F01LIVESales·tier 1

Quote Follow-Up Cadence (6-Touch)

Six-touch automated follow-up after a quote is sent (d2 / d5 / d10 / d21 / d45 / d90). Email always fires; WA fires on d0/d5/d10 if mobile_no present.

Trigger

sale.order stage=Sent + cron daily 08:00

KPI / result

AED 800K-1.2M / 90 days

Audit log pattern

flow-01-cadence-*.jsonl

Queued for build · Week 2 (Tue-Thu)

Runbook wires in priority order. Estimated 4h to ship.

Brain spec exists. This page becomes a full runbook (decision tree, trigger, ICP filter, Odoo objects, build steps, success metrics) when this flow comes up in the queue.

Health · 30-day

—

accept-rate

waiting for audit JSONL data

NO DATA YET

0 events / 30d

~/ivan-ops/audit/flow-01-*.jsonl

§ 01 · Decision tree

Flowchart in plain English

§ 02 · Suppression gates

Nine hard checks before any send fires

#	Gate	Purpose	Rule
1	kill_switch	Global halt; file-based	`~/ivan-ops/flow-flags/flow-01.disabled exists; halt`
2	quote_state	Only state='sent' quotes eligible	`sale.order.state == 'sent'`
3	validity_date	Quote must not be expired	`validity_date >= today`
4	cadence_paused	Auto-pause on customer reply / supersession / DNC	`x_cadence_paused == False`
5	touch_cap	Max 6 touches	`x_touch_count < 6`
6	customer_reply	Halt cadence on inbound message since last touch	`no inbound mail.message > x_last_touch_date`
7	dnc	Honour partner-level Do Not Contact	`res.partner.x_dnc == False`
8	email_bounced	Skip if email bounced	`res.partner.x_email_bounced == False`
9	business_day	GCC weekend awareness per partner.x_country	`weekday(today) not in country_weekend_set`

§ 03 · Email templates

Live from Odoo mail.template

Bodies fetched live from Odoo at render time. Merge fields rendered with sample values (Sarah Khalil / The Westin Mina Seyahi).

DAY 2touch 1/6Day 2 · Confirm Receipt

odoo #84edit in odoo

Operator intent

Light touch — confirm the quote landed. No pressure, no upsell. Open with name + project.

Couldn't fetch from Odoo

Odoo authentication failed (uid=0). Check ODOO_USER/ODOO_PASSWORD.

Open template in Odoo to verify

DAY 2touch 1/6Day 2 · Confirm Receipt

odoo #84

DAY 5touch 2/6Day 5 · Recent Install

odoo #85edit in odoo

Operator intent

Drop a recent install photo matched to their segment. Offer a 15-min walkthrough call. No pricing.

Couldn't fetch from Odoo

Odoo authentication failed (uid=0). Check ODOO_USER/ODOO_PASSWORD.

Open template in Odoo to verify

DAY 5touch 2/6Day 5 · Recent Install

odoo #85

DAY 10touch 3/6Day 10 · Decision Check

odoo #86edit in odoo

Operator intent

Direct: are we still on their shortlist? One question, one easy reply.

Couldn't fetch from Odoo

Odoo authentication failed (uid=0). Check ODOO_USER/ODOO_PASSWORD.

Open template in Odoo to verify

DAY 10touch 3/6Day 10 · Decision Check

odoo #86

DAY 21touch 4/6Day 21 · Timeline Confirm

odoo #87edit in odoo

Operator intent

Lead-time pressure with order-by date. Specific to their project. Helpful, not pushy.

Couldn't fetch from Odoo

Odoo authentication failed (uid=0). Check ODOO_USER/ODOO_PASSWORD.

Open template in Odoo to verify

DAY 21touch 4/6Day 21 · Timeline Confirm

odoo #87

DAY 45touch 5/6Day 45 · Still Relevant

odoo #88edit in odoo

Operator intent

Soft re-open. Has anything changed on their side? Offer to revise the quote if scope shifted.

Couldn't fetch from Odoo

Odoo authentication failed (uid=0). Check ODOO_USER/ODOO_PASSWORD.

Open template in Odoo to verify

DAY 45touch 5/6Day 45 · Still Relevant

odoo #88

DAY 90touch 6/6Day 90 · Close-Out + Future

odoo #89edit in odoo

Operator intent

Graceful close. Mark cold for now, leave the door open, offer to reach out at a later date if relevant.

Couldn't fetch from Odoo

Odoo authentication failed (uid=0). Check ODOO_USER/ODOO_PASSWORD.

Open template in Odoo to verify

DAY 90touch 6/6Day 90 · Close-Out + Future

odoo #89

§ 04 · WhatsApp templates

From Odoo WhatsApp module; Meta-pending

Body lookup wires when Odoo whatsapp.template + Meta WABA are linked. For now, names + intent only.

quote_followup_day0

UTILITY

Confirm receipt with name + project

PENDING META APPROVAL

quote_followup_day5

MARKETING

Recent install photo + walkthrough offer

PENDING META APPROVAL

quote_followup_day10

UTILITY

Lead-time pressure with order-by date

PENDING META APPROVAL

large_quote_alert_ivanINTERNAL

UTILITY

Internal: AED 100K+ alert to Ivan

PENDING META APPROVAL

reply_alert_yazanINTERNAL

UTILITY

Internal: customer reply alert to Yazan

PENDING META APPROVAL

§ 05 · Drive assets

Photo library; segment-matched

d5 image header pulls from the segment that matches crm.lead.x_segment:

hotel_hospitality/pt_studio/residential_developer/home_gym/corporate_office/school_university/government_military/healthcare_rehab/sports_club/_hero/

Open installations/ in Drive ›

§ 06 · Audit log

Last 30 days of sends + skips

Audit feed connector wires in v0.1. Reads ~/ivan-ops/audit/flow-NN-*.jsonl.