The first loop prototype

A contextualised action sheet, prepared from the sources that already exist.

What this prototype is, and what it is not

This is a prototype of decision and action. It is not message-sending automation. No external action goes out without human validation.

Three CRM opportunities

Opportunities handled by the loop

Each row was prepared from the CRM and the project archive. Open an opportunity to see its full action sheet.

Opportunities handled by the prototype
Account	Opportunity	Match confidence	To confirm	Action type	Next action
Ecodistribution	Logistics platform extension	Reliable match	5 items	External action	Set up a 30-minute call with the client contact to confirm the five missing items.	Open
MecaFlux Industrie	Energy audit of an industrial site	Partial match	4 items	Internal check	Check with the contact whether the request covers the utilities already flagged in 2024, before any estimate.	Open
Habitat Nord	Office energy retrofit	Weak match	6 items	No external action	Internal check: trace the origin of the enquiry and identify an owner before considering any contact.	Open

Measurement

How we will know the loop helped

Without a baseline, no gain can be demonstrated after the Build. It is the first thing to establish.

Headline metric

Time from an opportunity appearing to a documented decision with a next action.

Baseline to establish

Current state: search time has never been timed at Norevia. The first action of the Build will be to measure that baseline across ten opportunities.

Not to be confused: the three opportunities above demonstrate the loop during the Diagnostic. The ten opportunities will be used during the Build to establish the measurement baseline.

Q-01— How long to recover context?

Reminder

What the loop performs

The prototype covers the whole chain, from source to measurement — human validation is a link, not an option.

01Scattered sources
02Context recovered
03Evidence linked
04Decision documented
05Next action
06Measurement