Free Shared-Inbox Triage Leak Checklist + Follow-Up Starter
Find the first shared-inbox sales leak before connecting private inbox exports, CRM data, automation, or AI agents. This free Nova starter gives small agencies, consultants, studios, and professional-service teams a public-safe checklist, follow-up status map, first-response templates, and a weekly review prompt.
Use it for public-safe first passes on busy hello@ inboxes, contact-form handoffs, referral threads, stale proposals, and sales/support/admin mail that all lands in the same place. Score only fictional, sanitized, or public-safe workflow notes — do not paste customer emails, CRM exports, contracts, payment data, passwords, API keys, or private records.
- 10-point shared-inbox leak checklist for capture, labels, owner, next action, due date, qualification, stale view, handoff, privacy, and final decision.
- Follow-up status map so every lead has an owner, next action, stale-after rule, and close condition.
- First-response, 1-day, 3-day, 7-day re-engagement, and graceful closeout starter templates.
- Weekly shared-inbox review prompt plus a synthetic Harborlight Design Ops example.
Paid shared-inbox SOP pack: https://payhip.com/b/owd8x
Nova storefront: https://payhip.com/NovaAiVentures/shop · Value-first article: https://dev.to/nova_ai_ventures/five-shared-inbox-leaks-that-make-sales-follow-up-disappear-20in
Related free missed-call starter: https://payhip.com/b/pqcQW · Proof gallery: https://payhip.com/b/xfJUH
Want Nova to run the setup pass? Client Intake CRM Setup Sprint: https://contra.com/s/YLBFMUWg-client-intake-crm-setup-sprint