MIDWEST MERCHANT ADVISORS

One business. One thoughtful introduction.

LOCAL V1 - MOCK default / REAL sending requires explicit owner authorization

Today

New prospects

  • Ready for review: …
  • Approved: …
  • REAL authorized: …
  • Sent today: …

Follow-ups

  • Eligible: …
  • Approved: …
  • REAL authorized: …
  • Sent today: …

Replies & results

Not loaded yet.

Next action: Loading…

Advanced / Development Tools

Outreach Workflow

Step 1 — Queue  ·  Step 2 — Local Approval  ·  Step 3 — REAL Authorization  ·  Step 4 — Send  ·  Step 5 — Results  ·  Step 6 — Follow-Up  ·  Step 7 — Follow-Up REAL Authorization

  • Queue: … waiting
  • Locally approved: …
  • REAL authorized: …
  • REAL send gate: Locked
  • Sent REAL: … historical
  • Sent this batch: …

Next action: Load queue

Inbound Results

Shows whatever a prior scripts/poll-inbound.ts run has already recorded locally (Gmail replies/bounces/challenges for sent prospects). Loading/refreshing this view makes no network or Gmail calls and sends nothing; new inbound processing only ever happens via that separately gated, explicitly-confirmed CLI.

Follow-Up Queue

Automated no-response follow-ups for first-touch prospects that got no reply, no DNC/bounce/delivery-challenge, and where 3 business days have elapsed. This view loads automatically and makes no network calls beyond reading current local state -- it never sends anything. New candidates are queued separately via scripts/build-follow-up-queue.ts (zero network) so this view can never trigger a build by itself. Approving here is LOCAL ONLY -- it never authorizes a REAL send.

List-Based Outreach Queue

Built directly from the spreadsheet -- website verification is NOT required for these. One best contact per business/location, basic safety filter only (DNC, prior-sent, local duplicate, malformed email, obvious bank/hospital/government/university/nonprofit/national-chain). This view loads automatically and refreshing it makes no network calls beyond reading current state -- it sends nothing. New candidates are queued separately via the CLI (see README) so this view can never trigger a rebuild by itself. Approving here is LOCAL ONLY -- it never authorizes a REAL send.

Daily Outreach Queue

Reads already-researched local records only; loading/refreshing this view makes no network calls and sends nothing. New bounded research is run separately via the CLI script (see README) so a page load can never trigger it accidentally.

Wisconsin home-services discovery

HVAC, plumbing and electrical. Six raw candidates per batch. Real sending stays disabled. Public-source discovery requires separate owner authorization; these buttons only use saved fixtures or local records.

Fixture records are labeled and persist locally. Source listings are candidates, not proof of independence or an official website. No automatic approval or email.

1. Prepare a prospect

Automatically checks up to five official pages, collects evidence, checks local history and drafts an introduction.


For the one Gmail test, no prospect or website research is needed.

Saved local records