Which signals should control timing?
Use observable context before a fixed schedule.
- When the latest revision was sent
- Whether it has been viewed
- What the customer agreed
- Complexity and decision participants
How do you create a timing policy?
Define a small number of status-based rules and review their outcomes.
- Delivery check
- Viewed but unanswered
- Customer question waiting
- Validity date approaching
Timing safeguards
- 1Respect quiet hours
- 2Stop on accept or decline
- 3Avoid duplicate contacts
- 4Escalate unanswered customer questions
Common questions
Should I call immediately after a view?
Not automatically. A view is context, not consent or proof that the customer is ready to speak.
Can timing be automated?
Yes, when triggers, quiet hours, stop conditions and manual ownership are explicit.