# Inquiry Workflow Pilot — sample blueprint

Loop XXI | Synthetic demonstration, not a customer case study.

## The handoff
A small consultancy receives inquiry records in an existing form, inbox export or sheet. Each open record needs an owner, next action and due date. The workflow produces a human review queue. It never sends an external message automatically.

## Example input
reference,received_at,status,owner,next_action,due_date
EXAMPLE-001,2026-09-01,new,,,2026-09-03

## Expected result on 2026-09-04
EXAMPLE-001 is flagged: Assign an owner; Set the next action; Overdue.
A reviewer assigns ownership and decides whether and how to follow up.

## Pilot acceptance checklist
- Agree one workflow and at most two customer-owned systems.
- Confirm what input fields are needed; omit unnecessary personal data.
- Agree ten representative redacted cases before implementation.
- Check valid, incomplete, duplicate, closed and malformed inputs.
- Define a stable record ID; reprocessing must not create duplicate tasks.
- Put uncertain and failed records into a visible exception queue.
- Require human approval before any external message or irreversible action.
- Record failures without logging full customer messages or secrets.
- Document access removal, manual fallback and rollback.
- Have the process owner accept the output and the operating instructions.

## Measurement
Measure baseline minutes per record, weekly volume and exceptions before the pilot. Compare the same sample after implementation. Count time saved only when observed. Do not infer customer revenue from queue size or projected savings.

## Commercial scope
$750 USD fixed pilot fee for the published scope, subject to written fit, availability, acceptance criteria and payment terms. One revision in scope. Customer software costs and applicable taxes are separate and disclosed before agreement. Target five business days after agreed inputs and access; no automatic order or payment is created by an inquiry.

Details: https://loopxxi.com/automation
Working example: https://loopxxi.com/tools/follow-up-worklist
Contact: business@loopxxi.com