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.

Board View

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.

Awaken Wealth Management Ltd

Regina • info@awakenwealth.ca

weak trust signals

Ready for Approval Strong Cannot Send Needs Review Needs Review

Next Action: Minor Review Needed

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

unclear value proposition

Approved Elite Cannot Send Safe Sent Prior Sent 1

Next Action: Already Sent

R FINANCIAL GROUP

Regina • info@rfinancial.ca

weak trust signals

Approved Elite Cannot Send Safe Sent Prior Sent 1

Next Action: Already Sent

Kim Shaheen Financial

Regina • kim@ksfinancial.ca

weak trust signals

Approved Strong Cannot Send Safe Sent Prior Sent 1

Next Action: Already Sent

Milleker Financial Inc

Regina • millekerfinancial@outlook.com

weak trust signals

Approved Strong Cannot Send Safe Sent Prior Sent 1

Next Action: Already Sent

Independent Financial Services

Regina • main@ifsgroup.ca

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

missing or weak CTA

Approved Elite Cannot Send Safe Sent Prior Sent 1

Next Action: Already Sent

Brothers & Company Financial

Regina • info@brothersandco.ca

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

weak trust signals

Approved Strong Cannot Send Safe Sent Prior Sent 1

Next Action: Already Sent

Wolfond Financial

Regina • service@wolfondfinancial.ca

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

missing or weak CTA

Approved Elite Cannot Send Safe Sent Prior Sent 1

Next Action: Already Sent

IG Wealth Management

Regina • shconte@ig.ca

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

weak trust signals

Approved Strong Cannot Send Safe Opened Prior Sent 1

Next Action: Already Sent

Regina • rstocks@sasktel.net

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

weak trust signals

Approved Strong Cannot Send Safe Opened Prior Sent 1

Next Action: Already Sent

Beyond Wealth Management

Regina • info@beyondwealth.ca

weak trust signals

Approved Elite Cannot Send Safe Opened Prior Sent 1

Next Action: Already Sent

Parwez Financial Group Ltd

Regina • info@parwezfinancial.ca

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

weak trust signals

Approved Strong Cannot Send Safe Opened Prior Sent 1

Next Action: Already Sent

MRE Financial Svc

Regina • info@mrefinancial.com

weak trust signals

Approved Strong Cannot Send Safe Opened Prior Sent 1

Next Action: Already Sent

Astra Financial

Regina • admin@astrafinancial.ca

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

weak trust signals

Approved Elite Cannot Send Safe Opened Prior Sent 2

Next Action: Already Sent

Scheper Financial

Regina • info@scheperfinancial.com

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

weak trust signals

Approved Elite Cannot Send Safe Suppressed Contact Gate: hard_bounce Prior Sent 2

Next Action: Already Sent

Select a lead card to open the existing detail view, message editor, evidence, and review controls.