Internal operator console

Qualification, conversion, blockers, and next actions

Lightweight sales handoff, not a CRM

Record the call outcome, open qualified workspaces, and keep customer blockers visible.

Qualification remains inclusive for legitimate businesses while launch readiness stays separate. Hard disqualifiers are policy, authority, access, deceptive claims, and guaranteed-result expectations.

Console state

Prospects
3 fixture rows
Selected
qualified_for_dashboard
Conversion route
live

Prospects

Review queue

Selected: Northline Roofing
Business

Summit HVAC

Jordan Lee / $3,000-$7,500

call_completed

Free Meta audit

Northline Roofing

Maya Chen / $7,500+

qualified_for_dashboard

Website plus Meta bundle

ClearFlow Plumbing

Andre Mills / $1,500-$3,000

follow_up_needed

Free ad strategy

Lead delivery and quality

Capture path, handoff path, and feedback mode

Keep the lead capture destination separate from the handoff destination. Meta Instant Form is the default first path when it fits, while alternate destinations need readiness evidence before launch.

Delivery summary

Raw lead delivery, quality feedback, and report confidence are tracked separately.

delivery ready quality unknown
Lead capture destination
Meta Instant Form
meta instant form
Lead handoff destination
Shared sales inbox and Jordan as response owner
pending response time confirmation
Quality feedback mode
aggregate feedback
Report label
Raw lead count available; quality feedback not complete.
Destination

Meta Instant Form

meta instant form

default ready

Default first path for this offer. Questions, privacy path, delivery, and follow-up owner still need launch-gate evidence.

Managed Website Agent form

managed website form

qa required

Use as alternate when the offer needs a page, proof, or higher-intent form before the lead is captured.

Existing website or booking path

existing external path

verify only

Verify live page, mobile fit, lead delivery, response owner, and fallback plan before approval.

Feedback modes

Operator chooses the mode based on where leads are actually handled. Unknown-quality mode is valid, but it lowers report confidence.

Direct per-lead feedback

direct

Leads enter the product through Meta Instant Form, managed form, or direct integration.

Weekly aggregate feedback

aggregate

Leads are handed off to an outside inbox, phone, booking, CRM, or sales workflow.

Unknown-quality mode

unknown

Raw lead data exists, but the business has not provided quality feedback yet.

Capture destination

Handoff destination

Destination readiness

Required checks
Source

Meta Instant Form

delivered

contactable

raw lead included

customer lead

Managed form QA

delivery test passed

unknown

excluded from performance

test lead

Minimal lead record

Store only what is needed for delivery status, source, reporting, and quality feedback.

Set quality mode

Direct feedback

Aggregate feedback

Weekly report

Draft, review, approve, and log delivery

Reports can be generated from stored records, but first-release customer sends require internal approval. Stale, partial, unknown-quality, and reduced-confidence labels stay visible before approval and after delivery.

Current report draft

Reporting period: June 17-23, 2026

needs internal review
Last data refresh
June 23, 2026 at 8:10 AM
partial data
Quality label
unknown quality
reduced confidence
Delivery status
not sent
Reviewer note
Raw spend and lead counts are present. Lead quality is incomplete, so recommendations should stay conservative.
Draft section

Work completed

drafted

Lead path confirmed, early pacing reviewed, weak creative angle paused, and QA test leads excluded.

Spend and leads

drafted

$684 spend, 11 raw leads, 3 known good leads, 4 leads still unknown-quality.

Client actions

needs review

Customer should confirm unknown lead quality and response-time ownership.

Recommended changes

reduced confidence

Hold budget steady and improve qualification copy before increasing spend.

Label

stale data

not applied

Data refresh is current enough for this draft.

partial data

applied

Quality feedback is incomplete for the reporting period.

unknown quality

applied

Raw leads exist, but not every lead has quality feedback.

reduced confidence

applied

Recommendation copy must explain the cautious confidence level.

Generate draft

Internal review

Applied labels

Send and log

This action should only succeed when the report is already approved to send.

Internal fix tasks

Missing, stale, or partial report data must create operator work before the next report cycle.

Request missing lead quality feedback

open

Owner: operator. Unknown-quality label is applied to 4 leads.

Check weekly refresh before approval

queued

Owner: operator. Report should not be approved if data becomes stale before send.

Recipient

jordan@example.com

not sent

Awaiting approval

First-release report send is blocked until approved_to_send.

