# Follow-up checklist

Self-initiated demonstration · Synthetic data

- [ ] Confirm the stage reflects the actual state.
- [ ] Use an explicit next action instead of a vague status.
- [ ] Confirm priority with the project owner.
- [ ] Record an agreed due date; do not invent a commitment.
- [ ] Keep relevant context and unresolved questions visible.
- [ ] Review required fields before exporting.
- [ ] Map target fields and test an authorized sample import.
- [ ] Keep demonstration records separate from live contacts and enquiries.

The supplied board contains 18 fictional opportunities. Stage changes and exports are local, resettable demonstration actions.