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Workflow example

A clearer view of customer requests.

A closer look at one small spreadsheet improvement.

A fictional demonstration · Not a customer case study

Same requests.
A clearer next step.

A fictional example showing how scattered customer-request notes can become a shared tracker with owners, follow-up dates, and clear attention flags. Actual projects are tailored to the business’s workflow.

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Before: scattered notes

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Fictional customer-request notes with date, customer, request, and loose note columns. Entries such as ‘who is taking this?’ and ‘need to follow up’ have no dedicated owner or follow-up date.

After: follow-ups made visible

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Fictional shared tracker with request IDs, customer, request, received date, owner, stage, next step, follow-up date, and attention. Text flags include Scheduled, Overdue, Due today, Missing next step, and Done. The example shows seven open requests and four needing action.

Who owns it? A named person for the next step.

When is it due? Follow-up dates in one place.

What needs attention? Written flags, alongside color.

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