sales-calls-outbound
by
Meghna Rajawat
Meghna RajawatBuild e a system that generates qualified sales calls for ClickToClose. Our agency helps businesses turn more leads into appointments through AI agents, CRM automation and follow-up systems. We want someone to connect and improve our own outbound process, from lead sourcing through email and SMS outreach to booked calls. We already use Instantly, GoHighLevel and some automation. You’ll review our current setup, keep what works and build the missing pieces. The system should find businesses that fit our offers, identify decision-makers, verify contact details and remove duplicates. It should route approved leads into relevant campaigns and keep each target market separate. You’ll connect email and SMS sequences, build AI reply agents, qualify interested prospects and integrate our calendars. Follow-ups must stop when someone replies, opts out or books. SMS must use approved contacts with verified consent. The system must prevent duplicate messages and appointments, flag failed steps and route unclear conversations to a person. We also need clear reports on lead sources, replies, qualified bookings, attended calls and costs.
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Project Tasks
149 tasks#1
Generate system requirement document
1m 7s0.05 cr used
Done#2
Generate personas & user flows
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Architecture
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Workspace task plan
1m 56s0.05 cr used
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Create flow for Outbound Systems Operator
0m 8sCredits in parent
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Create flow for Sales Closer
0m 7sCredits in parent
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Landing
3m 4sCredits in subtasks
Done#10
Login
2m 9sCredits in subtasks
Done#11
Setup Review
3m 23sCredits in subtasks
Done#12
Leads
10m 42sCredits in subtasks
Done#13
Lead Details
9m 49sCredits in subtasks
Done#14
Campaigns
6m 19sCredits in subtasks
Done#15
Sequences
8m 6sCredits in subtasks
Done#16
Failed Steps
6m 49sCredits in subtasks
Done#17
Conversations
9m 48sCredits in subtasks
Done#18
Bookings
10m 56sCredits in subtasks
Done#19
Reports
9m 44sCredits in subtasks
Done#20
Landing / Hero
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Landing / Pipeline Rail
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Landing / Explanation Rows
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Landing / Entry
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Landing / Navigation
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Landing / Footer
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Navigation
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Footer
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Done#28
Fix Landing: The requested seven-stage pipeline motion never marks the booked-call stage orange in…
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Fix Landing review finding: frontend/src/components/Landing Pipeline Rail.jsx: the…
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Login / Navigation Slot
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Login / Identity Panel
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Login / Footer Slot
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Setup Review / Navigation
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Setup Review / Intro
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Setup Review / Record
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Setup Review / Missing Pieces
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Setup Review / Footer
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Leads / Navigation
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Leads / Intro
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Leads / Market List
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Leads / Footer
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Lead Details / Navigation
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Lead Details / Intro
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Lead Details / Record
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Lead Details / Footer
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Campaigns / Navigation
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Campaigns / Intro
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Campaigns / Workspace
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Campaigns / Footer
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Done#50
Fix Leads: Desktop market rows collapse the lead title/metadata column, causing broken wrapping and…
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Done#51
Fix Leads: The sourcing-run control is a dead primary action — throws whenever is not a function…
6m 51sCredits unavailable
Error#52
Fix Leads: Approval is offered on leads that the SRD says cannot be approved — renders the button…
1m 26sCredits unavailable
Done#53
Fix Leads review findings: Desktop market rows collapse the lead title/metadata… (+2 more)
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Done#54
Sequences / Navigation
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Done#55
Sequences / Intro
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Sequences / Workspace
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Sequences / Footer
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Fix Lead Details: The page's primary action — verifying contact details — is disconnected from the shared…
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Done#59
Fix Lead Details: Contact details and their verification results are hardcoded per lead in () rather than…
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Done#60
Fix Lead Details: The duplicate finding is synthesized from via with a hardcoded and a fabricated title…
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Error#61
Fix Lead Details: Writes where is, but the seed/schema use for the not-yet-decided state and the SRD's…
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Done#62
Failed Steps / Navigation
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Failed Steps / Intro
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Failed Steps / Workspace
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Failed Steps / Footer
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Done#66
Fix Lead Details review findings: frontend/src/components/Lead Details Record.jsx: the page's… (+3 more)
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Conversations / Navigation
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Conversations / Intro
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Conversations / Workspace
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Conversations / Footer
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Done#71
Fix Campaigns: The seeded campaigns (, , ) and the seeded leads (, ) share no target market, so the…
0m 33sCredits unavailable
Error#72
Fix Campaigns: Is written onto the campaign record via , but is not a declared field of the collection…
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Error#73
Fix Campaigns review findings: frontend/src/components/Campaigns Workspace.jsx: the seeded… (+1 more)
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Paused#74
Fix Sequences: The sequence list item is rendered in an unusably narrow column at desktop. See , and .
