Outbound Cold Caller Recruitment + Sales System implementation scope of work · 2026-07-12 · execution-ready

Objective

Build one truthful, measurable system that recruits, tests, ramps, and manages outbound cold callers.

Why it matters

Add reliable outbound capacity without turning Akash into the caller, recruiter, or daily traffic controller.

You need to

Confirm three defaults, then start Phase 0 — 5 min.

Project home

P-1364 · Build the GHL sales and CRM system · Cashflow

Build four connected systems, not another set of documents.Recruiting pipeline → paid trial → two-week ramp → live outbound pipeline. Existing assets are reused and corrected; GHL remains the operating front end and n8n handles event-driven automation.

80/20 boundaryShip the truthful call flow, clean list, stage logging, and coaching loop first. Defer fancy portals, AI objection handling, and multi-channel prospecting.

Confirm the three launch defaults needs you

★ Hiring model: run 2–3 candidates through the same $85 paid trial; advance no more than two into a two-week supervised ramp.

★ Ramp compensation: month 1 base of $1,000 plus $25 per qualified $1 start and $250 when that account becomes a live $975/week client. Reprice after 500 dials and one full downstream cohort.

★ Sales motion: truthful opener → permission to send the two-minute video → same-day callback → scripted $1 start → build/booking handoff. No fake referrals, hidden sales intent, or invented scarcity.

Action: reply “start Phase 0” to execute these defaults, or name the one default to change. This SOW itself does not contact candidates or prospects.

Define the end state and definition of done no action

Business outcome

St. Pierre can open a recruiting batch, compare applicants fairly, run real paid trials, and make a keep/bench/cut decision from evidence.
A ramped caller can work an approved contractor list, follow one truthful script, move prospects through GHL, and trigger the existing $1/payment/booking path without manual traffic control.
Akash reviews exceptions and weekly performance—not every call, message, or pipeline move.

Definition of done

The recruiting pipeline is live with the fields, stages, rubric, templates, and audit trail in this SOW.
At least two candidates complete the same paid trial, producing an evidence-backed advance/bench/cut decision.
At least one advancing caller completes a supervised live block and a two-week keep/extend/cut review.
The outbound sales pipeline records every approved lead, dial, disposition, recording, follow-up, video event, $1 start, booking, and live-client outcome.
Scripted sales texts run automatically only when their exact trigger and recipient are verified; DND/STOP/manual-hold/quiet-hour safeguards pass.
Scorecard totals reconcile to raw events, rollback is documented, and no Slack dependency remains.

Use the existing assets; fix the drift no action

Existing asset	Use	Required change
SDR recruitment system	Source → apply → voice screen → trial → ramp → active structure	Replace the old per-prospect $1-link approval queue with the approved scripted automation path.
Typeform questions + payload	Application intake and voice-sample gate	Add consent, availability overlap, recording acknowledgement, and rubric-ready field names.
SDR scorecard	Weekly operating metrics	Remove “link approved by Akash”; add suppression violations, qualified-start definition, and cohort quality.
Call flow	Truthful opener, video permission, callback, $1 start	Clarify the scripted send trigger and stop conditions.
Paid-trial offer sheet	Trial context, approved niches, boundaries, logging	Keep candidate sends human-owned; update the stale sales-message approval language.
Existing ramp plan	Day 1 through two-week review	Make call-review sampling and numeric gates explicit.

Important split: recruiting messages and offers are Akash-owned sends. Approved deterministic sales texts in the contractor funnel are automated. The implementation must not merge those policies.

Workstream 1 — lock the truthful outbound motion no action

Deliverables

Target-account definition for foundation repair, waterproofing, crawl space, concrete leveling, and approved adjacent niches.
Lead-list acceptance checklist: correct niche, local decision-maker path, business phone, service area, capacity signal, source, suppression state.
Versioned call script: opener, gatekeeper path, video permission, same-day callback, $1-start explanation, five approved objections, two clean closeouts.
Claims register: every number, promise, testimonial, case study, guarantee, and scarcity statement linked to evidence or removed.
Disposition taxonomy and exact next action for each outcome.

