PHASE 1: Automated Lead Discovery & List Building
- Runs on a schedule — finds new leads every 24 hours automatically
- Searches Apollo.io using your ideal client profile (ICP)
- Removes anyone already in GoHighLevel CRM
- Adds company data (size, revenue, tech stack) via Clearbit
Schedule Trigger
every 24h
1 run
Apollo.io Search
ICP filter
De-duplicate
vs GHL CRM
Enrich Lead Data
Clearbit API
PHASE 2: AI Lead
Scoring & Routing
Scoring & Routing
- AI gives each lead a score from 1–10
- Score = Fit (50%) + Intent (50%)
- Routes to the right outreach path
AI Scoring Agent
GPT-4o
SCORE
Route the Lead
by Score
by Score
mode: Rules
PHASE 3: Personalized Multi-Channel Outreach
- Applies score tags for easy list categorization in GoHighLevel
- Hot leads (8–10): LinkedIn DM + same-day email + Telegram alert to sales team
- Warm leads (5–7): 3-touch email sequence sent over 7 days
- Cold leads (1–4): 14-day educational email drip — builds trust slowly
HOT 8–10
Tag: Hot Lead
Alert: LinkedIn DM
sendMessage
Alert: Telegram
sendMessage: message
Email: VIP Welcome
send: message
WARM 5–7
Tag: Warm Lead
Email: Day 1
send: intro
Email: Day 3
send: value offer
Email: Day 7
send: follow-up
COLD 1–4
Fallback
Tag: Cold Lead
Email: Drip Day 1
send: educational
Email: Drip Day 7
send: case study
Email: Drip Day 14
send: soft CTA