Agentic SDR command center

Orlando, FL outbound workflow

Follow the agent from market research to report delivery, replies, and booked opportunities.

Copy review and sender verification

Build the marketResearch a city, create the report, and identify qualified prospects.

Prepare outreachVerify contacts and draft the complete five-email report sequence.

Human-controlled executionApprove copy and a specific batch before any outreach can run.

See workflow

One city at a time

AI SDR operating workflow

Each agent produces the input for the next stage. Human approval stays between drafted outreach and execution.

Global Gmail connections

Market QueueChoose market

Orlando, FL

Open stage

Research AgentResearch landscape

A fresh pre-send recheck is still required. Source: Recorded pilot audit.

Open stage

Report AgentBuild market report

Orlando owner-facing report is accessible. Source: Vercel deployment.

Open stage

Prospect AgentFind prospects

5 prospects in the pilot packet

Open stage

Enrichment AgentVerify contacts

1 verified decision-maker contact

Open stage

Copy AgentDraft 5-email sequence

5 complete report-led emails

Open stage

Approval GateHuman approval

Review exact recipient, proof, claims, subjects, and rendered copy. This records copy approval only.

Open stage

Outreach AgentDeliver and monitor

Global Gmail connection and healthy sender required

Open stage

Reply AgentStop, classify, book

Inbox monitoring is not connected

Open stage

Pilot prospects

Supabase campaign scope

Verified contact

Valid primary decision-maker email

Needs approval

Open approval gates

Blocked sends

Execution remains disabled

Campaign readiness

Orlando HVAC Market Intelligence

Needs approval

Verified readiness gates complete20%

Market reportOrlando owner-facing report is accessible. Source: Vercel deployment.

Pilot researchA fresh pre-send recheck is still required. Source: Recorded pilot audit.

Copy approvalReview exact recipient, proof, claims, subjects, and rendered copy. This records copy approval only.

Sender healthJamie: not connected, health unknown

Day 1 authorizationA separate batch-scoped approval is required after copy and sender health pass.

Next best action

Approve ABC five-email sequence

Review exact recipient, proof, claims, subjects, and rendered copy. This records copy approval only.

Decision-maker and direct business email verified

Suppression and ownership audit recorded

Sender inbox and domain health confirmed

Review copy Approval mutation remains locked until an authorized approver signs in.

Review queue

Approve, request changes, reject, or leave feedback

Open the details for each item, then use its controls below. Each gate is independent and no decision sends email.

Needs approvalOwner · Blast

Approve ABC five-email sequence

Review exact recipient, proof, claims, subjects, and rendered copy. This records copy approval only.

Review details copy

BlockedOwner · Blast

Verify Jamie inbox and domain health

Connect a read-only sender-health source and confirm SPF, DKIM, DMARC, inbox state, and daily cap.

Review details sender connection

BlockedOwner · Blast

Authorize Day 1 pilot batch

A separate batch-scoped approval is required after copy and sender health pass.

Review details day one batch

Draft onlyOwner · Blast

Authorize Emails 2–5 automation

Remains disabled until reply-stop, opt-out, bounce, and emergency-pause controls are verified.

Review details follow up automation

Approver sign-in required. Public visitors can review status but cannot mutate approval state.

Email Templates

Review and edit all five complete emails

These campaign-level subject and body templates are preparation assets. Saving a revision resets copy review and does not send, schedule, activate, or approve anything.

Email 1 · Day 1 · Variant A · v1

The Gift

Draft only

SubjectABC: your Orlando HVAC market report

Hi Eddie, I put together this Orlando HVAC market intelligence report as a gift for local contractors. It maps who is winning in local search, where homeowner demand is concentrated, and where we found six open demand areas. ABC came up in the research, so I wanted to make sure you received it: https://sdr-workbench.vercel.app/orlando-fl Two things stood out: • ABC had 1,223 reviews at 4.9 stars, one of the strongest reputation profiles in the market. • Even with that reputation, ABC's observed Maps positions were #34, #24, #21, and #18, while three companies held 75% of the tracked top-three Maps positions. No strings attached. I hope the report is useful. Jamie Elevated HVAC Marketing

