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Docs
Spring launch email
Spring is here, and so is our new collection
Hi {first name}, it’s been a while since your last visit, and a lot has changed. Our spring collection lands on Monday, and you’re among the first to see it.
Last spring, 312 of you joined us in the first week. This year, past customers get early access and free delivery through Sunday. Your early-access link is below.
— The Harbor Goods team
Pipeline this quarter
Where does the pipeline land this quarter? Put it in a doc for Monday.
Read the pipeline · Checked Gmail · Created a doc3 steps
You’re on track for $1.24M this quarter, up 18% on last. Two deals carry most of the risk: if Northwind slips past December, you land closer to $1.05M. I put the forecast, the at-risk deals, and next steps in a doc for Monday.
Q4 pipeline forecast
On track for $1.24M, up 18% on Q3. At risk: Northwind ($190K, decision slipped to January) and Harbor Ridge ($64K, waiting on a revised estimate).
What would you like to get done?
Engage can make mistakes. Verify anything that matters.
Apps
Apps
Describe an app, or start from one below. An agent builds it while you watch, and you change it by asking.
Inventory for my shop: what’s on the shelf, what’s on order, and a list of anything running low
Not sure? TryA fractions quiz for my classConference sign-up sheetTip and split calculator
Booking page
Business
Learning now
Returns, the Harbor Goods way
45% · 11 min
Returns, the Harbor Goods way
Start with the receipt
Which return can you take?
A return you’d handle differently
Look it up by card or email
A regular without a receipt
Store credit or refund?
Exchanges that keep customers
When there’s no receipt
Look it up by card or email.
Most customers paid by card or gave us an email. Search either one at the till, and the original sale comes up with its date and price. If it doesn’t, offer store credit at today’s price.
Before you say yes / When there’s no receipt
BackContinueAsk Phil
Knows this course and what your workspace knows.
What if it was a gift and they don’t know how it was paid for?
Ask for the gift receipt first. If there isn’t one, it’s store credit at today’s price, the same as in this lesson. Your returns policy doc says gifts can be exchanged any time before January 31, so offer that too.
Returns policy 2026
Book the team dinner
Little Fig Kitchen
Seasonal Italian · $$ · 6 min walk · ★ 4.7 (1,284)
What people say
Nina B. ★★★★★
Booked the back room for twelve. They split the bill without blinking, and the fig pizza is the reason to go.
Marcus T. ★★★★★
Great for a team dinner — loud enough to be fun, quiet enough to talk. Lots for the vegetarians.
Make a reservation
Party size
8 people
Date
Thu, Oct 22
Available times
Special requests
Back room if it’s free. One vegetarian.
Book a table for the team on Thursday, somewhere near the shop around 7. Eight of us, one vegetarian.
Checked the team calendar · Compared 3 restaurants4 steps
Little Fig Kitchen has a table for 8 at 7:00 on Thursday, six minutes from the shop, with vegetarian mains. The booking is filled in on your Tablehop tab — it reserves under your name, so I’ll wait for you.
Book the team dinner at Little Fig
Approve in threadNeeds youReserve a table for 8, Thu at 7:00 PM
Mark doneStop
App access approval · Browser
Reserve a table for 8 at Little Fig Kitchen Click Reserve · Thu, Oct 22 at 7:00 PM
Agents
Agents
Your agents
Collections
Needs you
Campaigns
Working
Follow-through
Ready
Ops desk
Idle
New agent
2 things need you
Updated 5m ago
Needs you 2
Collections FinanceReady for your review
Six overdue reminders drafted
Matched against the bank feed; Northwind is 41 days late.
Campaigns MarketingNeeds your answer
Send the spring email Monday?
Audience is 1,240 past customers. Copy is in Docs.
In progress 1
Campaigns Marketing Working
Building the launch audience
Six overdue reminders drafted
Ready for your review · Collections · Finance
Six accounts are more than 30 days late, $48,200 in total. I drafted a reminder for each, firmer for the two past 60 days. Nothing goes out until you approve.
Details
Create. Docs that Phil drafts beside you, every edit his to show and yours to keep.
Join the wait list