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Ryan Edwards
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Sales snapshot
Finalized Stripe invoices. Draft and void invoices are excluded.
Every LinkedIn batch run today is included. The counts reset automatically each day.
A cleaner view of leads that reached enrichment but still need action. Company size and revenue are informational only—not blockers in this report.
Drag a column's right edge to resize — sizing is remembered.
Controls the Claude-based intent judge for LinkedIn leads. Changes take effect on the next pipeline run.
Instantly sending inboxes. A flagged, paused, or bounced inbox stops sending silently, so this checks it every load.
Leads that passed intent + Ideal Matches screening and have a generated outreach email. Approve to queue for sending, reject to drop them.
Pulled live from Instantly's Unibox across both campaigns. "Interested" is Instantly's own AI read on the reply.
Every Seamless batch run today is included. The counts reset automatically each day.
Sourced from Seamless.ai's Bombora-powered Intent Search (70+ Aggregate Intent Score). "Campaign" shows whether Instantly has actually sent — not just queued — the outreach email.
Drag a column's right edge to resize — sizing is remembered.
Logged here so it shows up alongside consult calls booked through the site — a quick check before you commit to a date.
Consult calls booked through mentalism.ca (Wix Bookings) plus your own show dates, merged into one view so nothing gets double-booked.
Your standalone CRM — core boards sync live from Airtable; Live Event Attendees remains a live read-only view of its existing Monday.com board.
Created automatically when a WIX Leads item is marked Booked (or via the button on the WIX Leads table below). Nothing goes to the client until you hit Approve & Send here.
Drag a column's right edge to resize — sizing is remembered separately for each CRM board.
Create and track requests here. “Copy Info & Open Otto” copies a complete booking prompt, then opens Otto so you can paste it into the conversation.