Kaizenoutbound opsconfigured snapshot

Kaizen Leads

One Drive drop folder, n8n scheduler, VPS runner, GHL cross-reference before release

Drop folder Caller/SMS ready folder

Live ops feed

polling every 15sAPI generated Jun 21, 05:51 AMbrowser synced Jun 21, 05:51 AM

Ready folder

1,057 master

1,022 caller rows, 1,022 SMS rows

Latest intake

12,863 rows

6,885 in buy box, 1,057 cold queue

Skiptrace queue

No-phone manual records stay out of caller and SMS exports

Release gate

Snapshot loaded

Active Leads and Disposition overlap must be zero before outbound

Workflow Health

3 core automations

Kaizen Drive Lead Intake

n8nhealthy

cadence: Hourly at minute 7
trigger: Schedule Trigger -> HTTP Request
workflow: rcdIk6LURBTayQnr
runner: routines/run-kaizen-drive-intake.sh

Kaizen Manual Data Refresh

VPS cronhealthy

cadence: Mon 12:30 PM, Wed 6:30 PM, Fri 8:30 AM ET
trigger: crons/kaizen-weekly-manual-data.cron
runner: routines/run-kaizen-weekly-manual-data.sh

Kaizen Monthly Outbound Campaign

n8nhealthy

cadence: First day monthly at 8:15 AM ET
trigger: Schedule Trigger -> HTTP Request
workflow: V5ocp315FBGkVWLQ
runner: routines/run-kaizen-monthly-outbound-campaign.sh

Control Toggles

guarded writes

Drive intake watcheron

n8n owns the hourly schedule. VPS cron is fallback only.

Kaizen Drive Lead Intake

Public-record refreshon

Weekly public-record refresh runs Monday, Wednesday, and Friday.

kaizen-weekly-manual-data.cron

GHL mutationoff

No mutating upload or import without explicit approval.

SOP stop condition

GHL cross-referenceon

Fresh Active Leads and Disposition exclusion is required before release.

tools/kaizen_ghl_source_attribution.py

Current ready exclusionon

Monthly scheduled runs exclude current ready-folder records.

monthly outbound campaign

Same-day rebuild bypassmanual

Only use --no-exclude-current-ready for deliberate same-day tests.

SOP automation reference

Paid skiptraceguarded

No paid skiptrace without approval. No-phone records go to needs-skiptrace.

SOP guardrails

19013 and 19133guarded

19013 excluded. 19133 stays expert-review only unless overridden.

Buy-box rules

Monthly Progression

data day

Drop DealMachine, BatchLeads, Automize Data/Realeflow, and manual public-record files into the drop folder.

Run intake immediately if files were just added, otherwise let hourly n8n catch them.

Run monthly outbound campaign after source files are staged.

Review QA gates and row counts before sharing the ready folder.

Send only the caller/SMS ready folder to callers or texting operators.

After the campaign, pull GHL response and conversion results into the source scorecard.

Advanced source rules, QA evidence, and all hooks6 sources · 10 gates · 5 workflows

Additional Workflow Hooks

2 supporting surfaces

GHL Source Attribution

Read-only GHL pullreview

cadence: Before every outbound batch
trigger: Monthly runner step or manual QA
runner: tools/kaizen_ghl_source_attribution.py

n8n Hygiene Audit

VPS cronhealthy

cadence: Daily execution, weekly hygiene, monthly cleanup
trigger: crons/n8n-hygiene.cron
runner: routines/run-n8n-hygiene-audit.sh

Automation Register

all ops

46projects

85routines

26crons

14kaizen Routines

16kaizen Crons

Source Priority

caller order

#1Manual public records with phones

Sheriff sale, probate, tax delinquent, lis pendens, code violations

Force to top of cold calling when phone-ready.

#2Strict buy-box hot/warm leads

High-equity, vacant, absentee, inherited, preforeclosure, tax delinquent

Core monthly cold caller and SMS queue.

#3DealMachine

Fresh cold outbound

Best fresh-list lane. Keep source attribution clean.

#4BatchLeads

Controlled scale test

Use as a capped source until response-rate sample is larger.

#5Automize Data / Realeflow LPP

Filtered likely-to-sell volume

Treat as Automize Data in upload tags and source-facing sheets.

#6Old CRM and GHL reactivation

Prior responders and stale CRM

Separate reactivation lane. Do not mix into fresh cold outbound.

QA Gates

release checks

Ready folder has only the intended current files.

Cold Calling unique phones equal row count.

SMS unique phones equal row count.

Cold/SMS phone overlap is 0.

Cold/SMS property-address overlap is 0.

Active/Disposition phone overlap is 0.

Manual public-record phone-ready leads are at the top of Cold Calling.

No-phone manual public records are in needs-skiptrace.

Every nonblank ZIP is a 5-digit text value.

File names clearly identify strict buy box versus expanded backfill.

Artifacts And Evidence

updated Jun 21, 05:51 AM

Drop folder

0 - Drop New Files Here

Aldo drops raw CSV, XLSX, and Sheets here.

Caller/SMS ready folder

1 - READY TO SEND - Current Cold Call + SMS

Only the current caller CSV, SMS CSV, and master sheet belong here.

Manual monthly command

bash routines/run-kaizen-monthly-outbound-campaign.sh

Run through the VPS cron-wrapper for production parity.

Manual intake command

bash routines/run-kaizen-drive-intake.sh

Use when files were just added and the run should happen immediately.

Lead intake and outbound SOPoutput/2026-05-21-kaizen-lead-intake-and-outbound-sop.md

snapshot fallback

Live intake run summaryoutput/2026-05-20-kaizen-drive-intake-live-run-summary.md

snapshot fallback

Outbound readiness checkoutput/2026-05-20-kaizen-drive-outbound-readiness-check.md

snapshot fallback

Ready folder current-file testprogress/2026-05-21-parent-ready-folder-current-file-test.md

snapshot fallback

Monthly outbound automation contextdev/active/kaizen-monthly-outbound-automation/context.md

snapshot fallback