Email 2 · Day 4 · Variant A · v1

The Insight

Draft only

SubjectABC: one stat from the Orlando report

Hi Eddie, One thing from the Orlando report caught my eye about ABC: You had one of the strongest reputation profiles in the field, with 1,223 reviews at 4.9 stars, but ABC's best observed Maps position across our four searches was #18. That suggests the bottleneck is not customer trust. It is getting that trust surfaced earlier when a homeowner searches. The full breakdown is here: https://sdr-workbench.vercel.app/orlando-fl Jamie

Email 3 · Day 9 · Variant A · v1

The Comparison

Draft only

SubjectABC compared with Orlando search leaders

Hi Eddie, A quick comparison from the Orlando report: • Three companies held 75% of the tracked top-three Maps positions. • ABC appeared in all four searches, with a best observed position of #18. • ABC had 1,223 reviews at 4.9 stars. That is the kind of gap that can leave an excellent operator invisible during a homeowner's first round of calls. The report is here: https://sdr-workbench.vercel.app/orlando-fl If you want, reply and I will send the short list of areas I would inspect first. Jamie

Email 4 · Day 14 · Variant A · v1

The Urgency

Draft only

SubjectABC: the open demand in Orlando

Hi Eddie, The Orlando report identified six demand areas where the current field looked open enough to compete. Using conservative planning assumptions, those areas model to 56–99 booked jobs and $46K–$156K in monthly booked revenue across the market. Those are estimates, not guaranteed results for one company, but they show the commercial weight behind better visibility. The full data is here: https://sdr-workbench.vercel.app/orlando-fl Reply if you want the ABC-specific notes. Jamie

Email 5 · Day 21 · Variant A · v1

The Breakup

Draft only

SubjectABC: closing the Orlando report

Hi Eddie, I will close the loop on the Orlando HVAC market report. The report will stay available here: https://sdr-workbench.vercel.app/orlando-fl If you want the company-level notes for ABC, reply and I will send them over. If not, no worries. I hope the data is useful. Jamie

Instantly analytics

See which email templates create replies and meetings

Campaign, step, and A/B variant results sync back into Supabase. The workbench compares exact template versions without exposing any send or activation control.

Integration status

Instantly campaign not mapped yet

Add the API key securely, create or select the paused location campaign in Instantly, then map its campaign ID to this workbench location.

Blocked

Sent0Observed by Instantly

Replies0— of sent

Meetings0Primary outcome

Bounces0— of sent

Continuous learning signal

No template has enough observed sends to compare yet

Once Instantly returns step and variant results, rank templates by meetings first and reply rate second. Opens remain diagnostic, not the optimization target.

Template	Sent	Replies	Reply rate	Meetings	Bounces	Last snapshot
No Instantly analytics available for this location.The campaign remains paused and sending remains disabled.

Prospect research + enrichment

Review exactly who would receive Email 1

Research, contact verification, dedupe, suppression state, and blockers stay visible before enrichment or batch approval.

Exact Day 1 approval packet

5 reviewed prospects

Blocked

This frozen review surface shows the proposed recipient set. It does not approve, schedule, or send any record.

ABC Air Conditioning & Heating SpecialistEddie Hearsey · Owner · e••••••••@abcairandheat.com

Contact: validSuppression: passedNeeds approval

Verified owner email found; final copy approval and sender health still required.

English Air Inc.No named contact

Contact: not foundSuppression: passedBlocked

No verified direct owner, president, or GM email found.

Ferran Air Conditioning, Electrical & PlumbingDolph Marmetschke · Owner/President

Contact: not foundSuppression: passedBlocked

No verified direct owner, president, or GM email found.

Gary Munson Heating & Air ConditioningGary Munson · Founder/Owner

Contact: not foundSuppression: passedBlocked

No verified direct owner, president, or GM email found.

ProMag Energy Group A/C & Heating, Inc.James Harris · President

Contact: not foundSuppression: passedBlocked

No verified direct owner, president, or GM email found.

Fresh suppression checks, verified sender health, copy approval, and a separate batch decision are required immediately before any send.

