Use if a call-board row exists.
SouthernLoop sales object - manual close control
Workflow Audit Close Room
Turn a qualified workflow leak into a controlled close decision: evidence checked, scope narrowed, proposal-kit command ready, approval boundary visible, and manual follow-up status recorded.
Deal context
Display contact context for manual review only.
Contact details are shown for manual review only. This room does not dial, text, email, DM, submit forms, enrich records, log into third-party tools or publish anything externally.
Workflow chain
Call sheet to proposal kit, without external sends.
Ranked leak, volume, value and at-risk percentage.
Selected modules, evidence request and approval boundary.
Draft proposal, deposit invoice and delivery checklist only.
Decision, blocker, next review date and reason.
Status JSON can be copied into the manual board/import flow.
First-month stack
Select 2-5 modules. Keep the close narrow.
The first month should install the smallest reviewed workflow that proves the leak is visible, owned and measurable.
Scope is inside the SouthernLoop first-month rule.
Close readiness checklist
Ready for manual close conversation
Readiness never means the prospect has approved, paid or agreed. It only means the manual conversation and local draft pack are controlled enough to proceed.
PASSProspect named
PASSWorkflow leak described
PASSOwner outcome described
PASS2-5 modules selected
PASSQuote band selected
PASSApproval boundary acknowledged
PASSProposal-kit dry-run available
PASSExternal sends: false
Commercial and manual status
Record the manual decision state before exporting.
Nothing in this panel sends, registers, invoices or contacts the prospect. It creates a local status note and JSON export only.
Import handoff
Download the status JSON, then merge it into the sales pack locally.
Use this after the manual close review. The browser creates a local JSON file only; it does not call, text, email, DM, submit forms, trigger webhooks, run proposal commands, send invoices or publish outreach.
Manual prep only. Save the downloaded file into
close-room-status-exports/ beside the generated sales-board pack. Human review required before any client-facing action. External sends: false.Downloaded filename2026-06-04-example-clinic-southernloop-close-room-status.json
Filename uses the row ID when available. It deliberately excludes phone, email, website and manual-note text.
Save JSON into this folder
/path/to/YYYY-MM-DD-lead-row-link-export/close-room-status-exports/
Then run local import
cd /home/acm/openloop-site npm run close-room:import -- --pack-dir "/path/to/YYYY-MM-DD-lead-row-link-export"
Review outputs
imports/2026-06-04-close-room-status-summary.md imports/2026-06-04-southernloop-sales-pack.close-room-annotated.csv imports/2026-06-04-sales-ops-log.md
Copyable outputs
Proposal-kit command, status JSON and manual talk tracks.
These outputs create local drafts or copy text for manual use. They do not contact the prospect, submit forms, trigger webhooks, log into tools or publish anything externally.
URLs can contain prospect details. Use initials or an internal name for sensitive packs. Local draft files only. Human review required. External sends: false.
Local status keysouthernloop.closeRoom.2026-06-04.example-clinic
Browser localStorage only. Use the exported JSON if the status needs importing into a manual board/log.
Proposal-kit command
/home/acm/bin/southernloop-proposal-kit --from-audit-pack 'https://southernloop.co.uk/audit-pack?prospect=Example+clinic&vertical=owner-led+service+business&decisionMaker=Owner+%2F+founder&workflow=Quotes%2C+enquiries+and+owner+follow-up&tools=Email%2C+website+forms%2C+Instagram+DMs%2C+booking+tool%2C+spreadsheet&leak=Quote+follow-up+relies+on+memory+after+the+first+reply&outcome=Fewer+missed+follow-ups+and+clearer+owner+visibility&volume=80&avg=650&risk=15&diagnosticCredit=0&modules=quote-control%2Cowner-brief"e=standard&source=close-room&date=2026-06-04#pack-builder' --quote-band standard --setup auto --monthly auto
Dry-run command
/home/acm/bin/southernloop-proposal-kit --from-audit-pack 'https://southernloop.co.uk/audit-pack?prospect=Example+clinic&vertical=owner-led+service+business&decisionMaker=Owner+%2F+founder&workflow=Quotes%2C+enquiries+and+owner+follow-up&tools=Email%2C+website+forms%2C+Instagram+DMs%2C+booking+tool%2C+spreadsheet&leak=Quote+follow-up+relies+on+memory+after+the+first+reply&outcome=Fewer+missed+follow-ups+and+clearer+owner+visibility&volume=80&avg=650&risk=15&diagnosticCredit=0&modules=quote-control%2Cowner-brief"e=standard&source=close-room&date=2026-06-04#pack-builder' --quote-band standard --setup auto --monthly auto --dry-run --json
Status export preview
{
"close_room_version": 1,
"exported_at": "browser-generated-on-export",
"date": "2026-06-04",
"source": "manual",
"row_id": "",
"prospect": "Example clinic",
"close_status": "reviewing_scope",
"manual_note": "",
"next_review_date": "",
"decision_blocker": "",
"selected_modules": [
"quote-control",
"owner-brief"
],
"quote_band": "standard",
"diagnostic_credit_gbp": 0,
"proposal_kit_command_ready": true,
"approval_boundary_acknowledged": true,
"deposit_status": "not_discussed",
"agreed_first_module": "",
"implementation_start_target": "",
"external_sends": false
}