Leads · totallive
4,120
Verified contacts in CRM
▲ 1,200 in last 7 days
Companiesenriched
1,344
Independent practices
· 668 verified-pattern email · 530 NPI sourced
· 661 within 25mi of Roseville · 379 chiropractic
Email threadssyncing
254
Gmail threads · live
· David: 187 · Blake: 44
· AI-classified · live bodies via API
Activitiesrecent
73
Notes · calls · visits logged
Summit pipelineactive
90 / 60
Targeted invitees / seats
8 sold · 12 follow-up · 30 audited-out
AI calls todayclaude
187
Inferences · classifications · drafts
Claude Haiku 4.5 · 530ms median
System map · how everything connects
Every box below is wired into the same Supabase tenant (33eb9840-…). One source of truth for leads, deals, activities, and emails — multi-channel orchestration without data silos.
⚡WarRoom Core
📧 Gmail · 254 threads
🩺 Supabase · 4,120 contacts
🔗 LinkedIn · Sales Nav
🤖 Claude · Haiku 4.5
💳 Stripe · 65 leads
📍 NPI Registry · 530 docs
🎯 Field General OS · /field/summit
📊 Analytics · sequences · automations
Active automations · status
📧 Gmail synclive
Pulls new threads every 60s. AI classifies, summarizes, extracts actions.
last sync 06:21 UTC · 254 cached
🤖 AI auto-reply12 threads
Autopilot drafts replies for routine messages. Surfaces high-risk for approval.
9 drafts pending · 78% approval rate
🎯 Field route optimizerrunning
Cluster-aware route ranking from live GPS · auto-skips closed clinics + Sutter-flagged ICPs.
43 confirmed ICPs · 17 verify-at-door · 30 excluded
Quick navigate
👥 Leads
Searchable database · 4,120
🛠 Tools
42 built-in tools
🎟 Summit
May 16 command center
🤖 AI
100+ capabilities
🎙 Operator Mode live
Voice-operated sales · 57 MCP tools live
24/24 tests pass
Speak to Claude. Discover leads. Generate sequences. Send emails. Run multi-channel campaigns. Every tool returns a voice summary ending in a micro-decision-point. Built for the boardroom demo. Open the panel for setup, demo script, and live audit log.
57 tools
17 capability groups
SSE live stream
Audit-logged
Demo Rehearsal Mode
| Name | Practice | Specialty | Location | Status | Score | Last touch |
|---|
All
Lead Ops
Email
LinkedIn
Field
AI
Analytics
Integrations
Active sequences
Selected sequence · Summit Founding Member outreach
7-step nurture for the May 16 Summit. Triggered when a contact is tagged opp:reimburseiq + event:venture-lab-2026-05-16.
Cadence flow · how a lead moves
Trigger
Lead enters list→
AI
Personalize · subject + opener→
Day 0
Send email 1→
AI
Wait · score reply intent→
Day 3
Send email 2→
Outcome
Reply / sell / dropConnection requests
252
Sent / pending
Accept rate
38%
7-day rolling
Reply rate
14%
Of accepted connections
Targets needing enrichment
324
Apollo / Sales Nav backfill
Templates
Cross-channel orchestration
Day 0
Email · Summit invite→
Day 2
LinkedIn · connection req→
Day 5
Walk-in · flyer drop→
AI
Score engagement→
Day 7
Personal close call
🟢 visited · 🟠 next · 🔴 urgent close
Visit outcome logging
Stops visited today
12
Seats sold
5
$2,485 today
Follow-ups
4
Conversion
42%
Voice-dispatch flow
In-clinic
Tap mic · speak→
AI
Claude parses transcript→
CRM
Upsert contact + activity→
AI
Score · pipeline move→
Next stop
OS auto-targetsDemo Rehearsal Mode
Sandbox the entire boardroom script
Flips your token to test mode. Real DB writes still happen so the dashboard reacts in real time, but no email / SMS / LinkedIn actually leaves. Toggle off before walking into the actual room.