Prospect	Sequence step	Sender	Approval	Suppression	Status
ABC Air Conditioning & Heating SpecialistEddie Hearsey	Email 1 · Day 1Not scheduled	Jamie	Copy approval pending	Passed in manual audit	BlockedJamie inbox health and live send approval are missing.
ABC Air Conditioning & Heating SpecialistEddie Hearsey	Email 2 · Day 4No automation scheduled	Jamie	Automation not approved	Must be rechecked before each step	Draft onlyFollow-up scheduler and stop-on-reply controls are not connected.

Email 1 · Day 1Blocked

ABC Air Conditioning & Heating Specialist

Eddie Hearsey · Jamie

Approval: Copy approval pending
Suppression: Passed in manual audit
Blocker: Jamie inbox health and live send approval are missing.

Email 2 · Day 4Draft only

ABC Air Conditioning & Heating Specialist

Eddie Hearsey · Jamie

Approval: Automation not approved
Suppression: Must be rechecked before each step
Blocker: Follow-up scheduler and stop-on-reply controls are not connected.

Reply inbox

Replies must stop sequences instantly

Connection and synchronization state are read from Supabase. Message content remains redacted on this public read-only view.

Inbox not connected

No reply, bounce, opt-out, or out-of-office source is synchronized. No fixture messages are displayed.

BlockedLast sync: Never

Required before automation

Sequence stop rules

Bounce handling: Implemented · activation pending

Emergency pause: Structurally enabled

Opt-out suppression: Implemented · activation pending

Out-of-office review: Implemented · activation pending

Reply stop rule: Implemented · activation pending

Campaign sender assignment

Use global Gmail connections, then assign a healthy sender

Connections belong to the SDR system, not this location. This campaign view only shows assignment and readiness.

Manage Gmail connections

Jamie

Outreach inbox not connected

Unknown

Sent today0 / —

Gmail connectionNot connected

SPF / DKIM / DMARCnot checked

WarmupNot observed

Inbox reputationNot observed

Bounce / complaint rateNot observed

Daily capNot configured

Last inbox syncNever

Sender paused · Gmail

Activity & safety

Know what changed, what is stale, and what remains blocked

Operational claims carry a source, status, and audit trail. Reply-stop controls remain visible here.

Outbound mode

Monitor only

Source: safety_controls.

Automations

Paused

Source: safety_controls.

Bounce handling

Implemented · activation pending

Bounces and complaints cancel internal follow-up state and create permanent suppression records. Activation awaits read-only inbox synchronization. Source: Application stop-rule processor.

CRM mutations

Disabled

No GHL record is created or changed. Source: Application capability audit.

Emergency pause

Structurally enabled

The safety singleton keeps all senders and campaigns in monitor-only paused mode. Source: safety_controls.

Inbox sync

Not connected

Replies cannot be monitored yet. Source: inbox_sync_states.

Opt-out suppression

Implemented · activation pending

Unsubscribe events create permanent suppression records and block internal sequence enrollment. Activation awaits read-only inbox synchronization. Source: Application stop-rule processor.

Out-of-office review

Implemented · activation pending

Out-of-office replies hold internal enrollment for manual review. Activation awaits read-only inbox synchronization. Source: Application stop-rule processor.

Reply stop rule

Implemented · activation pending

The idempotent stop-rule processor pauses internal follow-up state for any genuine reply. Activation awaits read-only inbox synchronization. Source: Application stop-rule processor.

Report

Live

Orlando owner-facing report is accessible. Source: Vercel deployment.

Suppression controls

Manual audit passed

A fresh pre-send recheck is still required. Source: Recorded pilot audit.

Audit trail

Recent operator activity

2026-07-26T23:47:00.867Z

ABC sequence rendered

Five personalized drafts are stored in Supabase and ready for copy review.

2026-07-26T23:47:00.867Z

Suppression and ownership audit completed

The five pilot prospects passed the recorded manual audit. Recheck required before any send.

2026-07-26T23:47:00.867Z

Outbound execution remains disabled

No Gmail transport or sequence scheduler is wired to this interface.