Flow: triage -> select lead -> cleanup (phone/email format) -> call desk -> campaign -> pipeline.
Lead Command Center
Prioritize high-value work first
Primary queue...
Today Mode
Work the right leads next
| Priority | Lead | When | Disposition | Queue | Action |
|---|---|---|---|---|---|
| Today mode will populate once leads load. | |||||
Manager Briefing
Daily operational snapshot
| Priority | Signal | Count | Action |
|---|---|---|---|
| Briefing will populate once lead data loads. | |||
Lead Upload
Import source files
No file loaded.
No preview rows loaded.
| # | Name | Phone (10-digit) | State | Validation |
|---|---|---|---|---|
| Upload a CSV to preview validation. | ||||
Performance Overview
Disposition funnel
Performance Overview
Carrier mix
Performance Overview
Queue health
Calendar
Today's agenda
Openclaw GOG
Remote hardening is enabled. Use the portal follow-up queue and calendar lists as the source of truth instead of a private Google embed.
Daily Sourcing
Morning and evening motion
Morning
Evening
Source Mix
Touch Mix
Sourcing Criteria
Acceptance rules
Baseline
Triggers
Rules
Strong Leads
Weak Leads
Best Source Moves
Enrichment Needed
0
Ready for Review
0
Missing Fields
Rejected
0
Sourced Leads
Candidate pipeline
| Lead | Pipeline | Trigger | Touch | Contact | Circumstances |
|---|
Queue Mix
Where leads go next
Channel Plan
Recommended channel
Compliance
Consent and DNC risk
| Metric | Count | Notes |
|---|
Sequence Mix
Automation path mix
ROI Snapshot
Business metrics
Outcome Analytics
Need -> lane -> disposition
Data Guardrails
Blocked before call queue
Lead Selection
Select one lead and load into Call Desk
Finder
One-line rows
No lead selected.
| Pick | Name | Contact | Queue | Priority | Last Activity | Next Step | Quick Action |
|---|
Step 1
Client snapshot
No lead selected yet.
Lead 360
Lead summary
Client
-
Contact
-
Disposition
-
Next follow-up
-
Queue
-
Pipeline
-
Carrier match
-
Last activity
-
Client Document Hub
Attachments and links
Checklist
Required next
Load a synced lead to see required documents.
Saved documents
Available files and links
Load a synced lead to manage client documents.
Preview
Open without leaving Call Desk
Select a document to preview it here.
Step 3
Wrap-up and follow-up
Ready for update
ON
Recent
Recent call notes
CRM
Recent CRM actions
Comms Hub
Timeline and outreach
Step 2
Discovery essentials
Order: clarify problem -> confirm coverage -> branch -> recommend.
- 2A. Clarify the real problem today
- 2B. Confirm existing policy and replacement intent
- 2C. Complete health/life qualification before quote
Qualification
Intent & Budget
Carrier Action
Carrier match
Writing number Enter your specific NPN or Carrier ID to ensure you receive commission.
Support phone
Not configured
Objection script
Handle objection
Campaign Builder
Select leads and prepare outbound batch drafts
Filters
Targeting controls
Ready
| Pick | Lead | Queue | Priority | Flags | Next action |
|---|
Preview Lead
Select a lead.
-
Preview Subject
-
Preview Body
-
Calendar
Google-first appointment control
SourceOpenclaw GOG
Portal Calendar
Today
- No events.
Portal Calendar
Next 30 Days
- No events.
Follow-up Queue
Saved callbacks and follow-ups
| When | Lead | Contact | Status | Action |
|---|---|---|---|---|
| No scheduled follow-ups in local lead records. | ||||
Google Calendar embeds are disabled in the hardened portal because they depend on private calendar access and caused unreliable remote failures. Use the Portal Calendar and Follow-up Queue above for scheduling work.
Carrier Pipeline
Drag leads across the policy lifecycle
Pipeline Operating System
SLA pressure and stalled work
| Lead | Stage | Age | Next action | Action |
|---|---|---|---|---|
| Pipeline operating cues will appear here once leads load. | ||||
Stage
App Submitted Application sent via carrier portal. Waiting on initial review.
0
Stage
Underwriting Carrier requested APS, phone interview, or additional medical docs.
0
Stage
Approved Policy approved but waiting on first premium draft or e-signatures.
0
Stage
Issued Policy is active. Awaiting commission payout.
0
Stage
Paid
0
Content Studio
Plan in studio, finish design in Canva, publish from Buffer
Top Review
Selected post editor
Content Studio owns copy, approvals, and scheduling. Imagen creates the text-free visual. Canva applies the final text, spacing, and layout. The final exported asset URL comes back here for publishing.
Pick a post from Quick Pick or the table to load its working fields here.
Use this for text hierarchy, placement, footer fixes, spacing, and style notes for Canva. Keep Imagen text-free.
Add the final public export URL here before approval or publishing.
Add the Canva design link here so the next editor can reopen the working file fast.
Required Before Publish
Clear blockers for this post
Select a post to see the publish blockers.
Publish Flow
Clear next step for this post
Select a post to see the publish sequence.
Missing Link
Quick manual
1. Pick a post: Use Quick Pick or the post list.
2. Edit the plan here: Update hook, caption, CTA, reel notes, and Canva layout notes.
3. Push design changes to Canva: Use Copy Canva Handoff, make the visual/text changes in Canva, and export the final asset there.
4. Paste back the exported asset: Put the final public file into Final Asset URL.
5. Approve + schedule: Click Approve, then set Schedule At and click Schedule.
6. Publish: Click Run Publish. It sends all due approved or scheduled posts.
If nothing happens: The post is usually still draft, scheduled for later, or missing a real public asset URL.
Post Preview
Copy, Canva handoff, and final asset check
No post selected.
Quality Score: -
Platform Preview: Instagram
Hook: -
Caption:
-
Reel Script:
-
Canva Layout Notes:
-
Review Notes:
-
Top Review
Publish jobs
| Run | Post | Status | Error |
|---|
Revisions
Selected post history
| Revision | Changed By | Note | At | Action |
|---|
Content Aids
Vibe Library
Tap [Copy] to send a preset directly to your clipboard.
Post List
Load weekly exports and select posts
Ready
Pillar Distribution
Educational vs Direct Offer
Waiting for filtered posts...
Filters active
Showing a filtered slice of Content Studio.
| Post | Status | When | Platforms | Topic | Action |
|---|
Settings
Carrier Settings
Save your writing number, portal link, and support phone for each carrier.
Ready