Tutorial 10 · Beginner

Build a Lead Follow-Up System — Draft Only

Turn reviewed real business records or a complete fictional fallback into a manually approved draft queue and evidence-grounded message drafts without contacting anyone or changing an external system.

45–60 minutesNo coding8 guided stepsIncluded in Founder-Operator Program and Premium Pack

You will build

A reviewed lead tracker, a manually approved draft queue, evidence-grounded message drafts, visible holds, and a complete run receipt with external actions set to none

You will strengthen

Judging legitimate contact context, prioritizing from evidence, reviewing personalized drafts for consent and privacy, and separating internal approval from external action

Learning map

Tools and capabilities

Tools

CodexFounder Operating WorkspaceCSV or local file editor

Capabilities

Lead follow-upConsent reviewEvidence-grounded personalizationPrivacy reviewDraft reviewFounder-controlled approvalWorkflow reproducibility

Before you begin

What you need

Codex in the ChatGPT desktop app or another Codex surface
The extracted Founder Operating Workspace
Reviewed real business records in a CSV or local working file, or the complete ten-record fictional Sample Venture fallback

Practice assets

Download what you need

Sample Venture lead recordsThe complete fictional fallback: ten reviewed lead records with stable labels, fictional consent states, recorded context, and no real contact data.Download →Lead follow-up review templateA draft-only queue, holds, message-review checklist, and manual approval record.Download →Founder workflow run receiptA reusable record of exact inputs, method, checks, manual approvals, file and memory decisions, limitations, and external-action boundaries.Download →

Step-one preview

Define the follow-up boundary

Objective

Set a draft-only completion state, one input route, and explicit prohibitions before reviewing any lead.

Visible result

You can see one bounded draft-only question, one complete real or fictional input route, and explicit proof that sending, contacting, CRM mutation, scheduling, scraping, enrichment, purchasing, recruiting, and fabrication are not authorized or performed.

Completion check

I chose one complete route and confirmed that this tutorial produces reviewed drafts without contacting anyone or changing any external system.