Lead Review Board

Board-first operator workflow for review, approval, send readiness, and tracking.

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

0
MINOR_REVIEW messages that still need operator judgment.
No leads in this column.

Ready To Send

0
review_status=approved and approved_for_send=1, unsent, active leads.
No leads in this column.

Sent / Tracking

29
Sent, opened, replied, bounced, or unsubscribed.
O O & Co Professional Services
Saskatoon • busola@ooandco.ca
#887
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Prosper Financial
Saskatoon • kevin@prosperfinancial.ca
#874
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Heagy LLP
Saskatoon • info@heagyllp.ca
#869
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
CDC Bookkeeping
Saskatoon • hello@cdcbookkeeping.ca
#865
poor above-the-fold structure
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Lin CPA Prof. Corp.
Saskatoon • accountingsk@outlook.com
#864
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
CJ & Son's Accounting
Saskatoon • cj@cjandsons.net
#862
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
McClelland Debusschere Chartered Professional Accountants
Saskatoon • info@mdcpask.com
#854
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Feroza Financial - Tax Returns
Saskatoon • feroza8st@gmail.com
#852
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Academy Accounting
Saskatoon • office@academyaccounting.ca
#838
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
A&H Bookkeeping and Tax Services Ltd
Saskatoon • info@ahbooktax.ca
#837
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
HTH CPAs
Saskatoon • abby@hth-accountants.ca
#834
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Jay Walker, CPA P.C. Ltd.
Saskatoon • heather@jaywalkercpa.ca
#830
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
QAG Chartered Professional Accountants Prof. Corp.
Saskatoon • info@qagcpa.com
#829
missing or weak CTA
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
tax hub Accounting - Saskatoon
Saskatoon • info@taxhubs.ca
#891
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Felesky Flynn LLP
Saskatoon • calgary@felesky.com
#886
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Lingard + Dreger LLP
Saskatoon • info@lingarddreger.ca
#883
poor above-the-fold structure
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Clandinin Accounting Ltd
Saskatoon • nclandinin@gmail.com
#879
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Jensen Stromberg Chartered Professional Accountants
Saskatoon • info@jensenstromberg.ca
#860
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Buckberger Baerg & Partners LLP
Saskatoon • info@bbllp.ca
#853
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Accurex Accounting Services
Saskatoon • info@accurexaccounting.ca
#850
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Davies & Drury Chartered Professional Accountants
Saskatoon • admin@daviesdrury.com
#849
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Thomson Jaspar LLP
Saskatoon • bradent@thomsonjaspar.ca
#848
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Baker Tilly SK LLP
Saskatoon • info@bakertilly.ca
#845
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
New Wave CPA
Saskatoon • nevin@newwavecpa.com
#843
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Charles A Mowat Public Accountant
Saskatoon • charles@mowataccounting.com
#842
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Endorse Tax Solutions
Saskatoon • discoverbestkeys@gmail.com
#841
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Feroza Financial - Tax Returns
Saskatoon • ferozafinancial@gmail.com
#798
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 2
Next Action: Already Sent
Accountor CPA Accounting Bookkeeping and Tax Experts
Regina • info@accountor.ca
#648
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 2
Next Action: Already Sent
Advanth LLP. | Linda Yu CPA P.C. Inc. Chartered Professional Accountants
Saskatoon • infoab@advanth.com
#840
missing or weak CTA
Approved Elite Cannot Send Safe Suppressed Contact Gate: hard_bounce Prior Sent 1
Next Action: Already Sent
Select a lead card to open the existing detail view, message editor, evidence, and review controls.