Live Data · Refreshes on Load
PIPELINE FUNNEL
Current distribution of leads across all pipeline stages
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Architecture · End-to-End
SYSTEM FLOW
How leads move from automated discovery to booked events
Step 1 — Discovery
AUTOMATED SCOUTS
Three independent agents run Mon / Wed / Fri · Speaking 8:12am · Performance 11:28am · Club 1:44pm
Lane 1
SPEAKING SCOUT
Mon / Wed / Fri · 8:12am
Searches for corporate conferences, sales kickoffs, and leadership summits actively seeking keynote speakers. Rotates through 15 query segments targeting behavioral psychology, influence, and human behavior content.
→ Priority A/B speaking leads with source URLs and submission contacts
Lane 2
PERFORMANCE SCOUT
Mon / Wed / Fri · 11:28am
Proactively identifies organizations known for hosting galas, awards dinners, holiday parties, and corporate events. Targets 31 industry/event segments — pharma, financial services, defense, tech, consulting. Enriches direct event contacts.
→ Priority A/B performance leads with named corporate events contacts
Lane 3
COUNTRY CLUB SCOUT
Mon / Wed / Fri · 1:44pm
Proactively prospects private golf clubs across the DMV, Baltimore, Richmond, Philadelphia suburbs, and New Jersey. Rotates through 23 target regions. Excludes existing clients. Finds Events Director, Catering Manager, or GM contacts.
→ Priority A/B club leads with member event contacts and enriched details
Step 2 — Qualification
ICP SCORING ENGINE
Each lead is scored across six dimensions before entering the pipeline. Only Priority A and B leads are kept — everything below the threshold is filtered silently.
6 Dimensions: Org Type · Event Type · Budget Likelihood · Offer Fit · Urgency · Source Quality
Each dimension scores 1–3 · Max composite score: 18
Priority A = 14+ Priority B = 10–13 Below 10 = filtered out
Date filter: Past events and events within 21 days are excluded automatically
6 Dimensions: Org Type · Event Type · Budget Likelihood · Offer Fit · Urgency · Source Quality
Each dimension scores 1–3 · Max composite score: 18
Priority A = 14+ Priority B = 10–13 Below 10 = filtered out
Date filter: Past events and events within 21 days are excluded automatically
→ Scored leads with priority grade, composite score, and per-dimension breakdown attached
Step 3 — Deduplication
DEDUPLICATION
Every new lead is checked against all existing leads by organization name and source URL. Country club leads are also checked against the EXCLUDED_CLUBS list (existing clients and recent partners). Any match is silently suppressed — no duplicate entries accumulate.
→ Clean, unique leads only — duplicates counted and logged per run
Step 4 — Persistence
SUPABASE DATABASE loading…
All qualified leads are upserted into Supabase with 28 fields: identity, contact, event metadata, scoring, enrichment, advisor recommendation, outreach state, tags, and bounce flag. Leads.json is also updated as a fallback.
Auto-advance rule: Leads that remain in "New" status for more than 24 hours are automatically moved — leads with a contact email advance to Email 1 Sent, leads without advance to Reviewing. Runs on every pipeline execution.
Auto-advance rule: Leads that remain in "New" status for more than 24 hours are automatically moved — leads with a contact email advance to Email 1 Sent, leads without advance to Reviewing. Runs on every pipeline execution.
→ Persistent lead records available to CRM, email engine, and reporting
Step 5 — Review Interface
CRM DASHBOARD
Live interface at leads.bookchrismichael.com — redeployed to Netlify after every pipeline run. Table and Kanban views. Filter by lane, status, priority. Inline status editing syncs directly to Supabase.
Visual signals: NO EMAIL badge flags leads without a contact address. STALE badge flags leads in New/Reviewing status older than 7 days. Score visualization across all 6 ICP dimensions.
Visual signals: NO EMAIL badge flags leads without a contact address. STALE badge flags leads in New/Reviewing status older than 7 days. Score visualization across all 6 ICP dimensions.
→ Full visibility into pipeline health, outreach-ready leads flagged for action
Two parallel paths based on contact availability
Path A — Leads with Email
EMAIL SEQUENCE ENGINE
Outreach-ready leads enter a four-step drip sequence triggered by the speaking scout run each morning.
Step 1 Day 0 · Initial outreach — personalized to event type
Step 2 Day 3 · Behavioral insight follow-up
Step 3 Day 7 · Social proof angle — notable past clients
Step 4 Day 14 · Graceful close
Up to 25 emails per run · 45-second gaps between sends · Weekend sending blocked
Step 1 Day 0 · Initial outreach — personalized to event type
Step 2 Day 3 · Behavioral insight follow-up
Step 3 Day 7 · Social proof angle — notable past clients
Step 4 Day 14 · Graceful close
Up to 25 emails per run · 45-second gaps between sends · Weekend sending blocked
→ Leads advance through sequence steps, status updated on each send
Path B — Leads without Email
MANUAL REVIEW QUEUE
Leads without a contact email are moved to "Reviewing" status after 24 hours via the auto-advance rule. These appear in the CRM with the NO EMAIL badge.
Action required: Manual contact research before outreach. Club leads often require visiting the club website directly or searching LinkedIn for an Events Director or Catering Manager.
Once an email is found and entered in the CRM modal, the lead becomes outreach-ready and can be manually advanced to In Sequence.
Action required: Manual contact research before outreach. Club leads often require visiting the club website directly or searching LinkedIn for an Events Director or Catering Manager.
Once an email is found and entered in the CRM modal, the lead becomes outreach-ready and can be manually advanced to In Sequence.
→ Leads held in Reviewing until contact is found and entered manually
Paths rejoin
Step 7 — Failure Handling
BOUNCE & SUPPRESSION
Failed email sends (hard bounces, delivery failures) are caught and handled automatically. The lead is marked Lost, the bounce flag is set in Supabase, and the email address is permanently suppressed — it will never be retried. Suppression is checked before every send.
→ Bounced leads marked Lost · Email address blacklisted permanently
Step 8 — Final State
OUTCOMES
Leads reach a terminal or active outcome state. Status is updated manually in the CRM as conversations progress.
Best outcome
WON
—
Booked and confirmed
Late stage
PROPOSAL SENT
—
Quote delivered
Active
CALL SCHEDULED
—
Discovery call booked
Engaged
RESPONDED
—
Two-way conversation