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Workflow Demo 02 · Follow-Up Recovery

The opportunity did not die. It just went quiet.

Nobody decided to drop it. The next step simply never got scheduled. This workflow finds the stall, reconstructs where the conversation stopped, and prepares a specific next step for the owner to approve.

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Controlled demo on fictional sample data. No live model, no CRM, and no message is sent.

Guided simulation

Run one stalled follow-up through five states.

One fictional prospect, five visible states. The demo finds the stall, gathers context and prepares a next step — approval is the final state.

Sample data only · No production message is sent

State 00 · Ready

An approved follow-up went out. Then nothing.

Sample prospectpipeline record · fictional sample Sample data
  1. Day 0Enquiry received · proposal requested
  2. Day 2Approved follow-up sent by the owner
  3. Day 9Follow-up window passed · no response recorded

Press Run Sample to see how the workflow identifies the stall and prepares a next step for review.

State 1 of 5 · Ready

What the demo proves

What the demo proves.

The demo identifies a follow-up that reached the agreed review point, brings the relevant context together and prepares a next step for review. It is controlled proof of the workflow idea, not a case study or a performance result.

Finds the stall against a rule

The review point is the window the team agreed — not a guessed “intent” signal.

Reviews context before acting

Last interaction, stage, notes, and whether an opt-out or an active reply exists.

Prepares a step for review

A short, specific draft with the reason it is suggested, marked Prepared for review.

Supporting video

The same workflow, explained in about a minute.

Optional. The guided simulation above is the proof; this short video walks through it for anyone who prefers to watch.

  • Captions available
  • Plays only when you press play
  • Public demo interface only

Control boundary

The draft waits for a person. Nothing is sent by the demo.

A follow-up is a commercial act, not a data-processing task. The workflow prepares the step; the owner approves, edits or declines it.

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Not triggered by this demo

Sends the follow-upNever in the demo; in production only if that is approved
Changes the pipeline recordNo system is connected to this page
Chases a closed opportunityAn opt-out or an active reply stops the workflow and says so
a person decides
Human review is the final stateThe workflow prepares. The responsible person decides.
Demo 01

Lead Qualification

A new enquiry becomes structured context and a recommended handoff.

Open Related solution

Revenue & Lead Automation

Where this workflow sits, and what else typically gets built alongside it.

Open Trust & Control

How boundaries are set

Testing, access, decision points and recovery — the principles behind every build.

Open

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Find the first workflow worth automating.

Show us where work slows down, gets repeated or gets missed. We will review the process and identify the most useful first automation direction.

  • No technical brief required. A real process and a recurring point of friction is enough.
  • No production access needed for the first review.
  • Submitting does not trigger a workflow. A person reads it and replies.

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