No passwords first
Screenshots with sensitive details removed, exports, copied snippets, or screen share are enough to start.
Five Example Scan
Send five examples from the place work keeps getting stuck.
Use this intake to show the lane where customers keep waiting. It opens a prefilled email to the Pinnacle operating inbox.
One stuck lane
Estimates, invoice closeout, customer status, payment proof, scheduling, or approvals.
No blame language
Good people should not have to carry invisible work. The process is on trial first.
Example packet
Estimate follow-up lane
EX-01Customer approved in text, no follow-up owner assigned.owner missing
EX-02Scope question answered from email, customer record not updated.source split
EX-03Deposit proof exists, job board still shows waiting.proof split
EX-04Field note says ready, no customer-facing update sent.reply absent
EX-05Owner approved exception verbally, decision state not recorded.decision unclear