F01LIVE🎯 Sales·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
1 · Decision tree
Flowchart in plain English
2 · Suppression gates
9 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 |
3 · Email templates
Live from Odoo mail.template
4 · WhatsApp templates
From Odoo WhatsApp module — Meta-pending
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_ivan
UTILITY
Internal: AED 100K+ alert to Ivan
Pending Meta approval
reply_alert_yazan
UTILITY
Internal: customer reply alert to Yazan
Pending Meta approval
5 · 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 6 · Audit log
Last 30 days of sends + skips
Audit feed connector wires in v0.1. Reads ~/ivan-ops/audit/flow-NN-*.jsonl.