Operator Workflow
Board → Lead Detail → Edit Message → Approve Review → Ready To Send → Send → Tracking.
Scoped to search_id=98: Financial Advisor in Regina
Lead Review Board
This board is the only production operator workflow. Cards open the canonical lead detail, message editor, evidence, review, outcome tracking, and send-readiness state without creating a second path.
Learning Inventory
Ready Now
0
Archived Ready
2
Meetings
1
Proposals
1
Customers Won
1
Active Experiments
0
Needs Approval
0
Review not yet approved. Send approval remains separate.
No leads in this column.
Minor Review
1
MINOR_REVIEW messages that still need operator judgment.
Ready To Send
0
review_status=approved and approved_for_send=1, unsent, active leads.
No leads in this column.
Sent / Tracking
22
Sent, opened, replied, bounced, or unsubscribed.
Elev8 Wealth Advisors
Regina • info@elev8wealth.com
#771
unclear value proposition
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
R FINANCIAL GROUP
Regina • info@rfinancial.ca
#769
weak trust signals
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Kim Shaheen Financial
Regina • kim@ksfinancial.ca
#760
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Milleker Financial Inc
Regina • millekerfinancial@outlook.com
#748
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Independent Financial Services
Regina • main@ifsgroup.ca
#745
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 2
Next Action: Already Sent
Living Skies Finance Regina Inc.
Regina • kellie@livingskiesfinance.ca
#738
missing or weak CTA
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Brothers & Company Financial
Regina • info@brothersandco.ca
#727
weak trust signals
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
H&A Financial Advisors - Financial Advisor - Kelly Aikens
Regina • info@h-a-financial.ca
#726
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Wolfond Financial
Regina • service@wolfondfinancial.ca
#723
weak trust signals
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Wascana Financial Group Inc - Financial Advisor Regina
Regina • isabelle@wascanafinancial.com
#722
missing or weak CTA
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
IG Wealth Management
Regina • shconte@ig.ca
#768
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 3
Next Action: Already Sent
Britton Wealth Corp : James Britton
Regina • james@brittonwealth.com
#767
weak trust signals
Approved
Strong
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Bob Stocks
Regina • rstocks@sasktel.net
#766
weak trust signals
Approved
Strong
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
The Tyler Group Financial Services
Regina • info@thetylergroup.ca
#764
weak trust signals
Approved
Strong
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Beyond Wealth Management
Regina • info@beyondwealth.ca
#754
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Parwez Financial Group Ltd
Regina • info@parwezfinancial.ca
#753
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
iA Private Wealth / Living Sky Financial
Regina • info@livingskyfinancial.ca
#752
weak trust signals
Approved
Strong
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
MRE Financial Svc
Regina • info@mrefinancial.com
#747
weak trust signals
Approved
Strong
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Astra Financial
Regina • admin@astrafinancial.ca
#731
weak trust signals
Approved
Strong
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Leipert Financial Group - Financial Advisors Regina
Regina • info@leipertfinancial.com
#729
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 2
Next Action: Already Sent
Scheper Financial
Regina • info@scheperfinancial.com
#763
weak trust signals
Approved
Strong
Cannot Send
Safe
Suppressed
Contact Gate: hard_bounce
Prior Sent 1
Next Action: Already Sent
Edward Jones - Financial Advisor: Joel A Michel
Regina • john.smith@gmail.com
#733
weak trust signals
Approved
Elite
Cannot Send
Safe
Suppressed
Contact Gate: hard_bounce
Prior Sent 2
Next Action: Already Sent
Wolfond Financial
Lead #723 • Regina
Core Target
Elite
Cannot Send
Safe
Memory Status
Prior history: sent 1, opens 0, replies 0, bounces 0, unsubs 0
Prior history: sent 1, opens 0, replies 0, bounces 0, unsubs 0
Lead Summary
Qualification
Core Target
Package Quality
Elite
Eligibility
Cannot Send
Safety
Safe
Ready To Send
No
Review Recommendation
Already Contacted
Recommended Action
Already Sent
Blockers
- Already sent
- Not outreach_ready (current display status: sent)
Identity
- Business
- Wolfond Financial
- Website
- http://wolfondfinancial.ca/
- service@wolfondfinancial.ca
- Phone
- (306) 757-4646
- City
- Regina
- Source
- adaptive_market_crawler
- Primary Search
- Financial Advisor / Regina
Memory And Suppression
- Business UUID
- 6ab2a517-838a-4fec-8fdf-a45af5763bfa
- Prior Sent
- 1
- Prior Opens
- 0
- Prior Replies
- 0
- Prior Bounces
- 0
- Prior Unsubs
- 0
- Business Suppression
- —
- Contact Suppression
- —
- Cooldown Until
- —
Operator Decision
- Qualification
- Core Target
- Qualification Reason
- core local commercial target
- Package Quality
- Elite
- Package Quality Score
- 93
- Eligibility
- Cannot Send
- Safety
- Safe
- Review Recommendation
- Already Contacted
- Ready To Send
- No
- Recommended Action
- Already Sent
Expert Review
- Review State
- Approved
- Primary Issue
- weak trust signals
- Confidence
- 10
- Next Step Label
- Already Sent
Evidence
- No reviews, credentials, certifications, or regulatory badges (e.g., IIROC, MFDA, CFP) are visible anywhere on the page despite this being a financial advisory firm where trust is the primary purchase driver
- The site has 23 reviews with a 5.0 rating but zero social proof is displayed on the page — no testimonials, star ratings, or client counts are shown to reassure prospective clients
Message Package
- Message Safety
- Safe
- Message Present
- Yes
- Generated At
- 2026-06-12 09:03:50
Safety Notes
No message safety issues are currently flagged.
