Confidential · Prepared by Rime Abd'lHussn

AI Automation
Blueprint

A strategic integration roadmap for Tech Flurry's sales workflows — built in partnership with Marc Najjar.

1Post-Call Sequence
2Stock Offering Workflow
3KYC Form Automation
Tech Flurry × Marc Najjar  ·  AI Automation Blueprint  ·  2026
Process Map #1

Post-Call Follow-Up Sequence

New lead follow-up from call end through lead rating

~2,440
Hours Recovered / Year
vs. ~1,700 hrs lost to admin today
~$36,600
Cost Recovered / Year
Based on $15/hr rep cost estimate
67%
Post-Call Admin Reduction
From ~136 min/day to ~20 min/day
AI Automated
Human
Human
Leads Collection List
Human
Call Placed
Human
Rep Logs Outcome
No Answer?
Yes →
Human
Send WhatsApp
Human
Log WhatsApp in CRM
No →
Human
Continue Sequence
Human
Day 3: Follow-Up Call
Human
Day 5: Email Follow-Up
Human
Log Email in CRM
Human
Lead Rating
AI Automated
Human
Trigger
Call End Webhook
AI · Classifier
Outcome Classifier
Outcome?
No Answer / Voicemail →
AI · Integration
Auto WhatsApp Send
Answered →
AI · Structured Output
LLM Call Summary
AI · Integration
CRM Activity Log
AI · Scheduler
Day 3 Follow-Up
Human
Task Created for Rep
AI · Integration
Day 5 Email Send
AI · Classifier
Lead Scoring
Human
Rep Confirms Rating
Process Map #2

Stock Offering Workflow

From new stock arrival through offer sent and outcome logged

~185
Hours Recovered / Year
From ~230 hrs down to ~45 hrs
~$2,775
Cost Recovered / Year
Based on $15/hr rep cost estimate
<5 min
Time to First Buyer Contact
vs. 30–60 min with manual process
AI Automated
Human
Human
Stock Arrives
Human
Rep Identifies Targets
Human
Offer Call Placed
Answer?
No →
Human
WhatsApp Offer Sent
Yes →
Human
Live Negotiation
Human
Log Outcome in CRM
Human
Manual Follow-Up
AI Automated
Human
Trigger
Stock Arrival Intake
AI · Integration
Target List Generation
Human
Rep Brief Pushed
Human
Rep Places Offer Calls
Answer?
No →
AI · Integration
Auto WhatsApp Offer
AI · Integration
Auto Email Offer
Yes →
Human
Live Negotiation
AI · Classifier
Response Detection
Human
Rep Alerted Instantly
AI · Integration
CRM Updated
Process Map #3

KYC Form Automation

From outbound call through completed KYC record in Close.io

~960
Hours Recovered / Year
From ~650 hrs down to ~175 hrs
~$14,400
Cost Recovered / Year
Based on $15/hr rep cost estimate
<2 min
Rep Time per KYC
vs. ~13 min with manual entry
AI Automated
Human
Human
Call Completed
Human
Rep Manually Fills KYC
Human
Rep Enters Data into CRM
Human
Lead Moves in Pipeline
AI Automated
Human
Trigger
Call End Webhook
AI · Classifier
KYC Trigger Qualifier
Qualified?
No →
End
Skip — Sequence Ends
Yes →
AI · Structured Output
KYC Field Extraction
Human
Rep Review Interface
AI · Integration
CRM Write: KYC Fields
AI · Notification
Missing Fields Flag
AI · Integration
Pipeline Advancement
AI · Integration
Audit Log Written
Next Steps

What Happens Next

Clear action items following your review of this blueprint

1
Review This Document
Go through all three process maps — before and after — and flag anything that doesn't match how the team actually works.
Action Required
2
Answer the Pre-Build Questions
Work through the alignment questionnaire. Every unanswered question is a build blocker. Priority: Close.io API access, WhatsApp setup, and the KYC form.
Action Required
3
Send the KYC Form
The KYC form is the single biggest dependency for Process #3. Without it, the field extraction node cannot be specified or built. Please send as soon as possible.
Action Required
4
Confirm & Align
Once all questions are answered and processes are confirmed, a final alignment call will be scheduled to lock scope before build begins.
Action Required
5
Review, Test & Launch
A testing phase with one sales rep before full rollout. The goal is to validate AI extraction and classification accuracy before automations run unsupervised.
Action Required