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Application·Revenue Operations Lead·May 2026

Eight systems. Ninety days.
One force of nature.

This is what I'd build inside LEADR's SDR function in my first ninety days. Three systems in week one. Eight across the quarter. Not a deck. A live spec.

Prepared for Nick Ahrens & the LEADR growth team.

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Systems
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AI Layers
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Day Rollout
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Week-One Ships
Author
Nick Nuaym · London, UK
Stack
HubSpot · Aloware · Slack · Airtable · Asana · Claude / LLMs · Clay · n8n
Contact
Section I · AI Architecture

The AI layer.

Your role spec says you don't just use AI, you architect with it. So here's what that looks like. Seven layers. Each one maps to a real data flow inside tools your team already runs. HubSpot's at the center. Claude connects via API today, swap the key for any model tomorrow. n8n is the event bus. Clay handles enrichment in parallel.

How the stack connects
HubSpot CRM · System of record Leads · Deals · Contacts · Properties Claude / LLMs Intelligence layer API-agnostic · Any model Clay Parallel enrichment · List ops Aloware Dialer · Call data → Dialer.io migration Airtable ATS · Recruiting ops Slack Visibility · Notifications Asana Tasks · Workflows n8n Event bus · Orchestration API read/write enrichment write-back native sync recruiting pipeline reports · alerts SOPs · tasks event triggers
Layer 01
Data Ingestion & Sync
Everything lands in HubSpot. Aloware pushes calls, recordings, dispositions. Forms and Calendly sync on their own. n8n fills the gaps between them.
Zero data silos
HubSpotAlowaren8nCalendly
Layer 02
Waterfall Enrichment
Meta leads hit a setter in under 30 seconds. Zero gates. Clay runs in parallel, filling in firmographics and ICP data while the call's already happening. 7-provider waterfall: Prospeo, Apollo, Findymail, Dropcontact, Datagma, Hunter.io, Fullenrich. Stale contacts refresh nightly. Cold call lists built from scratch when needed.
< 30s speed to lead
ClayApolloHubSpotClearbitLinkedIn
Layer 03
AI Scoring & Routing
LLM scores every enriched contact by how likely they are to convert. Tags tiers into custom HubSpot properties, routes the best leads first. Retrains weekly off closed-won data so it gets sharper over time.
Weekly model retraining
Claude / LLMsHubSpotAloware
Layer 04
Workflow Orchestration
n8n watches for HubSpot events. New contact, deal stage change, missed SLA. When something needs thinking, it kicks the LLM. Output goes back into the right place. Bridges HubSpot to Airtable, Clay to HubSpot, Slack to everything.
18 triggers · 31 actions
n8nHubSpotSlackAirtableAsanaClay
Layer 05
Engagement Intelligence
Pre-call briefs from enrichment data. Post-call summaries logged automatically. Trellus coaches reps in real time while they're on the phone. Gong transcripts show what top performers actually do differently. And the whole thing's built to survive your Aloware to Dialer.io swap.
Real-time coaching
Claude / LLMsAlowareDialer.ioHubSpotGongTrellus
Layer 06
Reporting & Truth System
EOD and EOW reports that actually say something, with trend analysis baked in. CRM-vs-dialer audits flag mismatches before management ever sees them. Pipeline forecasts catch risk early. All pushed to Slack through n8n.
Zero manual entry
Claude / LLMsHubSpotAlowareSlackn8n
Layer 07
Onboarding & Enablement
Slack bot that answers process questions and serves up SOPs on demand. Hyperbound runs AI roleplay with ICP personas that actually push back on weak openers. SOPs live in Airtable. Walkthroughs are Looms.
Weeks, not months
Claude / LLMsSlackAirtableLoomHyperbound
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 + MCP for production AI
n8n / Make.com workflow orchestration
CRM architecture (Close, HubSpot-class)
Slack & Airtable automation design
Context
$1.2M cash collected, $1.7M in revenue
Master's in AI, currently pursuing
London based, working US hours
Extreme ownership, zero hand-holding
Section II · Week One

What ships in week one.

Three systems. Picked because they remove friction the fastest. These aren't planning docs. They're operational systems running against HubSpot, Aloware, and Slack starting 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.
Expand details

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.
Expand details

How it runs

I sit in all three pods for a week and write down what I see. Which tools get used, how much time goes to admin vs actual selling, what's blocking reps, the workarounds they've invented, the questions that should be self-serve but aren't. That becomes the friction map for the full 90-day roadmap.

What this returns to LEADR

Taylor gets the view he's been too deep in the weeds to see. Nick gets a data-backed picture of where the real wins are hiding.

Section III · The Full Eight

The full eight.

Three ship in week one. The other five build out across ninety days. Sequence depends on where the friction map says the next fire is. Each one maps to an ownership area in your 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 IV · The Math

$1.6M$2.4M

On assumed numbers · starting point $1.6M setter-closed revenue

▶ Change any input. Everything recalculates live.

Defaults pulled from Taylor's video: $2.5M to $3M/month in total revenue, 60-person team across three pods. A 5-point connect-rate lift on the setter function adds $803K in new monthly cash. One operational fix.

