# Follow-Up Engine & No Lead Left Behind — Overview

**Document Version:** 1.0.0 (Phase 13)  
**Status:** Production Ready · 411 Automated Test Assertions Passing

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## 1. Executive Summary

LeadPilot's **Follow-Up Engine** guarantees that every captured enquiry is actively tracked, scheduled, and nudged until a human decision is reached.

> **"Tell me who needs attention and what I should do next."**

```
Enquiry Captured
       │
       ▼
AI Qualification (Score & Temperature)
       │
       ▼
Automatic Sequence Enrollment (or Manual Task)
       │
       ▼
Timezone & Business-Hours Adjusted Scheduling
       │
       ▼
Follow-Up Becomes Due
       │
       ▼
Human Sales Rep Actions (or Safe Background Dispatch)
       │
  ┌────┴──────────────────────────┐
  ▼                               ▼
[Done / Complete]            [Reschedule / Skip]
  │                               │
  ▼                               ▼
Next Step Scheduled           Updated Due Time
  │
  ▼
Terminal Stage Reached (Won / Lost / Stopped)
       │
       ▼
Active Automations Cancelled Safely
```

---

## 2. Core Concepts & States

### 1. Follow-Up Task States
- `scheduled`: Pending future execution/action.
- `due`: Scheduled timestamp has arrived (ready for rep attention or cron dispatch).
- `completed`: Successfully actioned by a sales rep or dispatched via automation.
- `skipped`: Intentionally bypassed by user.
- `cancelled`: Terminated due to lead outcome (Won/Lost) or rep decision.
- `failed`: Dispatch failed; candidate for bounded exponential retry.
- `snoozed`: Paused temporarily during sequence hold.

### 2. Operational Attention Matrix
Priority calculation centralizes:
1. Overdue hot leads (Urgent SLA)
2. Due hot leads
3. Overdue warm leads
4. Due warm leads
5. Other overdue follow-ups
6. Upcoming scheduled follow-ups