Qualified prospects found. Drafts approved before send.
A managed weekly lead-pipeline workflow: find prospects from approved sources, score fit, draft personalized outreach, wait for approval, then report proof.
"Commercial maintenance provider · 42 trucks · hiring ops coordinator."
"Saw your maintenance expansion note. Worth a quick review of your service-area pipeline?"
Four moves that run every week.
Not a scraped list, not blind automation — an approval-gated operating rhythm. Each lever shows up in the weekly proof report.
Find approved-source prospects
Build a prospect queue from approved sources, exclusions, and ICP notes.
Score fit and disqualifiers
Every prospect gets fit notes, angle notes, and a reason to include or block.
Draft outreach
Personalized first-touch drafts are queued for approval before external sends.
Weekly proof report
One page: found, scored, drafted, approved, sent, replies, blockers, next actions.
Four steps. Same every week.
Setup is scoped in the Health Check. After that, the loop below is what actually runs.
- MonIncoming sweepNew prospects pulled from approved sources into one queue.
- TueDrafting + escalationFit scored and personalized drafts prepared with source notes.
- Wed–FriApproval + sendsApproved sends go out; unapproved drafts stay queued.
- FriProof reportWeekly proof report sent: what happened, what blocked, what is next.
Weekly proof report. Every week.
Not a dashboard to babysit. A weekly email with the events, evidence, approvals, blockers, and next actions in plain English.
- Prospects found and scored
- Drafts queued and approved
- Sends, replies, and blockers
- Next actions and evidence links
Runs alongside this one.
Start here
Start with the Workflow Health Check — $299
Credited if you continue. No broad rollout before the approval path is clear.