First 72-hour monitor

Launch health, support escalation, and manual exceptions

Use this workspace for health, delivery, tracking, lead routing, policy, spend pacing, page/form availability, provider drift, and data freshness. The first 24-72 hours are not optimization conclusions; customer action is limited to funding, access, approvals, business clarification, client-owned lead delivery, or unresolved material disruption.

Active monitor

hour 18 of 72. Last check: June 23, 2026 at 11:10 AM.

active monitoring
Learning-window rule
Separate launch health and material blockers from normal 24-72 hour learning-window noise.
Recommendation confidence
early directional
Notification gate
client action needed only
Health check

Delivery state

pass

none

health

Campaign delivering in approved state.

Spend pacing

watch

low

health

Spend is inside cap, but needs next scheduled check.

Policy and ad review

pass

none

material disruption

No policy block visible in latest provider status.

Conversion recording

watch

low

tracking

Lead delivery is visible; event quality still needs later confirmation.

Page and form availability

pass

none

health

Destination and form rendered in the latest check.

Mobile state

watch

medium

health

Mobile destination works, but image weight remains a follow-up.

Lead routing and handoff

needs customer action

medium

client action needed

Response owner confirmation is still open.

Wrong geography or offer signs

pass

critical

material disruption

No spend outside the approved service area or offer was detected.

Provider drift

watch

medium

health

Provider object references still match the approved build sheet.

Data freshness

pass

medium

health

Latest provider sync and internal refresh are current enough.

Early performance noise

do not escalate

none

learning window

Too early for optimization conclusions.

Support ladder

Default every issue to the lowest-client-work path before asking for customer action.

Auto resolved

auto resolved

The system detected and fixed the issue without human action.

Agent resolved

agent resolved

The agent diagnosed and executed an approved safe action inside the envelope.

Operator required

operator required

Evidence, recommendation, and steps are prepared for internal handling.

Client required

client required

Customer-owned access, funding, approval, lead delivery, or business clarification is required.

Severity routing

low

operator watch

Normal watch item or low-risk health uncertainty.

No customer notification unless action is needed.

medium

support task

Customer action needed or unresolved health check.

Notify only with a clear client action or material disruption.

high

protective pause review

Policy, broken lead routing, wrong geography, broken page, or spend risk.

Escalate to customer when disruption affects launch outcome.

critical

founder operator escalation

Spend, compliance, customer complaint, or provider state risk.

Immediate internal escalation and customer-facing next step.

Issue

Lead alert response owner

client action needed

high

client required

actionable

Confirm the response owner receives alerts and can handle new leads during business hours.

Mobile destination weight

internal fix in progress

medium

operator required

early directional

Compress assets internally; no customer approval is needed because public copy is unchanged.

Notification gates

Normal learning-window variance stays internal. Client communication is notification-first, not permission-first, unless customer-owned authority is required.

normal learning window noise

suppress customer notice

Early variance alone is not a client action or material disruption.

client action needed

allow customer notice

The customer must confirm response owner and lead handling.

unresolved material disruption

allow customer notice

Broken delivery, policy, page, form, tracking, routing, or spend guardrail issue.

Monitor check

Support escalation

Manual exception

Required fields

attempted automation, failure category, provider or system touched, manual steps, handler, time spent, evidence, customer impact, repeatability rating, automation candidate.

Campaign plan and creative

Draft launch artifacts before external action

Use this workspace to prepare the Meta Leads campaign plan, build sheet, claims review, static creative, copy variants, QA, and Instant Form draft. Static image generation is direct in the MVP; Arcads is not required. Launch remains blocked until approvals and readiness gates pass.

Campaign plan draft

Emergency HVAC repair estimate request for Denver metro, excluding lower-priority suburbs.

draft ready for operator review
Objective
Meta Leads
Destination
Meta Instant Form first, managed landing page fallback
Budget
$85/day inside the approved monthly cap
Default path
Create a new ad set for this plan; no existing ad set is required.

Campaign plan

Campaign plan review

Build sheet review

Review the operator-readable build sheet for campaign, ad set, ad creative, ad, Instant Form, UTMs, budget, schedule, geography, placements, and lead path. Keep payload details internal.

Build sheet item

Campaign

draft

Leads objective, paused-first build, no live spend from draft state.

Ad set

draft

New ad set with approved geography, schedule, placements, and budget.

Ad creative

needs review

Static image asset plus default copy variants after claims review.

Instant Form

draft

Questions, privacy text, and lead handoff need review before approval.

UTMs

draft

Source, campaign, ad set, ad, creative angle, and variant labels drafted.

Build sheet preview

Generate the dry-run provider payload preview before any paused Meta build or public launch action.

