# 09 — Filled Sample: Fictional Pilot Week

**Fictional sample only. No real client, CRM, MLS, brokerage, lender, vendor, employer, or private data.**

## Week / agent profile
- Week: 1
- Agent lane: Busy producing agent
- Data source: fictional sample contacts and sample appointment notes

## Review completed
- Completed: yes
- Minutes spent: 28
- Modules used: Today Board, Appointment Prep Desk, Referral Hub category queue, Content Engine

## Money List surfaced
- Hot lead: fictional buyer lead who asked about touring readiness
- Stale sphere: fictional past client with 14-month no-value-touch gap
- Appointment prep: fictional seller consult needs prep packet
- Referral/resource task: roofing category request needs verification before any name is shared
- Content opportunity: “What should I ask before hiring a contractor?” guide draft

## Drafts reviewed
- Buyer readiness follow-up draft: useful after removing lending-specific language
- Seller prep agenda: useful; pricing language marked for human review
- Homeowner resource content draft: useful as category-first checklist, no vendor names

## Human decisions outside StackPilot
- No sends, publishing, CRM updates, or referrals performed inside this sample.
- Human would need to approve any actual recipient, facts, wording, and timing.

## Blocked risks
- Pricing claim in seller draft moved to “verify with approved market analysis.”
- Vendor recommendation changed to category checklist until verified.
- Neighborhood/school language excluded.
- CRM update left as suggestion only.

## Product feedback
- Most useful moment: seeing follow-up, prep, and content opportunities on one board.
- Confusing moment: difference between “draft approved” and “send approved” should be visually stronger.
- Would return next week: yes, if setup stays under 30 minutes.