Daily lead research automation
Scheduled: every hour. Searches independent public search sources and checks pages for stated business requirements.
Only evidence-backed research candidates are saved. They remain unverified until checked. Email sending needs a verified lead. Inbox reply and bounce monitoring runs when IMAP secrets are configured. Automatic calling and follow-ups remain disabled until their verification requirements are met.
Financial approval queue
Only client-confirmed orders reach this approval stage. Agreements, financial terms and any spending require your explicit permission.
Activity records
Only delivery-verified email records and provider-verified connected calls appear in communication records. SMTP attempts and bounces remain separate in system history. Inbox reply monitoring requires IMAP secrets.
Verified email deliveries
Verified connected calls
Client responses / order stages
Unconfirmed research (separate from Leads)
Research candidates stay in a separate private list here. They do not appear in Leads and are never treated as confirmed clients or contacted.
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: collect a candidate and source evidence. A search result is not confirmed demand.
- Verify: confirm the client requirement and public business contact. No outreach while the requirement is unconfirmed.
- Prepare: show the exact message or call script, recipient, scope, timeline, and costs.
- Outreach: do not send unverified contacts or proposals before financial approval. Automated sending remains blocked until a sender provider is configured.
- Financial approval: block proposals until revenue, all costs, positive expected net profit, scope, budget, payment terms, and pricing evidence are checked.
- Log and continue: record provider results and ask again before the next external action.
Integration status: Supabase stores CRM records after owner sign-in. Daily confirmed-lead sync activates after the GitHub secrets are added. SMTP attempts remain unverified until a real reply or delivery-status provider confirms delivery. Inbox reply/bounce monitoring requires IMAP secrets. Automated calling still requires a calling provider; manual call notes are not verified connections. 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 |
|---|