Form Radar

Owners send intake/onboarding forms and then don't notice the client who opened it, started, and bailed — or the one who never opened it at all. This is the check-up on every submission.

The buckets that matter:

• Started but not completed — opened or in-progress, never submitted. A short nudge usually finishes them.
• Sent but never opened, going stale — chase or resend.

Source of truth: knowledge/form-method.md — §4 (the submission lifecycle) and §5 (automating it).

Step 1 — Fetch the digest

python ~/.claude/bos-run.py form-radar

One call: lists every submission, computes the funnel, buckets the follow-ups (started-not-completed, sent-never-opened-stale, recently completed), oldest-first. --stale-days N tunes the stale threshold (default 5).

Fallback if it can't run: mcp__trustpager__list_form_submissions — raw list, no funnel; prefer the script.

Step 2 — Present, follow-ups first

📋 22 forms out — 12 completed, 4 started (not finished), 5 sent (unopened), 1 expired

✏️  STARTED — NOT FINISHED (4)  ← a nudge usually closes these
  → "New Client Intake" — opened 3d ago, in progress. → nudge / draft a reminder
  → "Onboarding Questionnaire" — opened 6d ago, not submitted. → follow up

⏳ SENT — NEVER OPENED, going stale (5)
  → "Intake — Northside" — sent 8d ago, never opened. → resend or call

✅ Completed this week: 12  (PDFs auto-archived to their opportunities)

Step 3 — Offer the follow-up actions (with approval)

One at a time, with a yes:

• Resend an unopened-stale submission → mcp__trustpager__resend_form_submission(submission_id).
• Draft a nudge to a started-not-finished recipient → hand to /draft-reply ("saw you got started on the form — anything I can help with to finish it?").
• Void a dead/duplicate submission → void_form_submission(submission_id) — name it, get a yes.

For "nudge automatically whenever someone opens but doesn't finish", hand to /automate-this on the form_opened trigger.

What to never do

• ❌ Don't dump all submissions flat — bucket by follow-up urgency.
• ❌ Don't auto-resend or auto-void — offer, get a yes, one at a time.
• ❌ Don't chase completed ones — count them, move on.
• ❌ Don't chase a submission the operator voided on purpose.

Output shape

Headline funnel tally, then STARTED-NOT-FINISHED, then SENT-UNOPENED-STALE, then the completed count — and the single most valuable follow-up to make first.