Approved motion

Ready leadfit + suppression checked

Dialtruthful identity + purpose

Video yespermission recorded

Callbackwatched + fit confirmed

$1 startscripted payment handoff

Build/bookingSDR stops selling

Do-not-use list

No invented referral inventory, fake partnership framing, fake assistants, or made-up stories.
No “play dumb” strategy, hidden agency identity, or confusion designed to force a meeting.
No unverified outcome promises, fabricated capacity limits, or fake same-call discounts.
No continuing after a clear decline, DND/STOP, wrong number, or disqualifying fit signal.

Acceptance test

A reviewer can trace every caller sentence to an approved script block or approved adaptive principle; all numeric claims have evidence; every disposition has one next action and one stop rule.

Workstream 2 — build the candidate recruitment pipeline no action

Recruitment stage machine

Stage	Entry condition	Pass rule	Exit artifact
1 · Sourced	Candidate came from OnlineJobs, referral, or an approved post.	Sent to one application form; no interview-first exceptions.	Source + source date
2 · Applied	Required fields and voice sample received.	Complete submission; work window fits target hours.	Candidate record
3 · Scorecard screen	Application is rubric-ready.	Green or one-clarifier yellow; no evidence invented.	Weighted score + notes
4 · Async objection screen	Candidate advances from the application.	Natural opener, controlled “not interested,” correct handoff.	90-second voice sample
5 · Interview	Voice screen passes.	Understands role, volume, compensation, boundaries, feedback loop.	Interview scorecard
6 · Paid trial	Akash sends the trial ask.	Completes role-play, 25 dials, follow-up, and logging.	Dial log + 2–3 recordings
7 · Ramp	Trial meets the pass bar.	Two-week supervised trend clears quality gates.	Ramp scorecard
8 · Active / Bench / Cut	Ramp review completed.	Decision grounded in the same scorecard.	Decision + reason

Candidate record

IdentityName, email, country, timezone, source, application date.

AvailabilityWeekly hours, Eastern overlap, start date, calling environment.

EvidenceVoice links, prior volume, dialer/CRM proof, role-play, trial recordings.

ScoringPer-criterion score, justification, missing evidence, weighted total, fit tag.

StateStage, owner, next action, deadline, advance/bench/cut reason.

SafetyConsent acknowledgement, access issued, access revoked, retention date.

Fair screening rubric

Criterion	Weight	A 5 looks like
Phone presence / spoken English	3.0	Clear, warm, concise, and controls the call without aggression.
Follows a script but adapts	2.0	Preserves the flow while responding naturally.
Volume tolerance	2.0	Evidence of consistent repetitive output and clean tracking.
Resilience / coachability	1.5	Applies feedback quickly; rejection does not change behavior.
CRM / dialer comfort	1.5	Has used a dialer and pipeline or demonstrates fast, accurate logging.
Target-hours availability	1.0	Reliably covers the approved US calling window.

Score 0–5 per criterion. Missing proof is n/a, not a guessed score. The paid trial is the hiring signal; the application only decides who is worth paying to test.

Workstream 3 — run the $85 paid trial and two-week ramp no action

Paid trial

Task	Evidence	Pass bar
Learn the approved script	Recorded role-play	Truthful, natural, within boundaries
Complete ~25 live dials	Dialer log + recordings	All dials real; dispositions match recordings
Run three-touch follow-up	Tasks/messages staged or sent through the approved test lane	Correct timing, clean stop conditions
Update the CRM	Every dial has outcome, notes, next action, and recording	No missing connected-call records

★ Trial pay: $85 fixed on completion. Run 2–3 candidates against the same lead quality, script version, calling window, and scoring method.

Two-week ramp

Period	Operating target	Review	Gate
Day 1	Access, offer map, script, dispositions, test records	Mock calls + logging check	Zero policy or logging errors
Days 2–3	15–20 supervised dials/day	Review every connect	Natural opener + correct stop rules
Days 4–5	30–40 dials/day	Review 5 calls/day	Clean CRM + improving permission rate
Week 2	50–75 dials/day, list permitting	Review 3 calls/day + exception calls	Outcome trend improves; no integrity violations
Day 10 review	Keep / extend / bench / cut	Full funnel cohort	Same published rubric for all candidates

Automatic cut conditions

Inventing claims, changing price/guarantee, or hiding the sales purpose.
Calling outside the approved list/window or ignoring DND/STOP.
Falsifying activity, outcomes, recordings, or notes.
Sending unscripted texts or using personal devices/accounts outside the approved lane.
Repeated missing CRM records after one documented coaching correction.

