Harvey outreach workflow

The exact step-by-step sequence Harvey runs for Cohort A — value first, low-friction ask, follow-up based on behavior.

Current pipeline status

Total Cohort A leads

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Eligible emails

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Skipped — no email

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Already sent

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Do not contact

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Solar enriched

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AI scored

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Sequence

then branch on behavior ▼

Harvey outreach rules

Never contact a lead where do_not_contact = true
Never email a lead that already has sent_at, unless a resend is manually approved
Never add duplicate leads with the same radar_id
Never start outreach before enrichment is done
Never send to Cohort A without a passed test approval
Email-first — SMS or calls only after stronger intent or approval
Keep PropertyRadar imports in enrich_existing_only by default

Status key

Ready

Waiting

Blocked