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Four parts. Use one or all.
Each part covers a step a company already pauses between people. The price is sent in writing. This page is not a rate card.
Hold
One line for a step that is waiting: its name, the person who must see it, and the time it should move. It fits when the same exception sits in an inbox with no owner.
Included: the line, the statuses you choose, and a weekday view. Not included: a chart of invented percentages.
Clearance
A named person lets the hold move. The software can show the step. It cannot mark the step clear until that person does.
Included: the name and the time of the clearance. Not included: signing in your company’s name.
Notice
An email when a hold sits past the time you set. If no one has answered, the notice goes to the person you named, not to a general inbox.
Included: the notice. Not included: calling your customers.
Record
A short line on what was cleared, who cleared it, and when. The next person can read it without searching an old thread.
Included: the record inside Operator Shield. Not included: storing your company’s email archive.
Describe the step