How Harpoon Works

AI-powered cold email outreach from lead upload to closed deal

Whale Finder Integration 5 Email Templates Human Approval GHL Sync LinkedIn Tracking
1 Lead Import
🐋
Whale Finder Export
Whale Finder (separate Claude Project) handles lead gen and Apollo enrichment. It outputs an enriched .xlsx file with venue details, contacts, and LinkedIn URLs.
Venue Name Category Contact Name Email Phone LinkedIn URL City
📤
Upload to Harpoon
Drop the .xlsx into Harpoon's Upload page. The system parses every lead, deduplicates contacts, and shows an instant summary — template breakdown, venue categories, cities, and a full leads table.
Drag & Drop Upload Auto-Dedup Instant Summary
2 Template Selection
🧠
AI Decision Tree
For each lead, Harpoon runs a decision tree to pick the best email template based on venue type, MSA exclusion status, and whether the venue is 21+.
MSA Exclusion Check 21+ Venue Check Enterprise Check Category Mapping
🍸
Nightlife + Nicotine
Bars, clubs that allow nicotine. ZYNs, vapes, mystery bags
🍺
Nightlife No Nicotine
21+ venues, no nicotine. Chargers, mystery bags, honey
⚡
Pokemon Standard
Default template. Pokemon, Japanese TCG, Korean TCG
🎯
TCG Only
MSA venues. One Piece, Yu-Gi-Oh, MTG. Never mention Pokemon
🏢
Enterprise Custom
Major chains. Fully personalized with referrals & location hooks
✍️
AI Personalization
Each email gets personalized with the contact's first name, venue name, city, sender details, and personal hooks — unique stories the sender has about that venue.
"I grew up at Beverly Center" "I threw 6 birthday parties at K1 Speed"
3 Human Approval
📋
Approval Queue
Every email lands in the Approval Queue — nothing sends automatically. Review each draft with full preview: subject line, email body, template type, contact info, and LinkedIn profile link.
Review Each Email Full Preview Batch Select
Approve Reject / Edit
✅
Approve & Send
One click sends via GHL, creates the contact, opens a pipeline opportunity, and adds LinkedIn to your queue.
Send via GHL Create Pipeline Deal Queue LinkedIn
✏️
Edit or Reject
Edit the subject/body before sending, or reject to skip. Rejected emails can be restored anytime with the undo button.
Inline Edit Undo Reject Restore to Queue
4 Sending & CRM
📧
GHL Sends Email
GoHighLevel handles all email delivery from the user's linked account. It also creates the CRM contact with tags (template type, venue category, city) and opens a pipeline opportunity.
Email Delivery Contact Created Opportunity Opened Tags Applied
🔗
LinkedIn Queue
Contacts with LinkedIn URLs are added to your queue. Track status: Pending, Sent, Connected, Replied. Undo any status change.
Manual Outreach Status Tracking Undo Support
📊
Deal Pipeline
Every approved email creates a deal. Move leads across stages in a kanban board. Two-way sync keeps Harpoon and GHL in lockstep.
New Lead
→
Contacted
→
Proposal
→
Negotiation
→
Closed Won
5 Follow-Up
⏰
No Reply After 3-4 Days
Harpoon checks GHL for contacts with no reply. It auto-drafts a shorter follow-up email referencing the original — then queues it for your approval. Same flow: review, edit, approve.
Auto-Drafted References First Email Requires Approval Shorter & Direct
6 Insights
📈
Dashboard
Charts for emails over time, template breakdown, approval rate, and pipeline stage distribution. Full performance visibility.
📝
Activity Log
Complete audit trail — every send, reject, follow-up, stage change, and LinkedIn action with timestamps.
Built with Harpoon — AI-Powered Email Outreach for Pod Plug