Good morning
Acquisition Engine
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New Signals
From latest scan
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Follow-Ups Due
Outreach pending
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CPA/EA Found
IRS PTIN scan
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Clients Won
Via AcquireOS
Luna — Acquisition Briefing
AI-powered. Knows your pipeline.
Initializing...
Recent Signals
Latest from your scan
No signals yet. Connect your worker and run a scan.
Sources
Craigslist (50 states)—
Remote job boards—
SOS Registry—
IRS PTIN (CPA/EA)—
Quick Actions
Live Intelligence
Today's Signals
Leads scored and drafted by Claude. Click any to view draft.
No signals yet
Connect your AcquireOS worker in Settings, then run a scan. Claude scores every lead and drafts outreach automatically.
Tracking
Your Pipeline
All leads. Click to view, edit status, or delete.
No leads yet
Run a scan to fill your pipeline, or add a lead manually.
Outreach Tracking
Follow-Ups
Leads you've sent outreach to. Track your sequence here.
No follow-ups yet
Mark leads as "Outreach Sent" in the Pipeline to track them here.
Referral Partners
CPA & EA Finder
Active CPAs and EAs found via IRS PTIN scan. Each is a referral partnership opportunity — 10% of cleanup invoices.
No CPA/EA data yet
Connect your worker and run a scan. The engine pulls active CPAs and EAs from the IRS PTIN directory across all 50 states.
Manual Input
Quick Capture
Paste any post or business description. Luna scores it and drafts outreach instantly.
AI Analysis
Reply Scorer
Paste a reply and Luna tells you how warm they are and what to say next.
AI Briefing
Discovery Call Prep
Run this before every call. Luna generates a full briefing — what they have, what they want, questions, red flags, and pricing guidance.
Performance
Weekly Report
What the engine found this week. What moved. What to focus on next.
No report yet
Connect your worker and run a scan first. The weekly report pulls live data from your pipeline.
Configuration
Settings & Profile
Everything saves instantly as you type.
Your Profile
Name & Firm
Used in all outreach drafts
Services
AI matches leads to these
Ideal Niches
Industries you want
Outreach Rules
AI follows these on every draft
Referral Fee
Mentioned in CPA/EA emails
Exclusions
Skip these automatically
Booking Link
Added to every draft
Min Lead Score
Only show leads above this (1–10)
Infrastructure & Keys
AcquireOS Worker URL
Your Cloudflare Worker. API keys live there, never here.
LedgHER Worker URL
Approved leads sync to LedgHER
LedgHER Auth Secret
AUTH_SECRET from your LedgHER worker
Brevo API Key
For sending outreach via Brevo
Alert Email
Notified when lead scores 8+
Alert Threshold
Score that triggers email alert
Brevo Webhook URL
Set in Brevo → Settings → Inbound Parsing → this URL. When leads reply, AcquireOS auto-marks them Replied.
Referral Program
Client Referral Reward
% discount off referring client's retainer for N months when referred client completes first month
% offmonth(s)
CPA/EA — With Cleanup
Pay this % of the cleanup invoice when cleanup is complete
% of cleanup fee
CPA/EA — No Cleanup
Pay this % of retainer for N months when no cleanup involved
% ×months retainer
Outreach Sequence Timing
Email 2 Delay
Days after Email 1 to send Email 2 if no reply
Email 3 Delay
Days after Email 2 to send final follow-up
Default Outreach Angle
Which angle AI uses by default when drafting outreach
Automated Outreach
Outreach Sequences
Approve a lead and a 3-email sequence queues automatically. Luna writes each email. You just hit send.
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Sequences Queued
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Emails Sent
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Replied
One-Click Responses
Reply Templates
When a lead replies, pick the scenario and copy the right response instantly.
Angle Testing
A/B Testing
Track which outreach angle gets more replies across channels. Know what works, double down on it.