Review Actions
Existing review approval and reject routes are reused here. No duplicate send or approval actions were added.
Learning Dimensions
- Commercial Angle
- trust-blocker
- Review Issue
- weak-trust-signals
Industry and website platform dimensions remain future-only until canonical production sources populate them automatically.
Business Outcomes
- Reply Classification
- —
- Meeting Booked
- —
- Proposal
- —
- Customer
- —
- Revenue
- —
- Loss Reason
- —
Experiment Metadata
- Experiment ID
- —
- Variant
- —
- Control Group
- 0
Experiment assignment is admin-only until controlled production variants are actively running.
Outreach Events Timeline
sent
2026-06-18 23:27:22
{
"message_id": "\u003c1821e1e0-ea43-493c-96ac-cfde11a04491@lead-engine\u003e",
"subject": "Your trust proof is buried",
"subject_variant": "B",
"token": "1d0da1b3b9f442899b8535f10e2e6701"
}
Technical Details
Technical Status
- Lead ID
- 723
- Raw Review Status
- approved
- Raw Outreach Status
- sent
- Workflow State
- sent
- Approved For Send
- 1
- Sent
- 1
- Delivery Status
- sent
- Message Status
- message_ready
Tracking And Suppression
- Sent At
- 2026-06-18 23:27:22
- Open Count
- 0
- Opened At
- —
- Reply Count
- 0
- Replied At
- —
- Bounce Count
- 0
- Bounced At
- —
- Do Not Contact
- 0
- Suppression Reason
- —
{
"lead": {
"address": "3619 Pasqua St, Regina",
"analysis_error": null,
"analysis_version": "v2_reconciled_scored_2026_05",
"analyzed_at": "2026-06-12 08:52:45",
"approved_for_send": 1,
"archived": 0,
"audit_attempts": 1,
"audit_completed_at": "2026-06-12 08:52:45",
"audit_issues": "[\"There are no visible testimonials on the homepage, which reduces trust for first-time visitors - that often leads to hesitation or comparison before they contact you.\", \"I couldn\u0027t find pricing or package guidance on the homepage, which makes it harder for visitors to judge fit quickly - that often leads to comparison-shopping instead of a direct enquiry.\", \"I counted 42 scripts and 8 images on the homepage (0 blocking scripts, 2 images without lazy-loading). That can slow down initial load and add friction before visitors engage - which often leads to early drop-off, especially on mobile.\"]",
"audit_last_error": null,
"audit_locked_at": null,
"audit_locked_by": null,
"audit_status": "audited",
"authority_score": null,
"body_text": "Wolfond Financial | Regina Financial Planner 0 Skip to Content News About Our Team Services Investing Retirement Planning Insurance Tax Planning \u0026 Estate Planning Group Retirement \u0026 Health Benefits Business Succession Planning Mortgage Planning Resources Contact Main Contact Michael Wolfond Natasha Wolfond Kevin McKnight Jordan Snitzler Doug Mutschler Michael Mutschler Todd Doepker Kaitlyn Doidge Payton Friesen Tanya McPeek Tristan Carlson Client Login Open Menu Close Menu News About Our Team Services Investing Retirement Planning Insurance Tax Planning \u0026 Estate Planning Group Retirement \u0026 Health Benefits Business Succession Planning Mortgage Planning Resources Contact Main Contact Michael Wolfond Natasha Wolfond Kevin McKnight Jordan Snitzler Doug Mutschler Michael Mutschler Todd Doepker Kaitlyn Doidge Payton Friesen Tanya McPeek Tristan Carlson Client Login Open Menu Close Menu News About Our Team Folder: Services Back Investing Retirement Planning Insurance Tax Planning \u0026 Estate Planning Group Retirement \u0026 Health Benefits Business Succession Planning Mortgage Planning Resources Folder: Contact Back Main Contact Michael Wolfond Natasha Wolfond Kevin McKnight Jordan Snitzler Doug Mutschler Michael Mutschler Todd Doepker Kaitlyn Doidge Payton Friesen Tanya McPeek Tristan Carlson Client Login We guide our clients in the art of money management How to earn it, save it, invest it, spend it wisely\u2026 \u0026 enjoy it throughout every stage of life. Financial Planning Services in Regina, Saskatchewan. Serving all of Canada. Learn More About Our Services About Wolfond Financial You work hard for your money, and we recognize that your financial objectives are very personal to you. We will learn about your needs and goals, and work with you to design and implement a well-constructed financial strategy that gives you peace of mind about your money and secures the future you dream of. The \u201cWe\u201d at Wolfond Financial includes a team of experienced financial advisors dedicated to providi",
