The Stalled Enquiry Sprint

Microsoft 365

1. Keep one working copy

Keep Stalled_Enquiry_Tracker.xlsx in OneDrive or SharePoint and open it in Excel. Use Word for My Rules and Outlook for messages you review and send yourself.

2. Start with the Tracker tab

Read Start Here, then enter your own records in Tracker. Use Summary, Time Log and Rules Log to review progress. Keep the clearly marked EXAMPLE tabs separate from your working records. Keep actual customer identities separate from anonymized AI inputs.

3. Confirm eligibility before drafting

Record your verified contact basis. Opt-outs override every other status; missing or conflicting information means check first. Never treat an AI output or workbook flag as legal permission.

4. Draft, check and log

Use the included prompts, verify every claim and fill placeholders privately. Send manually, log the outcome, and record corrections in My Rules for the next run.

Native Excel, Google Sheets and founder usability checks of this edition remain pending. Stored files do not connect automatically to AI.