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Done#75
Bookings / Navigation
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Done#76
Bookings / Intro
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Bookings / Workspace
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Done#78
Bookings / Footer
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Done#79
Fix Leads review finding: frontend/src/components/Leads Market List.jsx: the…
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Done#80
Fix Sequences review finding: The sequence list item is rendered in an unusably narrow…
0m 28s0 cr used
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Reports / Navigation
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Reports / Intro
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Reports / Metric Bands
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Reports / Footer
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Fix Lead Details review findings: frontend/src/components/Lead Details Record.jsx: contact… (+2 more)
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Fix Leads review finding: frontend/src/components/Leads Market List.jsx: the…
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Done#87
Fix Conversations: The page heading breaks mid-word at tablet width , .cvi-heading).
1m 9sCredits unavailable
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Fix Conversations review finding: The page heading breaks mid-word at tablet width…
0m 26s0 cr used
Done#89
Fix Bookings: Bookings row controls overlap and obscure row content at tablet width; see selectors…
2m 0sCredits unavailable
Done#90
Fix Bookings: The calendar-unreachable state is unreachable dead code — is initialized to and the only…
1m 59sCredits unavailable
Done#91
Fix Lead Details review finding: frontend/src/components/Lead Details Record.jsx: the…
2m 14s0 cr used
Paused#92
Fix Bookings review findings: Bookings row controls overlap and obscure row content at… (+1 more)
0m 30s0 cr used
Done#93
Fix Leads review finding: frontend/src/components/Leads Market List.jsx: the…
0m 59s0 cr used
Paused#94
Create backend_modules diagram
0m 27sCredits in parent
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Create er_diagram diagram
0m 27sCredits in parent
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Create frontend_modules diagram
0m 27sCredits in parent
Done#97
Create sequence diagram
0m 27sCredits in parent
Done#98
Create service_network diagram
0m 27sCredits in parent
Done#99
Run consent-gated email and SMS sequences with suppression
140 cr estimated
To Do#100
Show lead detail with decision-maker, verification and duplicate findings
100 cr estimated
To Do#101
Source, verify and approve leads per target market
120 cr estimated
To Do#102
Route approved leads into market-separated campaigns
100 cr estimated
To Do#103
Let the closer take, answer and release routed conversations
100 cr estimated
To Do#104
Book qualified prospects from connected calendar availability
120 cr estimated
To Do#105
Confirm bookings, refuse duplicates and record attendance
120 cr estimated
To Do#106
Qualify replies with AI agents and escalate unclear conversations
140 cr estimated
To Do#107
Run consent-gated sequences and retry failed steps safely
140 cr estimated
To Do#108
Source, filter and approve market-separated leads
120 cr estimated
To Do#109
Report lead sources, replies, bookings, attendance and costs by period
100 cr estimated
To Do#110
Qualify replies with AI agents and escalate unclear conversations
140 cr estimated
To Do#111
Verify contacts, resolve duplicates and approve or reject leads
120 cr estimated
To Do#112
Record the current setup with keep-or-build dispositions
80 cr estimated
To Do#113
Book qualified calls without duplicate appointments
140 cr estimated
To Do#114
Review, retry and acknowledge failed steps
100 cr estimated
To Do#115
Run AI reply agents and route unclear conversations to the closer
140 cr estimated
To Do#116
Let the closer take a routed conversation and mark it handled
80 cr estimated
To Do#117
Count report metrics from recorded events with loading and empty states
100 cr estimated
To Do#118
Render report metrics for the chosen period
80 cr estimated
To Do#119
Verify, deduplicate and approve leads on Lead Details
120 cr estimated
To Do#120
Run email and SMS sequences with consent-gated SMS and follow-up suppression
140 cr estimated
To Do#121
Flag failed steps and retry them without duplicate messages
120 cr estimated
To Do#122
Book qualified prospects without duplicate appointments and mark attendance
140 cr estimated
To Do#123
Review current setup and connect Instantly, Go High Level and calendars
120 cr estimated
To Do#124
Record and review the current setup inventory with keep/build marks
100 cr estimated
To Do#125
Run campaign sequences and stop follow-ups on reply, opt-out or booking
140 cr estimated
