
Odile
Sales intake
Reads every inbound first. Will not guess a budget.
Receipt 4127-0208:41:07
- Did
- Read Milo Serin's email
Demo request, Thu 14:00

They look strange. They work exactly. Each one has a narrow job, a short list of tools and a written limit.


Sales intake
Reads every inbound first. Will not guess a budget.


Scheduling
Holds the slot, checks it twice, then asks before booking.


CRM upkeep
Keeps every record current and says exactly what changed.

| Detail | |||
|---|---|---|---|
| Job | Sales intake | Scheduling | CRM upkeep |
| Starts when | An inbound arrives | A slot is proposed | A run has a result |
| Reads | Inbox, CRM | Calendars | CRM |
| Writes | Drafts, tags | Holds, drafts | Fields, notes |
| Asks you before | Sending a reply | Booking or moving | Merging records |
| Never | Deletes a message | Deletes a calendar | Deletes a record |
Start with the inbound email you answer every morning.
