Find stalled deals without a follow-up spam loop

What the review needs.

• The last substantive human reply, with its source and date.
• The action promised by each side and its agreed due date, if any.
• The responsible person and any opt-out, closure or contact restriction.
• Evidence of a meeting, an offer or a payment as separate events.

Synthetic example.

Input: a prospect wrote “Please send the specification”; there is no evidence that it was sent.

Output: prepare the specification for approval and flag the missing delivery record. Do not label the prospect as awaiting payment or send a payment reminder.

Acceptance: automatic replies and delivery receipts are not counted as interest; closed or opted-out contacts are excluded; every proposed action has a traceable source. This is an illustrative example, not a client result.

Approval before contact.

The reviewer decides whether a proposed message is relevant and permitted. Connecting a mailbox or CRM does not by itself authorise an outbound campaign.

Define your first step.

Send a brief description of your process and the result you need. Please leave out confidential records. We will agree the data, permissions, scope, acceptance criteria and commercial terms before work begins.