Reputifly

The watchlist is mandatory.

When you add a row, it reaches Julian instantly on his phone with your note. The row is the update. You do not message him separately.

Add a row when any of these happen

They name someone else who decides. Team, management, boss, partner, spouse.

They give a date. For payment or for anything.

They say they like it, then delay.

They go quiet after seeing the price.

Any complaint, or any mention of stopping or refunding.

They ask for something we do not sell.

Stop and ask Julian. Do not answer the client.

Anything needing a custom build you cannot scope.

Any price that is not on the list.

Any request to change terms, timeline or payment.

Anything you would have to promise a result to answer.

Waiting for Julian is correct here. A late answer is fine. A wrong one is not.
Every day

Every open row has a next date, or you archive it.

That is the whole daily job. Two minutes.

Follow-up done is not archive

Follow-Up Done

The chase happened. Clears the date, keeps the person on the board.

Archive

Dead lead, or finished job. Removes them. Ticking a chase must never delete anybody.

Julian reads the watchlist. It is how he sees what is happening without asking you. If a lead is not on it, it did not happen.