Total Leads
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Personal DI (Hot)
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Banker Relationships
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Emails Queued/Sent
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Pipeline — counted from send and lead records, not from a status field
Leads & CRM
Awaiting Approval
Approved
Sorted by publish date — soonest first. Unscheduled items sort last.
Prospects — sourced, pending human review
Stage 1 — Sourced Contacts
Found by the sourcing job · pending review · not yet contactedStage 2 — Active Relationships & Referral History
Real linked history per banker — which leads, current statusContent Calendar
—Offer variants — side by side, with 95% confidence intervals. Pick winners from the interval, not the point estimate.
Search & Site
—Target keyword clusters
derived from the tracks and categories of the real library itemsPublishing pipeline
approved content auto-publishes as an SEO pageTraffic & rankings
Connects at activationsessions
last 90 days
Google Search Console + Analytics connect at activation
Traffic, impressions and keyword rankings populate here once the properties are verified. Nothing is estimated in the meantime — this panel stays empty until it has real data to show.
Distribution
same channel rules as the calendar icon key
DisabilityQuotes intake — connected as the application-stage handoff.
Linked from hot-band income-protection quiz results, Personal DI resource articles, and as a copy-to-send helper on income-protection leads. Outbound link only — no data flows back into this system.