantine risky or unclear source messages instead of guessing.
  4. Use the weekly summary to spot old quotes and unworked leads.

Safety notes

  • No external sends are performed by this scaffold.
  • Outbound text remains copy-to-clipboard/manual-send only.
  • Demo data is synthetic and separate from GPE customer records.