Daily lead research automation
Scheduled: every hour. Searches independent public search sources and checks pages for stated business requirements.
Research continues across public sources without repeating recently checked pages. Only direct first-person paid-project requests with a public business email enter the qualified pipeline. Initial email and one reply-aware follow-up run automatically; replies, bounces and opt-outs stop further outreach. AI phone calling is not connected.
Financial approval queue
Client requests for pricing appear here. Review the exact scope, amount, costs, net profit, payment terms and pricing evidence before approving a proposal.
Client order stages & approvals
Every external proposal, agreement, milestone or final delivery waits for your explicit approval. The hourly workflow executes only approved requests. Project start and order closure also require separate approval.
Approval requests
Request milestone / final delivery approval
Activity records
Only reply-verified email records and provider-verified connected calls appear in communication records. SMTP attempts and bounces remain separate in system history. Inbox replies and bounces are checked automatically on each scheduled run.
Verified email deliveries
Verified connected calls
Client responses / order stages
Unconfirmed research (separate from Leads)
Legacy unverified candidates remain separate from Leads. New unmatched pages stay in the private research cursor; they never enter Leads or receive outreach.
Automation & system history
Contacted, email and call totals include only provider-verified delivery or confirmed call connection. Attempts, SMTP acceptance, failures and bounces do not count.
Permission and deal workflow
- Research & verify: the hourly agent searches public sources, rotates through unseen pages, and qualifies only first-person business requirements with a paid signal and public same-site email.
- Initial outreach & follow-up: the agent sends a relevant first enquiry and one follow-up after five days only if no reply, bounce or opt-out was detected.
- Client response: replies are monitored automatically. A request for pricing creates a client-order record and a pending financial-proposal approval.
- Proposal & agreement: you approve each exact document before the executor sends it. Financial approval, scope, price, costs, payment terms and evidence are mandatory before a proposal is sent.
- Project execution: project start, each milestone delivery, final delivery and order closure have separate approval requests. Nothing advances without your approval.
- Audit: sends, replies, bounces, approvals and stage transitions are recorded. No AI phone calls are claimed until a compliant calling provider is actually connected.
Integration status: Supabase, scheduled public research, SMTP initial outreach, IMAP reply/bounce monitoring and one controlled follow-up are connected through private GitHub Actions secrets. SMTP acceptance alone is not counted as delivery. Stage emails are sent only after an owner approval is recorded. AI phone calling is not connected because no zero-cost, verified PSTN calling provider is configured. Never store API keys in this page or public GitHub files.
Free-first service catalogue
Start with services deliverable using free tiers, open-source tools, and existing skills. If a client needs a paid API, hosting, domain, or subscription, quote it separately and get approval before spending.
Web & digital products
Landing pages, portfolio/business websites, Blogger setup, website refreshes, responsive UI fixes, forms, booking/lead capture pages, basic web apps/MVPs, deployment, DNS, SEO basics, speed/accessibility checks.
AI & automation
Chatbot prototypes, FAQ assistants, prompt workflows, AI tool prototypes, lead research and CRM setup, spreadsheet/report automation, content scheduling workflows, API/no-code integration, open-source automation.
Data & office
Excel formulas, cleanup, dashboards, CSV handling, web research, data entry, Word/PDF formatting, PowerPoint decks, document templates, data validation and simple reporting.
Content, SEO & language
SEO audits, titles/meta descriptions, blog/product copy, technical how-to writing, Telugu-English translation, Telugu proofreading/language QA, transcription, subtitles, captions, YouTube metadata and content calendars.
Creative & digital products
Logos, thumbnails, banners, social graphics, eBooks, children's activity books, worksheets, puzzles, printables, pitch decks, product descriptions and digital storefront setup.
Testing & support
Website/app manual QA, bug reproduction reports, prompt evaluation, content QA, link checks, basic website troubleshooting and documented setup instructions.
Free-first delivery rule: use static hosting/free tiers/open-source tools where suitable; disclose free-tier limits. Never promise unlimited AI/API usage. Client-owned paid accounts and recurring costs stay in the client's name whenever possible.
Lead pipeline
| Business | Country / service | Status | Contact / source | Actions |
|---|
Income & expense ledger
Record actual payments and actual costs here; projected deal values remain in each lead's financial review.
| Date | Type | Amount | Category / description |
|---|