"booking_cta_present": null,
"booking_link": "https://www.facebook.com/wolfondfinancial",
"bounce_count": 0,
"bounced_at": null,
"business_memory_id": 446,
"candidate_fingerprint": "54964281b577b9a1033f4085a8e387bc17d185ad",
"city": "Regina",
"commercial_angle_normalized": "trust-blocker",
"contact_extraction_metrics": "{\"pages_checked\": 1, \"pages_with_contact_signals\": 1, \"emails_found_raw\": 3, \"emails_rejected\": 0, \"extraction_sources_used\": [\"footer\", \"mailto\", \"visible_html\"], \"crawl_depth_reached\": 0, \"extraction_runtime_seconds\": 0.41, \"retry_count\": 1, \"failure_type\": null, \"retry_after\": null, \"domain_health_status\": \"healthy\", \"domain_health_reason\": \"reachable\", \"js_contact_attempted\": 0, \"js_contact_status\": \"skipped\"}",
"contact_form": 0,
"contact_form_present": null,
"contact_page": "http://wolfondfinancial.ca/main-contact",
"contact_pages_checked": "[\"http://wolfondfinancial.ca/\"]",
"contactable": 1,
"conversion_score": 95,
"created_at": "2026-06-12 08:34:53",
"cta_text": "Contact",
"customer_status": null,
"customer_status_at": null,
"delivery_status": "sent",
"do_not_contact": 0,
"domain": "wolfondfinancial.ca",
"domain_final_url": "https://www.wolfondfinancial.ca/",
"domain_health_checked_at": "2026-06-12T08:36:55+00:00",
"domain_health_reason": "reachable",
"domain_health_status": "healthy",
"email": "service@wolfondfinancial.ca",
"email_confidence": "high",
"email_source": "mailto",
"enrichment_attempts": 1,
"enrichment_completed_at": "2026-06-12 08:36:55",
"enrichment_failure_type": null,
"enrichment_last_error": null,
"enrichment_locked_at": null,
"enrichment_locked_by": null,
"enrichment_retry_after": null,
"enrichment_status": "contact_enriched",
"experiment_control_group": 0,
"experiment_id": null,
"experiment_variant": null,
"expert_confidence": 10,
"expert_review_v2": "{\"primary_issue\": \"weak trust signals\", \"evidence\": [\"No reviews, credentials, certifications, or regulatory badges (e.g., IIROC, MFDA, CFP) are visible anywhere on the page despite this being a financial advisory firm where trust is the primary purchase driver\", \"The site has 23 reviews with a 5.0 rating but zero social proof is displayed on the page \\u2014 no testimonials, star ratings, or client counts are shown to reassure prospective clients\"], \"impact\": \"Financial services visitors are highly risk-averse and require strong credibility signals before engaging. Without visible credentials, reviews, or regulatory affiliations, high-intent prospects will abandon to competitors who display these trust markers prominently.\", \"recommended_angle\": \"Add a trust bar directly below the hero with professional designations (CFP, CLU), regulatory body logos, and a visible star rating widget pulling from the 5.0/23-review score. Insert 1-2 short client testimonials near the CTA to reduce friction at the decision point.\", \"expert_confidence\": 10, \"confidence_inputs\": {\"screenshot_used\": true, \"evidence_count\": 2, \"clarity\": 2, \"classifier_confidence\": 1}, \"reconciliation\": {\"visual_headline\": \"About Wolfond Financial\", \"headline_confidence\": \"high\", \"visual_cta_text\": \"LEARN MORE\", \"cta_confidence\": \"high\", \"visual_reviews_visible\": false, \"reviews_confidence\": \"high\", \"visual_trust_visible\": false, \"trust_confidence\": \"high\", \"visual_uncertain\": false}, \"visual_uncertain\": false, \"review_status\": \"ready\"}",
"facebook": "https://www.facebook.com/WolfondFinancial",
"first_seen_search_id": 98,
"future_timing_at": null,
"generated_message": "Hi Wolfond Financial \u2014 while reviewing your site, I noticed your 23 five-star reviews aren\u0027t displayed anywhere on the page.\n\nFor a financial advisory firm, that\u0027s a meaningful gap \u2014 social proof is one of the first things a prospective client looks for, and its absence weakens the first impression before they\u0027ve read a single line of copy.\n\nPulling even a few of those reviews onto your homepage would reinforce trust at exactly the right moment.\n\nWorth a quick conversation if you\u0027d like a second set of eyes on it.",
