Operator Workflow
Board → Lead Detail → Edit Message → Approve Review → Ready To Send → Send → Tracking.
Scoped to search_id=97: Accounting 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
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
19
Sent, opened, replied, bounced, or unsubscribed.
Saveway Tax Services
Regina • saveway.tax@sasktel.net
#685
poor above-the-fold structure
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Adept Bookkeeping and Tax Services
Regina • hello@adeptbookkeepingservices.com
#683
weak trust signals
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Casnin Business and Tax Services
Regina • info@casninbusinessandtax.ca
#676
missing or weak CTA
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Access Accounting and Tax Services
Regina • info@accessaccounting.ca
#675
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Dudley & Company LLP
Regina • contact.us@dudleyllp.ca
#673
unclear value proposition
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Great Plains Accounting Services
Regina • info@gpacc.ca
#669
weak trust signals
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Hickey Chartered Professional Accountant
Regina • cory@hickeycpa.ca
#667
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Cloud Accounting Ltd.
Regina • admin@cloudaccountingservice.ca
#661
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Bright Company Accounting & Taxation
Regina • info@brightco.ca
#660
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Taqwa Accounting Services
Regina • taqwaaccounting@sasktel.net
#659
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Fortune Accounting & Tax Services Inc.
Regina • tony.gao@fortuneaccounting.ca
#651
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
MWC Chartered Professional Accountants LLP
Regina • mwc@mwc-cpa.ca
#678
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Sage Professional Services Inc
Regina • rohit@sagepro.ca
#672
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Telly Services
Regina • canadataxfiling@gmail.com
#671
unclear value proposition
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Custom Accounting & CFO Advisory
Regina • info@customcpa.ca
#662
missing or weak CTA
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
JMK Accounting CPA P.C. Inc.
Regina • info@jmkaccounting.com
#658
missing or weak CTA
Approved
Strong
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Steffan's Accounting Services
Regina • info@steffansaccounting.ca
#650
poor above-the-fold structure
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
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
Bituin Tax and Accounting Services CPA Prof Corp.
Regina • admin@bituintaxandaccounting.com
#647
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 1
Next Action: Already Sent
Select a lead card to open the existing detail view, message editor, evidence, and review controls.