Paid · saas · Live
Proper Solutions
Customer-acquisition machine for a Miami payment processor: site, automated lead pipeline, AI voice qualification, custom CRM.
What it is
A complete customer-acquisition machine for a Miami payment-processing company. A marketing site with an SEO blog feeds an automated pipeline built from scratch: a form fill triggers an instant SMS, an AI voice call qualifies the lead, and the result routes it to the qualified queue or into a 5-email nurture sequence. Reps work a warm-lead workbench with fuzzy search, one-click SMS, email, call, and meeting booking, live source chips, and abandoned-form-draft surfacing. Qualified leads hand off to a custom CRM on a dedicated subdomain where reps book meetings with auto-created Google Meet links. Structured qualification data travels with every lead: POS system, volume band, industry, intent score, and an AI-written summary. The automated pipeline and the custom rep dialer were both built from scratch, alongside a ready-to-launch Google Ads program.
- Next.js
- TypeScript
- Tailwind CSS
- Supabase
- Google Calendar API
- Vercel
What it does
9 things, working.
Marketing site with landing pages and an SEO blog
Form fill triggers an instant SMS and a scheduled AI voice qualification call
Auto-routing to the qualified queue or a 5-email nurture sequence
Warm-lead workbench: fuzzy lead search, one-click SMS, email, call, and meeting booking, live source chips, abandoned-form-draft surfacing
Custom CRM on a dedicated subdomain with signed webhook handoff
Reps book meetings with auto-created Google Meet links
Structured qualification data on every lead: POS system, volume band, industry, intent score, AI summary
Custom dialer app built for the sales team
Ready-to-launch Google Ads program
Screens
See it running.
The build
Why, and how.
The problem
Payment-processing sales lives or dies on speed to lead. Proper Solutions needed inbound merchants qualified and booked without a human chasing every form fill.
What I built
Built the whole acquisition stack as one system. The marketing site captures the lead, automation qualifies it with an instant SMS and an AI voice call, and the CRM hands reps a lead that already carries its POS system, volume band, industry, intent score, and an AI-written summary. Reps work the queue from a warm-lead workbench, book the meeting, and a Google Meet link is created automatically.
Search
The marketing site targets payment-processing keywords for growing merchants with solutions, industries, locations, and pricing pages. An SEO blog covers processing fees, schema markup runs sitewide, and llms.txt keeps the site legible to AI search.
How it was built
- Marketing site and SEO blog built to capture merchant intent
- Automated pipeline built from scratch: instant SMS, AI voice qualification, availability-aware routing
- Warm-lead workbench: fuzzy search, one-click outreach, live source chips, abandoned-form-draft surfacing
- Custom CRM on a dedicated subdomain, connected by signed webhook handoff
- Custom rep dialer and a ready-to-launch Google Ads program feed the same pipeline
What came of it
- Form fill to booked meeting with near-zero manual touch
- Every form fill gets an instant SMS and an AI voice qualification call
- Interested but unqualified leads drop into a 5-email nurture sequence automatically
- Qualified leads land in a custom CRM where meetings book with auto-created Google Meet links
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