"generated_outreach_email": "Hi Wolfond Financial \u2014 while reviewing your site, I noticed your 23 five-star reviews aren\u0027t displayed anywhere on the page.\n\nFor a financial advisory firm, that\u0027s a meaningful gap \u2014 social proof is one of the first things a prospective client looks for, and its absence weakens the first impression before they\u0027ve read a single line of copy.\n\nPulling even a few of those reviews onto your homepage would reinforce trust at exactly the right moment.\n\nWorth a quick conversation if you\u0027d like a second set of eyes on it.",
"google_maps": "https://maps.google.com/?cid=5377860153450294030",
"google_place_id": "ChIJhfUmZf8dHFMRDushAlH_oUo",
"guessed_emails": null,
"h1_count": 1,
"h1_text": "We guide our clients in the art of money management",
"has_city_in_content": 1,
"has_city_in_h1": 0,
"has_city_in_title": 1,
"has_clear_cta": 1,
"has_pricing": 0,
"has_service_keyword": 0,
"has_testimonials": 0,
"has_website": null,
"id": 723,
"impact_summary": "Wolfond Financial has strong underlying credentials \u2014 a 5-star rating, 11-person advisor team, and 165 years of combined experience \u2014 but the homepage fails to convert because it buries the phone number, displays no social proof, and leads with an abstract headline that does not communicate location, service specificity, or outcome. These three issues collectively reduce trust, urgency, and relevance for first-time visitors, meaning qualified Regina-area prospects are likely leaving without making contact.",
"industry_normalized": null,
"insights": "{\"issues\": [{\"problem\": \"Weak homepage CTA \\u2014 \u0027Contact\u0027 button with no phone number visible above the fold\", \"evidence\": \"structural: has_clear_cta is marked true but the only CTA text extracted is \u0027Contact\u0027, with no phone_cta_present and no booking_cta_present. visible: The screenshot shows a \u0027LEARN MORE\u0027 button in olive/muted green with low urgency language, and no clickable phone number or direct booking prompt is visible anywhere above the fold. The contact page confirms a phone number exists \\u2014 (306) 757-4646 \\u2014 but it is buried on a separate page.\", \"impact\": \"A visitor landing here likely thinks: \u0027I have to go find how to reach them \\u2014 this is too much effort.\u0027 Instead of a vague \u0027Contact\u0027 nav link, high-converting financial advisory sites use a sticky header with a prominent phone number and a \u0027Book a Free Consultation\u0027 button in a contrasting colour. This causes visitors to hesitate and abandon before initiating contact, resulting in lost calls and booked consultations.\", \"fix\": \"Add the phone number (306) 757-4646 as a clickable tel: link in the top navigation bar. Replace or supplement the \u0027Contact\u0027 CTA with a high-contrast button labelled \u0027Book a Free Consultation\u0027 that links directly to a contact form or calendar booking tool. Use a colour that contrasts strongly against the header background \\u2014 not the same muted olive used on body buttons.\", \"priority\": \"HIGH\", \"category\": \"conversion\"}, {\"problem\": \"No testimonials or social proof displayed on the homepage despite a 5-star rating with 23 reviews\", \"evidence\": \"structural: testimonial_evidence is empty string and rating is 5.0 with 23 reviews confirmed in external_business_data. visible: The screenshot shows only company description text and an office lobby photo \\u2014 no star ratings, no client quotes, no review badges, and no trust indicators are visible anywhere on the visible portion of the homepage. external: A 5.0 Google rating with 23 reviews is verified but not surfaced on the site.\", \"impact\": \"A visitor landing here likely thinks: \u0027This looks professional but I have no idea if real clients trust them with their money.