Factory · live deal workspace
Iain Moreton
AI control
Won — hand to Install Hub
- E1 Brochure
- E2 Heat hold
- E3 Venues
- E4 Running costs
- E5 Install
- E6 Configurator
- E7 Quote nudge
- E8 Soft close
Advance only on a real send. Today every live send is paused — drafts stay drafts.
PRODUCT QUOTE
Commercial proposals
Build and save quotes directly against this deal. Each amendment is a new immutable version; saving never sends it to the client.
Buyer signal
0/100 intent
Won — handed to the factory
- Reply reads as
- no reply yet
- Next touch
- in 5d
- Email thread
- 0 sent · 0 opened · 0 replied
No engagement signal yet — standard cadence
Match to past wins: Shadow only — 4 closed deals learned, 30 needed.
Score is derived here from real activity. It never writes the SoR.
Factory handoff
Lifestyle 3 · won 17 Sep 2026 · 17:30
Install Hub owns the job. Staging never invents a job match.
Move this deal
Currently Won. Only legal journey moves are offered.
Channels
- Email iain.fixture@example.test Sends are paused
- SMS +44 7700 900011 Sends paused · SMS never enters Tony Day
- WhatsApp +44 7700 900011 Held until Anthony unlocks Notifyer
One thread per deal. SMS lives here and on the SMS board — never in Tony Day.
Templates can be browsed. Nothing customer-facing leaves this app.
SMS replies belong to this deal and the SMS board. They never enter Tony Day.
Opt-in unknown · Reachable unknown · Not suppressed · E.164 ok
24h service window: closed · approved template only
- Sends are paused
- WhatsApp twins held until Anthony unlocks Notifyer
- Deal is won, not open
- Deal is closed (won)
- No WhatsApp opt-in on file
Notifyer stays the BSP and Hermes owns the live buyer thread. This CRM owns the timeline — one journey, never two.
HITL draft (Task 1 LangGraph)
No HITL draft pending for this deal.
Activity
Email · SMS · WhatsApp · calls — one thread.
-
Updated · won
STAGING FIXTURE — not a production deal
Truth
Contact and product facts from the SoR. Blank is — — never invented.
£19,600 VAT included
Email thread · 0 sent · 0 opened · 0 replied
Contact
- Name
- Iain Moreton
- Phone
- +44 7700 900011
- iain.fixture@example.test
- Postcode
- —
- Organisation
- —
- Marketing status
- —
- Notes
- —
Product
- Product
- Lifestyle 3
- Product Category
- Lifestyle
- Value
- £19,600 VAT included
- Lead Grade
- High
- Message
- —
- How did you hear about us
- —
- Source Campaign
- —
- Source origin
- —
- Source channel
- —
Journey
- Title
- Iain Moreton
- Pipeline
- Lifestyle
- Stage
- Won
- Status
- won
- Expected close date
- —
- Lost reason
- —
- Next activity
- —
- Last activity
- 17 Sep 2026 · 17:30
- Last email received
- —
- Last email sent
- —
- Label
- —
- AI score
- —
- Buyer band
- Long tail
- AI status
- Active
- AI journey
- AI running
- Journey step
- E8 · Soft close · Soft close / showroom
- Owner
- AI
- Call result
- —
- Last Customer Reply
- —
- Last AI Email Date
- —
- AI Email Count
- —
- Meta Lead ID
- —