Claim

Licensed local HVAC team

approved claim

State license lookup and customer intake

Confirm source link before customer approval.

Same-day emergency response

needs review

Call notes only

Ask customer for terms and proof before public use.

Guaranteed leads or savings

banned claim

Not supportable

Block from ads, pages, forms, and reports.

Proof and claims review

Creative asset

Emergency repair static image concept

generated static image

draft

Direct generation path; Arcads is not required.

Technician truck photo

customer asset

needs_permission

Confirm usage rights and avoid implying unavailable staff or locations.

Creative asset review

Generated static images are allowed when they do not imply fake customers, fake staff, false locations, false credentials, or real completed work.

Variant angle

Emergency response

draft

needs review

Need HVAC help today? Tell us what is happening and our team will follow up.

Home comfort

draft

needs review

Get your heating or cooling issue reviewed by a local team serving Denver metro.

Creative variant review

Creative QA checklist

Checks completed

Default copy variants

Store the default set where the selected Meta format supports it: 5 primary-text bodies, 5 headlines, and 3 descriptions.

5 Primary text

draft

Different offer, proof, urgency, local, and qualification angles.

5 Headlines

draft

Short public claims only, no guaranteed outcomes.

3 Descriptions

draft

Plain supporting lines matched to the approved CTA.

Instant Form setup draft

Name, phone, service needed, ZIP code, urgency, homeowner/renter. Public questions and lead path need customer approval; provider payload details stay internal.

draft needs review

Instant Form review

Qualification outcome

Record call result

Mark whether the prospect should receive dashboard access, follow-up, or a respectful disqualification. Conversion remains gated until the outcome is `qualified_for_dashboard`.

Call notes

Capture sales handoff context

Dashboard conversion

Create customer workspace

This form uses the existing Slice 1 workspace conversion endpoint. It will only succeed for a qualified prospect.

Follow-up or disqualify

Onboarding prefill

Next actions

Blockers

Customer-owned or operator-owned gaps

Blockers should be visible in the customer dashboard when they need customer action and internal-only when they require operator work.

Free review evidence

Review customer-visible audit and launch-plan output

Operators review scan evidence, tracking confidence, unknowns, and action-plan findings before anything is shared. Customers get the plain-language recommendation, not raw technical scan chores.

Website evidence

Primary URL

stored

high

Homepage, title, H1, phone CTA, and privacy link were recorded.

Conversion path

needs follow up

medium

Phone CTA is clear. Form path exists but handoff destination is unknown.

Proof and claims

needs review

medium

Reviews are present. License and emergency-response claims need source confirmation.

Mobile and speed proxy

warning

medium

Mobile view is usable, but slow hero assets may hurt paid traffic.

Tracking evidence

Meta dataset candidate

found

medium

Dataset-like ID discovered, but recent lead event quality is not confirmed.

GA4 or GTM

unknown

low

No trusted operator confirmation yet.

Duplicate or wrong-action tags

not confirmed

low

Needs scanner and operator review before customer summary.

Missing-data task

Confirm lead handoff destination

customer

launch plan confidence

Verify dataset and lead events

operator

tracking confidence

Collect public proof for response-time and license claims

customer

customer-visible audit copy

Confirm starting budget comfort

customer

package recommendation

Audit finding

Offer clarity

usable

medium

Emergency HVAC repair is a clear first offer, but proof for response time should be confirmed.

Lead path

partial gap

medium

Phone calls are easy to find. Form routing and response owner still need confirmation.

Tracking

blocks confidence

low

Do not promise reporting quality until the dataset, event mapping, and lead handoff are verified.

Recommended 14-Day Launch Plan review

Website scan, tracking candidates, free strategy answers, and call notes support a Website plus Meta recommendation.

pending internal review
Confidence
medium
Package recommendation
website meta bundle
Unknowns
Tracking quality, lead response owner, proof claims, and final budget comfort remain open.
Boundary
Sales handoff only, not final execution packet

Do not share until tracking uncertainty and proof language are written in plain customer terms.

Free audit or strategy review

Launch-plan review

Meta access readiness

Record provider access and assets

Slice 4 stays dry-run/manual safe. Operators can record the account, Page, tracking, form, funding, and approval state without activating live Meta spend.

