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pitchfast/backlog/tasks/task-15 - Add-follow-up-and-manual-sales-status-tracking.md
2026-06-03 21:18:36 +02:00

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id, title, status, assignee, created_date, labels, dependencies, references, priority, ordinal
id title status assignee created_date labels dependencies references priority ordinal
TASK-15 Add follow-up and manual sales status tracking To Do
2026-06-03 19:14
mvp
sales
follow-up
TASK-14
PRD.md
medium 15000

Description

Add the lightweight CRM layer needed after first contact. The MVP does not parse inbox replies automatically; Matthias manually marks responses and sales outcomes. Follow-ups are prepared by the agent and sent only after manual approval.

Acceptance Criteria

  • #1 After an initial send, a single follow-up draft and suggested due date are created
  • #2 Follow-up sending requires manual review and approval, just like the first email
  • #3 Manual statuses exist for Antwort erhalten, Kein Interesse, Später wieder melden, Gespräch vereinbart, Angebot angefragt, Angebot gesendet, Auftrag gewonnen, Auftrag verloren, Nicht weiter verfolgen, Follow-up geplant, and Follow-up gesendet
  • #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
  • #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen

Implementation Plan

  1. Add follow-up fields and due-date logic to Outreach/Lead records.
  2. Add manual status controls in lead detail and funnel cards.
  3. Add follow-up review/send flow using the same SMTP approval boundaries.
  4. Add rules to stop follow-ups when manually marked answered or not interested.
  5. Add 12-month recheck behavior for Nicht erneut kontaktieren.