"Keep warranty follow-up separate from repair-shop promotions"
"Source","https://bluefinchadvisors.com/blog/keep-warranty-follow-up-separate-from-repair-shop-promotions"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Repair-record reference","Written terms evidence reference","Recorded question or proposed offer","Purpose under review","Proposed contact route","Contact-purpose review reference","Next-action owner","Internal review date","Next review action","Missing required fields"
"RO-17","Written-terms-17","Question about the recorded repair terms","Customer-requested service question","Advisor uses the agreed customer route","Contact-review-17","Advisor-A","2026-10-16","Review the written scope before answering coverage","None"
"RO-22","Written-terms-22","Proposed unrelated service offer","Proposed promotion","Proposed email campaign","","Campaign-reviewer","2026-10-17","Review message purpose and preferences before outreach","Contact-purpose review reference"

"Use this worksheet"
"Fictional examples. Use internal reference codes, not customer personal information."
"Filled fields require review against actual business evidence."
"No CRM change, booking or message is sent."
"Reload clears edits. Save exports in approved business storage."

"Sources"
"FTC: Auto Repair Basics and written repair warranties","https://consumer.ftc.gov/articles/auto-repair-basics"
"FTC: Commercial email and transactional message purpose","https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business"
"HubSpot: Task owners, due dates and record associations","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Optional paid customer loyalty service","https://bluefinchadvisors.com/toolbox/customer-loyalty"