Workstream 4 — build the GHL outbound operating pipeline no action

Separate pipeline

Recruiting candidates and contractor prospects must never share pipelines, tags, automations, or reporting.

Prospect stage	Required event	Automation	Owner
Ready to dial	Fit + list + suppression checks passed	Create call task and caller assignment	Sales ops
Dialing	First dial attempted	Start attempt count and cadence	SDR
Connected	Human conversation occurred	Require recording, notes, objection, next action	SDR
Video permission	Prospect explicitly agreed to receive the video	Send approved deterministic text to the verified number	System
Video sent / watched	Delivery and view events	Create same-day callback or follow-up task	System + SDR
$1 started	Payment confirmed	Stop SDR cadence; start build/booking handoff	System
Launch booked	Calendar event confirmed	Start pre-call preparation	System
Live client	Launch approved and billing state confirmed	Trigger downstream-quality credit and bonus record	Sales ops
Nurture / DNC / Bad fit	Exact disposition	Suppress or schedule the allowed next action	System

Required fields

List provenanceSource, import batch, approved niche, checked date, suppression result.

AssignmentSDR, assigned time, calling window, script version, lead-list version.

AttemptTimestamp, outcome, duration, recording, notes, objection, next action.

VideoPermission timestamp, asset/version, send event, delivery, watched event.

Money$1 start event, live-client event, attribution owner, bonus eligibility.

SafetyDND, STOP, wrong number, manual hold, timezone, quiet-hour state.

Workstream 5 — build the n8n automation and internal controls no action

Workflow	Trigger	Actions	Rollback
Candidate intake	Typeform submission	Create/update recruiting candidate, store source, flag missing proof, prepare internal scoring record	Deactivate workflow; delete test records by run ID
Candidate decision support	Candidate enters scorecard-ready stage	Generate internal score packet and draft next-step copy; never send	Deactivate; drafts remain internal
Caller assignment	Prospect enters Ready to dial	Check fit/suppression, assign SDR, create call task, stamp versions	Disable assignment; unassign batch by run ID
Video delivery	Recorded permission + verified phone	Send exact approved video text; log delivery and next callback	Disable workflow; mark affected contacts manual hold
$1 handoff	Payment event	Stop outbound cadence; tag start; create build/booking event	Replay from event log after correction
Scorecard rollup	Nightly or on demand	Aggregate calls, connects, video permission, watched, $1, live, errors by caller/cohort	Rebuild from raw immutable events
Access offboarding	Candidate/caller cut	Create access-removal checklist and verify completion	Reissue only through approved onboarding

Controls

Every live change logs why, before/after, how to reverse, and proof.
Every workflow uses a run ID and idempotency key so retries do not duplicate contacts, texts, tasks, or bonuses.
Failure alerts stay in the brain/in-app queue. No Slack or Telegram dependency.
Recruiting automations create internal drafts and tasks only; Akash sends all candidate-facing messages and offers.

Workstream 6 — reporting, coaching, and compensation no action

Funnel scorecard

Layer	Metrics	Use
List	Assigned, valid, wrong number, bad fit, DNC, reachable	Separate caller skill from data quality
Activity	Dials, connects, talk time, attempts per lead	Verify consistent execution
Belief path	Video permission, delivered, watched, callback completed	Diagnose script and asset quality
Cash path	$1 starts, launch bookings, live clients	Measure real business value
Quality	Refunds, disqualified starts, missed promises, suppression violations	Prevent volume from hiding harm
People	Per-SDR conversion, trend, coaching actions, trial/ramp decision	Keep/extend/bench/cut fairly

Metric definitions

Connect: two-way human conversation—not voicemail, IVR, or receptionist transfer attempt.
Video permission: prospect explicitly agrees to receive the video at the verified number.
Qualified $1 start: approved niche/market/capacity rules pass, payment succeeds, and no suppression or misrepresentation issue exists.
Live client: downstream launch and billing state meet the existing St. Pierre definition.

