Writes every call, email and meeting onto the right record, as it happens.
Never: Never edits a status or a stage — it records what happened, it doesn't judge it.
This is the whole template, open, running on a sample company's records. Nothing is connected to anything — no phone rings, no email leaves the building. What you can see is who does each step, how far each one may go, and what each one may never do.
Sample data — a painting contractor's first month on the template. Two records are deliberately broken so you can see what the field rules catch; nothing here is a customer. — Rivard Peinture & Restauration.
Writes every call, email and meeting onto the right record, as it happens.
Never: Never edits a status or a stage — it records what happened, it doesn't judge it.
Assembles what is already known about an account before you dial.
Never: Never contacts anyone and never writes to the record — it reads and summarises.
Scores an inbound lead and puts it in front of the right person within the SLA.
Never: Never disqualifies a lead on its own — a human owns that verdict.
Turns a meeting into the deal fields it actually changed, with the transcript attached.
Never: Never advances a stage. A stage moves when a person says it moved.
Drafts review responses and review requests in your voice, ready for one click.
Never: Never posts anything publicly on its own — every externally visible word is approved by a person. Negative replies stay human indefinitely.
Watches the signals that precede a customer leaving, and recommends the save play.
Never: Never runs the save play. A human owns that conversation.
Answers the phone around the clock, qualifies the caller, books the meeting — disclosing that it is an AI, with the transcript sealed.
Never: Never quotes a price and never commits the company to anything. The voice stack is not built yet, so today it answers no calls at all.
Baseline and target are yours to declare — we ship them empty rather than invent a typical SMB. Actuals are computed from the records on this page and nothing else; an empty cell means there is nothing to measure yet, not zero.
Forking copies the manifests, policies and canvas into your workspace, pinned to this version. Free to design; you pay when you keep it.