AI Client Acquisition Engine
A shared workspace for lead discovery, outreach operations and follow-through.
- Role
- Full build & technical leadership
- Type
- AI & automation
From discovery to conversation
ILLUSTRATIVE WORKFLOW · NO CUSTOMER DATA
Overview
The AI Client Acquisition Engine brings lead discovery, campaign management, replies and meeting tracking into one operations dashboard. The product also exposes delivery quotas, suppression controls and operational monitoring so the team can oversee the acquisition process. I handled the full build and technical leadership, working with a UX designer and a developer who started the Instagram automation.
The problem
Give the team one place to oversee acquisition work, from finding prospects to managing replies and meetings, without losing visibility into operational issues.
My contribution
I handled the full build and technical leadership, connecting the product interface with the workflows behind it.
The team
A UX designer worked on the experience, and another developer started the Instagram automation.
What it does
- Lead discovery and lead management
- Campaign coordination with inbox and outbox views
- Analytics and meeting tracking
- Quota and suppression controls
- Worker, pipeline and error monitoring