BUCKVISIONAI CUSTOMER DELIVERY
Customer Delivery Gate
Final check before report delivery and follow-up scheduling.
Analyst QA
Portal Report
Follow-Up Queue
Customer ID
Report ID
Delivery Method
Customer Portal Link
Email Summary
Manual Delivery
Phone Review
QA gate passed
Report opens correctly
Customer summary is clear
Portal/archive links checked
Follow-up action scheduled
Monthly Intelligence offer ready
Generate Delivery Gate
Copy Delivery Summary
Mark Delivery Gate
Delivery Notes
Confirm the report is ready for customer delivery. Include portal link, customer-friendly summary, and follow-up plan.
Delivery Summary
Ready