RiskMandateThree questions, as often as daily.
For this first batch we invest in following up: an email every day if that is what helps, with objectives and milestones mapped out for each customer. That will not scale, and it is not meant to yet.
Status, from docs/reality.md: shipped v0.1.0 The daily follow-up: three questions, recorded on the customer page as a log · proposed The private record per customer (contact details, the agreed objectives in full, the private notes) in a vault the lead holds
The three questions
Since the last time. One line is enough; "nothing, I was busy" is a fine answer and goes in the log.
A page that was hard to understand, a prompt that returned something odd, a step that assumed a tool you do not have. This is the most useful answer of the three.
The next step on the ladder, or the thing you want to try instead. Agreed, not assigned.
The message
Subject: Day N · the three questions
Hi {first name},
Yesterday's answer put you at {step} on the ladder; your page is at
https://customers.riskmandate.ai/customers/{id}/
1. What did you do since last time?
2. What got in the way?
3. What is next?
A line each is plenty. If the answer to 2 is "the start-here page", say which step.
{the lead, or the follow-up}Where the answers go
- On the customer page, in summary. Date, and the three answers in a sentence each, newest first. The source is
data/customers.json, so a follow-up is a release and the history of the page is the history of the repository. - Anything private stays with the lead. Names of systems the customer did not want named, details of their deployment, the contents of their grant and mandate. The brief's rule: nothing is published without their yes, and the default is no. The private record per customer, in a vault the lead holds, is proposed and not built; until then it is the lead's own notes.
- What got in the way becomes a finding. The second answer is read against the three questions on what we want to discover, and a pattern across customers goes in that page's table with the number of customers who hit it.
Who does it
The follow-up is a role, held by the lead for the first batch and written down as a role file so that an agent can take the drafting and a person the sending. The newsroom's pattern applies: an agent drafts, a person reads and sends, and nothing goes out that a person has not seen.