Daily briefing
Every warm opportunity gets an owner, next action, and proof trail.Strongest signals
Priority accounts and blocked revenue movement.Live ops board
Read-only staging check. Live rows appear after Supabase login.Lead and proposal desk
Owner, next action, approval state, and result are visible.| Opportunity | Source | Classified | Follow-up | Status |
|---|---|---|---|---|
| Quote request · kitchen refit DEMO-LEAD-2481 · arrived 09:14 | Website form | High intent | Sent 11 min after arrival | Replied |
| Proposal sent · website rebuild DEMO-PROP-0117 · sent 3 days ago | Referral / email | Warm · high value | Draft ready before silence | Awaiting approval |
| Referral · commercial project DEMO-LEAD-2483 · arrived 11:47 | Referral | High value | Approved · sent 13:05 | Meeting booked |
| Missed call · callback owed DEMO-LEAD-2484 · logged 14:31 | Phone | Follow-up | Assigned · due 16:00 | Owned |
| WhatsApp pricing question DEMO-LEAD-2485 · no CRM state | Leak risk | Needs owner and CRM update | Blocked |
Approval queue
Nothing external leaves without review.DEMO-PROP-0117 follow-up draft
ReadyPolite chase for signature, meeting, or clear no. Uses approved context and excludes pricing changes.
WhatsApp lead owner missing
BlockedAI can classify the question, but an owner must confirm next action before CRM write.
Audit proof
What arrived, what changed, who approved it.Open lead queue
Example data only · Supabase staging not connected yet.High-intent security enquiry. Draft response ready, needs human check before customer message.
Routing and reporting pain. Next step is soft LinkedIn conversation, no pitch.
No owner, no CRM state, no follow-up due date. Needs assignment before AI writes anything.
Decision-maker needs confirmation before outreach. Quote path and commercial cleaning fit are strong.
Team page review needed to identify the right sales or operations owner.
High-value property enquiry path. Connection request sent, no DM until accepted.
Follow-up draft is prepared, but owner approval is required before customer-facing send.
Lead controls
What the owner needs to see first.Operator workflow
Use this sequence before any future LinkedIn request is counted.Queue status lanes
Profile-review links only. Verify identity and state before any future manual session.Unverified
5Skipped
2Already connected
1Ready to review
6LinkedIn rebuild task
Operator-safe queue rebuild. No sending from this screen.Send guardrails
These rules apply before any future LinkedIn action.Ready review checks
Read-only profile checks. External profile links are held for guided browser safety.DIGITALISIM / CRM experience. Clean resume point after the Aurelien failure.
Profile link held for guided session- Verify the opened profile is Victoria Roux, not a search result or lookalike.
- Continue only if the profile has a clean Connect path and no warning state.
- Stop if Pending, 1st-degree, wrong region, Message-only, CAPTCHA, limit, or unclear state.
MV Group / Winbound founder context. Last manual check showed message-capable, so treat carefully.
Profile link held for guided session- Verify current role, authority, and connection state before any next step.
- Do not send a DM from this task, even if Message is visible.
- Stop if already connected, Message-only, Pending, wrong person, or unclear state.
Winbound project-manager context. Prepared after Michel was moved out of the normal no-note run.
Profile link held for guided session- Verify profile identity, region, role, and whether this is a useful buyer/operator contact.
- Continue only on a clean Connect state after Bert approves the manual session.
- Stop if already connected, Pending, wrong profile, warning, or no clean Connect path.
Luxembourg facility-service lane. Exact ONET Luxembourg profile recovered.
Profile link held for guided session- Confirm the opened profile is Pascal ROGE at ONET Luxembourg.
- Verify Luxembourg or relevant facility-service context.
- Stop if identity is not certain, region is wrong, or LinkedIn shows any warning state.
Germany CRM partner lane. Exact HANSE PERFORMANCE profile recovered.
Profile link held for guided session- Confirm the opened profile is Ken Hansemann / HANSE PERFORMANCE.
- Verify CRM/Pipedrive relevance and German market context.
- Stop if profile identity, region, or connect state is unclear.
The Loft Bureau Real Estate operations director context. Exact Qatar profile recovered; prior tracker may already show Pending.
Profile link held for guided session- Check whether LinkedIn already shows Pending before doing anything else.
- Verify Qatar/Doha property-operations context.
- Stop if Pending, already connected, wrong profile, wrong region, or warning state.
Final safety summary
Decision layer before the manual LinkedIn session. No outbound profile links or sends from Mission Control.Safe to inspect
Open profile only. Send is still blocked until Bert approves the live session.- Victoria Roux, Julie Riesse, Pascal ROGE, Ken Hansemann, and James Abbassi have exact profile links and can be opened for identity/state review.
- Michel Brebion has an exact profile link but needs extra caution because the previous state looked message-capable.
Blocked / no send
Do not use these for a connection request in the next session.- Logan Taylor and Terry Cunningham are wrong-region / wrong-context audit records.
- David Courtney is already 1st-degree, so no connection request is needed.
- Any profile showing Pending, Message-only, warning, limit, CAPTCHA, or unclear account state is an immediate stop.
Unresolved / audit only
Do not count these as sends and do not resume from them.- Rebecca Alksnitis, Jason Rainbird, Gavin Tanton, Rachel Holt, Julien Duflot, and Aurelien P. remain unverified because Pending was not visibly confirmed.
- Rachel Holt still uses search/verify because public results were ambiguous; no guessing.
- Countable sends remain 0 until LinkedIn visibly shows Pending after a human-approved profile-level action.
Approval queue
Risky actions wait here.DEMO-PROP-0117 follow-up draft
ReadySend a polite proposal chase. No discount, no scope change, no promise outside approved context.
CRM write for WhatsApp lead
BlockedAI detected missing CRM state, but owner must confirm pipeline stage before write access.
WhatsApp pricing reply · DEMO-LEAD-2485
ReadyDraft prepared for WhatsApp pricing question. Owner approval needed before customer send.
Meeting slot confirmation
ReadyWorker found two available slots, but calendar invite should be approved first.
Approval policy
Simple visible rules.Worker job board
Live worker handoff state from R10 staging.Job results
Proof rows appear after worker preview runs.Audit proof timeline
Live proof view: approval, worker completion, and safety flags.Main proof: human approval -> worker preview -> result written -> audit logged.
Weekly Revenue Operator Report
Prepared
Lead and proposal leaks
| Account | Leak | Risk | Next action |
|---|---|---|---|
| Atlas Infrastructure Demo | Job enquiry follow-up not yet owned | High | Soft conversation queued |
| CleanOps Demo | Multi-site quote path needs proof | Medium | Connection pending |
| Proposal DEMO-PROP-0117 | No answer after pricing question | High | Approval required |