Readiness item

Ad account

verified

Selected dry-run account act_demo_4812

operator

Page identity

verified

Summit HVAC Denver Page matched to business

operator

Pixel or dataset

needs review

Dataset found, event health not confirmed

operator

Lead form or Instant Form

dry run ready

Draft form preview created by dry-run provider

operator

Funding and account health

blocked

Funding owner and restriction check still needed

customer

Approval and launch gate

blocked

Launch approval snapshot and gate pass missing

customer

Provider connection

Discovered asset

Type

ad account

Summit HVAC ads

act_demo_4812

meta:ad-account:act-demo-4812

selected for dry run

page

Summit HVAC Denver

page_demo_2281

meta:page:page-demo-2281

identity verified

dataset

Website leads dataset

dataset_demo_6409

meta:dataset:dataset-demo-6409

needs tracking review

instant form

Emergency HVAC estimate request

form_demo_1140

meta:instant-form:form-demo-1140

dry run only

Dry-run build state

Review paused provider objects

Dry-run builds store stable references for campaign, ad set, ad, creative, and Instant Form pieces. Partial failures should keep the saved references and retry only the missing or failed piece.

Object

campaign

paused simulated

meta:campaign:dry_run_1001

campaign:dry-run-1001

stored

ad set

paused simulated

meta:adset:dry_run_2001

ad-set:dry-run-2001

stored

ad

paused simulated

meta:ad:dry_run_3001

ad:dry-run-3001

stored

creative

draft simulated

meta:creative:dry_run_4001

creative:dry-run-4001

stored

instant form

retryable failed

meta:form:dry_run_5001

instant-form:dry-run-5001

retry missing fields only

Build state update

Paused build execution

Create the dry-run paused build execution record and stable provider-object references. This does not activate spend or call live Meta.

Website Agent setup

Record preview, domain, tracking, form, QA, and publish readiness

This is a managed landing page workflow, not a broad builder. Operators can record the controlled site records needed by the customer-sites preview path. Public publish remains blocked until the exact site version has an approval snapshot and QA evidence.

Readiness item

Preview routing

ready

Draft preview URL points to one site_id

operator

Draft version

ready for review

Version v2 is available for customer review

operator

Published version

not published

Production route has no published version yet

operator

Custom domain

needs dns

Customer-owned domain recorded; DNS and SSL pending

customer

Tracking

needs review

Pixel, GTM, GA4, and event mapping need operator verification

operator

Managed form

draft

Fields and lead handoff are not QA-passed

operator

Publish gate

blocked

Requires approval snapshot and QA evidence

customer

Version

v2

draft

/preview/12121212-1212-4121-8121-121212121212

not requested

v1

superseded draft

internal only

superseded

published

none

blocked

approval required

Managed site record

Page and version

Domain status

Tracking config

Managed form

QA evidence

Publish readiness

Leave approval or QA evidence blank to record a blocked publish state. Public publish must not proceed from preview alone.

Approval snapshots

Create and review immutable approvals

Operators create snapshots from reviewed artifacts. A decided approval should never be edited in place; material changes create a new snapshot and supersede the old one.

Artifact

campaign_plan

v3

requested

pending

qa-meta-leads-2026-06-23

site_version

v2

viewed

pending

site-qa-mobile-form-2026-06-23

Snapshot creation

Snapshot review

Launch gate and waivers

Classify readiness before spend or publish

The gate records hard blockers, waivable warnings, required evidence, waiver authority, and the approval snapshot used for launch activation.

Gate skeleton

Required checks

Gate evaluation

Waivable warnings present

Protective pause

Use only for necessary pauses that prevent wasted spend, broken handoff, destination issues, public misleading claims, or serious access/account blockers. Customer approval is not required before the pause.

Waiver record

Use only for allowed warnings. Hard blockers remain blocked unless a future product/legal rule explicitly permits a documented waiver path.

Execution records

Track safe external changes

Every provider, publish, report-send, or manual fallback change needs actor, approval source, status, idempotency key, provider IDs, evidence, failure reason, and next recovery step.

Create execution record

Update execution record

Offboarding

Stop changes, export, revoke, clean up, and archive

Operators need one place to confirm the customer choices, stop unsafe new work, package customer-owned files, remove product access, apply retention rules, and preserve the required audit history.

Offboarding status flow

Current organization status is offboarding. Final churn or archive is blocked until export, revocation, removal, and retention cleanup have evidence.

organization: offboarding

Request received

complete

customer_success

Cancellation request, reason, requested end date, paid-through date, and affected products are recorded.

Stop new mutations

active

system

New campaign changes, page publishes, report sends, and non-offboarding jobs are blocked.

Export and handoff

in progress

operator

Package customer-owned artifacts, reports, approvals, task history, and handoff notes.

Access and routing removal

queued

operator

Revoke product-controlled access, remove product webhooks, and disconnect product lead routing.

