BEFORE FOLLOWING UP ON AN ESTIMATE

1. Keep an untouched copy of your export. Use one stable estimate ID per estimate.
2. Confirm the current status in your source system. A missing or unknown status needs checking.
3. Exclude approved, declined and contact-blocked records from open-estimate follow-up.
4. Reconcile conflicting versions of the same ID before acting. Inspect exact duplicates before removing them.
5. Check the estimate date, next-action date and proposal validity. Use YYYY-MM-DD dates; revalidate expired proposals.
6. Confirm your permitted contact basis and the customer preferences. A yes field is your own assertion, not a legal determination.
7. Keep an agreed future next-action date instead of adding an extra contact.
8. Assign an owner to overdue records or records with no next step. Check the full history before any message.

SYNTHETIC EXAMPLE CHECK
For review date 2026-11-10: ten input records, nine unique IDs. REVIEW 3, HOLD 2, EXCLUDE 3, LATER 1, DUPLICATE 1.
These are review categories, not predicted sales or proof of customer permission.
