Case study · Field sales operating system

One dashboard that runs an entire outside-sales operation.

I built this for my own territory because no CRM on the market plans a driving route, scores 42,000 prospects, drafts outreach, and QA-checks itself. So it does all of that — and it runs on free-tier cloud infrastructure.

42,893scored, deduped, geocoded records

52business-type playbooks

171pieces of collateral tracked

5AI agents on the pipeline

Company intelligence view with 41,612-record main database and business-type filters — Company Intel — the full database, filterable by vertical, radius, ZIP, and employee count. 12,022 leads matched in this one search.

Route builder with 5,546 available prospects and Google Maps export — Route Builder — corridor-clustered driving routes by solution or business type, exported straight to Google Maps and phone.

Market intelligence with live telecom news and prospecting signals — Market Intel — live industry news and regulatory signals turned into prospecting triggers for the territory.

Training tab with daily tips and value-based reasons by business type — Training — daily coaching tips plus value-based talking points, organized by business type, built into the same tool.

Print shop tracking 171 collateral pieces across 52 business types — Print Shop — every flyer and one-pager filed by business type, with build-status counts so nothing goes missing.

The five agents behind it

Software that drafts is easy. Software you can trust is the hard part — so every agent has one job, and one agent's whole job is stopping the others.

The Scout

Researches prospects and surfaces new leads from public signals, on a schedule.

The Writer

Drafts vertical-specific outreach from 52 playbooks. Never sends anything itself.

The Gate

QA and compliance. Checks every draft against 1,400 rules. Nothing passes ungated.

The Watchdog

Monitors uptime and data health. Flags issues; fixes nothing without a human.

The Assistant

Calendar, briefings, and daily prioritization. Flags, but never gates.

The human

Me. Every send, every route, every decision that touches a customer is approved by a person.

Could your industry use one of these?

The parts are portable: a scored database of your market, routes or task queues, playbooks by customer type, and agents that prepare work for you to approve. Licensing conversations are open for the full platform.

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