Haruno Knowledge base

Waitlist

Follow up on people who asked about Haruno on the website. Record contact, set follow-up dates and draft emails.

  • Operator consoleAvailable

When someone leaves their email on the Haruno website to ask about the product, they land on the Waitlist. This page turns that interest into conversations. It shows who is new, who has been contacted and whose follow-up is due.

The Waitlist page: three counts, filters, and a table of made-up contacts with their role, sign-up date, status, follow-up date and actions

A person who signs up twice is listed once.

What you see

Three cards: Total entries, New entries and Follow-ups due. Under them:

  • Needs attention is the page's default. It shows entries that are New, and entries that were Contacted whose follow-up date is today or earlier. The most overdue come first.
  • All entries shows everything, newest first.
  • The search box finds an email or a company. Filter by status and Filter by role narrow the list. The role is what the person chose on the website, shown in words, for example "Venture capital firm" or "Family office".

For each contact the table shows the email, the company (or "No company provided"), any notes, the role, the sign-up date, the status and the follow-up date. A follow-up that has passed says Overdue. One that falls today says Due today. Dates are in UTC.

The page refreshes every minute, except while you are editing. The table shows 50 entries to a page.

Statuses

StatusMeaning
NewNobody has reached out yet
ContactedSomeone has been in touch
ConvertedThey became a customer
ArchivedNo longer being followed up

Converted and Archived entries leave the Needs attention list.

Follow up on someone

  1. Press Draft email. Your own mail app opens with a short greeting and the subject "Following up on your Haruno inquiry".
  2. Send it from your mail app.
  3. Back on the page, press Mark contacted. It sets the status to Contacted and notes the time.

Mark contacted is only offered for New and Contacted entries. A Converted or Archived entry first has to be reopened with Edit.

Edit an entry

Edit opens a panel.

The Edit waitlist entry panel with a status menu, a follow-up date and a notes box
  • Status has the four statuses. Changing to Contacted records a contact now.
  • Follow-up date is the day the entry should come back into Needs attention.
  • Notes holds up to 4,000 characters.

Press Save changes. The panel shows who last changed the entry and when.

If someone else changed the entry while you were editing, the save is refused with "This entry changed. Reload it before saving again." Your text stays in the panel. Copy your notes before you close and reload.

Who can use it

Every operator can read the list and draft an email. Edit and Mark contacted are for super admins, so a viewer does not see them.

What a person in sales can ask an operator

  • "Who still needs a reply?" Open Needs attention.
  • "Has anyone from this firm signed up?" Search for the company.
  • "Set a reminder to call this person next Thursday." An operator edits the entry and sets the follow-up date.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,72 @@
+---
+title: Waitlist
+summary: Follow up on people who asked about Haruno on the website. Record contact, set follow-up dates and draft emails.
+feature: ops-waitlist
+covers:
+  - web/monitoring/components/WaitlistPage.tsx
+  - web/monitoring/components/WaitlistEntryEditor.tsx
+  - web/monitoring/lib/waitlistApi.ts
+  - server-dotnet/src/Haruno.Server/Controllers/AdminWaitlistController.cs
+  - server-dotnet/src/Haruno.Server/Controllers/WaitlistController.cs
+---
+
+When someone leaves their email on the Haruno website to ask about the product, they land on the **Waitlist**. This page turns that interest into conversations. It shows who is new, who has been contacted and whose follow-up is due.
+
+<Shot src="/m/f5f7da51c660-ops-waitlist-dark.png" alt="The Waitlist page: three counts, filters, and a table of made-up contacts with their role, sign-up date, status, follow-up date and actions" />
+
+A person who signs up twice is listed once.
+
+## What you see
+
+Three cards: **Total entries**, **New entries** and **Follow-ups due**. Under them:
+
+- **Needs attention** is the page's default. It shows entries that are **New**, and entries that were **Contacted** whose follow-up date is today or earlier. The most overdue come first.
+- **All entries** shows everything, newest first.
+- The search box finds an email or a company. **Filter by status** and **Filter by role** narrow the list. The role is what the person chose on the website, shown in words, for example "Venture capital firm" or "Family office".
+
+For each contact the table shows the email, the company (or "No company provided"), any notes, the role, the sign-up date, the status and the follow-up date. A follow-up that has passed says **Overdue**. One that falls today says **Due today**. Dates are in UTC.
+
+The page refreshes every minute, except while you are editing. The table shows 50 entries to a page.
+
+## Statuses
+
+| Status | Meaning |
+|---|---|
+| New | Nobody has reached out yet |
+| Contacted | Someone has been in touch |
+| Converted | They became a customer |
+| Archived | No longer being followed up |
+
+**Converted** and **Archived** entries leave the **Needs attention** list.
+
+## Follow up on someone
+
+1. Press **Draft email**. Your own mail app opens with a short greeting and the subject "Following up on your Haruno inquiry".
+2. Send it from your mail app.
+3. Back on the page, press **Mark contacted**. It sets the status to **Contacted** and notes the time.
+
+**Mark contacted** is only offered for **New** and **Contacted** entries. A **Converted** or **Archived** entry first has to be reopened with **Edit**.
+
+## Edit an entry
+
+**Edit** opens a panel.
+
+<Shot src="/m/05c687f8c7c5-ops-waitlist-edit-dark.png" alt="The Edit waitlist entry panel with a status menu, a follow-up date and a notes box" />
+
+- **Status** has the four statuses. Changing to **Contacted** records a contact now.
+- **Follow-up date** is the day the entry should come back into **Needs attention**.
+- **Notes** holds up to 4,000 characters.
+
+Press **Save changes**. The panel shows who last changed the entry and when.
+
+If someone else changed the entry while you were editing, the save is refused with "This entry changed. Reload it before saving again." Your text stays in the panel. Copy your notes before you close and reload.
+
+## Who can use it
+
+Every operator can read the list and draft an email. **Edit** and **Mark contacted** are for super admins, so a viewer does not see them.
+
+## What a person in sales can ask an operator
+
+- "Who still needs a reply?" Open **Needs attention**.
+- "Has anyone from this firm signed up?" Search for the company.
+- "Set a reminder to call this person next Thursday." An operator edits the entry and sets the follow-up date.