\u0027 Instead of displaying only internal copy about the firm, high-converting financial planning sites embed 2\\u20133 prominent client testimonials with names and a visible star rating widget directly on the homepage. This causes visitors to not trust the firm enough to take action, resulting in lost leads from high-intent prospects who need validation before sharing personal financial information.\", \"fix\": \"Add a testimonials section to the homepage featuring 2\\u20133 verified client quotes pulled from Google reviews, displayed with the reviewer\u0027s first name and star rating. Include a Google review badge or aggregate rating display (e.g. \u00275.0 stars \\u2014 23 Google reviews\u0027) near the primary CTA. Position this section above the fold or immediately below the hero to reduce friction for new visitors.\", \"priority\": \"HIGH\", \"category\": \"trust\"}, {\"problem\": \"H1 headline \u0027We guide our clients in the art of money management\u0027 is abstract and fails to communicate location, service, or outcome\", \"evidence\": \"visible: The homepage H1 extracted is \u0027We guide our clients in the art of money management\u0027 \\u2014 confirmed in homepage_h1_text. structural: The meta title is \u0027Wolfond Financial | Regina Financial Planner\u0027 which includes the city, but the visible headline does not. visible: The screenshot shows supporting body copy beginning with \u0027You work hard for your money\u0027 \\u2014 the messaging is benefit-adjacent but lacks specificity about who is served, what outcome is achieved, or why Wolfond is different from other Regina financial planners.\", \"impact\": \"A visitor landing here likely thinks: \u0027That sounds nice but what do they actually do and is this for someone like me?\u0027 Instead of a poetic but vague headline, high-converting financial advisory sites use outcome-focused headlines such as \u0027Regina\u0027s Trusted Financial Planners \\u2014 Retirement, Investing \u0026 Tax Planning for Every Stage of Life.\u0027 This causes visitors to leave before scrolling, resulting in lost leads from qualified Regina-area residents searching for specific financial planning services.\", \"fix\": \"Rewrite the H1 to include the city name, a primary service, and a measurable or emotional outcome. Example: \u0027Regina Financial Planners Helping You Build, Protect and Enjoy Your Wealth at Every Stage of Life.\u0027 Ensure the subheadline immediately below reinforces credentials \\u2014 reference the team\u0027s 165 years of combined experience cited in the meta description, which is currently invisible to homepage visitors.\", \"priority\": \"MEDIUM\", \"category\": \"offer\"}], \"summary\": \"Wolfond Financial has strong underlying credentials \\u2014 a 5-star rating, 11-person advisor team, and 165 years of combined experience \\u2014 but the homepage fails to convert because it buries the phone number, displays no social proof, and leads with an abstract headline that does not communicate location, service specificity, or outcome. These three issues collectively reduce trust, urgency, and relevance for first-time visitors, meaning qualified Regina-area prospects are likely leaving without making contact.\", \"priority\": \"high\", \"email_body\": \"Subject: 3 Quick Fixes That Could Get Wolfond Financial More Leads From Your Website\\n\\nHi Michael,\\n\\nI took a close look at wolfondfinancial.ca and found three specific issues that are likely costing you calls and consultation bookings \\u2014 even from visitors who are already looking for a Regina financial planner.\\n\\nHere\u0027s what I found:\\n\\n1. NO PHONE NUMBER OR BOOKING BUTTON ABOVE THE FOLD\\nYour only visible CTA is a generic \u0027Contact\u0027 link in the nav. Your phone number \\u2014 (306) 757-4646 \\u2014 is buried on a separate page. High-converting financial advisory sites put a clickable phone number and a \u0027Book a Free Consultation\u0027 button in the header on every page. This one change alone typically increases inbound calls significantly.