Weekly CRM review checklist

Najpierw privacy risk. Potem paid audit ready. Na końcu blokery, stale rows i decyzja formatu.

1 Żaden qualified reply nie zostaje bez next action, daty i kolejki.

Run order

Privacy rowsUsuń raw DM, wyślij privacy guardrail, wyklucz z nurture.

privacy_guardrail_rows cleared

Paid audit readyWyślij paid-audit reply albo ustaw call path i next_touch_at.

paid_audit_ready handled

Technical checkZadaj jedno pytanie o źródła, API albo approval. Bez plików w DM.

technical_check_waiting handled

No next stepDodaj next_best_action, task_queue i datę.

qualified_no_next_step fixed

Stale / nurtureJedna czysta próba follow-up albo close. Nurture prosi o jeden proces.

stale and nurture reviewed

LearnUzupełnij after-action log i source format board.

weekly learning recorded

End condition

All active rows have next_best_action.

All active rows have next_touch_at.

All active rows have task_queue.

Privacy rows are excluded from nurture.

After-action log has one new row.

Each active format has repeat/fix/stop/convert.