Ops Memory source of truth

Operation Ninja / Lenore CRM Build

Source of truth for the Operation Ninja contractor CRM / Lenore build and the Surface Call Assistant add-on.

Back to memory Task Manager

Waiting on LenoreStatus

3Entries

3Files/sources

2Messages

Current source of truth

Current scope

Core Operation Ninja contractor CRM:
- Deduped contractor master list
- Platinum / Gold / Silver / Bronze tiers
- Contractor source/confidence tracking
- Campaign history
- Voice drop / SMS / email status tracking
- Follow-up dates and history
- DNC / opt-out tracking
- Rerate contractors as better data is collected

Added Surface Call Assistant scope:
- Call button beside each CRM phone number
- Surface / Phone Link / cell phone assisted dialing
- One-click voicemail drop
- Call outcomes: called, voicemail left, no answer, spoke to customer, follow-up needed
- Notes
- Next Call mode for contractor/customer lists
- Follow-up reminders for Tyler, Shelley, and Craig
- Small CRM API endpoint for call results

Next actionWait for Lenore direction on where this CRM/database should live, access permissions, and final field/status list.

Approval gateLenore must approve build location/workflow and any CRM/database changes before live implementation.

Source/Users/craigsmac/openclaw/agent-vault/02-Operations/Operation Ninja Lenore CRM Build Scope.md

#contractor crm#contractor files#dnc#lenore#next call#operation ninja#phone link#surface call assistant#voicemail drop

Edit project memory

Title Status Owner / people Tags Summary Current scope Approval gate Next action Source/reference

Timeline / decisions

Guardrail / riskManual-assisted, not robocalling2026-06-19 · Craig

Craig personally starts calls, decides when voicemail is reached, clicks the recorded-message button, and the system logs/moves forward.

Scope changeSurface Call Assistant added to same build2026-06-19 · Craig / Wilson

Craig added manual-assisted Surface / Phone Link calling, voicemail drop, call outcome logging, Next Call mode, reminders, and a CRM API endpoint to the Lenore contractor CRM build.

Scope changeInitial contractor CRM scope sent to Lenore2026-06-18 · Wilson

Contractor package included master spreadsheet, CSV, summary counts, CRM scope notes, campaign history, voice/SMS/email tracking, DNC/opt-outs, follow-ups, and tier rerating.

Files / source references

Living project scope noteOperation Ninja Lenore CRM Build Scope.md markdown/Users/craigsmac/openclaw/agent-vault/02-Operations/Operation Ninja Lenore CRM Build Scope.md

Agent-vault source note created after continuity miss.

Contractor master CSVOperation_Ninja_Master_Contractors.csv csv

Referenced in prior Lenore message; search workspace/session history before asking Craig to resend.

Contractor master spreadsheetOperation_Ninja_Master_Contractors.xlsx xlsx

Referenced in prior Lenore message; search workspace/session history before asking Craig to resend.

Messages sent

Lenore Lucas · Telegram2026-06-19

Craig wants Surface Call Assistant + CRM integration added to the CRM build scope: click-to-call, Phone Link-assisted dialing, voicemail drop, call logging, Next Call mode, reminders, and a small CRM API endpoint.

Surface Call Assistant add-on message.

Lenore Lucas · Telegram2026-06-18

Craig asked me to loop you in on Operation Ninja. We have a deduped contractor master list and Craig wants to turn it into a sales-oriented CRM for voice drops, SMS, email, follow-ups, DNC tracking, and rerating contractors.

Prior contractor CRM direction message.

Approvals

Confirm build location/platform and workflowLenore Lucas · Needed

Do not alter live CRM/database until Lenore gives direction.