← Tony Dashboard/Marketing/Reconnect Outreach
Reconnect Campaign Workspace

Mark Ryan

CRM-backed reviewable reconnect planning. Nancy can review the exact pool before launch, see the math, and only override guardrails with visible controls.

Sender
mark@austinvisuals.com
Primary outbound identity for this reconnect motion.
Title
Client Relations Coordinator
Customer-facing label for outreach.
Launch order
Past paid clients, then quoted leads
Bucket defaults stay visible, but the contact pool is always reviewable first.
Default runner
Nancy, with Matt override
Nancy override controls are explicit, never implicit.
● Awaiting BBM approval
Approval check
● Default guardrails active
6-month suppression and one-per-domain stay on unless Nancy deliberately turns on overrides below.
Workspace sync
Loading shared campaign workspace…
Campaign Editor

New reconnect campaign

Reviewable contact selection comes first. Campaign math updates live from the selected CRM pool.
Eligible contacts
0
Real CRM-backed pool
Selected contacts
0
After guardrails + manual review
Total touches
0
Selected × (1 + follow-ups)
Campaign days
0
Schedule window in days

Visible guardrails and overrides

These are explicit overrides only. Default behavior stays conservative.

Role-play mode

Testing behavior
Use the checkboxes above to keep Nancy out, let Nancy observe, or allow Nancy to participate. Client role inbox is the person playing the customer side of the test.
Nancy defaults to observer mode in role-play unless explicitly allowed here.

Reviewable contact pool

Loading contacts…

Tone and campaign options