Day 0
Pick the leak
Choose one source where follow-up already slips: after-hours calls, voicemail, no-answer calls, quote follow-up, screenshots, forms, or a messy inbox.
Pilot workflow
Start with one real source and prove the cleanup in 30 days.
Doparoot is a managed service first. We build the first follow-up path with the business, operate the ticket screen, and keep only what proves useful.
Doparoot ticket screen
Pilot workflow · active queue preview
12
Open
3
Urgent
7
Handled
Active tickets
01Open
Follow-up captured
Owner
Owner assigned
Due
Today
02Urgent
Review-risk item
Owner
Manager
Due
Now
03Waiting
Receipt carry-forward
Owner
Coordinator
Due
5pm
Pilot shape
Narrow scope. Real workflow. Daily proof.
The pilot should not become a giant custom software build. It should make one painful source visible, route urgent work, and create a receipt the business can judge every day.
Days 1-3
Map the rules
Define ticket types, owners, urgent triggers, human-review rules, and what the 5pm receipt needs to show.
Week 1
Run real tickets
Doparoot turns the chosen source into customer, need, proof, urgency, owner, next step, status, and receipt history.
Weeks 2-3
Tighten routing
Review corrections, missed context, urgency mistakes, and team behavior. Keep the system practical instead of overbuilt.
Day 30
Decide with proof
Look at captured tickets, urgent alerts, handled confirmations, carry-forward work, and whether the responsible person wants the receipt to continue.
What Doparoot delivers
one managed intake source
ticket type and routing rules
urgent alert rules
human-review guardrails
daily 5pm receipt
weekly correction review
first-week proof report
30-day continue, expand, or stop recommendation
What the business provides
one person who can approve the first source
real missed-call, voicemail, screenshot, form, or inbox examples
rules for what counts as urgent
a responsible person for the 5pm receipt
permission to correct the system when reality is messier than expected
Source first
One source keeps setup practical and prevents the first pilot from becoming a messy integration project.
Receipt daily
The receipt shows whether the system is actually changing follow-up behavior.
Proof fast
The first week should already show captured items, urgent routing, and corrections.
Decision rule