Queue

6

Acme Manufacturing

Queue

Research brief and outreach draft ready for review.

Task
Prospect
Department
Sales
Action
Approve outreach draft
Due
Today

Sales — Weekly Summary

Queue

4 active prospects, 2 awaiting approval.

Task
Weekly Summary
Department
Sales
Action
Due

Acme Manufacturing — Agreement

Queue

Frontend-only agreement affordance for the future sale.order adapter.

Task
Agreement
Department
Sales
Action
Review agreement shell
Due
Not wired

Quarterly check-in — Midwest SMB Alliance

Queue

Agenda drafted: referral volume, co-marketing.

Task
Relationship Check-in
Department
Sales
Action
Confirm agenda
Due
Next week

Cedar Valley Roofing — Coverage Review

Queue

GL + workers' comp review; quote package prepared.

Task
Insurance Prospect
Department
Sales
Action
Approve quote package
Due
Today

Producer license renewal — Ohio

Queue

Ohio producer license renews in 21 days.

Task
Licensing Reminder
Department
Sales
Action
Review renewal
Due
In 3 weeks

Active

1

Northwind Logistics

Active

Gathering signals before drafting outreach.

Task
Prospect
Department
Sales
Action
Due

Blocked

3

Acme Manufacturing — Outreach Email

Blocked

First-touch email focused on quote turnaround.

Task
Outreach Draft
Department
Sales
Action
Approve to send
Due
Today

Referral — Lakeside Fabrication

Blocked

Warm intro from Midwest SMB Alliance; reply drafted.

Task
Referral
Department
Sales
Action
Approve intro reply
Due
Today

Cedar Valley Roofing — Quote Package

Blocked

Two-carrier comparison with recommended option.

Task
Quote Package
Department
Sales
Action
Approve to send
Due
Today

Done

3

Acme Manufacturing — Research Brief

Done

Company profile, signals, and recommended angle.

Task
Research Brief
Department
Sales
Action
Due

Midwest SMB Alliance

Done

Referral partner; 2 intros this quarter.

Task
Partner
Department
Sales
Action
Due

Square One Foundry — Governance Assessment

Done

Light governance review for a new engagement.

Task
Governance Assessment
Department
Sales
Action
Due