Outbound Machine — Operator Guide

URL: https://outbound.bogowi.com/

What it is: Control panel for the B2B outbound pipeline (easychain + B-Web3).

Who logs in: @kode.zone accounts (Hugo, Barbara, Jonathan). Get your password from Hugo on a private channel — not in public chats or GitHub issues.

1. What this is (1 minute)

Not a classic CRM and not a bulk mail blaster.

It is a signal-first outbound pipeline:

1. Find companies (harvest).
2. Research them from public data — website, resale listings, reviews, news, contacts. That step is Enrich (Claude + web search/fetch).
3. Score fit, pain evidence, and timing → quality TOP / HIGH / MEDIUM / LOW.
4. You review, assign, fill gaps, and send email by hand from the warmed outreach mailbox.
5. Log outcomes in the panel (contacted → replied → meeting) so the funnel stays accurate.

The email should open with their situation and numbers (e.g. tickets on StubHub, review volume with no loyalty program), always backed by evidence URLs.

Hard rules:

• Numbers in email = real findings only, with evidence. Never invent markup or € leaked.
• Role-based corporate emails only (GDPR / LOPDGDD). Opt-out line on every message.
• Cap: 10 TOP (A) approvals per week. Quality over volume.
• Never send from kode.zone or primary product domains — warmed outreach domains only.

Verticals:

Senders: Hugo → T · Barbara → L · Jonathan → books meetings after a reply (not a cold sender).

2. Sign in

1. Open https://outbound.bogowi.com/
2. Log in with email (name@kode.zone or local part, e.g. barbara).
3. Sign out when done (top right).

If login fails: private window or hard refresh. If it still fails, contact whoever runs the server.

Manual on the site: https://outbound.bogowi.com/manual (also Manual in the panel).

Something broken: Feedback → opens a GitHub issue.

3. Screen map

Quality badge (after score):

Queue sorts TOP first.

4. Typical weekly flow

A) Add companies (harvest)

• Territories: country → cities → harvest (Places, vertical L).
• Or technical import (harvest:file / manual picks).
• Result: leads in harvested (not deeply researched yet).

B) Enrich

• On harvested: Enrich this (one) or enrich batch (confirm: costs tokens).
• The agent reads the web and fills pain fields, people, triggers.
• Then run score for TOP/HIGH/… badges.

C) Score

• score → fit / pain / timing and quality badge.
• Very weak LOW leads may auto-disqualify.

D) Review

1. Stage enriched.
2. Filter TOP (then HIGH if needed).
3. Open dossier: you are here → do this, evidence, contacts.
4. Approve or Reject (a / r on enriched).

• Approve = qualifies for outreach, does not send.
• Weekly cap on TOP (A) approvals.

E) Prepare and send email

1. Stage approved.
2. Check email preview and gaps / missing for send.
3. Close gaps: manual fields (event, markup, leak €, audit URL…), verified contact email, brand legal / sending domain if blocking send.
4. Copy subject + body.
5. Send from the warmed outreach mailbox for that vertical.
6. In the panel: Mark as contacted.

F) Replies and close

• sync gmail (if configured): detect sent/replies on the outreach mailbox.
• Or manual: Replied → Meeting booked (Jonathan / Calendly).
• No reply: Close without reply (with reason).

5. Owner

• First real action on an unassigned lead (enrich, approve, edit, status change…) auto-assigns to you.
• Anyone can change Owner in the dossier dropdown (or clear it).
• History logs who did what and assignment changes.

Filters: mine / unassigned / by person.

6. How to prioritise

1. TOP first.
2. Then HIGH.
3. MEDIUM only if capacity.
4. Bad reply rates → fix the hook, do not add mailboxes.

Keyboard (focus not in an input):

7. Do not

• Quote numbers without evidence URLs in the dossier.
• Invent markup / € to scalpers without a real face-value price.
• Store personal social data (professional only).
• Approve junk just to fill the TOP weekly cap.
• Put passwords or junk in the panel.

8. If something fails

9. One line

Log in → filter TOP → check evidence → fill gaps → send by hand → update the funnel. The machine researches and ranks; you decide and talk to the prospect.

docs/operator-guide.md · https://outbound.bogowi.com/manual