Each teammate signs in with their own account -- access is limited to the team list.
Accounts
PodOff
LinkedIn Outreach · Lead Tracker
PodOff Dashboard
Every connection request, reply, and follow‑up checkpoint, split by account and month. Shared workspace — lead data and statuses sync live for everyone with this link.
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Who needs attention right now, across every account.
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Messages
Team conversations, delivered live. Visible to anyone with dashboard database access, so keep passwords out.
Team tasks. Create a task, assign it to someone, and talk about it in the task itself. Click any card to open it: description, comments and history are there. Everyone sees the same list, live.
Add a Task
Not Started0
In Progress0
Under Review0
Completed0
MonthDate
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No leads match these filters.
Waalaxy campaign monitoring — who's been sent a connection, who accepted, and who replied.
No live API connection — Waalaxy doesn't expose prospect-level status through its API, so this stays fed by CSV Export (Inbox or Campaign → Prospects → Import CSV below) or manual updates in the table. Hit Update to pull in the latest saved data. A reply automatically moves a lead to the Replied tab so the main list stays about who still needs a follow-up.
Campaign FunnelCYBERLINKS - CISO TARGET
Sent → Accepted → Replied
Recent Replies
View
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No Waalaxy leads yet.
Date
Accepted the connection requestConnection request, still pendingNot qualified / not a fitNeeds an email to connectInterestedNo status set
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No leads match these filters.
Mirrors the full SOCSoter master workbook — the June/July name+position list and the August 3–6 company‑research batches — with each row's status colored exactly as it's coded in the sheet. This is a read‑only reference view; click a row to see every field (Why, Personalization, Notes, account owner, etc). Use the Pipeline tab to actively work leads.
Accepted the connection requestConnection request, still pendingNot qualified / not a fitNeeds an email to connectInterestedNo status set
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Lead
Company / Position
Email
Date Booked
Status
Tab
Source (LinkedIn)
No leads match these filters.
Leads sourced from Cyberlynx research and moved into SOCSoter's guest outreach list — same format as the Master List, kept as its own tab so the two research streams stay traceable to their source.
DO NOT CONTACT — people who fail the Cyberlynx ICP (competitors, software vendors, one-person practices) or are flagged for a human decision. Check this before any outreach or import. Adds here are shared with the whole team live.
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Name
Company
Reason
No entries match.
SOCSoter's PODCAST GUESTING pipeline in GoHighLevel. When GHL's webhook is configured to point at this dashboard, new contacts, stage moves, and booked appointments land here automatically within seconds -- no reload needed. You can also import a contacts/opportunities CSV exported from GHL, work it here, then export to bring changes back. Click a row to see its movement history and log a note.
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No contacts match these filters.
Moving a contact's stage automatically logs it to their movement history below (same idea as GHL's own "Opportunity moved" activity entries) — click any row to see the full timeline and add a manual note (a call, an email sent, anything worth remembering).
Live GoHighLevel booking calendar for SOCSoter's PODCAST GUESTING BOOK — this is GHL's own public scheduling widget embedded directly, so new bookings show up here as soon as they're made in the CRM. No CRM credentials are used since it's just the public booking page.
Booking notifications for this calendar go to nathan@podoff.co, mkaiser@socsoter.com, and qfarmer@socsoter.com — configured directly in GHL's calendar notification settings, so they fire the moment a booking is confirmed regardless of who's looking at this dashboard.
A day-by-day log for both accounts — Connection Requests, Accepted, Chats/Messages Sent, Follow-ups, Replied, Interested, and Booked. Started from today's real numbers in the Activity Tracker sheet; from here it's a running log the team keeps up by hand — add tomorrow's numbers below, or backfill an earlier date.
Every work week (Monday–Friday) logged in the activity tracker, for both accounts. Pick a month to jump straight to its weeks.
Automated weekly email — a Google Apps Script attached to the Activity Tracker sheet sends this report automatically every Monday at 10:00 AM to mark.hui@hng-solutions.com (cc nathan@podoff.co), independent of this dashboard. The buttons below are for pulling an on‑demand copy any other time.
Month
Month-level totals for both accounts. The current month's card is marked month‑to‑date and will keep growing through the month.
Automated monthly draft — the same Apps Script drafts this report in Gmail on the 1st of each month at 8:00 AM (drafted, not auto‑sent — open it and hit Send when ready). The button below pulls an on‑demand copy any other time.
Month
Message templates for both accounts — click "Copy" to grab any of these for pasting into LinkedIn. Placeholders like (name) and [Name] are yours to fill in per lead.
Auto-Generate a Message
SOCSoter
Message templates
Message 1 — Connection Follow-up
Hi (the name of client), thanks for connecting.
By any chance, have you ever done any podcast interviews, or is that something you haven't explored yet?
Message 2 — The Invite
Hey (the name of client), quick thought. Would you be open to coming on as a guest for our podcast? Your experience leading an IT services company and helping organizations navigate technology, cybersecurity, and business challenges would provide tremendous value to the business owners, executives, and technology leaders we're building this show for. I think your experience working with businesses and helping them navigate their technology needs would make for a really valuable conversation. Worth a chat?
About the Podcast (when someone asks what it's about)
We have 227 episodes with guests in varying roles all related to IT and Security. Right now were focused on CISOs.
The show is a non rigid conversation that usually comes out as peers talking about the latest threats, trends and technology coming out in the cybersecurity and it space. There will be some talk of AI as well.
Youll never get asked anything you wouldn't want to talk about and since its not live, you have all the opportunity to pause and tell us what you want removed from the conversation.
