System 03 · Pipeline

CRM automation

Lead capture, routing and follow-up that runs on its own. Every enquiry lands in one place with its source attached, and nothing waits on someone remembering to reply.

Book a callSee pricing
CaptureForms, chat, calendar, ads
Source of truthOne CRM, not four
AttributionClick IDs captured first-party
Follow-upScheduled, with reply detection
Architecture

Three layers, so the guessing stays in one of them.

Directive

What to do

The SOP, written down. Goals, inputs, the tools to use, the outputs and the edge cases — in plain language, versioned like code. When we learn an API limit the hard way it gets written here, so it is never learned twice.

Orchestration

Decision-making

The only probabilistic layer. It reads the directive, calls the tools in order, handles the errors and asks when something is genuinely ambiguous. It does not do the work itself.

Execution

Doing the work

Deterministic scripts. Same input, same output, every run. Ninety per cent accuracy per step is fifty-nine per cent over five, so anything that must be right lives down here instead.

Data flow

In, through, out.

Sources
Site forms and chat
Calendar bookings
Ad platform lead forms
Click IDs and UTM session data
Process
  1. Capture with the click context attached
  2. Deduplicate against existing records
  3. Score and route to the right owner
  4. Schedule follow-up, detect replies
  5. Push conversions back to the ad platforms
Artifacts
CRM record with full source attribution
Task assigned to a named owner
Follow-up sequence, live
Offline conversion upload receipt

Capturing the click ID at the moment of the enquiry is what makes the rest possible. Without it you can report how many leads arrived but never which campaign actually paid for them — which is the only question worth asking of paid spend.

Integrations

It reads your stack. It doesn't replace it.

ClickUpGoogle CalendarGmailGoogle AdsMeta AdsTag ManagerAnalytics 4StripeSlackAirtable

Read-only wherever read-only is enough. Nothing gets write access it doesn't need, and every write is logged.

Quality gates

A run either passes, or it doesn't ship.

Every captured lead carries a source, or the capture is treated as failed.

Deduplication ran before any outbound message was queued.

Consent state recorded before any conversion is forwarded.

If a gate fails, the pipeline halts and files the error. It does not retry blindly, and it does not hand you a report built on half a run.

Datasheet

The boring details.

SpecStandardDeployable
Where it runsOur infrastructureYours
Who holds the API keysUs, scoped per clientYou
CadenceMonthly, or weeklyAny schedule
Raw data retentionRebuilt each runYour policy
Artifact deliveryYour Drive and trackerYour choice
Source code access—Full
Runs unattendedYesYes
Failure alertingSlack and emailYour channels
The other systems

Same architecture, different job.

System 01 · DiagnosticAudit engineCrawl, taxonomy and priority modelSystem 02 · EditorialContent OSIdea to published, on a scheduleSystem 04 · DistributionSocial engineAdaptation, scheduling, DM funnelsSystem 05 · RetrievalRAG systemsRetrieval over your own knowledge

Want it in your own stack?

Deployable hands over the software, the hosting and the keys. You run it; we stay on for support.

Talk scope