/ Systems

Six systems.
One owner.

Every system on this page is running for a client today. Each one is drawn stage by stage, with the controls that keep it safe and the counts it has produced. The client is not named. The numbers are theirs.

In plain EnglishSix systems below. Every technical word, explained.Show

You don't need to know the jargon to work with us. Here is every technical term on this page, in plain English.

Lead
a person who might buy from you — an enquiry, not yet a customer.
CRM
the address book for your business: every lead and customer, and what's been said to each one.
Pipeline
the stages a lead moves through, from new enquiry to closed deal — so you can see where everyone is.
Lead data / list
a spreadsheet of people to contact, with their details filled in and checked.
Dedupe
removing the same person appearing twice, so nobody gets contacted double.
Skip tracing
looking up a current phone number or email for an owner from public records.
Opt-out / DNC
someone who asked not to be contacted. "DNC" means "do not contact" — we honour it the same day.
Disposition
the outcome of a call, in one word: interested, no answer, wrong number, and so on.
Deliverability
whether your emails actually reach the inbox instead of the spam folder.
SEO
the work that helps your website show up when people search on Google.
Bookkeeping
keeping your money records tidy and up to date, ready for your accountant.
Automation
a small piece of software that does a repeat task for you, the same way every time.

/ Under the hood

It runs in the client's account. Leave any month and keep all of it.

0

script files

Two projects in the client's own account.

0

lines of automation

Read end to end before every change.

0

functions

Prefixed per file so nothing collides.

0

secrets in code or chat

Keys live in the client's vault, added by the client.

0

texts sent

0

replies (9.5%)

0

opt-outs honoured

0

numbers on the blocklist

Counts from the client's own logs · as of 8 Sep 2026

/ System 01

SMS outreach drip

One sheet of records becomes a paced, suppressed, recorded text campaign — with every reply routed to the CRM.

Loads a list, proves what would be sent, sends it slowly from a rotating pool of numbers, records the carrier's own delivery status, and files every reply where a person will see it.

  1. 01

    Load

    Append-only loader. Dedupes against the tab and the blocklist. Refuses to arm without a blocklist.

  2. 02

    Dry run

    Every text printed, nothing sent, reviewed together before the first live send.

  3. 03

    Drip

    One text a minute inside daytime hours, five rotating numbers, opt-out line on every touch, three touches four days apart.

  4. 04

    Delivery

    Carrier delivery receipts written to every row. Undelivered numbers traced by carrier code, not guessed.

  5. 05

    Replies

    Inbound pulled from every pool number every 15 minutes and classified most-protective-first — a status only ever escalates.

  6. 06

    CRM

    Contact upserted, card moved by stage name, note and tags written, alert sent. Silent rows never reach the board.

What keeps it safe

  • Two-layer suppression: blocklist rebuilt daily from 23 dialer tabs, then a live CRM do-not-disturb check that fails closed
  • Standing never-text list for human-only contacts
  • Exact text recorded at send time — the carrier log is the record, not the template
  • Opt-out rate watched against the carrier limit; pace drops when failures rise

0

call records checked

0

recordings kept

0

dialogues audited

0

dispositions corrected under guard

Counts from the client's own logs · as of Aug 2026

/ System 02

AI outbound dialer

A sheet of owners becomes recorded, transcribed, dispositioned calls — with the go-live switch in the client's hands.

Dials ready rows a few at a time inside calling hours, runs an AI persona that says it is an AI, writes the recording, transcript and outcome back to the row, then moves the contact on the board by stage name.

  1. 01

    Ready rows

    Only rows marked ready. Up to four calls at a time, calling hours 9am–7pm Mountain.

  2. 02

    Engine

    One router handles every callback and always answers, so nothing retries into a loop.

  3. 03

    AI persona

    Honest AI disclosure, never says the prospect's name, 90-second hard stop, recording on.

  4. 04

    Transcript

    Recording, transcript and summary written back to the attempt row as the call ends.

  5. 05

    Disposition

    Seventeen outcomes. Transcript rules override the model's own guess. Next number rotates in, capped.

  6. 06

    CRM

    Stages resolved by name, never by ID. DNC becomes do-not-disturb; deceased becomes Dead Lead.

What keeps it safe

  • Dry-run property: it dials only when the client has explicitly switched it off
  • Human-only flags on sensitive owners — never called, never texted
  • Caller-ID rotation over an eleven-number pool; stale-callback token check
  • Every disposition audited against the transcript; corrections logged and reversible

0

cards reconciled exactly

0

cards merged, 0 failed

0

opt-outs protected in the merge

0

duplicates after go-live

Counts from the client's own logs · as of 27 Aug 2026

/ System 03

Sheet ↔ CRM sync and board consolidation

Every call or text result reaches one board, once, at the right stage — and two boards became one without losing a card.

Reads every result row, finds or creates the contact by phone, decides the stage with ten ordered rules, creates or moves the card, writes the note and tags, and stamps the row so it is never synced twice.

  1. 01

    Result row

    Any call or text outcome from any tab, read through a resumable cursor.

  2. 02

    Contact

    Upsert by phone or email. One contact, one card per pipeline.

  3. 03

    Stage rules

    Ten ordered rules, opt-out first. A recorded no is terminal and can never be undone by a later sync.

  4. 04

    Card

    Created or moved, never duplicated. Verified live before the timer was armed.

  5. 05

    Note + tags

    What was said, when, and the sync marker that stops a second pass.

  6. 06

    Self-stop

    Hourly ticks after a campaign; the job deletes its own trigger when the backlog clears.