\\n\\n2. YOUR 5-STAR RATING IS INVISIBLE ON YOUR HOMEPAGE\\nYou have a verified 5.0 Google rating with 23 reviews \\u2014 that\u0027s a powerful trust signal \\u2014 but none of it appears on your homepage. Visitors considering sharing their personal financial details need social proof before they act. Adding 2\\u20133 client quotes and a Google review badge near your CTA could meaningfully increase form submissions and calls.\\n\\n3. YOUR HEADLINE DOESN\u0027T SAY WHAT YOU DO OR WHO YOU SERVE\\nYour H1 reads \u0027We guide our clients in the art of money management.\u0027 It\u0027s elegant, but it doesn\u0027t mention Regina, your services, or the outcome clients can expect. A headline like \u0027Regina Financial Planners Helping You Build and Protect Your Wealth at Every Stage of Life\u0027 would immediately confirm relevance to local searchers and reduce bounce rates.\\n\\nThese are all fixable quickly and don\u0027t require a full redesign. I\u0027d be happy to walk you through exactly how to implement each one \\u2014 or show you what a revised homepage section could look like.\\n\\nWould a 20-minute call this week work for you?\\n\\nBest regards\"}",
"insights_attempts": 1,
"insights_completed_at": "2026-06-12 09:03:10",
"insights_last_error": null,
"insights_locked_at": null,
"insights_locked_by": null,
"instagram": null,
"js_contact_attempted": 0,
"js_contact_checked_at": null,
"js_contact_error": null,
"js_contact_status": "skipped",
"last_analyzed_at": "2026-06-12 09:03:50",
"last_contact_enriched_at": "2026-06-12T08:36:55+00:00",
"last_error": null,
"last_operator_action": null,
"last_operator_action_at": null,
"last_operator_actor": null,
"last_reply_classified_at": null,
"lead_identity": "06c8d4afc2482cf49849824167aa3509d7dabc5d",
"legacy_score": null,
"loss_reason": null,
"manual_override": 0,
"meeting_booked_at": null,
"memory_context": {
"business_memory_id": 446,
"business_suppressed": false,
"business_suppression_reason": null,
"business_uuid": "6ab2a517-838a-4fec-8fdf-a45af5763bfa",
"contact_suppressed": false,
"contact_suppression_reason": null,
"cooldown_until": null,
"prior_bounce_count": 0,
"prior_open_count": 0,
"prior_reply_count": 0,
"prior_sent_count": 1,
"prior_unsubscribe_count": 0
},
"message_attempts": 1,
"message_completed_at": "2026-06-12 09:03:50",
"message_failed": 0,
"message_generated_at": "2026-06-12 09:03:50",
"message_last_error": null,
"message_locked_at": null,
"message_locked_by": null,
"message_safety_issues": "{}",
"message_safety_status": "PASS",
"message_status": "message_ready",
"message_type": "ai",
"meta_description": "We\u0027re a financial planning services firm in Regina, Saskatchewan. Our dedicated team of advisors has over 165 years of combined industry experience. We teach our clients the art of money management; how to earn it, save it, invest it, spend it wisely and enjoy it throughout every stage of life.",
"meta_description_present": null,
"meta_title": "Wolfond Financial | Regina Financial Planner",
"mobile_friendly": 1,
"name": "Wolfond Financial",
"no_email_reason": null,
"normalized_address": "3619 pasqua st",
"normalized_name": "wolfond financial",
"normalized_phone": "3067574646",
"open_count": 0,
"open_tracking_token": "1d0da1b3b9f442899b8535f10e2e6701",
"opened_at": null,
"operational_eligibility": null,
"opportunity_score": null,
"opportunity_type": null,
"outreach_insight": null,
"outreach_message": "Hi Wolfond Financial \u2014 while reviewing your site, I noticed your 23 five-star reviews aren\u0027t displayed anywhere on the page.\n\nFor a financial advisory firm, that\u0027s a meaningful gap \u2014 social proof is one of the first things a prospective client looks for, and its absence weakens the first impression before they\u0027ve read a single line of copy.\n\nPulling even a few of those reviews onto your homepage would reinforce trust at exactly the right moment.\n\nWorth a quick conversation if you\u0027d like a second set of eyes on it.",
"outreach_message_id": "\u003c1821e1e0-ea43-493c-96ac-cfde11a04491@lead-engine\u003e",
"outreach_status": "sent",
"outreach_subject": "Your trust proof is buried",
"package_quality_class": null,
"package_quality_score": null,
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