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Application·Revenue Operations Lead·May 2026

Eight systems. Ninety days.
One force of nature.

A live spec of the operations layer I would build inside LEADR's SDR function in my first ninety days. Three systems in week one. Eight across the quarter.

Prepared for Nick Ahrens & the LEADR growth team. Each system maps directly to an ownership area in the role spec. Nothing theoretical. Everything buildable on HubSpot, Aloware, Slack, Airtable, and Asana.

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Systems
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AI Layers
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Week-One Ships
Author
Nick Nuaym · London, UK
Stack
HubSpot · Aloware · Slack · Airtable · Asana · Claude · Clay
Contact
nuaymcloses@gmail.com
Section I · Week One

What ships in week one.

Three systems chosen because each one removes friction from the SDR function immediately. Not planning documents. Operational systems running against HubSpot, Aloware, and Slack from day one.

System 01Week One
CRM Audit Engine.
Scans the full HubSpot architecture: lead statuses, list structure, pipeline data, property usage. Produces a written gap report with every inconsistency flagged, prioritized by revenue impact.
Expand details

How it runs

Direct HubSpot access from day one. Cross-references lead statuses against actual pipeline stages. Identifies orphaned contacts, duplicate lists, stale properties, broken automations. Maps the gap between how the CRM should route leads and how it actually does.

What this returns to LEADR

A single document that tells the management team exactly where the CRM is bleeding data quality and what to fix first. The roadmap for days 31 through 90 is built on observed reality, not assumptions.

System 02Week One
Ticket Pattern Killer.
Takes full ownership of the SDR tech support ticket queue. Establishes SLA tracking, but the real value: pattern detection. Same issue twice triggers root-cause investigation, not another Band-Aid.
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How it runs

Existing ticket channels consolidated into a single queue with status tracking. Each resolution logged with category tags. Weekly pattern report surfaces the top three recurring issues with proposed permanent fixes.

What this returns to LEADR

Zack stops being the single point of failure for every broken tool. SDRs get faster resolution. The same fire stops getting put out every week.

System 03Week One
Pod Shadow Protocol.
Observes all three SDR management pods. Documents where operational friction actually lives, not what people report. Maps the gap between SOPs and reality on the floor.
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How it runs

One week of structured observation across all three pods. Daily notes: tools used, time on admin versus selling, blockers hit, workarounds invented, questions that should be self-serve. Produces a friction map for the entire 90-day roadmap.

What this returns to LEADR

Taylor gets the view he has been too deep in the weeds to see. Nick gets a data-backed picture of where the operational leverage actually lives.

Section II · The Full Eight

The full eight.

Three ship in week one. The remaining five build out across ninety days, sequenced against where the friction map says the next fire is burning. Each one maps to an ownership area in the role spec.

01
CRM Audit Engine
Full HubSpot scan. Gap report with prioritized fix list.
CRM & Data
02
Ticket Pattern Killer
Owned queue. SLA. Root-cause pattern detection.
Tech Stack
03
Pod Shadow Protocol
Friction map across all three SDR pods.
Process & Scale
04
AI Workflow Layer
Lead scoring, enrichment, prompt libraries, automation architecture.
AI & Automation
05
Slack Nerve Center
Automated EOD/EOW. Workflow health. Zero manual reporting.
Slack Ops
06
Reporting Truth System
Self-reported vs CRM vs dialer. Auto-reconciled.
Sales Reporting
07
Recruiting Pipeline
ATS for 16 hires/month. Automated dispatch.
Recruiting Ops
08
Onboarding Zero-Delay
Template-driven SOPs. Checklist-verified. Zero delays.
Onboarding Ops
Section III · AI Architecture

The AI layer.

The role spec says: you do not just use AI, you architect with it. Five layers, each plugging into tools the team already runs. No new platforms. Intelligence on top of existing infrastructure.

Layer 01
Lead Scoring
Claude reads HubSpot contact data combined with Aloware call dispositions. Scores leads by conversion probability. Surfaces the top tier to setters first. Speed-to-lead becomes speed-to-best-lead.
ClaudeHubSpotAloware
Layer 02
Enrichment Pipeline
Clay enriches inbound leads before the setter queue. Company size, role, LinkedIn activity, intent signals. Waterfall enrichment across multiple data providers. Every lead arrives with context attached.
ClayHubSpotApolloLinkedIn
Layer 03
Prompt Library
Standardized prompt templates for SDR call prep, objection handling, follow-up emails, meeting summaries. Version-controlled in Notion. Updated weekly based on what converts.
ClaudeChatGPTSlackNotion
Layer 04
Reporting Automation
AI generates EOD/EOW reports from raw HubSpot and Aloware data. Pushes to Slack automatically. Dashboard discrepancies auto-flagged before they reach management. No manual entry, no missed reports.
ClaudeHubSpotAlowareSlackn8n
Layer 05
Onboarding Companion
AI assistant for new SDRs that lives inside Slack. Answers process questions, surfaces SOPs, walks through the tech stack. Every hire gets a dedicated ops buddy from day one, around the clock.
ClaudeSlackAirtableLoom
How the stack connects
HubSpot CRM · Source of truth Aloware Dialer · Call data Slack Comms · Reporting Airtable ATS · Pipelines Asana Tasks · Workflows AI ORCHESTRATION LAYER Claude Scoring · Reports · Prompts Onboarding companion Clay Waterfall enrichment Intent · Company data n8n Workflow automation Glue layer · Triggers Cursor Custom tooling Rapid development
Already Built
10 production AI agents on a live CRM
Automated lead scoring and pipeline routing
AI-assisted call review systems
Custom reporting automations end to end
Daily Tools
Claude Code for production automation
Cursor for rapid development
CRM architecture (Close, HubSpot-class)
Slack automations and workflow design
Context
30 deals closed, $565K in revenue
Master's in AI, self-directed
London based, working US hours
Remote-first for three years running
Section IV · The Bet

What you measure me on.

Three checkpoints. Each with measurable deliverables. By day ninety you have evidence the hire was right. No ambiguity.

Day 0
Day 30
Day 60
Day 90
Day 1 — 30
Audit delivered.
  • CRM gap report written and presented
  • Tech ticket queue owned with SLA operational
  • All three pods shadowed, friction map produced
  • Written roadmap for days 31-90 on Nick's desk
  • First optimizations and automations live
Day 31 — 60
Gaps closing.
  • CRM actively tightening: clean lists, corrected statuses
  • Biggest onboarding bottleneck identified and fixed
  • First onboarding cycle run cleanly end to end
  • AI workflow layer: first two components live
  • Reporting truth system catching discrepancies
Day 61 — 90
Taylor steps back.
  • Taylor is out of day-to-day ops. Systems hold.
  • Zack has a real partner, not another person to manage
  • Data clean. SOPs current and actually followed
  • AI embedded as standard practice
  • All three pods: clean data, reliable reporting, zero blockers
  • Next-quarter improvement roadmap presented

The end state is simple. You gain an operator who runs like a force of nature. The SDR function scales without the operational debt that slows most teams down. Every system built is documented, auditable, and transferable.

"This page is the spec. The conversation is where it gets real. I am not here to maintain what exists. I am here to build what is missing."

Nick Nuaym
nuaymcloses@gmail.com · +44 7769 282942