To Do#126
Source leads per market and approve verified, deduplicated leads
120 cr estimated
To Do#127
Route approved leads into market-separated campaigns
120 cr estimated
To Do#128
Establish and verify identity at Login with role-restricted working surfaces
140 cr estimated
To Do#129
Provide application authentication for protected surfaces
120 cr estimated
To Do#130
Suppress follow-ups on reply, opt-out or booking before the next send
100 cr estimated
To Do#131
Keep sequence, reply-agent and suppression state consistent in Redis
120 cr estimated
To Do#132
Block SMS without approval and verified consent, and record the block
120 cr estimated
To Do#133
Restrict working surfaces to the operator and closer roles
120 cr estimated
To Do#134
Send all AI reply agent model calls through the Lite LLM gateway
100 cr estimated
To Do#135
Keep markets separate and refuse cross-market routing
120 cr estimated
To Do#136
Make message sends and appointment creation idempotent
140 cr estimated
To Do#137
Persist operational records across sessions in the application database
120 cr estimated
To Do#138
Suppress repeated sends so a contact sees one message
100 cr estimated
To Do#139
Show routed leads for each campaign
60 cr estimated
To Do#140
Record whether a booked call was attended
100 cr estimated
To Do#141
Wire Conversations to live routing, replies and handling
120 cr estimated
To Do#142
Make Login the live identity boundary
120 cr estimated
To Do#143
Wire Sequences to live sending, consent and suppression
140 cr estimated
To Do#144
Wire Leads to live sourcing, filtering and approval
140 cr estimated
To Do#145
Wire Campaigns to live market-separated routing
120 cr estimated
To Do#146
Wire Reports to live counted figures
100 cr estimated
To Do#147
Book qualified calls on integrated calendars from Bookings
120 cr estimated
To Do#148
Review, retry and acknowledge failed steps
120 cr estimated
To Do#149
Verify, deduplicate and approve leads on Lead Details
120 cr estimated
To Do#150
Record the current setup and mark each part keep or build
100 cr estimated
To Do#151
Landing entry motion and navigation to Login
80 cr estimated
To Do
Outbound engine · ClickToClose
Qualified sales calls, engineered end to end.
sales-calls-outbound finds businesses that fit our offers, verifies the decision-maker, sequences email and consent-gated SMS, and qualifies every reply until a call is booked on the calendar.
The pipeline
- Source
- Identify
- Verify
- Route
- Sequence
- Qualify
- Book
Seven stages, one reviewable path from a sourced business to a booked call.
The outbound system
Four stages, run in order, from first source to a booked call.
- What the system sources
- It finds businesses that fit ClickToClose’s offers and identifies their decision-makers, verifies contact details and removes duplicates before any lead moves forward.
- Email and SMS outreach
- Approved leads route into the campaign for their target market, keeping each market separate. Connected email and SMS sequences run from there, and SMS only reaches contacts with verified consent.
- AI reply agent qualification
- AI reply agents read each response and qualify interested prospects. Follow-ups stop the moment someone replies, opts out or books, and unclear conversations are routed to a person.
- Calendar booking of qualified calls
- Qualified prospects book straight onto ClickToClose’s integrated calendars. Duplicate messages and appointments are prevented, and failed steps are flagged for review.
Outbound engine · ClickToClose
Qualified sales calls, engineered end to end.
sales-calls-outbound finds businesses that fit our offers, verifies the decision-maker, sequences email and consent-gated SMS, and qualifies every reply until a call is booked on the calendar.
The pipeline
- Source
- Identify
- Verify
- Route
- Sequence
- Qualify
- Book
Seven stages, one reviewable path from a sourced business to a booked call.
The outbound system
Four stages, run in order, from first source to a booked call.
- What the system sources
- It finds businesses that fit ClickToClose’s offers and identifies their decision-makers, verifies contact details and removes duplicates before any lead moves forward.
- Email and SMS outreach
- Approved leads route into the campaign for their target market, keeping each market separate. Connected email and SMS sequences run from there, and SMS only reaches contacts with verified consent.
- AI reply agent qualification
- AI reply agents read each response and qualify interested prospects. Follow-ups stop the moment someone replies, opts out or books, and unclear conversations are routed to a person.
- Calendar booking of qualified calls
- Qualified prospects book straight onto ClickToClose’s integrated calendars. Duplicate messages and appointments are prevented, and failed steps are flagged for review.
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