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Knowledge Yielding Lasting Empowerment

People & Follow-up

Follow-up pipeline: owner assignment, SLA status, age in days and care signals. Changes here are local to this prototype session.

Sample Church · Atlanta, GA

Demo data

Open records

6

Overdue (text-labelled below)

3

Unassigned

2

Follow-up pipeline board

Owner and SLA status are editable in this prototype; nothing is sent to a live system.

NameStageCare signalAge (days)OwnerSLA status
Guest 4821First-time guestRequested prayer1 (overdue)
Overdue
Guest 4822Returning guestNone noted0
Due today
Guest 4823First-time familyInterested in children's ministry0
On track
Guest 4824First-time guestFinancial stress mentioned3 (overdue)
Overdue
Guest 4825Returning guestNone noted0
Contacted
Guest 4826Repeat visit — 3rd timeAsked about membership4 (overdue)
Overdue

Follow-up notes

Notes recorded against each record, where present.

Guest 4821

J. Bell · Yesterday — Left voicemail, will retry today.

Guest 4824

System · 3 days ago — No owner assigned since check-in.