Connection details
MCP endpoint
https://gjmytcxrvxqmcbvglgvw.supabase.co/functions/v1/wr-mcp
SSE stream
…/wr-mcp/stream
Auth header
x-wr-token: wr_<role>_<hex>
Setup in Claude.ai
- Settings → Connectors → Add Custom Connector
- Name: War Room CRM
- Paste MCP URL above
- Custom header:
x-wr-token= your token - Save · talk to Claude
17 capability groups · 57 tools
🔍 Lead intelligence
wr_search_contacts · wr_get_contact · wr_list_top_lhf
🌐 Discovery + enrichment
wr_discover_leads · wr_enrich_contact · wr_research_contact
✍️ Sequence generation
wr_generate_sequence · _sms_sequence · _linkedin_sequence
📥 Enrollment
wr_enroll_segment · wr_enroll_contacts · wr_unenroll
🌊 Multi-channel campaigns
wr_create_campaign · wr_run_playbook
📧 Email
wr_send_email · _draft_email · _send_draft · _get_pending_drafts
🔗 LinkedIn full stack
connect · message · view_profile · get_status · bulk_connect
💬 SMS / iMessage
wr_send_sms · _enroll_sms_sequence · _reply_sms
📨 Inbound replies
_get_pending_replies · _draft_reply · _send_reply · _set_autopilot
🗺 Field tool
wr_field_get_route · _log_visit · _voice_note
📅 Calendar / meetings
wr_book_meeting · _list_upcoming_meetings · _log_call
💼 Deals / pipeline
wr_create_deal · _update_deal_stage · _list_deals · _forecast
💳 Revenue / Stripe
wr_get_revenue · _send_invoice · _summit_ticket_status · _create_payment_link
📊 Live dashboards
wr_campaign_live · _top_engaged_contacts · _alerts · _stats
🤖 AI orchestration
wr_score_lead · _summarize_thread · _recommend_next_action · _personalize_email
🛡 Admin / safety
wr_pause_all · wr_test_mode · wr_audit_log · wr_recent_activity
🎯 Signature close
wr_signature_close — live state + 30-day forecast in one voice line
Voice command starter pack
Open / discovery
- "Pull me the top 50 chiros."
- "Find 20 pediatric dentists in Folsom."
- "Enrich Larsen Chiropractic."
Sequencing + enrollment
- "Generate a 5-step sequence for chiros."
- "Enroll the top 50 in the 5-touch."
- "Wire email + LinkedIn + SMS + walk-in."
Inbound + autopilot
- "Show me pending replies."
- "Draft a reply in my voice."
- "Autopilot on."
Pipeline + close
- "Move Larsen to proposal."
- "Forecast me."
- "Signature close."
Trust layer
Pre-flight checks
Token valid · rate limit clear · recipient deliverable · merge tags resolved. No silent failures.
Audit log
Every call writes timestamp, hashed token, tool, params, status, latency_ms, voice_summary. Queryable via wr_audit_log.
Test mode per token
wr_test_mode { enabled: true } flips a token to sandbox. Real DB writes; no real sends.
Webhook flow
Stripe
checkout.completed→
Edge fn
stripe-webhook→
DB
insert reimburseos_lead→
AI
fit-score · enrich→
CRM
contact + deal + sequence
All
Lead Intelligence
Email
Field
Content
Analytics
Capability
War Room
HubSpot
Pipedrive
Salesforce
Close
Apollo
Outreach
AI integration depth
5
3
2
4
3
3
4
Vertical-specific intelligence (healthcare reimbursement)
5
1
1
2
1
1
1
Voice-dispatched field tool
5
1
1
2
1
1
1
Multi-channel orchestration (email + LinkedIn + walk-in)
5
4
3
4
3
3
5
Lead enrichment (NPI · Apollo · Sales Nav)
4
3
2
4
3
5
3
Time-to-value
5
3
4
1
4
4
2
Customization (founder-grade)
5
4
3
5
3
2
3
Pricing per seat (USD/mo)
$0 · self-hosted
$50–$3,200
$24–$129
$165–$330
$59–$329
$49–$149
$100–$200+
War Room wins on vertical depth (ReimburseOS-specific reimbursement intelligence), voice-dispatched field, and time-to-value because the founder is the user. It loses to Salesforce on enterprise customization and Apollo on raw data volume — both intentional non-targets.