Coaching cadence

Daily during trial/ramp: review connected calls and one clean-call example.
Weekly after ramp: funnel review, three call samples, one script change maximum, one list-quality action.
After each 500-dial cohort: reset benchmarks and compensation only from observed unit economics.

★ Never pay solely on raw dials or bookings. Use a stable ramp base plus qualified-start and downstream-quality bonuses so volume does not reward bad-fit or deceptive behavior.

Workstream 7 — safety, compliance, and fair treatment no action

Document calling windows, DNC handling, consent/permission events, recording rules, and jurisdiction-specific requirements before live use.
Only Akash-controlled phone ending 5477 receives live messaging/call-flow tests by default.
Before every live test, read back the exact recipient. Any non-Akash test recipient stops the test.
Use the same rubric, trial scope, lead-list quality, script, and calling window for comparable candidates.
Keep protected traits out of scoring. Score only job evidence tied to the published rubric.
Give candidates clear trial pay, deadline, deliverable, and scoring method before they begin.
Issue least-privilege access; revoke it immediately on bench/cut; retain candidate data only for the stated recruiting purpose.
Do not use dark patterns, false urgency, fake social proof, or misleading “referral” positioning with prospects.

This SOW defines operating safeguards; it is not legal advice. Final employment classification, compensation compliance, recording consent, and telemarketing requirements must match the applicable jurisdictions.

Implementation plan — three weeks, 48–68 build hours no action

Phase	Timing	Scope	Exit gate	Effort
0 · Lock	Days 1–2	Lead definition, script, claims, dispositions, comp, owners, success measures	Signed operating contract; no ambiguous field or promise	4–6h
1 · Recruitment build	Days 2–5	Typeform, candidate pipeline, rubric, internal drafts, paid-trial packet	Synthetic applicant passes end to end without an external send	10–14h
2 · Sales pipeline build	Days 4–8	GHL stages/fields, assignments, dispositions, tasks, message triggers, stop rules	Owned test contact moves through every stage once	14–20h
3 · Automation + scorecard	Days 7–10	n8n workflows, event logs, scorecard, rollback, failure handling	Counts reconcile; retry creates no duplicates	10–14h
4 · Candidate trials	Days 8–12	Source, screen, interview, paid trial for 2–3 candidates	Evidence-backed advance/bench/cut packet	4–6h internal + trial pay
5 · Ramp + handoff	Days 11–21	Supervised dials, daily review, access controls, week-two decision	One operator can run the weekly loop without Akash traffic control	6–8h internal

Calendar dates start when Phase 0 inputs are locked. Candidate availability and reply speed can extend elapsed time without changing the fixed implementation scope.

Roles and ownership reference only

Role	Owns	Does not own
Akash	Defaults, candidate-facing sends/offers, final hire, irreversible live approvals, weekly performance decision	Daily applicant scoring, CRM traffic control, manual scripted sales sends
Builder / automation owner	GHL/n8n build, tests, versioning, rollback, documentation, data reconciliation	Changing offer economics or sending as Akash
Recruiting operator	Sourcing, complete-record checks, rubric scoring, shortlist packet, trial logistics	Unilateral offers or off-rubric decisions
Sales ops / SDR manager	List approval, assignments, call review, coaching, scorecard, comp calculation	Inventing claims or changing the approved offer
Outbound SDR	Dials, truthful script, permission, callback, clean logging, follow-up, $1 handoff	Closing $975/week, altering price/guarantee, fulfillment, unscripted texting

Budget and capacity assumptions reference only

Item	Planning assumption	Excluded
Implementation labor	48–68 hours using existing St. Pierre assets	Unrelated GHL cleanup and offer rebuild
Paid trials	$170–$255 for 2–3 candidates at $85 each	Candidate travel/equipment
Month-1 ramp	Up to $1,000 base per advancing caller + earned bonuses	Long-term payroll and benefits
Software	Existing GHL, n8n, Typeform, dialer/recording, email	New annual subscriptions unless explicitly approved
Lead data	One clean pilot batch sufficient for comparable trials and first 500 dials	Large-scale list acquisition

No money is spent from this SOW. Trial payments, compensation, subscriptions, and paid sourcing remain separate explicit actions.

