Synthetic home project recovery

high opportunity

Blocked

Riley Santos

Case ID: OAK-2026-004SpanishRecovery owner: Jordan PriceComfort Advisor: UnassignedApril 16: Estimate delivered; follow-up ended after one call; Unknown contact permission

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Recovery Journey

Lifecycle milestones are separate from the chronological activity feed.

Selected stage

Replacement opportunity identified

Status

requires review

Owner

Oakridge HVAC

Outcome

Review home project recovery

Strategy

Strategy is connected to evidence, conversation, appointment progress, and approval history.

Strategy status

blocked

Objective

Reopen the complete hvac replacement conversation and advance toward a replacement estimate.

Recommended approach

Spanish-first follow-up around comfort and estimate review. Do not use emergency fear tactics. Do not promise financing, technical diagnosis, energy savings, or equipment availability.

Language

Spanish

Primary channel

SMS

Secondary channel

Email follow-up

Message objective

Resolve unknown contact permission without overpromising.

Cadence

Day 1: Permission-based first message

Day 2: Follow-up if no response

Day 5: Short check-in

Day 10: Final permission-based check-in

Handoff triggers

Ready for Replacement estimate

Pricing or financing question

Scope question

Permission uncertainty

Risks and constraints

Do not claim energy savings without verified measurement

Do not claim equipment availability

Do not promise financing approval

Do not make technical diagnosis

Evidence supporting strategy

Requested complete HVAC replacement estimate

Asked about monthly payment options

Estimate delivered

Follow-up ended after one call

System age and comfort concern recorded as homeowner-provided information

No opt-out detected

Approval history

Strategy prepared; awaiting human approval

Strategy actions are guarded because this project is suppressed or lacks contact permission.

Trust boundary. This recovery case is synthetic. Oakridge HVAC prepares explainable recommendations; business users control approval, outreach, handoff, and appointment actions.