Customer Intake Status
Intake
Prevent stalled reports.
- Check customer submissions.
- Review missing uploads.
- Confirm required property details.
Submission Flow
Missing Uploads
Delivery Approval
Approve
Protect quality before send.
- Review final recommendations.
- Check customer-specific notes.
- Approve before delivery.
Delivery Approval
Quality Score
Delivery Center
Deliver
Close the paid workflow.
- Send completed reports.
- Track delivery status.
- Archive completed work.
Delivery Center
Report Archive
Follow-Up Queue
Follow
Convert satisfaction into trust.
- Post-delivery follow-up.
- Revision request review.
- Customer outcome tracking.
Follow-Up Queue
Revision Request
Reviews & Referrals
Proof
Build social proof.
- Ask happy customers for reviews.
- Track review opportunities.
- Capture referrals.
Reviews Tracker
Referrals
Retention
Retain
Turn reports into memberships.
- Review customer retention dashboard.
- Offer monthly upgrade path.
- Move customers toward subscriptions.
Retention
Monthly Upgrade