Acceptance test plan reference only

#	Test	Pass condition
1	Submit one synthetic candidate application	One recruiting record, correct source, all fields, no candidate message sent
2	Score the same candidate twice	Same evidence produces the same rubric result; missing fields remain n/a
3	Advance a trial candidate	Internal draft and checklist created; Akash remains the sender
4	Load one owned test prospect	Fit, source, timezone, suppression, owner, and versions stamped
5	Run call/video permission path to 5477	Exact approved text reaches only 5477; event and callback task recorded
6	Retry the permission event	No duplicate text, task, or stage event
7	Apply DND/STOP/manual hold	All future scripted sends suppress immediately
8	Post a $1 test event	SDR cadence stops; build/booking event starts once
9	Cut a test caller	Access-removal checklist completes and assignments stop
10	Reconcile the scorecard	Rollup equals raw event counts for the test cohort
11	Simulate workflow failure	Failure stays in in-app queue, retry is safe, rollback works
12	Cold-read handoff	A new operator can run recruiting, trial, ramp, and weekly review from the documents

Risks and mitigations reference only

Risk	Early signal	Mitigation
Poor list quality looks like caller failure	Wrong-number/bad-fit rates spike across callers	Version lead batches; compare callers only on comparable lists/windows
Commission-only model attracts weak or volatile talent	Strong voice applicants decline or churn quickly	Use paid trial + stable month-1 ramp base + quality bonuses
Callers copy deceptive course tactics	Prospects ask “is this a sales call?” or recordings contain invented claims	Claims register, published do-not-use list, immediate integrity cut condition
Akash becomes the manual bottleneck	Prospects wait for routine scripted sends or stage moves	Automate deterministic sales steps; keep only exceptions and candidate sends human-owned
Volume outruns fulfillment	$1 starts rise while launch/build backlog grows	Capacity threshold pauses new list assignment, not already-promised follow-up
Metrics can be gamed	Dials rise but recordings, notes, or downstream quality fall	Pay on qualified starts and live cohorts; audit recordings and raw events
Candidate and prospect data mix	Recruiting contacts receive sales automation or vice versa	Separate pipelines, tags, workflows, permissions, and tests

Explicit exclusions reference only

Rebuilding the St. Pierre offer, VSL, $1 funnel, payment infrastructure, or client fulfillment.
Sending candidate outreach, trial asks, offers, rejection messages, or calendar invitations as Akash.
Buying lead lists, dialer credits, subscriptions, or candidate sourcing placements.
Guaranteeing a hire, a specific conversion rate, a fixed client count, or revenue.
Legal classification, employment, telemarketing, consent, or recording advice.
AI-generated live objection handling, autonomous voice agents, predictive dialing, or multi-channel prospecting in V1.
Slack notifications, Slack logging, or any Slack dependency.
Ongoing SDR management after the two-week ramp and handoff.

Final deliverable manifest reference only

Truthful outbound operating contract: ICP, list rules, claims register, script, objections, dispositions, stop rules.
Updated SDR Typeform questions and payload.
Separate recruiting candidate pipeline with rubric-ready fields and stages.
Scoring rubric, interview scorecard, $85 paid-trial brief, trial scoring sheet, and draft candidate messages marked SEND YOURSELF.
Day-1 packet, access tracker, two-week ramp board, daily update, and keep/extend/bench/cut review.
GHL outbound prospect pipeline, fields, tasks, tags, assignment rules, and suppression states.
Versioned call flow and script pack.
n8n candidate-intake, assignment, video-delivery, $1-handoff, scorecard, and offboarding workflows.
Weekly scorecard with caller, list, belief-path, cash-path, and quality metrics.
QA evidence pack: test inputs, before/after screenshots or event records, rollback, and operator handoff.

Permanent project deliverable · 01-Projects/St_Pierre_Digital/SOWs/outbound-cold-caller-recruitment-sales-system-implementation-sow.html · based on the Michael Laurens course scrape, corrected to St. Pierre’s current GHL/n8n/brain operating rules.