Leacam
B2B account intelligence
Property-management baseline test, with broker/legal pivots prepared.
Local CRM firstManual outreach approvalPocket Coach
Growth beta activation
Endurance wedge, activation proof, founder-led nudges, referral/testimonial candidates.
User signalsBeta stability firstGovernance
0 autonomous external actions
Fred researches, classifies and drafts. Jack approves before outreach, public posting, purchases or shared-system writes.
Approval gatedShared GTM Loop
This is the process Fred should orchestrate across both GTM systems.
1. Signal captureAccount, user, community or market signal
2. EnrichmentContext, source links, confidence
3. Structured recordLocal CRM / signal log
4. AI classificationHot/warm/nurture or lifecycle state
5. Recommended actionNext-best action
6. DraftMessage, content, meeting prep
7. ApprovalJack / Mark decision
8. Manual executionEmail, LinkedIn, content, user nudge
9. Outcome trackingResponse, meeting, activation, learning
10. Weekly loopDigest and process improvement
Leacam Process
| Stage | Tool / file | Output |
|---|---|---|
| Target account / signal | Local Jack OS CRM + signal log | Account record with source |
| Enrichment | Fred/OpenClaw + public sources | Pain hypothesis + decision-maker context |
| Classification | Local CRM fields | Hot / Warm / Nurture / Opportunistic |
| Drafting | Local draft queue | Outreach / meeting prep / content angle |
| Approval | Local approval queue | Approved / revise / no action |
| Review | Weekly digest | Top actions + learnings |
Pocket Coach Process
| Stage | Tool / file | Output |
|---|---|---|
| User/community signal | Local user CRM + lifecycle events | User/signal record |
| Enrichment | Onboarding/app notes + Fred | Athlete context + likely goal |
| Classification | Growth CRM fields | New / Activated / At-risk / Power / Referral |
| Drafting | Local user draft queue | Activation nudge / feedback ask / referral ask |
| Content | Content ideas | Content from real user pain |
| Review | Weekly digest | Actions + growth learnings |
Current Next Actions
- Leacam: define/import first 25–50 target accounts into local CRM.
- Leacam: enrich 5 sample accounts and draft 5 tailored angles for approval.
- Pocket Coach: define minimum beta/user signal fields and import first user cohort.
- Pocket Coach: create five founder-led message templates: activation nudge, feedback ask, stuck-user rescue, testimonial ask, referral ask.
- Shared: decide cadence for weekly GTM digest delivery.
Important Links
Hosted mobile view. Source files remain private in local Jack OS.
Ask Fred for the latest Google Doc or source reference when needed.
Artifact Policy
Source of truth: Markdown / CSV / JSON in Jack OS. Collaboration: Google Docs. Visual operating view: HTML artifacts like this one.
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