DOC OPS_BRIEF_001DATE APR 30 2026STATUS READY
OPERATIONAL BRIEF / ONE PAGE
A daily lead engine that compounds
against a hard November deadline.
An automated pipeline that turns 80,000 unprepared DoD contractors into a prioritized, dossier-attached daily call queue — refreshed every morning, sharpened every night, designed to push call-to-meeting conversion from baseline 1% to 4%+ before the Phase 2 enforcement window closes.
Total Universe
~80K
Sub-100 EMP DoD contractors
Currently Compliant
~1%
~800 of ~80K · Redspin '26
Phase 2 Deadline
NOV 10
194 days from today
Daily Throughput Target
100–200
enriched leads / day
/ 01SYSTEM ARCHITECTURE
STAGE A
UNIVERSE BUILDER
Pulls federal data nightly. Filters by NAICS, employee count, DoD obligation history. Builds the qualified target pool.
SAM.govUSAspendingSBA
STAGE B
ENRICHMENT
Resolves 2–4 verified decision-makers per target. Email + phone + LinkedIn. Authority scoring.
ApolloClaySeamlessHunter
STAGE C
DOSSIER ENGINE
Cloud orchestrator routes work to the right model: Haiku for parsing & classification, Gemini for long-context summarization, Sonnet for opener & talk track.
Haiku 4.5Sonnet 4.7Gemini Flash
STAGE D
SALES SURFACE
Daily prioritized queue. Dossier viewer. One-tap outcome capture. Mobile-ready. Built on the rep's existing day.
Next.jsNeonDB
STAGE E
FEEDBACK LOOP
Today's call outcomes train tomorrow's queue. Heuristic week 1, regression week 4, XGBoost from week 12.
XGBoostPython
↺
Closed feedback loop.Every disposition logged today (no-answer, voicemail, interested, booked, closed, lost) becomes a training signal tonight. Tomorrow's queue is reordered by predicted P(booked) and P(closed). Iteration cycle: 24 hours. The longer it runs, the better it gets — without manual tuning.
/ 02DAILY OPERATING LOOP
06:00
Universe delta refresh — new SAM/USAspending entries flagged
06:15
Enrichment pipeline runs on tomorrow's 200-lead queue
06:45
Cloud orchestrator routes work and generates dossiers via API waterfall
07:00
Sales rep opens dashboard — queue is loaded, sorted, ready to dial
08:00–17:00
Calls run. One-tap outcome logging. Booked meetings drop into pipeline view
18:00
Outcome ETL job — disposition data normalized into training set
23:00
Model refit on new data — feature weights updated
00:00
Tomorrow's queue scored, prioritized, locked. Ready by 7 AM.
/ 03TECHNOLOGY STACK
DATA
SAM · USAspending
Federal contractor universe
ENRICH
Apollo + Clay
Decision-maker resolution
VERIFY
Hunter · Seamless
Email & phone validation
ORCHESTRATOR
Haiku 4.5
Routing · parsing · classification
REASONING
Sonnet 4.7 · Gemini
Dossier · opener · talk track
DATABASE
NeonDB · Postgres
Targets · contacts · outcomes
FRONTEND
Next.js
Sales surface · admin
ML
XGBoost · Python
Priority scoring · forecasting
/ 04BUILD PHASES
PHASE 01
Universe & Enrichment
Deliverable500 fully-enriched leads in CRM with verified decision-makers. Sales rep starts calling immediately.
PHASE 02
Dossier Engine
DeliverablePer-lead one-pagers with AI opener, talk track, contract context, and objection handlers.
PHASE 03
Sales Surface
DeliverableVisible Edge dashboard live. Spreadsheets retired. One-tap outcome capture in production.
PHASE 04
Feedback Loop
DeliverableClosed ML loop running. Today's call outcomes measurably reorder tomorrow's queue.
/ 05SALES SURFACE — DAILY QUEUE PREVIEW
TODAY'S QUEUE — APR 30
10 leads · ML scored · 6 high-priority
01
Apex Precision Aerospace · Wichita KS · 47 EMP · $2.8M DoD
RECOMPETE Q3
94
02
Ironhall Tactical Systems · Manchester NH · 31 EMP · $1.6M DoD
CUI EXPOSURE
91
03
Helix Engineering Group · Huntsville AL · 88 EMP · $5.2M DoD
RECOMPETE Q4
89
04
Stellar Composites Inc · San Diego CA · 62 EMP · $1.9M DoD
CUI EXPOSURE
86
05
Cipher Defense IT · Reston VA · 54 EMP · $3.1M DoD
IRONIC
83
06
Coastal Maritime Defense · Norfolk VA · 76 EMP · $4.2M DoD
PRIME
81
07
Granite State Machining · Concord NH · 28 EMP · $920K DoD
STEADY
79
/ 06SUCCESS METRICS BY MILESTONE
PHASE 01 LIVE
- Qualified universe ≥ 5,000
- Enriched leads delivered 500
- Calls made by rep ≥ 250
- Booked meeting rate ≥ 1%
FULL SYSTEM LIVE
- Daily throughput 100–200
- Booked meeting rate ≥ 2%
- First closes attributable ≥ 1
- Loop iteration time 24 hr
STEADY STATE
- Booked meeting rate ≥ 4%
- Close rate on bookings ≥ 25%
- ML model AUC ≥ 0.78
- Targets contacted ~7,500