Overview
Phase 1 focuses on building a standalone, testable Lead Discovery and Validation module for the CRM AutoPilot project.
The primary goal of this phase is to validate lead quality, relevance, and volume before expanding into a full automation ecosystem.
This module is intentionally designed to operate independently while remaining fully compatible with future CRM, outreach, and AI automation components.
Objectives of Phase 1
Validate the quality, accuracy, and relevance of discovered leads
Measure daily lead volume potential across industries and locations
Test data enrichment, normalization, and deduplication logic
Ensure scalable architecture suitable for future automation modules
Scope of Work
1. Lead Discovery & Collection
Industry-based and location-based lead discovery
Lead data will be collected only from publicly available business sources and in accordance with applicable platform terms and data usage policies
Potential sources include:
Public Google Business Listings / Maps data (via approved APIs or datasets)
Industry-specific public business directories
Publicly accessible business websites
No private, restricted, or protected data sources will be accessed.
2. Data Enrichment
Each lead record will include, where publicly available:
Business / Company Name
Website URL
Business Email Address
Business Phone Number
Physical Business Address
Industry / Category
Source Reference
All contact information will be limited to business-related, publicly listed data.
3. Data Quality & Validation Controls
Automatic deduplication across multiple sources
Freshness checks to reduce outdated or inactive leads
Structured, normalized data format for consistency and reliability
4. Data Delivery & Output
Export-ready formats (CSV and database-ready structures)
Clean schema optimized for CRM ingestion
Architecture designed to integrate seamlessly with future modules such as:
Outreach automation
CRM workflows
AI-assisted lead intelligence
5. AI-Assisted Email Drafting & Controlled Outreach
AI-assisted email draft creation based on lead industry and context
Configurable and reusable email templates
Automated email sending only to business contacts where outreach is permitted
Built-in sending controls, including:
Rate limits
Time delays
Basic compliance-friendly sending rules
Email status tracking (sent / failed)
The system will be designed to support responsible outreach practices, including opt-out handling and sending limitations where applicable.
Technology Stack (Phase 1)
Backend: Laravel 11
Scraping Infrastructure: Apify Actors & Datasets
APIs: Google Places API (if required and approved)
Automation: Laravel Scheduler & Queue Workers
Outcome of Phase 1
At the end of Phase 1, we will have:
A validated, production-ready lead discovery module
Measurable insights into lead quality and volume
A scalable foundation ready for CRM automation, outreach workflows, and AI-driven enhancements
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