What keeps it safe

  • Terminal stages rank 99 — a live conversation is never buried, an opt-out is never revived
  • Stages added, never renamed; nothing in the CRM is ever hard-deleted
  • Merge map approved in writing before 856 cards moved; armed flag off by default
  • Corrections clear their own sync marker so the board catches up

0

seconds to the first alert

0

minutes to email one

0h

to the report (72 promised)

0

form answers on every card

Counts from the client's own logs · as of 14 Sep 2026

/ System 04

Lead-magnet funnel and 72-hour report

A landing-page form becomes a delivered, personalised property report — and every step is proven in a real inbox.

Takes the form, alerts the operator in seconds, confirms by text, nurtures by email on real send times, builds a report from public parcel data, delivers it early, then follows up until the prospect books, replies or opts out.

  1. 01

    Form

    Three-step wizard with address autocomplete (~194 ms). Junk emails and non-US phones refused server-side.

  2. 02

    Alert

    Operator alert in seconds; contact created in two accounts with the opt-in tag.

  3. 03

    Confirm

    Confirmation text sent by the script — skipped if the person is DND or was texted in the last 24 hours.

  4. 04

    Nurture

    Email one in about 15 minutes; emails two and three gated on the previous send, 96-hour cut-off.

  5. 05

    Report

    Parcel facts from county GIS, zoning answers, flood, slope and soils screens, three scenarios, Verified / Estimated labels. Promised in 72 hours, delivered at 60.

  6. 06

    Follow-up

    Booking button, then three follow-ups over the following days that stop on a booking, a reply, DND or a stop tag.

What keeps it safe

  • Repeat rule: same person + same property is blocked; a new property resets the sequence
  • Event-driven worker that removes itself when idle, with a six-hour watchdog
  • Sending subdomains with DMARC; a zero-link email shell that lands in the inbox
  • Card panel shows every send with a timestamp — a field is only marked sent when a conversation record proves it

0

bulk emails delivered (82 bounced)

0

search impressions, up from 71

0%

landing-page visit-to-form, two weeks running

0

PDF reports every Friday, 7 PM

Counts from the client's own logs · as of Aug–Sep 2026

/ System 05

Deliverability, reporting and health checks

The numbers that reach the client every week are pulled from the systems themselves — not typed into a slide.

Pulls web analytics hourly and CRM totals daily into sheet tabs, renders two branded PDF reports every Friday, keeps a command centre for sends, replies and opt-outs, and runs a health check that finds what the pipeline missed.

  1. 01

    Pull

    Analytics hourly, CRM totals daily, carrier delivery on demand — into plain sheet tabs.

  2. 02

    Sending domains

    One subdomain for bulk, one for one-to-one and reports, DMARC on both, zero-link email shell.

  3. 03

    Command centre

    Sends, replies, opt-outs against the carrier limit, per-number counts, and the gap between 'said STOP' and 'marked DND'.

  4. 04

    Health check

    Dispositioned-not-synced, interested-not-synced, wrong-owner rate, replies waiting minus those already handled.

  5. 05

    Weekly report

    Two four-page PDFs — website and landing page — with a plain-English verdict page, every Friday at 7 PM.

  6. 06

    Inbox proof

    SPF, DKIM and DMARC pass checked in a real inbox before the client sees a send.

What keeps it safe

  • Test sends go only to the operator; the client sees finished work
  • Threshold rules generate the plain-English page, so it says what changed and why
  • Old dashboard schedule deleted the day the report replaced it — one report, one truth
  • Every figure traceable to the tab it came from

0

new leads sourced in a day (43 Tier 1)

0

waiting owners loaded the next day

0

distinct phones across 17 markets

0

known companies deduped against

Counts from the client's own logs · as of 7 Sep 2026

/ System 06

Lead sourcing and list hygiene

Lists built from public records, deduped, tiered and loaded only against a suppression list — so nobody is contacted twice by accident.

Pulls owners from permit reports, planning dockets, the state business registry and county parcels, removes companies already known, scores them into tiers, audits who was never loaded, and appends the rest in guarded batches.

  1. 01

    Sources

    Permit reports, planning dockets, state registry, county parcels — public, dated, re-pullable.

  2. 02

    Dedupe

    Checked against 240 known companies and every phone already on file.

  3. 03

    Tier

    70+ priority, 40–69 nurture; the daily hot list comes from the top tier only.

  4. 04

    Coverage audit

    Who was never loaded, per list — found 281 of 289 business owners waiting on one pass.

  5. 05

    Loader

    Append-only, batch 800, refuses to run without a blocklist and an address column.

  6. 06

    Re-touch queue

    Tier A gets a human, Tier B gets a text, Tier X is never contacted again.

What keeps it safe

  • Blocklist rebuilt every morning from every dialer tab; it refuses an empty rebuild and warns if it shrinks
  • Company rows greeted without a name so a business name never leaks into a personal text
  • Every list dated and sourced, so a record can be traced to the filing it came from
  • Public-notice sources evaluated and dropped when access could not be relied on

/ The rules every system shares

Eight rules, written into the code, not the contract.

01

Dry run first, every time. The client flips the live switch, not us.

02

Nothing deletes. Records are hidden, marked or logged — never removed.

03

A no is terminal. An opt-out can never be revived by a later job.

04

The carrier's log is the record of what was sent, not the template.

05

Pipelines and stages are resolved by name, never by an ID that can go stale.

06

Secrets live in the client's vault. They never appear in code, chat or a document.

07

One dated state note per change, written the same day, kept in the client's folder.

08

Verified on the live artefact — the real inbox, the real board — before it is called done.