What This System Does
❌ OLD WAY (Manual)
- Scout makes 125 cold calls/day
- Asks 15 qualification questions each call
- Most people don't answer (5-10% hit rate)
- Takes 8-10 hours/day
- Gets 10-15 qualified leads/week
✅ NEW WAY (AI-Powered SMS)
- AI sends 500+ SMS/day automatically
- AI asks 3 qualification questions via text
- People reply when convenient (30-40% response)
- Scout only calls qualified leads
- Takes 1-2 hours/day
- Gets 35-40 qualified leads/week (4x more)
4x more qualified leads in 1/8th the time. Scouts focus on booking meetings, not dialing 125 numbers.
Who Uses It
Farouk (BCO Manager)
What Farouk Does:
- Triggers city blasts when buildings become available
- Monitors team performance via daily reports
- Reviews qualified leads in HubSpot
- Assigns tasks to Scouts
Time Commitment: 15 minutes/day (was 2-3 hours)
Scouts (Erika, Victor, etc.)
What Scouts Do:
- Check HubSpot Tasks every morning (10 min)
- Call qualified leads only (10-15 calls/day, not 125)
- Book intro meetings
- Handle edge-case SMS replies (rare)
Time Commitment: 1-2 hours/day (was 8-10 hours)
Cost Breakdown
| Program | Monthly Cost | What It Does |
|---|---|---|
| Twilio | $89 | Sends/receives SMS messages |
| Make.com | $18 | Automation platform (connects HubSpot + Twilio) |
| HubSpot | $0 | CRM (already have it) |
| TOTAL: $107/month | ||
$107/month for unlimited outreach vs. 1 full-time scout at $2000-3000/month doing cold calls.
Twilio (SMS Provider)
What It Does: Sends and receives text messages
Cost: $89/month (includes phone number + 2,500 SMS/month)
Login: https://www.twilio.com
Who Sets It Up: You (with Soloknox's help)
HubSpot (CRM)
What It Does:
- Stores all contact records
- Logs every SMS conversation
- Creates tasks for Scouts
- Tracks deals and pipeline
Cost: $0 (you already pay for it)
Login: https://app.hubspot.com
Make.com (Automation Platform)
What It Does:
- Connects HubSpot + Twilio
- Triggers SMS workflows automatically
- Handles inbound/outbound message routing
Cost: $18/month (Pro plan)
Who Sets It Up: Soloknox
Fresh Contact Outreach (NEW Leads)
Triggered When: HubSpot creates a new building contact
What It Does:
- Sends 5 SMS messages over 4 days
- Each message offers value (building services, free quote, cleaning tips)
- Stops immediately if contact replies
Message Sequence:
- Day 1 (Immediate): "Hi [Name], we provide janitorial services for [Building]. Would you like a free quote?"
- Day 2: "Quick question — how many cleaners do you currently have?"
- Day 3: "We can help with staffing shortages. Any interest?"
- Day 4: "Last check-in — still need help? Reply YES or NO."
- Day 5: Sequence stops (no further messages)
Cold Reactivation (OLD Leads)
Triggered When: Contact hasn't been messaged in 6+ months
What It Does:
- Single message: "Still need janitorial help for [Building]?"
- Gentle re-engagement (not pushy)
- If no reply after 7 days, contact stays dormant
Inbound Reply Handler
Triggered When: Contact replies to any SMS
What It Does:
- Creates a task for Scout to follow up (appears in HubSpot)
- Stops all automation for that contact
- Logs reply in HubSpot timeline
- Notifies Farouk via Telegram
Setup Checklist
What You Need to Give Soloknox:
- ✅ HubSpot login credentials (API key)
- ✅ Twilio account access
- ✅ Make.com account (Soloknox will create)
- ✅ Farouk's Telegram ID (for notifications)
- ✅ List of 10-20 test contacts (for initial testing)
Setup Timeline
| Week | Task | Who |
|---|---|---|
| Week 1 | Twilio account setup + phone number purchase | You + Soloknox |
| Week 2 | Make.com workflows built | Soloknox |
| Week 3 | Test with 10-20 contacts, fix bugs | Soloknox |
| Week 4 | Full launch with 500+ contacts | You + Scouts |
Scout Morning Routine (30-45 min)
- Check HubSpot for new SMS replies (automated task list)
- Call each reply back (5-10 calls/day avg)
- Update HubSpot after each call (deal stage, notes)
Scout Afternoon Routine (30-45 min)
- Add 50-100 new building contacts to HubSpot (from Google Maps scraping)
- System auto-sends first SMS within 5 minutes
- Review any replies that came in during the day
Farouk's Daily Check (15 min)
- Review Telegram daily report (sent at 8am MT)
- Check qualified leads in HubSpot (deal board)
- Trigger city blasts if buildings become available
Common Issues
Issue: Contact replied but no task created
Fix: Check Make.com scenario logs. Contact Soloknox if automation failed.
Issue: SMS not sending
Fix: Check Twilio balance. If balance is low, top up account.
Issue: Getting SPAM complaints
Fix: Add opt-out language to every SMS: "Reply STOP to unsubscribe"
Who to Contact
For Workflow Issues: Contact Soloknox on Telegram
For HubSpot Issues: Contact Peter
For Twilio Billing: Login to Twilio dashboard