H329Latest onboarded client code
JeremyFulfillment Forge LLC completed
Thread-onlyEmail reply rule
9:00 AMMorning briefing target
🔥 Today’s Command Priorities
DONEJeremy / Fulfillment Forge
CRM created H329, onboarded tag fired, onboarding email sent in-thread.
CRM created H329, onboarded tag fired, onboarding email sent in-thread.
NEXTEmail backlog triage
Pull new leads, avoid double-bumps, draft/send approved replies.
Pull new leads, avoid double-bumps, draft/send approved replies.
BUILDMission Control UI
Turn this v0 into live dashboard fed by Gmail/GHL/Sheets/OpenClaw.
Turn this v0 into live dashboard fed by Gmail/GHL/Sheets/OpenClaw.
📬 Email Ops Rules
- Always inspect full thread + Sent history first.
- Always reply in the existing thread unless Eric explicitly says otherwise.
- No thread reply + new email “attention bump” — looks sloppy/spammy.
- Do not ask for already-answered info.
- Qualified lead → ask for full name, business name, business email.
🧾 GHL/Otterclick Onboarding
- Find/create contact in Otterclick.
- Verify latest H-Code from CRM column/custom field.
- Increment H-Code by 1.
- Set type
customer, discountBase Rate, tagcustomer. - Add
onboardedonly after all fields are correct; this wakes Zap → Sheets.