Section 21 · Final Revenue Multipliers & Control Plane
21.6Intelligent lead recycling / watch state
Designed for Phase 2- No.
- 21.6
- DMA's reference
- Decision Book p.45
- Phase
- Phase 2
- Autonomy
- L2 · Prepare, then wait for approval
- DMA's decision
- Yes
◆ Amended in v3 of the book.
What DMA asked for · Decision Book p.45
Move qualified "not now" prospects into a watch state and reactivate them only when a timing, leadership, visibility, budget or contract signal changes.
Why it matters to DMA: It avoids both extremes: abandoning good prospects, and annoying them with arbitrary nurture sequences.
In our words, from DMA's Product Decision Book v3, page 45.
How we do it
- DMA's book schedules this for Phase 2, with the "Why now?" signal feeds.
- Part of it runs today: dated signals in the notes ("call us in Q1", "contract ends March") are resolved by code and bring a record back when the window arrives, and some records are already set to "monitor" rather than contacted.
Already in place
- "Monitor" as a next best action, and a watch lifecycle state on the twin.
- Dated windows resolved by code, re-checked on every run.
- Opt-outs and the send governor's frequency limits.
What the later phase adds
- External signals (leadership change, expansion, redesign, visibility drops).
- Automatic moves in and out of watch on those signals.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
Not now
Qualified but not ready
- Stored data
- AI
- Routing
- Screen
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Signals
Source
Dated notes today; external feeds in Phase 2.
- 2Sync
Copies Nutshell changes into the bridge database
Keeps the notes current.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
The watch state and the signal.
- 4AI
Claude models, only through DMA's own gateway
Reads signals from notes.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
The next step to Nutshell.
- 6Nutshell
The system of record
The record wakes with a reason.
The tables behind it
Drawn from the POC's database catalogue: structure only, no data.
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| ai.account_twin | The Account Digital Twin these features build on. | 16 |
How the tables connect (1)
| Column | Points to | Kept by |
|---|---|---|
| ai.account_twin.prompt_id | agent.prompts | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
Designed behaviour (synthetic).
A watched prospect
- Said
- "Not this year, maybe after our fiscal year ends in June"
- State
- Watch until June 2027
- Wakes
- In June, with the quote as the reason
In the running POC
There is no screen for this one yet: it is designed for Phase 2, as DMA's book decides. The parts listed under “Already in place” run in the POC today.
Status
Designed for Phase 2. DMA's book schedules this for Phase 2. The design is ready and builds on parts that already run in the POC.