New inquiry
Confirm receipt, assign the owner, and keep the expected response visible.
Revenue Engine layer 05
Keep the next step moving after the first contact.
TaskChad turns leads, quotes, appointments, documents, and customer requests into owned follow-up paths with clear stop rules and operator visibility.
Follow-up state
Every open loop needs a reason.
- Customer
- Known record
- Consent
- Channel-specific
- Owner
- Named and reachable
- Next action
- Due or visibly blocked
- Stop rule
- Documented before launch
Follow-up jobs
Different customer states require different next steps.
TaskChad designs the smallest useful action around the real business state, rather than dropping every contact into the same generic sequence.
Quote or proposal
Track the decision window and prepare the next approved follow-up when the buyer goes quiet.
Appointment
Support confirmation, preparation, rescheduling, and a clear no-show path.
Missing document
Request the specific item through an approved channel and stop when it arrives or the customer opts out.
Completed work
Request feedback or a review fairly, without gating customers by sentiment.
Repeat need
Use a documented service interval or customer request, not an invented urgency trigger.
State machine, not blast list
The customer journey stays inspectable.
The system records why a person is in the workflow, what action is allowed, who owns the exception, and the event that ends the sequence.
- 01
Eligible
Real event and valid consent
- 02
Queued
Owner, channel, and due time known
- 03
Prepared
Approved content and context
- 04
Delivered
Channel receipt recorded
- 05
Reconciled
Reply, next step, or exception
- 06
Stopped
Complete, opt-out, takeover, or limit
Designed to do
Prepare, deliver, reconcile, and surface exceptions.
Only inside the approved audience, event, channel, timing, content, and stop rules for that workflow.
Designed not to do
Spam, invent urgency, hide opt-outs, or fabricate customer state.
The system must not contact people without a valid basis or continue when the customer, policy, or owner says stop.
FAQ
Things people ask
Does TaskChad send messages automatically?
Only in a reviewed production workflow with known consent, approved message behavior, channel policy, identity controls, stop rules, and a human owner. Public design surfaces do not send anything.
Can follow-up work without a CRM?
A durable system needs a reliable record of the customer, consent, owner, state, and next action. If the business has no system of record, establishing a simple one may be the first responsible install.
How does the system know when to stop?
The workflow defines completion, opt-out, reply, owner takeover, stale-data, error, and maximum-attempt conditions. Stop behavior is part of the production specification, not an afterthought.
Can it request reviews?
A reviewed workflow can request honest feedback after a real customer event. It should use the same fair process for customers rather than asking only people expected to leave a positive review.
Follow-up layer