Outreach Operations
Manage approved outreach, sequences, follow-ups, compliance checks, and sales communication from the existing controlled sending workflow.
Production safety: automatic outreach remains
disabled. Actions that change prospect state or
send communications remain inside the existing
controlled operations workflow.
Sales Outreach Control Room
Open the existing sales outreach queue and communication controls.
Open →
Due & Overdue Follow-Ups
Review prospect communications that require operator attention.
Open →
Outreach Sequences
Manage sequence enrollment and follow-up structure.
Open →
Contact Compliance
Review opt-out, contact verification, and sending eligibility before outreach.
Open →
These focused workspaces organize the existing
PBT Client Acquisition OS. They do not replace or
duplicate backend business logic.