Pick a sheet on the left, or start a new scrape.
Team Scraper
Enter the team password.
Open WhatsApp — the message is already typed.
You don't write messages. You don't research leads. You don't scrape.
Max handles all of that. The message in Outreach Draft
is finalised — do not edit before sending.
Your name is wrong? Click your name in the top-right to change it.
ready to see
only leads that are ready to outreach.Goal: 5-10 messages per day. Quality over quantity.
dentist-selangor-2026-04-28).ready.Open WhatsApp. WhatsApp opens with the
message already typed.outreached.Find the lead (use search), open it, then pick:
| What they said | Status |
|---|---|
| "Tell me more" / engaged questions | replied or interested |
| "Send me your 1-pager" | interested — then send the 1-pager |
| "Not interested" / "Stop" | not_interested |
| They signed up / paid | converted |
| Rude or off-topic reply | needs_review — flag for Max |
(Optional) Click Notes on the lead to add context like "called at 3pm, sounded busy".
If they don't reply within 2-3 days, don't follow up yourself — Max's follow-up system writes message 2 and 3 automatically. They'll re-appear in the dashboard.
needs_review, dropped, or
outreached.+ New scrape —
only Max should run scrapes (it costs money on Apify).| Problem | Fix |
|---|---|
Lead has phone but Open WhatsApp doesn't work | Phone is malformed → status needs_review + ping Max |
| Message looks half-cut or has weird characters | Same — needs_review + ping Max |
| Status pill won't change | Refresh the page (F5). If still stuck, ping Max |
| Sent a message but status didn't auto-flip | Open the lead and change status to outreached manually |
| Customer replies to a number not on this dashboard | Old lead from another batch — pick that batch in the sidebar to find them |
| Can't find dashboard URL | Ping Max in team chat |
| Task | Who |
|---|---|
| Scrape new leads from Google Maps | Max |
| Decide which leads are good (cleaner) | Max |
| Research each clinic's pain points (enrich) | Max |
| Write the WhatsApp message | Max |
| Generate follow-up messages 2 & 3 | Max |
| Click "Open WhatsApp" + press Send | You |
| Update status when they reply | You |
| Add notes about the conversation | You |
| Reply manually to interested leads | You (in WhatsApp directly) |
Bottom line: Max prepares everything. You press Send and update status. That's the whole tool.
Questions? Ping Max in the team chat. This guide gets updated whenever the dashboard changes.
The status drives everything. It's your cheat sheet for what each lead needs next. Set it correctly and the dashboard's filters / analytics / follow-ups all work. Get sloppy with it and reporting breaks.
Side branches: not_interested (explicit no) ·
non_responsive (3 msgs sent, no reply ≥14 days, auto) ·
needs_rewrite (you flag a bad draft) ·
dropped (cleaner-disqualified or terminal)
ready.
replied or higher.
interested.
needs_review (waiting for Max) or ready (approved). You only outreach ready.outreached. You don't change it manually.replied (or interested if hot, or not_interested if a "no").non_responsive. Done.needs_rewrite. Add a note explaining what's wrong.
Status is read from + written to your Google Sheet's
Status column (or Contact Status
on legacy sheets — both work). Edit it directly in Sheets
and the dashboard reflects the change on next refresh.
Legacy values like "Not Contacted" / "Contacted" / "Booked"
auto-map to canonical statuses above.
Leads due to be touched today. Approve = opens WhatsApp
with the drafted message + bumps stage on the sheet.
Drafts are generated by Max running
/follow-up-batch (uses his Claude
subscription, not the server).
…