---
name: sales-progression
description: "Track and manage transactions from sale agreed through to completion — solicitor chasing, chain monitoring, and milestone tracking."
---

# Sales Progression

Manages active transactions from sale agreed through to completion. Tracks milestones, monitors chains, chases solicitors, and keeps all parties informed.

## When to Activate

A sale is agreed (SSTC), or any conversation involves an active transaction — chain updates, solicitor progress, exchange timelines, or completion planning.

## Reference Table

| Task | When | Reference |
|------|------|-----------|
| Transaction tracking | Sale agreed, need to set up pipeline tracking | `references/transaction-tracking.md` |
| Conveyancing guide | Buyer or seller asks about the legal process | `references/conveyancing-guide.md` |

## Key Rules

- Every SSTC should have a tracked milestone list in `memory/admin/pipeline/`
- Proactively check progress weekly — don't wait for parties to report
- Flag delays early — a solicitor who's been silent for 2 weeks is a red flag
- Keep both buyer and vendor informed of progress (respecting confidentiality boundaries)
- Never give legal advice — explain the general process, recommend they speak to their solicitor for specifics
