← Back to Portfolio
🛱 Case Study 02 · Sales & Outreach
From Conversation to Proposal — Our Automated Sales Engine
A 6-touch, 28-day nurture engine that takes a warm conversation and turns it into a booked proposal — with behaviour-triggered copy, a human handoff before anything goes out, and timing windows tuned per segment.
📸 The drip sequence, stage by stage
Day 0Warehouse Create
Sent within the same hour — the "glad we connected" touch that sets context and plants the offer.
Day 5Lead Create + Qualify
Value-forward message; separates the curious from the qualified.
Day 10Pipeline Stage 2
Proof touch — social evidence, one concrete client outcome.
Day 15Proposal Info
Direct ask: scope, timeline, and a soft CTA to a call.
Day 21Stage 4 Nudge
The low-pressure bump — "worth a quick look?" energy.
Day 28Final Touch
Clean close-out that leaves the door open, logged and flagged.
⚙️ How the engine runs
Verified Leads
inflow from waterfall DB
→
Sequence Enroller
per-lead schedule created
→
Humanised Copywriter
per-stage, per-segment variants
→
Human Approval
campaign reviewed before send
→
Multi-Inbox Sender
time-windowed dispatch
→
Touch Ledger
log + exclusion forever
🧗 The engineering moat
- Nobody gets burned twice: every send writes to a touch ledger with permanent exclusion — leads can't be re-hammered by a later campaign.
- AI writes, human approves: copy is generated per stage and per segment, then passes a review gate — automation with a conscience, and reputation insurance.
- Timing is a feature: 28-day cadence with behavioural separations (qualify → proof → ask → nudge → close) means each message lands with fresh context, not as spam #3.
- Same verified pool as the QA engine: the sales engine plugs into the Mystery Shopping verifier's output, so every enrolled lead is already deliverable-checked.
📊 Client-facing outcome
6touches, 28-day arc
Day 0same-hour first touch
100%pre-verified recipients
1human gate, zero robot-spam
Conversations stop dying in the inbox. The engine remembers, follows up, escalates, and closes — so nothing qualified ever goes cold because a human forgot a Tuesday.