52 lines
2.3 KiB
Markdown
52 lines
2.3 KiB
Markdown
---
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id: TASK-15
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title: Add follow-up and manual sales status tracking
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status: In Progress
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assignee: []
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created_date: '2026-06-03 19:14'
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updated_date: '2026-06-05 19:49'
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labels:
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- mvp
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- sales
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- follow-up
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dependencies:
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- TASK-14
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references:
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- PRD.md
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priority: medium
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ordinal: 15000
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---
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## Description
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<!-- SECTION:DESCRIPTION:BEGIN -->
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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.
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<!-- SECTION:DESCRIPTION:END -->
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## Acceptance Criteria
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<!-- AC:BEGIN -->
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- [x] #1 After an initial send, a single follow-up draft and suggested due date are created
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- [x] #2 Follow-up sending requires manual review and approval, just like the first email
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- [x] #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
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- [x] #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
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- [x] #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen
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<!-- AC:END -->
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## Implementation Plan
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<!-- SECTION:PLAN:BEGIN -->
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1. Add follow-up fields and due-date logic to Outreach/Lead records.
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2. Add manual status controls in lead detail and funnel cards.
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3. Add follow-up review/send flow using the same SMTP approval boundaries.
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4. Add rules to stop follow-ups when manually marked answered or not interested.
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5. Add 12-month recheck behavior for Nicht erneut kontaktieren.
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<!-- SECTION:PLAN:END -->
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## Implementation Notes
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<!-- SECTION:NOTES:BEGIN -->
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Started implementation pass for tasks 15-19 and 27. TASK-27 note says it is superseded by TASK-13, so this pass will verify the existing PageSpeed-to-audit-generation handoff rather than implement it separately.
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Implemented and verified follow-up draft creation after send, manual approval boundaries for follow-up records, manual sales status labels/mutation, reply/no-interest suppression, and 12-month do-not-contact recheck visibility. Verification: pnpm test 305/305; pnpm lint 0 errors.
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<!-- SECTION:NOTES:END -->
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