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GenieDevs Client Desk

One clear place to manage researched leads, client orders and activity

How to use: Dashboard = totals · Leads = verified buyer requests · Orders = buyer-confirmed order intent and owner financial/legal approvals · Activity = all communication and research history.

Hourly lead research automation

Scheduled: every hour. Searches independent public search sources and checks pages for stated business requirements.

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Research searches global business websites and buyer communities each hour, checks up to 300 source pages, and rechecks previously seen pages when their scheduled recheck time arrives. Paid-confirmed and budget-unconfirmed buyer requests are separated. Verified public-email prospects receive automatic tailored inquiries and bounded follow-ups; inbox monitoring handles replies, bounces and opt-outs. Financial/legal actions wait for your approval after buyer order intent. AI phone calling is not connected.

Global lead discovery coverage

The research engine searches six independent public search providers: Bing, DuckDuckGo, Google, Mojeek, Startpage and Ecosia. It rotates through search-result pages each hour, skips URLs that are not yet due for recheck in the persistent research history, and checks up to 300 source pages per run, with a cap of 50 qualified records per run.

Buyer sources

Official business websites and their project/contact pages; public request-for-proposal and request-for-quote pages; buyer-authored public community posts where replies are still open. Reddit buyer posts are checked as a separate source type.

Services matched

Websites, WordPress, Shopify, landing pages, web apps, Android apps, AI chatbots, workflow automation, Excel and data cleanup, dashboards, technical writing, content/SEO, graphic design, and Telugu-English translation.

Lead qualification

A record enters Leads only when the source shows a real buyer requirement, paid/contract intent, no unpaid or employment-only signals, and a usable public email, verified contact form, or public email address. Source evidence is retained.

Safety and owner control

Seller advertisements, generic job listings, unpaid requests, duplicates and unverifiable contact routes are excluded. Tailored prospect emails and bounded follow-ups run automatically to verified public email addresses; opt-outs and bounces stop contact. No calls are claimed. Your approval is required for pricing, payment, binding agreements and delivery commitments.

Important: the 300-page limit is a per-run inspection target, not a promise that 300 paid buyers exist. The system records only verified buyer requests; it never invents leads to fill a quota.

Worldwide remote jobs

Automatically refreshed every hour from Remotive, Arbeitnow and RemoteOK public job feeds. Matched to your web development, AI/chatbot, automation, Excel/data, content/SEO, Telugu language QA, software testing and digital design skills. Only remote roles are shown; India eligibility is labelled from the source location. Check the employer's application page for final country, experience and contract terms.

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Financial approval queue

This queue appears only after a buyer explicitly confirms they want to proceed and supplies scope/budget details. Until then GenieAgent handles routine scope and budget discovery automatically. Review the exact scope, amount, costs, net profit, payment terms and pricing evidence before approving any financial proposal.

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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.

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Approval requests

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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 monitoring runs on the hourly workflow when mailbox credentials are configured.

Verified email deliveries

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Verified connected calls

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Client responses / order stages

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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.

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Latest public source checks

Most recent 100 checked pages, including official business pages and public buyer-post sources. Only buyer-authored requests with a verified public email can enter the private pipeline. Explicit payment/budget evidence is detected separately; budget-unconfirmed requests remain prospects.

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Automation & system history

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Confirmed leads0
Contacted records0
Client replies0
Confirmed orders0
Email records0
Call records0
Expected order revenue0
Expected net benefit0

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

  1. Research & verify: the hourly agent searches global business websites and buyer communities, rotates through search-result pages and skips previously checked URLs until their scheduled recheck time. It separates paid-confirmed requests from budget-unconfirmed buyer prospects and retains source evidence.
  2. Initial outreach & follow-up: individually tailored emails are sent automatically to eligible prospects with verified public email addresses, with up to three follow-ups (days 5, 12 and 21) only when inbox monitoring finds no reply, bounce or opt-out.
  3. Client response: replies are monitored automatically. A pricing request receives an automatic scope/budget intake message; no quote or approval request is created yet. Only after the buyer explicitly confirms they want to proceed does a client-order opportunity and financial approval request appear.
  4. 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.
  5. Project execution: project start, each milestone delivery, final delivery and order closure have separate approval requests. Nothing advances without your approval.
  6. 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 and hourly public research are connected. SMTP/IMAP credentials are present in GitHub Actions. AUTO_OUTREACH_ENABLED=true: eligible first-contact emails and bounded follow-ups run automatically. Every genuine pre-order reply receives automated scope/budget qualification; pricing, payment, agreements and other binding actions remain behind owner approval. Inbox monitoring is active and processes replies, bounces and opt-outs. Proposal, agreement, project-start, milestone, final-delivery and closure actions remain behind separate owner approvals. AI phone calling is not connected. 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.

Financial review

Lead details are system-managed. Only financial assumptions and approval fields can be changed here.

Strict lead qualification gate

A website issue alone is not proof that the client wants to buy. Do not mark confirmed unless the client has explicitly stated the requirement or published a direct request.

Estimated net profit: calculate after entering the deal amounts.

Calling desk

Calling provider integration is not configured yet. The system will not claim calls were made without provider confirmation.

Automatic prospect email sending is enabled for eligible buyer requests with verified public email addresses. SMTP acceptance is not counted as confirmed delivery; replies and bounces are monitored.

Outreach draft builder

Outreach is automatic for paid-confirmed and budget-unconfirmed buyer requests with a verified public email address. Financial approval is required before sending any quote, payment terms or paid commitment.

Lead pipeline

BusinessCountry / serviceStatusContact / sourceActions
No confirmed leads yet. Hourly automation will add records only after the public-evidence qualification gate passes.

Selected lead activity

Select a lead to view its timeline.

Income & expense ledger

Record actual payments and actual costs here; projected deal values remain in each lead's financial review.

Sign in to load your private finance ledger.
DateTypeAmountCategory / description