Retention cleanup

queued

system

Delete or de-identify customer-scoped working data after export and retention checks.

Churn/archive

blocked

billing_admin

Final archive waits for export completion, required removals, and retained-record confirmation.

Request and choices

Record the customer request, paid-through handling, and the continue, pause, transfer, or disconnect decisions before any external cleanup runs.

Export package

Assemble customer-owned artifacts without tokens, secrets, unrelated tenant data, or internal-only notes.

Finalize churn/archive

Finalization requires evidence that exports, access removal, webhook cleanup, deletion/de-identification, and retained record preservation are complete.

Stop-new-mutations state

Only export, revocation, removal, retention, billing, and customer notification actions can run.

blocked except offboarding
  • new campaign or ad changes
  • new page publish
  • new lead webhook registration
  • new scheduled report send
  • new non-offboarding provider sync

Export manifest and package

Package status: preparing. Manifest separates customer-owned exports from internal records and secrets.

Managed page package

included

Page copy, approved assets, form structure, QA notes, and publish history.

Campaign and creative records

included

Approved launch plan, ad copy, static creative references, and Instant Form draft summary.

Reports and approvals

included

Sent reports, reviewed draft reports, approval snapshots, and customer decisions.

Excluded internal records

excluded

Internal-only notes, decrypted secrets, access tokens, and unrelated tenant data.

Revocation and removal tasks

Revoke product-controlled Meta access

queued

operator

Remove product lead webhook

scheduled

system

Disconnect managed lead routing

scheduled

operator

Cancel recurring subscription after paid-through date

paid through

billing_admin

Deletion and de-identification tasks

Delete or de-identify lead/contact working data

waiting for export

Retain only required audit/legal/security references.

Remove generated working files after export window

queued

Retain only records tied to billing, legal hold, security, or audit evidence.

Apply deletion tombstone for restored backups

policy required

Restored environments must re-apply completed deletion decisions.

Final churn and archive action

Mark churned only after paid-through reconciliation, export delivery, product access removal, webhook/subscription cleanup, and retention tasks have recorded evidence. Archive remains an internal state and must not erase required history.

Churn actionblocked
Archive evidencerequired

Audit history preservation

Offboarding cleanup removes working access and unnecessary customer-scoped data. It does not purge required audit, legal, accounting, or security records.

  • Approval history, launch decisions, and external-change records remain append-only.
  • Billing, invoices, payments, refunds, tax, and dispute records are retained as required.
  • Credential, admin access, deletion request, and security event history remains preserved.
  • Legal hold or incident evidence is retained separately from customer-facing export files.

Endpoint contracts

This console exposes the first internal vertical-slice path from prospect qualification through weekly report draft. Implemented API routes are listed without a pending marker; the remaining pending entries are explicit follow-on helpers: /api/operator/qualification-outcomes, /api/operator/blocker-tasks, /api/operator/workspaces, /api/operator/free-review, /api/approvals, /api/approvals/[approvalId]/decision, /api/waivers, /api/execution-records, /api/launch-gates, /api/launch-gates/[launchGateId]/evaluate, /api/operator/meta/provider-connections, /api/operator/meta/discovered-assets, /api/operator/meta/dry-run-builds, /api/operator/meta/paused-builds, /api/operator/protective-pauses, /api/operator/sites, /api/operator/sites/pages, /api/operator/sites/domains, /api/operator/sites/tracking, /api/operator/sites/forms, /api/operator/sites/qa, /api/operator/sites/publish-readiness, /api/operator/campaign-plans, /api/operator/campaign-plans/review, /api/operator/build-sheets, /api/operator/build-sheets/review, /api/operator/creative/claims, /api/operator/creative/assets, /api/operator/creative/variants, /api/operator/creative/variants/review, /api/operator/creative/qa, /api/operator/instant-forms, /api/operator/instant-forms/review, /api/operator/lead-capture-destinations, /api/operator/lead-capture-destinations/readiness, /api/operator/lead-handoff-records, /api/operator/leads, /api/operator/lead-feedback, /api/operator/lead-feedback/aggregate, /api/operator/lead-quality-mode, /api/operator/reports, /api/operator/reports/review, /api/operator/reports/send, /api/operator/launch-monitor-checks, /api/operator/support-escalations, /api/operator/manual-exceptions, /api/operator/offboarding, /api/operator/offboarding/exports, /api/operator/offboarding/finalize, pending: /api/operator/call-notes, pending: /api/operator/prospects/status, pending: /api/operator/onboarding-prefill, pending: /api/operator/next-actions.