Pipeline at a glance
Prospect0
awaiting scout run
Qualified0
no deals yet
Quote sent0
no deals yet
Image proof0
no deals yet
In production0
no deals yet
Shipped0
no deals yet
Closed won0
no deals yet
Closed lost0
no deals yet
Recent activity & agents
Awaiting the first scout run
Scout runs daily at 6 AM CT. Each run produces 3 to 6 high-fit corporate-gifting accounts with a named buyer contact. Fit scores 0-100. You will see them here, sorted by fit, ready for review and to flag for outreach.
Drafts will appear here
When you mark a contact as ready for outreach, the Outreach Drafter agent composes a personalized email referencing the account’s specific gifting signal. Drafts never auto-send. You review and send manually.
7:30 AM CT, weekdays
An emailed morning summary lands in your inbox: new accounts scouted, hot contacts, drafts waiting on your review, and pipeline movement from the last 24 hours. Brand-styled, mobile-optimized.
Coming online
Preview · not yet wired
What ships next as the channel proves itself
- Deal detail view. Click any opportunity to see the full history, artifacts, communications, and stage timeline.
- Account profiles. Aggregated view of every contact, opportunity, and touchpoint at a single company.
- Inline status updates. Drag deals across pipeline stages. Stage changes update the customer portal automatically.
- War Room persona switcher. Toggle which persona drafts the next outreach (CMO voice vs founder voice vs strategist).
- Activity feed. Unified timeline of every system event: scout finds, outreach sends, deal advances, social posts approved.
- Export and reporting. Pipeline snapshots, monthly performance, quarterly War Room review packs.
Tuesdays and Thursdays at 9 AM CT
One Instagram draft (brand voice) and one LinkedIn draft (founder voice) per run. Rotating themes, no repeats. Drafts include image briefs and hashtag suggestions. You review and post manually. Never auto-published.