My work
Recorded activity, follow-ups and parked companies. Open a company to update it.
What changed
By category
Repeatable ways of finding the same kind of opportunity
A campaign is a rule, not a list. It says which businesses qualify, where the data comes from, what the hypothesis is, how to approach them and what to offer. Numbers below are live counts against the current universe.
Where the warm routes actually are
Rooms the team can already walk into
| Where | Covers | Members | When |
|---|
Introductions worth asking for
The territory
Industries, county by county
What is actually producing meetings
Everything else in this tool is a prediction. This page is what happened, and it exists to prove the rest wrong when it deserves to be.
The story so far
Where meetings come from
Which signals actually convert
Is the ranking any good?
What to do differently next month
What the engine would write into HighLevel
This tab previews an optional CRM transport. Saved work and outcomes remain in the engine independently of HighLevel. Proposed records would need matching and approved transport setup before anything is written.
Your shortlist
What gets created, and what gets left alone
Tasks the run would create
Fields the transport would write
| Field | What it holds | Why it's there |
|---|
What this refuses to send
Four questions, kept apart
What each word means
How much each part counts
Suggested coach — advisory only
Where the ActionCOACH lens stops
Where businesses come from, and where they may not
Sources are modular. Each one declares what it provides, what its terms allow, how it is accessed and how confident the engine should be in it. Adding one later does not mean rewriting the engine.
Demo data, or the real thing
This page starts on a generated
practice universe so it can be explored safely, and every screen says so. The morning run writes
ingest/out/engine_state.json — the real businesses, scored by the same policy file
this page reads. Load it here and every tab switches to the real universe. Nothing about the
scoring changes; only the data does.
What we don't know
Every figure's origin
| Source | Year |
|---|