Get Prospect Worklist Tool
get-prospect-worklist-toolInternal Coderbuds staff only. What to do next about the companies and advisers Coderbuds is approaching — the outbound pipeline behind /admin/prospects.
Five lists, in the order they should be worked:
answered — questions you parked that a person has since answered. Work these first: each one carries
needs_action_reason(what was asked) andanswer(what you were told). Do what the answer says, then clear the pair withupdate-prospectandanswer: null, or the row comes back next run.needs_you — rows parked with a question and still waiting on somebody, oldest first. Do not re-ask a question that is already sitting here.
replied — somebody answered and has not been answered back.
gone_quiet — written to, no reply, past the quiet threshold. Check
times_contactedbefore drafting: one follow-up on a different angle is the rule, so a row already atmax_touchesis a row to close, not to write to again.never_contacted — researched and untouched, priority first.
Start every session working this pipeline by calling this. It is the only way to know what is already in flight; without it the obvious move is to write to somebody who was written to on Tuesday.
gate is the one number that can say stop. The first run of outbound is a test:
at eight prospects written to, two replies means the pitch works and the list can
widen, and fewer means the pitch is wrong rather than the volume. When the verdict is
fail, say so and stop drafting — the next move is a different message, not thirty
more of the same one.
stage_tests is the definition of done for each stage. Do not move a row to a
stage whose test it does not pass.
Read the caveats it returns. Nothing in this list is a qualified lead: each row exists because a dated public signal made it worth a look, and a contact name was read off a profile on that date.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | How many rows per list. Defaults to 10, capped at 50 — this is a worklist for one session, not an export. | |
| quiet_days | No | How many days of silence after a send before a prospect counts as gone quiet. Defaults to 5. |