Upsell proof · multi-source · not the first-project door

Lead Ops Gate

Nothing auto-sends.

Proof of a deeper, multi-source Lead Ops-style gate (Contra Step 3 / Notion + AI/API desk) when one inbox is not enough. Form JSON, CSV, or inbound rows → score → CRM + Tasks → first-reply draft. A human Approves before send. Not the $199 / first-project door.

Unsure? Start with the Feedback Ops audit/install — this desk is upsell proof only, for when one inbox is not enough. feedback-ops-copilot.vercel.app · verdelabs.cloud/work

01
Lead in
Multi-source: form JSON, inbound email, or a CSV row lands on the desk. Fictional .example contacts only.
02
Classify / score
A rule engine stamps hot / warm / junk with reasons you can show a buyer. No paid model in this mock.
03
Approve-before-send
A first-reply draft waits on Approve / Reject. Junk is held. CRM + Tasks upsert either way.
04
Human send
A person copies the approved draft later. This mock never flips sent — even after Approve.

3-minute path

This is the deeper desk. If you only need one inbox, start with Feedback Ops.

Scan the gallery — Maya (hot), Elena (warm), Aiden (junk). All sent: false.
Compare spray-and-pray vs the HITL gate board.
Open Maya Chen. Confirm CRM + Task upsert and the held draft.
Approve, then Reject. The stamp stays sent: false.
Ingest the sample CSV (empty row) or a bad payload. Check Retries.

Upsell proof · not the first-project door

Walk a lead through the deeper gate

When one inbox is not enough: lead in → classify/score → approve-before-send → human send. Fixtures only. Start with Feedback Ops if you only need one inbox.

Nothing auto-sendssent: false · Hot inbound. Draft is held for a human — not a sequence.

01 · Lead in

Name: Maya Chen
Email: maya.chen@harborline.example
Company: Harborline Analytics
Source: website_form

Need a demo this week. Budget around 9000. We keep losing inbound in the website form and the CRM is half-updated.

02 · Classify / score

hot99

Valid work-shaped email
Named contact
Company present (Harborline Analytics)
Decision-adjacent role
Substantive inbound message
Intent language: demo, this week, budget
Budget signal
Near-term timeline

03 · Approve-before-send

Re: Harborline Analytics — quick slot this week

Hi Maya,

Thanks for writing in about Harborline Analytics. I read the note and can hold a 20-minute working session this week so we don't lose the thread in the form.

If you reply with two times that work, a human here will send the calendar hold — this draft does not go out on its own.

— Lead Ops Gate (human-approved only)

tone: direct · gate: pending

04 · Human send

A person copies the draft after they stamp Approve. This desk does not mail, drip, or sequence.

sent: false

Open Maya Chen to Approve / Reject on the live mock. The flag still will not flip.

Before / after

Spray-and-pray vs the HITL gate board

Same fictional contacts. Left is the unsupervised blast. Right is this deeper desk — scored, held, a human Approves, sent: false.

Before

Spray-and-pray outreach

One sequence. No score. Junk rides along. The bot already sent.

Maya Chen
Same “just checking in” sequence as the list buy.
Hot inbound treated like a cold blast.
auto-sent
Sam Ortiz
Auto-reply fired before anyone read “no auto-send.”
Asked for coverage without unsupervised mail.
auto-sent
Priya Nandakumar
RFP dumped into a 6-touch drip.
Brand risk on a 10-day close.
auto-sent
Jordan Hale
Internship ask got a sales pitch.
Junk never filtered.
auto-sent
Aiden Cole
Crypto spam got “thanks for reaching out.”
The bot emailed a scammer.
auto-sent

After

HITL gate board

Score + hold + human stamp. Nothing auto-sends.

Maya Chen
hot99
gate: pending
sent: false
Sam Ortiz
hot86
gate: pending
sent: false
Priya Nandakumar
hot99
gate: pending
sent: false
Jordan Hale
junk26
gate: pending
sent: false
Aiden Cole
junk8
gate: pending
sent: false

Live mock inbox

Same fixtures. Click a row to stamp the gate. Public path stays /.

Lead	Company	Score	Gate	sent
Maya Chenmaya.chen@harborline.example	Harborline Analytics	hot99	pending	false
Sam Ortizsam.ortiz@northwell.example	Northwell Studio	hot86	pending	false
Priya Nandakumarpriya.n@lumenfield.example	Lumen Field Ops	hot99	pending	false
Theo Briggstheo@redcedar.example	Redcedar Labs	hot99	pending	false
Elena Vosselena.voss@quillcopper.example	Quill & Copper	warm64	pending	false
Jordan Halejordan.hale@mailinator.example	—	junk26	pending	false
Aiden Colewinner@cheapcrypto.example	—	junk8	pending	false

Mock ingest

Form JSON or CSV. Empty / broken payloads skip CRM and land in retries.

Form JSONCSV (last row is empty on purpose)

Bad payload next: Empty object

Retries (latest)

Bad or empty payloads never create a send. They only log.

Empty JSON object
form_json · attempt 1 · 2026-11-10 12:39:07 UTC
```
{}
```
CSV has no data rows
csv · attempt 1 · 2026-11-10 12:39:07 UTC
```
name,email,message
```

Fictional contacts only (.example inboxes). No client credentials, no paid APIs, no production email. Feedback Ops is the first-project hero — start there if you are unsure: feedback-ops-copilot.vercel.app · verdelabs.cloud/work. This desk only proves a deeper, multi-source Lead Ops-style gate. A human still Approves before send. List captions: docs/PORTFOLIO-CAPTIONS.md.