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Escalation policy
When and how a support issue moves up, and who owns it at each step.
Operations/Playbooks/Escalation policy.md
revision 6 by Fieldwork · “Add severity levels”
Every escalation starts with a written summary in the customer's thread: what broke, what was tried, and what the customer expects next. No summary, no escalation.
Severity levels
- Sev 1: Customer is blocked. Page the on-call within 15 minutes.
- Sev 2: Degraded but working. Engineering picks up same day.
- Sev 3: Cosmetic or one-off. Files as a task for the next cycle.
The account owner stays on the thread until the customer confirms the fix. Engineering closes the issue, support closes the loop.
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- 15:00–16:00Google MeetPortfolio review with MeridianNotes sharing:PrivateInvite notetakerPrepare
- 17:00–17:45Google MeetDaily standupNotetaker invitedNotes sharing:Everyone at NorthstarNotetaker invitedPrepare
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- 09:00–10:00Google MeetQ3 planning kickoffNotetaker invitedNotes sharing:Everyone at NorthstarNotetaker invitedPrepare
- 11:30–12:00Google MeetSupplier check-inNotes sharing:PrivateInvite notetakerPrepare
Mon, 14 Sep
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2026-08-31 Q3 planning kickoff
Q3 priorities agreed: wholesale expansion leads, checkout revamp ships first.
Meetings/2026-08-31 Q3 planning kickoff.md
revision 1 by Fieldwork
Speakers: Maya, Tom, Priya
Summary
The team set Q3 priorities: wholesale expansion is the headline bet, with the checkout revamp shipping first to protect peak season.
Decisions
- Checkout revamp ships before the wholesale work starts.
- Wholesale pilot limited to three partners for Q3.
Action items
- Tom: scope the checkout revamp by Friday.
- Priya: shortlist three wholesale partners.
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August overdue invoice sweep
Rotterdam container rebooking
Returns policy rewrite draft
Carrier quotes for Q4 pallets
Warehouse stock count plan
TasksFIN-31
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Projects
Operations9
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FIN-31Finance
Chase overdue invoices for August
- Status
- In progress
- Priority
- High
- Assignee
- Fieldwork
- Due
- 29 Aug 2026
- Labels
- Receivables
Scope
- Collect every invoice 15+ days past due from Xero, grouped by account.
- Draft a personal reminder for each account owner in our house style.
- Escalate anything over €5,000 to Marta before sending.
- Log replies and paid invoices back on this task as they land.
Fieldwork 09:12Found 12 invoices 15+ days overdue, €38,400 total. Drafts are ready for review.
Marta Kowalski 09:41Hold the Nordlys Interiors reminder, I have a call with them Friday.
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