Prospect research and proposal loop

SETUP: Record the offer, ideal customer, disqualifiers, permitted sources, truthful proof, maximum batch size, opt-out policy, and CRM fields. Do not scrape private data or send messages automatically.

EACH CYCLE: (1) Research no more than ten prospects from public, relevant sources. (2) Save the source, date, fit signal, and reason to disqualify. (3) Score fit against the declared rubric; do not infer protected or sensitive traits. (4) Draft a short proposal that names one evidenced problem, one bounded deliverable, proof that actually exists, a price or next step supplied by the human, and a plain opt-out. (5) Queue each recipient and exact message for explicit approval. (6) The human sends approved messages and conducts all calls. (7) Log real replies, opt-outs, objections, meetings, and outcomes. (8) Revise the fit rubric or message only from observed data.

STOP when evidence is missing, opt-outs or bounces cross the chosen threshold, or truthful proof cannot support the proposal. ESCALATE regulated claims, sensitive data, procurement, security, and contract questions.

SETUP
1. Offer and ICP
2. Disqualifiers
3. Source and privacy policy
4. Proof boundaries
5. Batch and opt-out limits
6. CRM schema

RECURRING CYCLE
1. Research small batch
2. Cite and score fit
3. Draft proposals
4. Wait for approval
5. Human sends and calls
6. Log observed outcomes
7. Refine rubric

STATE TRACKING
1. Prospect
2. Source/date
3. Fit score
4. Disqualifier
5. Draft
6. Approval
7. Reply
8. Opt-out
9. Outcome

APPROVAL POINTS
1. Outreach — Explicit approval: Approve every recipient and exact message before sending.
2. Call — Explicit approval: The human owns any discovery or closing call.
3. Contract — Explicit approval: The human approves scope, terms, and signature.

STOP CONDITIONS
1. Missing fit evidence
2. Threshold breach
3. Invented proof would be required

ESCALATION RULES
1. Escalate privacy and regulated claims
2. Escalate procurement, security, and contract review