One of the six seats we build first

Approval Follow-Up Coordinator

Follows up on the approvals a job is waiting on, answers the routine questions, and routes the yes to a person.

The job nobody is doingApprovals, yours or the customer’s, that stall while the job waits on a yes.

Nothing on this page is a record of work done. It is the standard this seat is built to, and every line of it is a term of the agreement you sign.

What it handles

Runs whenAn estimate that has been sent and has gone quiet.

HoursBusiness hours

What it works from

  • The estimates awaiting authorization
  • The routine answers you approve
  • Who the yes goes to, by name

What it produces

  • A follow-up on each stalled approval
  • The yes routed to the person who records it
  • A clear exception where there is no answer

The number it is measured on

Time from sent to a yes, a no, or a clear exception.

What counts

  • A stalled approval followed up
  • A yes routed to the person who records it
  • An exception raised with the reason

What does not

  • An approval it recorded itself, which it never does
  • Any change to a price

One number, agreed before anything is built, and reported on the same line every Friday. It is counted from the seat’s own log.

The part that is enforced, not promised

What it never does, and what it may.

The first list is written into your agreement and enforced by withholding the permission, not by an instruction. The second is every class of action a digital employee can hold, and where this seat stands on each one.

What stays human

Auto Repair, Body & Tire ShopsRecord or grant authorization; change a price. A human confirms and logs approvals.

Anything on the Human Line goes to the person you name, by name, and it says a human is coming.

Permissions

  • Read
    Granted
    The estimates waiting on a decision, and their status.
  • Prepare
    Granted
    The follow-up, and the hand-off to the person who records the yes.
  • Send
    On your approval
    The follow-up to the customer or the person whose approval is missing.
  • Submit a form
    Never
    The permission is not granted, so there is nothing to talk it around.
  • Purchase
    Never
    The permission is not granted, so there is nothing to talk it around.
  • Book
    Never
    The permission is not granted, so there is nothing to talk it around.
  • Cancel
    Never
    The permission is not granted, so there is nothing to talk it around.
  • Negotiate
    Never
    The permission is not granted, so there is nothing to talk it around.
  • Change an account
    Never
    The permission is not granted, so there is nothing to talk it around.

It cannot grant itself a permission, and nothing it reads or is told can switch one on. Only a person changes this list, in writing.

How it starts, what it works inside, and how it ends.

The supervised start

BuiltAbout seven business days to build, from your Standing Orders.

First two weeksTwo weeks with no ability to send: it researches, drafts and proposes, and you approve every item.

After thatSending continues only on your written yes, and only inside the Standing Orders.

Read byA named person here reads its work, daily for the first two weeks and weekly after.

Works inside

TekmetricShopmonkeyBolt On Technology

Access is granted by you, per system, and can be withdrawn by you at any time.

Terms

BasisMonth to month.

ProbationThe first 30 days are probation: replaced at our cost, or released.

Ending itOne email ends it.

PriceA one-time placement fee and a flat monthly, quoted in writing for your actual job. No price on the site could be a quote, so we do not print one.

What you get in writing

One page every Friday, and the scorecard behind it.

Both are shown here as the format they arrive in. There is no score on this page and no customer's numbers: this seat has not been placed, and a scorecard with figures in it would be a claim we cannot support. It fills from the seat's own log, from week one.

The format, not a record
Friday Reportone page · every week
Handled
What it did this week inside your Standing Orders, counted against the measure.
Handed to a human
Every item it passed to the person you named, and why.
Changed
Anything added to the Standing Orders, and who approved it.
Mistakes found and fixed
What the week’s review caught, and what was corrected.
Read by
The person named in your agreement. Daily for the first two weeks, weekly after.
The scorecard, not a score
Scorecardfilled from the seat’s own log
Outcome success
The measure above, counted from the seat’s own log.
False positives
Items it acted on that it should have left alone.
Duplicates
The same item worked twice.
Unsupported claims
Anything it stated that its sources did not support.
Schedule reliability
Work that ran when it was supposed to run.
Review minutes
Human minutes spent reviewing it that week.

On the roster as

This seat is one job. These are the roster roles it is built from, one per trade, with the scope each was researched against.

Auto Repair, Body & Tire Shops · Sales Support & QuotesApproval Follow-Up Coordinator

Follows up on estimates that went quiet, answers routine questions, routes the yes to a human.

On the roster as Approval Chase Desk until this seat was named.

Another trade? The roster is every industry we have mapped so far, and the designer drafts a plan for any job you describe.

Start this seat, or tell us the one you need.

Describing the job gets you the seat in writing from a person here: what it handles, the number it's measured on, what it never does, who reads its work, and how it ends. Then a quote, also in writing. It does not start anything. Seats start a few at a time, because a named person here reads every action of each new one, daily, for two weeks.

Questions? Call or email — (346) 399-9996 · jimmy@myfoundingpartner.com