Feel free to to check out my posts. There are tons of reels derived from podcast episodes there. Hope this helps and let me know what other questions you have so I can answer them as best as I could.
When They Say They're Interested
Awesome! We'd be excited to have you on.
May I know the best email to send the podcast guide and flow along with the booking link for the podcast recording.
When They Send Their Email
Thank you. We will send you an email that includes the guide and flow of the podcast along with a booking link
Follow-up Sequence
Stage 1 — 3–5 Day Follow-Up (gentle nudge, stay top of mind, low pressure)
Variant A
Hi [Name], thanks again for connecting! Just wanted to follow up in case my last message got buried. Would love to hear your thoughts when you get a chance.
Variant B
Hey [Name], hope your week's going well. Circling back on my note from a few days ago. No rush, just didn't want it to slip through the cracks.
Stage 2 — 7 Day Follow-Up (re-anchor on value, give them a reason to respond now)
Variant A
Hi [Name], following up once more. Given [Hook], I thought this could genuinely be useful for [Company]. Happy to keep it brief if you've got 10 minutes sometime this week.
Variant B
[Name], I know inboxes get busy. Wanted to bump this back up. If now's not the right time, just let me know and I'll check back down the road instead.
Stage 3 — 14 Day Follow-Up (last touch, low-pressure "close the loop")
Variant A
Hi [Name], I'll keep this short, haven't heard back, so I don't want to keep filling your inbox. If it's useful down the line, feel free to reach out anytime. Wishing [Company] continued success!
Variant B
Hey [Name], last note from me on this one. Totally understand if timing isn't right. I'll leave the door open in case things change. All the best to you and the team at [Company].
Cyberlynx
Message template
CISO Guest Invite
Hey (name of client),
Thanks for connecting. My name is Nathan Ng and I am the Producer here at The Cyber Business Podcast! We are starting a new series of shows with a focus on having CISOs on to talk about their journey throughout their career and share their experiences and expertise!
Given your experience as a CISO, we would love to have you on the show as our guest! Would you be interested in coming on an upcoming episode?
This is the base template exactly as given — not altered. When you use the "draft a message for [name]" command in the chat assistant (bottom-right) for a Cyberlynx lead, or the Auto-Generate tool above, it fills in their real first name (via LinkedIn lookup or the attached PDF) and leaves the rest of the message exactly as written — no rewriting, no added detail, and never uses em dashes.
About the Podcast (when someone asks what it's about)
We have 227 episodes with guests in varying roles all related to IT and Security. Right now were focused on CISOs.
The show is a non rigid conversation that usually comes out as peers talking about the latest threats, trends and technology coming out in the cybersecurity and it space. There will be some talk of AI as well.
Youll never get asked anything you wouldn't want to talk about and since its not live, you have all the opportunity to pause and tell us what you want removed from the conversation.
Feel free to to check out my posts. There are tons of reels derived from podcast episodes there. Hope this helps and let me know what other questions you have so I can answer them as best as I could.
Scheduling the Prep Call (once they say yes)
It is awesome to hear you are interested in coming on the show! With all of our guests we have a brief 30 minute call to go over scheduling, any questions you may have and a few pre-podcast questions. The meeting is held with Nick Payne, a coworker of mine. In this he will go over anything you may have questions about! I have attached Nick's scheduling link to schedule a time that works best for you. Please let me know if you have any issues!
https://www.cyberlynx.com/meetings/nick2029
Automated cold email sent from Outlook through Power Automate. The dashboard decides who gets which email and when; the flow only sends what it is handed and reports back. Nothing sends until sending is turned on and the templates are approved.
Sending
Analytics
How the campaign is doing: who was emailed, who replied, who opted out and who bounced. People are counted in the period their first email went out.
Schedule & limits
Send schedule
Choose which days and what time of day emails go out, and any dates to skip, like holidays or time off. Changes save automatically and the list below shows what the schedule will do over the next two weeks.
How the time works: the daily run prepares each day's batch around 8 AM Eastern and stamps every email with this send time (the sendAfter column on the sheet). The Power Automate flow has to wait until that time before it sends, using a "Delay until" step on that column. Without that step it sends as soon as it runs. Days, start and end dates and skipped dates are applied by the server, so those work either way. The list is an estimate based on today's contacts and caps.
Email templates
Placeholders: {{first_name}}{{last_name}}{{name}}{{company}}{{title}}{{sender_name}}. Editing any template switches approval off until you tick it again.
What would send right now
Read-only. Uses the same rules as the real send, so it shows exactly what the flow would receive if it ran this minute. Nothing is sent or marked.
Contacts
Activity
Power Automate connection
The dashboard and Power Automate hand work to each other through a Google Sheet, so no paid connector is needed. Each morning the dashboard writes that day's emails to the Queue tab. The send flow reads them, sends from Outlook and marks each row sent or failed. The reply flow adds incoming replies to the Replies tab. Press Sync now to take the latest results in right away.
Key contacts for this project — accounts, sending identities, and anyone else worth having on hand.
Booking Link
Where guests get scheduled for a recording session.
Hi! Try: • "FF ups today" — instant list of everyone due for a follow-up, with their LinkedIn link and last message date • "Draft a message for [name]" — I'll research them and write a personalized follow-up in your team's voice • Or just ask about any lead, e.g. "Is Chris Spohr qualified?" • Attach a file (📎 below) — images and PDFs I can read directly; text/CSV files too
My Profile
Import complete
Weekly Outreach Report
To: · Cc:
Opening Gmail in a new tab with this drafted in, addressed to the recipients above. If it didn't open, click "Draft in Gmail" below — or copy the text and paste it manually.