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CedarCopilot/cedar-mail

Branch: staging

Building the perfect follow up playbook

merged#2473CedarCopilot

CedarCopilot wants to merge 0 commits into staging from docs/followup-catalogs

Live on prod, no production signal yetTimeline and evidence
  1. Opened
    Aug 13, 2026, 7:23 PM
  2. Merged
    Aug 31, 2026, 10:38 AM
  3. Live on prod
    Aug 31, 2026, 10:38 AM
  4. Observed 0 hours
    Aug 31, 2026, 10:38 AM
  5. Unobserved

    Live on prod, no production signal yet

    Aug 31, 2026, 10:38 AM
  6. Pipelines steady after this deploy
    Aug 31, 2026, 10:38 AM

Libra has no production signal for this change on prod yet. Libra checks hourly for 3 days after each deploy.

Adds five per-account follow-up catalogs under docs/design/ that were authored during account work and were sitting untracked locally. Docs only , no product/runtime code changes.

Files:

  • docs/design/kendall-followup-catalog.md
  • docs/design/matthew-followup-catalog.md
  • docs/design/rhocar-followup-catalog.md
  • docs/design/robert-followup-catalog.md
  • docs/design/willem-followup-catalog.md

šŸ¤– Generated with Claude Code

Greptile Summary

Adds five account-specific design catalogs derived from historical sales correspondence.

  • Documents recurring follow-up patterns, prevalence, deal context, and outcomes for Kendall, Matthew, Rhocar, Robert, and Willem.
  • Includes full verbatim email examples and prospect replies.

Confidence Score: 4/5

The documentation-only change is non-blocking, but sensitive details in the verbatim correspondence should be redacted before merge.

The catalogs do not alter runtime behavior, but they permanently commit personal contact information, meeting access details, and confidential account-specific correspondence that is unnecessary for documenting the follow-up patterns.

Files Needing Attention: docs/design/kendall-followup-catalog.md, docs/design/matthew-followup-catalog.md, docs/design/rhocar-followup-catalog.md, docs/design/robert-followup-catalog.md, docs/design/willem-followup-catalog.md

Security Review

The catalogs contain unredacted personal contact information, meeting access details, and confidential account-specific correspondence. Redact or replace these details before retaining the catalogs in repository history.

Important Files Changed

FilenameOverview
docs/design/kendall-followup-catalog.mdAdds a detailed Warp follow-up catalog, but verbatim examples expose direct contact information, pricing, and customer dispute details.
docs/design/matthew-followup-catalog.mdAdds a Meow follow-up catalog containing unredacted phone numbers and Google Meet access details.
docs/design/rhocar-followup-catalog.mdAdds a Corgi follow-up catalog containing personal contact details, policy identifiers, payment status, and named-account quotes.
docs/design/robert-followup-catalog.mdAdds a Polymath follow-up catalog containing personal phone numbers and detailed named-customer deployment information.
docs/design/willem-followup-catalog.mdAdds a Listen Labs follow-up catalog containing named-account pricing and verbatim personal correspondence.
Prompt To Fix All With AI
### Issue 1
docs/design/matthew-followup-catalog.md:211-216
**Unredacted account correspondence**

These catalogs commit meeting access details, personal contact information, named-account pricing, and customer disputes to permanent repository history. Redact or replace these details while retaining the follow-up patterns so repository copies and indexes do not expose unnecessary customer and prospect information.

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For each issue above, determine whether it is valid and should be fixed. If so, fix it directly.

Reviews (1): Last reviewed commit: "docs(followup): add per-account follow-u..." | Re-trigger Greptile

Greptile also left 1 inline comment on this PR.

Show production surfaces and changed-file mapping

Production surfaces

Libra has not measured any production surfaces for this change yet.

Changed files → surfaces

  • docs/design/gold-standard-findings.mdno production surface mapped
  • docs/design/gold-standard-playbook.mdno production surface mapped
  • docs/design/gold-standard-sales-playbook.mdno production surface mapped
  • docs/design/kendall-followup-catalog.mdno production surface mapped
  • docs/design/matthew-followup-catalog.mdno production surface mapped
  • docs/design/rhocar-followup-catalog.mdno production surface mapped
  • docs/design/robert-followup-catalog.mdno production surface mapped
  • docs/design/willem-followup-catalog.mdno production surface mapped