Case Study
An AI command center for SMB sales operations. Lead scoring, dynamic call scripts for 10 verticals, CRM pipeline, and email sequence builder, all in one full-stack application.
A full-stack Next.js web application that acts as an AI-powered command center for sales operations. It combines four core tools: a lead scoring engine with offline benchmarks, a call script engine with dynamic scripts tailored to 10 different verticals and a teleprompter practice mode, a CRM pipeline with Kanban board and call logging, and an email sequence builder with 13 sequences across 5 scenarios.
The whole system is designed for one person to operate like a team of ten. Instead of switching between a CRM, a script doc, a spreadsheet, and an email tool, everything lives in one interface, powered by AI that understands the context of each lead and each conversation.
AI-powered scoring with offline benchmarks. Analyzes company size, tech stack, ad revenue signals, and engagement patterns to prioritize outreach. No guessing. Data-driven prioritization.
Dynamic scripts for 10 verticals, each one tailored with industry-specific pain points, objection handling, and discovery questions. Teleprompter practice mode for rehearsal before live calls.
Visual Kanban board for pipeline management. Call logging with AI-generated summaries. Follow-up tracker with automatic reminders. Every interaction is captured and searchable.
13 email sequences across 5 scenarios: cold outreach, warm follow-up, re-engagement, onboarding, and expansion. Each sequence has multi-step cadences with variable timing and personalization tokens.
Deep analysis of the ad tech landscape, publisher economics, and SMB buying behavior. Mapped the competitive landscape and identified positioning gaps.
Studied how Toast, ServiceTitan, and GlossGenius scaled their sales motions. Extracted the repeatable patterns: territory mapping, vertical specialization, expansion revenue loops.
Applied Bessemer's efficiency benchmarks and a16z's go-to-market frameworks. Unit economics modeling to validate the path from outbound to inbound flywheel.
CAN-SPAM, GDPR, CCPA compliance guides built into the email sequences. Automatic opt-out handling and consent tracking baked into the CRM pipeline.
Most sales tools are built for teams. This one is built for a single operator who needs to punch above their weight. The AI isn't bolted on. It's the foundation. Lead scoring runs on actual data, not gut feel. Call scripts adapt to the vertical in real-time. Email sequences draw on 24 planning documents covering market research to compliance.
24 research documents went into the system before a single line of product code was written. That's the difference between "AI-powered CRM" marketing and a system that actually understands the market it's selling into.