Team workflows

Coming soon

Win room & pursuit playbooks

Shared pursuit plans, owners, cut-off checklists, and team playbooks—coming after core monitoring ships.

On the roadmap

Win room tooling will give named owners, envelope checklists, and one shared buyer story after the call—so Slack does not fork into three competing narratives.

Tied to Locatix delivery

Built from the same pursuit loops Locatix runs for client work—appointment SOPs, handoff rules, and CRM sync when you are ready to scale beyond monitoring.

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