RMG Sales Pipeline
The autonomous sales-ops engine we built to run this business. 4 inboxes monitored, 8 lead-gen pipelines, 21 scripts on cron, one daily brief.
One brief. Pulled from everywhere.
Most sales teams check 4 apps every morning to figure out what's owed. The pipeline reads all four continuously, classifies every thread, and surfaces only the actions that need a human.
iMessage
Personal + business threads, classified by intent
Gmail
Inbound inquiries, threads, contracts, calendar invites
Instagram DMs
Lead replies, content collabs, ongoing client convos
International + group threads where decisions actually happen
15 minutes from cron fire to actionable brief.
Every weekday at 9am sharp, the orchestrator wakes up. By 9:15 the team has a single doc with everything that needs attention.
- 9:00 AM
Daily sales agent fires
Cron triggers the orchestrator script. Morning scan begins.
- 9:01 AM
Multi-channel inbox sweep
iMessage, Gmail, IG DMs, WhatsApp all classified. Action items extracted from every active thread.
- 9:03 AM
8 lead-gen pipelines run in parallel
New businesses, hashtags, news, jobs, events, AI vertical, competitors, referrals. Dedup against existing lead sheet.
- 9:08 AM
AI prospect research + fit scoring
Claude evaluates each new lead's digital presence (IG, site, GBP). Revenue estimator scores potential deal value.
- 9:11 AM
Outreach drafts generated
For top-scoring leads, system drafts personalized DMs and emails using the right template + a hook based on actual research findings.
- 9:13 AM
Overdue follow-ups flagged
Cross-references "I'll reply by Friday" promises with actual replies. Anything slipping gets escalated to today's priority list.
- 9:15 AM
Daily brief lands
Single doc with: today's action items, top new leads with scores, overdue follow-ups, drafted outreach for review. The team opens one tab.
Eight independent scrapers. One lead sheet.
Every night, eight pipelines run in parallel. Each pulls from a different source, dedup against the existing 332+ leads, scores fit, and writes to the master sheet.
Yelp new businesses
Auto-scrapes newly listed NJ businesses every 24 hours. New = early intercept opportunity.
yelp_new_businesses.py IG hashtag mining
Sweeps target hashtags (#kearnybusiness, #njsmallbiz, etc.) for active accounts that look like fits.
ig_hashtag_leads.py Local NJ news
Watches local news for "new business opens," "expansion," "rebrand" mentions. Hot signals.
local_news_leads.py Job board mining
Companies hiring marketers = companies that need marketing help. Seven boards scanned nightly.
job_board_leads.py Event listings
Conferences, openings, ribbon cuttings. Events that signal a business is about to scale or pivot.
event_leads.py AI-services vertical
Specialized scan for businesses that have published "we use AI" claims. Qualifies them for AI consulting work.
ai_services_leads.py Competitor agencies
Tracks what other NJ agencies are pitching, who they signed, and where they're leaving gaps.
competitor_scan.py Existing client referral mapping
Cross-references who current clients work with, follow, and partner with. Warm intro paths surface automatically.
scan_all_clients.py The pieces that make it real.
Claude-powered prospect research
Each new lead gets evaluated by Claude: their IG, website, Google Business Profile. Outputs a one-paragraph fit summary plus a personalized outreach hook based on what's actually weak in their current presence.
Revenue estimator + fit scoring
Per-lead scoring on industry, employee count, revenue signals, ad activity. Produces a tier (HOT / WARM / COLD) and an estimated deal value. Tells the team which 5 of today's 50 leads deserve a personal DM.
Auto-escalation
Watches every "I'll get back to you Friday" promise across all 4 channels. If Friday passes without a reply, it escalates to today's priority list. Catches the sales hygiene that otherwise rots.
Calendar auto-sync
Confirmed shoot days auto-create Google Calendar events with location, contact info, prep checklist. Post-shoot tasks (edit, color, deliver) generate as separate events automatically.
41-client monitoring
Watches all active clients for changes: new IG posts, website updates, competitor moves. Alerts the team when a client posts something we should engage with or when their content goes quiet.
Feedback loop
What got opens → what got replies → what closed deals. The system tunes outreach copy variants and lead-source weights based on actual outcomes, week over week.
Lead sheet single source of truth
20-column CSV tracking every lead: business name, contact, IG, email, fit score, lead type, status, service interest, estimated value, all date fields, contact channel, message count, response status.
AI services lead drops
Daily date-stamped CSV of net-new AI consulting prospects. Already running: April 21, 22, 23, 24, 26 drops on file. Each is a vetted shortlist ready for outreach.
Cold email + DM drafts
Templates for cold DM and cold email, personalized per-lead via Claude. The team reviews drafts in `/outreach/drafts/`, copies, and sends from their own accounts. Never auto-sent. A human always presses send.
21 Python scripts. All on cron.
Each script does one thing well and writes to a shared CSV state. The orchestrator pulls them together at 9am.
agent_orchestrator.py Main loop daily_sales_agent.sh Cron entry prospect_research_engine.py Claude-powered cold_email_engine.py Outbound email ig_dm_auto.py IG DM drafting daily_todo_scan.py Action extraction feedback_loop.py Continuous learning revenue_estimator.py Deal-size scoring escalate_overdue.py Follow-up flagging sync_calendar_shoots.py GCal integration sync_shoots_to_calendar.py Reverse sync post_shoot_tasks.py Auto-deliverables social_media_gameplan.py Per-client strategy scan_all_clients.py 41-client monitor scan_jobs.py Hiring intel yelp_new_businesses.py Yelp pipeline ig_hashtag_leads.py IG hashtag pipeline local_news_leads.py News pipeline job_board_leads.py Jobs pipeline event_leads.py Events pipeline ai_services_leads.py AI vertical pipeline competitor_scan.py Competitor intel Live numbers. No vanity.
If we built this for ourselves, we can build it for your business.
Most sales-ops "tools" you can buy off the shelf are too rigid for SMBs. The pipeline above is what's actually possible when you build for one operator's exact workflow. Same engineering, applied to your business, could solve any of these:
Multi-inbox unification
If your team is checking iMessage + Gmail + IG + WhatsApp + Slack every morning, we collapse that into one brief.
Lead intake + AI qualification
Inbound leads scored by Claude based on your ICP. Deal value estimated. Top-5 routed to your closer.
Personalized outreach at scale
Drafts for cold DMs and emails based on each lead's actual digital presence. Not "Hi {first_name}" garbage.
Active customer monitoring
Watch every existing customer's IG, website, reviews. Alert when something needs attention. No more silent churn.
Calendar + workflow auto-sync
Sales calls, project milestones, post-call tasks all auto-created with prep checklists. Nothing falls between calendar and CRM.
Daily brief = one tab, not five
Replace your morning routine of checking 4-6 tools with a single doc that says: do these 5 things today, in this order.
Book a $1,250 workflow audit.
1-2 weeks, fixed scope, written proposal at the end. The audit fee credits 100% toward the build if you proceed.