Setter-Closed Revenue
$1.6M
CURRENT / MO
$2.4M
TARGET / MO
+$803,250 (+50%)
+$9,639,000 annualized · Total company: $2.15M → $2.96M

Inputs

Team
Connect Rates
Setter → Closer Funnel
Economics

Funnel

StageCurrent (10%)Target (15%)Delta
Dials / month16,80016,8000
Quality connects (65s+)1,6802,520+840
Strategy calls booked504756+252
Strategy calls taken378567+189
Deals closed94.5141.8+47.3
Closed revenue$1,606,500$2,409,750+$803,250
Gross profit$1,124,550$1,686,825+$562,275
+50%
Revenue Lift
187x
GP ROI
<1 day
Payback
$3,000
Dialer / mo
Δ revenue = ΔCR × dials × (book × show × close) × deal
0.05 × 16,800 × (0.30 × 0.75 × 0.25) × $17,000
= $803,250 new cash / month
Section V · The Bet

What you measure me on.

Three checkpoints. Measurable deliverables at each one. By day ninety you've got proof the hire was right. Or you don't. 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

That's the end state. You get an operator who runs like a force of nature. The SDR function scales without piling up operational debt. And everything I build is documented. Auditable. Transferable. If I get hit by a bus, the systems survive.

Section VI · The Onboarding Engine

16 hires a month. Zero chaos.

Sixteen new SDRs every month. High churn. That's the problem. Here's the management system I'd build to fix it, phased out over 8 weeks, using tools you already pay for. Total added cost: about $200/month. The churn it's aimed at? $4.4M to $7.4M a year.

Phase 0
Audit First. Build Second.
Week 1 · Before anything gets built

I don't build anything in week one. I watch. At LEADR's scale, what people think exists and what actually exists are two different things. Week one is a listening tour.

?
Written onboarding checklist. Does one exist? Is it current?
?
Call scripts. Documented and version-controlled, or passed around by word of mouth?
?
Knowledge base for FAQs. Or does every new hire just ping Zack?
?
Dial times mapped by timezone, or are reps dialing whenever they feel like it?
?
Aloware's Local Presence. Turned on? Actually configured across all 3 pods?
?
KPIs for new hires at Day 7, 14, and 30. Do they exist?
?
Certification gate before a rep touches live leads. Yes or no?
?
Rep performance tracking. Dashboards? Spreadsheets? Nothing?
?
Current onboarding flow, hour by hour. What does it actually look like?
?
How underperformers get identified. Data, or somebody's gut feel?

Nine times out of ten, the system exists. It's just that nobody follows it. The audit finds the truth before I write a single line of automation.

Phase 1
Low-Hanging Fruit
Week 1–2 · $0 additional cost
Local Presence Dialing

Check if Aloware's Local Presence is actually turned on across all 3 pods. It matches caller ID to the prospect's area code. +47% pickup rate from one config change. Probably takes 15 minutes.

Dial Time Optimization

Pull Aloware call data, run it through Claude, find when your specific leads actually pick up. Hour, day, prospect timezone. Not some blog post's "best times to call." Your data. Your answer.

Structured Onboarding Checklist

Airtable board. Every new hire gets a row. Every task has a due date. Day 1 through 5, Week 1, Week 2, Week 3, then a certification gate. Only 36% of companies even have one of these.

Document the Tribal Knowledge

Sit with the top performers. Record what they actually say on calls, their objection handles, ICP cheat sheets, how they use the tools. Write it down. Put it in one place. Now every cohort gets the same onboarding your best reps had to figure out on their own.

Phase 1.5
Zero-Touch Provisioning
Week 2 · ~$20/month (n8n Cloud)
Trigger
Manager fills one Airtable form
1 Google Workspace: create email, set temp password
2 Slack: invite, auto-join the SDR channels
3 HubSpot: create user, assign to pod
4 Aloware: create agent, assign ring group
5 Airtable: onboarding tracker row created
6 Asana: task list built from template
7 Slack: DM the new SDR with welcome + creds
8 Slack: ping the pod manager
2 MINUTES vs 3–4 hours manual
Saves 48–64 hours/month of Zack’s time
Phase 2
AI Layer
Week 3–6 · ~$100–300/month
Slack SOP Bot
Feed it every SOP you've got. New hires ask it questions instead of pinging Zack. Kills about 80% of those "hey quick question" Slack messages.
~$50–100/mo
Post-Call Coaching Cards
Every call gets a 3-line card after it ends. What went well. What didn't. One phrase they could've used instead. DM'd straight to the rep in Slack.
~$50–100/mo
AI Role-Play
Claude pretends to be a LEADR prospect. Trained on your real objections, your ICP, your price points. Scores script adherence, talk-to-listen ratio, whether they actually asked for the booking. $50/mo. Vendors charge $5K for this.
~$50/mo
Continuous Dial Optimizer
Every week, pulls fresh data from Aloware. Claude recalculates the best dial windows. Posts them to the SDR Slack channel. Reps don't even have to think about it.
~$10–20/mo
Phase 3
Rep Health Score & Decision Framework
Week 4–8 · $0 (Airtable formulas)
CategoryWeightMetricSource
Activity25%Dials/day vs targetAloware
Connect Quality20%Connect rate (65s+ calls)Aloware
Progression20%Meetings booked vs rampHubSpot
Coachability15%AI role-play improvementAirtable
Engagement10%Task completion + Slack activityAirtable + Slack
CRM Hygiene10%Notes/dispositions on callsHubSpot
Day 14
70–100: On track 50–69: Watch 30–49: 72hr coaching sprint <30: Manager review
Day 21
Certification gate. Pass or you don't touch live leads.
Day 30
70+ improving: Keep + accelerate 50–69 improving: Keep + coach <50 flat: Exit conversation
~$200/month total
addresses
$4.4M–$7.4M/year churn cost

Built on what LEADR already pays for. Only new costs are Claude API and n8n Cloud. That's it.

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

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