Tickets sold
8 / 60
Revenue booked
$3,976
avg ticket $497
Pipeline value
$29,820
12 follow-ups × $497 + 2 founder
Confirmed ICPs
43
audited independent
Tier breakdown
Access · $1973 sold
Self-serve standard seat. Pipeline drip from email-only leads.
Standard · $4974 sold
Default invite tier. Targets warm doctor leads.
Founder · $1,3971 sold
Concierge. Includes 1:1 reimbursement audit.
Outreach status across channels
📧 Email
62 / 90
invitees emailed · 18 opens · 4 replies
🔗 LinkedIn
41 / 90
connection requests sent · 14 accepted
🚪 Walk-in
12 / 90
flyers hand-delivered today
Sample registered attendees
| Name | Practice | Tier | Channel | Status |
|---|---|---|---|---|
| Dr. Thomas W. Hopkins, MD | Hopkins MD · Internal Medicine | Founder · $1,397 | Walk-in | paid |
| Dr. Linda Agresti, DO | Agresti Family Practice | Standard · $497 | paid | |
| Dr. Khushwinder Garcha, MD | Garcha Internal Medicine | Standard · $497 | paid | |
| Dr. Sarah Kiani, MD | Kiani Family Care | Access · $197 | Walk-in | paid |
| Dr. Brian VanWagenen, DC | VanWagenen Chiropractic | Access · $197 | pending | |
| Dr. Steve Funk, DC | Funk Chiropractic | Standard · $497 | Walk-in | pending |
⚠ Sample names match real CRM contacts; payment status is illustrative. Live status is in the main CRM at warroomcrm.com Deals view.
Lead generation · 30 days+1,200
Email engagement · 30 days38% open
Pipeline funnel
Total leads
4,120
Verified email
3,338
Within 25mi
1,720
Summit invitees
90
Confirmed ICP
43
Tickets sold
8
Cohort by source
NPI Registry · 530
12.9%
of total · 80% verified email
Apollo enrichment · 393
9.5%
of total · 100% LinkedIn
Stripe abandoned · 65
1.6%
of total · highest intent · re-target
Daily ritual · 90 min
⏰ 7:00 AM
Inbox triage · 15 min
Open /inbox. Hit j/k to walk threads. Approve any pending AI Actions. Star anything that needs reply today.
⏰ 7:30 AM
Field General · 60 min
Open /field/summit in iPhone PWA. Tap voice mic in field. Walk routes auto-clustered by area + closing time.
⏰ 8:30 AM
LinkedIn 30-account batch · 15 min
Open Sales Nav target list. Connection requests fire automatically via Dux-Soup. Any reply lands in CRM as activity.
⏰ Afternoon
Pipeline review
Open Deals view. Move every Founder/Standard tier deal toward close. AI surfaces stalled threads and recommends next move.
Keyboard shortcuts
Inbox
j / k · next/prev thread
r · reply
e · archive
s · star
c · compose
/ · search
Field General
tap mic · start voice brief
tap red · stop + auto-submit
filter chips · Open Now · Late · Tier · Specialty
⊘ · mark not-ICP / Sutter / Kaiser
Best practices
- Verify before you knock. Every door-to-door visit costs 20 minutes. ICP audit (independent-billing only) saves you 30% of those minutes.
- Voice-first, type-never. Tap mic, dictate, hit stop. The General does the upserts. Typing is a tax.
- One channel per day, all channels per week. Email Tuesday, LinkedIn Wednesday, Walk-in Thursday. Threaded in CRM, not duplicated.
- Pipeline review at 4 PM. Move 1 deal per day toward close. The dashboard surfaces the right one.