Cadence Manager

Phase 1: Pipeline Audit

Query CRM for all leads in cadence (stage = CONTACTED):

CADENCE STATUS
---
Day 1-3:   N leads (early stage)
Day 4-7:   N leads (mid stage)
Day 8-11:  N leads (late stage)
Paused:    N leads (responded, awaiting manual follow-up)
Breakup:   N leads (cadence complete)

Overdue:   N leads (missed actions, need catch-up)

Phase 2: Daily Execution

Execute follow-up-engine to process all leads with actions due today.

Handle edge cases:

• Weekend actions: Auto-defer to Monday. Adjust subsequent days.
• Over daily cap: Prioritize by score (HOT first). Defer WARM to tomorrow.
• Missing channel data: Skip unavailable channels, note in CRM.
• Lead responded: Pause cadence immediately, flag for manual review.
• Bounced email: Remove from email sequence, switch to LinkedIn/Instagram only.

Phase 3: Cadence Health

Monitor cadence performance:

CADENCE HEALTH REPORT
---
Response rate by touch:
- Touch 1 (Day 1): X% response rate
- Touch 2 (Day 4): X%
- Touch 3 (Day 7): X%
- Touch 4 (Day 9): X%
- Breakup (Day 11): X%

Response rate by channel:
- Email: X%
- LinkedIn: X%
- Instagram: X%
- Phone: X%

Average days to response: N
Best performing touch: Touch N (X%)
Worst performing: Touch N (X%)

Recommendations:
- [If Touch 1 < 5%]: Consider revising email subject lines or opening hooks
- [If LinkedIn > Email]: Shift more weight to LinkedIn touches
- [If breakup gets responses]: Consider extending cadence

Phase 4: Adjustments

Based on performance data, suggest cadence modifications:

• If response rate is low on a specific touch, suggest changing the angle
• If a channel underperforms, suggest rebalancing
• If breakup emails get responses, suggest adding Day 14/21 touches

User approves changes. Update agency.config.json outreach.cadence if modified.

Example Usage

Trigger phrases:

• "Show cadence status"
• "How's the outreach cadence performing?"
• "Run the cadence manager"
• "What leads need follow-up?"
• "Adjust the cadence -- add a Day 14 touch"