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Waalaxy guided prospecting process board

How it works

Waalaxy turns an outreach idea into a process your team can inspect

Move from a bounded ICP to sourced context, reviewed drafts, and explicitly authorized action. Each stage exposes uncertainty instead of hiding it behind activity volume.

Three responsibilities, kept separate

Frame the research

Define firmographic and technographic criteria, geography, exclusions, purpose, and acceptable sources. The output should show why an account fits and when each public signal was checked. A likely role is not a verified identity, and visible activity is not proof of private buying intent.

Prepare the approach

Draft a concise connection note and follow-up from context a recipient would reasonably recognize. Avoid sensitive inference, fabricated familiarity, and generic praise. Check suppression, regional obligations, current platform terms, sender authentication, and whether LinkedIn, email, or CRM actions require different permissions.

Approve the action

Make target, text, channel, timing, export, and send separate decisions. A reviewer can approve, revise, reject, or pause each record. Record sent, delivered, replied, and opted-out states independently; none guarantees pipeline, account safety, deliverability, or legal compliance.

A four-gate runbook

  1. 01

    Brief

    Name the audience, business question, evidence threshold, prohibited sources, and owner. A narrow brief is easier to falsify and safer to review than “find everyone.”

  2. 02

    Research

    Collect account and person context with provenance, retrieval timing, and confidence. Preserve unknown values and conflicting evidence for human resolution.

  3. 03

    Draft

    Create channel-appropriate text without sending. Review relevance, tone, pacing, suppression, opt-out, SPF/DKIM/DMARC readiness for email, and platform-policy risk.

  4. 04

    Authorize

    Let the responsible operator decide whether any external action is permitted. If a connector, source, policy, identity, or region changes, return the record to review.

The useful guarantee is a visible pause—not a promised result

Waalaxy can organize research and drafting, but public data may be stale, browser automation may break, documented APIs may impose limits, and personalization cannot guarantee replies. Human review remains the final control.

Install the process in your approved agent runtime

Copying changes only your clipboard. Inspect the package, run it in an approved environment, configure narrow permissions, and review a small first result before exports or external action.

npx -y @okki-global/okki-go-taroball