# RevSet Labs — Sales workflow operating playbook

Complete this with your actual tools and procedures during handover.
This template does not establish monitoring coverage or a support commitment.

## Workflow identity
- Business purpose:
- Workflow name and version:
- Platforms / accounts:
- Business owner and backup:
- Technical operator and backup:
- Where configuration and approved messages are recorded:
- Where execution history and errors are inspected:

## Normal operating state
- What starts the workflow:
- Eligibility rules:
- Authoritative data sources:
- Actions that may run automatically:
- Decisions that require a person:
- Stop conditions:
- Expected next action for each meaningful stage:

## Review routine
- Review frequency agreed with the business:
- Unassigned opportunities view:
- Failed / unresolved actions view:
- Follow-ups missing an owner or due date:
- Stale opportunity review:
- Source / field mapping issues:
- Sample record check and result:

## Pause and recovery
Document the platform-specific steps and test them before relying on them.
- How to pause new entries:
- How to inspect and stop queued sends:
- What continues after a pause:
- How to contact the responsible owner:
- How to determine whether an external action already succeeded:
- How to resume without repeating completed actions:
- How to record recovery and unresolved impact:

## Changes
- Who may change business rules:
- Who may change approved content:
- Who reviews a configuration change:
- Required sample tests before release:
- Release record and rollback / restoration approach:
- How changed software plans or permissions are reviewed:

## Incident record
Date / time:
Observed behavior:
Affected workflow and records:
Customer-facing effect, if any:
Immediate pause / containment:
Owner:
Cause established:
Correction:
Verification:
Follow-up action:

## Measurement
Use one defined cohort and period for comparisons.
- Metric and denominator:
- Data source:
- Baseline period:
- Review period:
- Changes in lead volume, source mix, offer, or sales team:
- Result and attribution limits:

## Support agreement reference
- Included coverage:
- Response targets, if agreed:
- Change request process:
- Escalation contact:
- Commercial agreement reference: