Norevia — Action sheet — Habitat Nord

Action sheet · OPP-26-058

Habitat Nord

Office energy retrofit

Weak matchFirst contact

Estimated amount: €75,000
Owner: Sophie Lambert
Last activity: 2 days ago
Evidence linked: 1
To confirm: 6 items
Trigger source: Norevia CRM

What we recommend

No external actionNeeds review

No external action recommended at this stage. Check internally the origin of the enquiry, the scope and the owner before any contact.

Why the system does not recommend contact

Six pieces of information are missing, including the origin of the enquiry and the decision-maker. Recommending a contact would hand the team a conversation it cannot prepare for.

Next action

Internal check: trace the origin of the enquiry and identify an owner before considering any contact.

To be done by Sophie Lambert — after human validation.

No contact task is proposed: the system abstains while information is missing.

Traceability · PROT-OPP-03

What we recovered

No prior commercial relationship in the CRM
One comparable office reference exists in the project archive

What is still missing

Exact nature of the building concerned
Where the enquiry came from
Budget and timeline
Decision-maker
Incumbent competition
Occupancy constraints during works

These items are shown deliberately: missing information must be visible, never guessed.

Evidence

What the recommendation rests on

Every piece of evidence links back to its source document. Without a cited source, a recommendation is not usable.

Final report — HabitatPlus head office retrofit

Engagement report · 2021 · Project archive · 2021 folder / HabitatPlus

Office reference usable for the Habitat Nord opportunity.

Human validation

No external action goes out without human validation.

Awaiting validation

The CRM task can only be created once the recommendation is validated — that is the rule of the loop.

Simulated decision — no real action was sent. No email, no message, no CRM write.

Comparable projects identified
Reference	Project	Client	Year	Lead	Relevance	Why
PRJ-2021-044	Energy retrofit — head office	HabitatPlus	2021	Marc Vasseur	Medium	Office reference usable for a retrofit bid, outside the logistics scope.

The reasoning

No sales history is available on this account.
A single comparable reference, dating from 2021.
The level of information does not yet allow an arbitration.

Confidence level

Confidence level by element
Element	Level	Comment
Account match	Low	Recently created account, no history to match.
Relevance of the comparable project	Medium	Office reference from 2021, adjacent sector.
Estimated amount	Low	Entered when the opportunity was created, not qualified.
Decision to bid	Human validation required	Owner validation required.

Diagnostic questions related to this sheet

Q-02— What makes a project comparable?Q-09— Do projects follow a naming standard?Q-03— Who decides, and on what criteria?Q-14— Who validates the action?

The CRM remains the source of truth. This sheet prepares a decision and proposes a task; it replaces neither the CRM nor the judgement of the opportunity owner.