Your AI lead engine
A capacity audit of the lead-gen work eating your owner's and head of sales' week, the agents that take it off their plate, and where I'd start.
jointheherd.co
July 2026
AI ops audit & lead-engine roadmap
The plan for today's call.
Walk your lead-gen audit
Where your two closers' week is actually going, and what those hours are worth.
Run the agents live
The prospect-finder, the outreach engine, and the setter, on the real web, right here in this page.
Build the roadmap by priority
The lead engine first, then what turns on as you scale.
Confirm where to start
Scope, guarantee, and the next step.
Proof you can watch
Every other AI person pitches a chatbot off a video. This page runs the real thing.
The three agents further down (prospect-finder, outreach, and the AI setter) are live. They call real APIs against the live web while you watch, using your own market as the input. Nothing on this page is a slide or a screenshot.
Backed by Powr, a product I built and run solo, and by the fact that a working engineer builds and runs this, not a white-label reseller passing your work to someone else.
Business snapshot
Where Stampede stands today, and what becomes possible when the lead engine handles the finding-and-first-contact work.
| Metric | Current state | With the lead engine |
|---|---|---|
| Owner + head of sales time on lead-gen | ~50% of the week | Reclaimed to closing |
| Lead-gen motion | Pull library, filter in Excel, work by hand | Ranked list, outreach drafted |
| Manual lead-gen hours / month | ~170 hrs across 2 people | Large majority automated |
| First contact | Written from scratch each time | Drafted per prospect, review and send |
| Reply to booked call | Manual phone tag | AI setter books it |
| Client data | Hand-updated in spreadsheets | Agent updates GHL and reports |
| Automation spend today | $0 | The lead engine |
| Growth path | Hire more salespeople | Same 2 people, bigger pipeline |
Stampede is young and growing, around 10 to 12 clients in its first months, a full-stack local-marketing offer, and an owner and head of sales who are genuinely good at landing clients. The motion works. It just runs entirely on their hands.
With the owner and head of sales spending more than half their week finding and contacting leads, every new client means more of their hours, not fewer. That is growth that needs headcount, and it puts your two least-replaceable people on the most automatable work.
Prospect-finder agent
LIVEYour owner and head of sales pull businesses from a library, filter them by revenue and location into an Excel list, and work down it by hand. It runs on your two most expensive, least-replaceable people, and it is about 50% of their week.
Every hour spent building lists is an hour not closing. Across the two of them, that motion runs about 170 hours a month, and at $60 an hour all-in it costs $10,200 a month, or $122,400 a year. No one agent takes all of that back, and none should. The relationship and the close stay with your people. What follows is the machine work, split out agent by agent.
Give the agent a target profile, business type, revenue band, and area. It goes out to the live web, finds real local businesses that fit, checks each one's site and reviews, and hands back a ranked list where every entry already says why they need you and how to open the conversation. Deduped against your GoHighLevel so you never work a name you've already touched.
- Owner and head of sales stop building lists and start closing.
- Ranked by fit, each with the gap signal and the opening angle.
- Deduped against GoHighLevel so you never rework a contact.
- A minute of the machine instead of half a day of your team.
Outreach engine
LIVEEvery prospect still needs a first email, a text, and a door opener, plus the follow-ups that quietly make agencies money and quietly get forgotten when everyone is slammed. All written from scratch, every time.
The first message is busywork, and the follow-ups are where deals leak. A warm lead nobody nudged is a client you will never count. It is invisible in the numbers and it happens every week.
The finder hands each prospect to a drafting agent that writes the first email, the text, and the in-person door opener, tied to that specific business's gap, in your rep's voice. Nothing sends on its own. Your rep reviews and sends. It also drafts the follow-up at the right time, so warm leads stop going cold.
- First-touch email, text, and door opener in your rep's voice.
- Tied to that business's specific gap, not a generic template.
- Follow-ups drafted on time so warm leads don't die.
- Rep reviews and sends, nothing goes out on its own.
AI setter agent
LIVEBetween "they replied" and "it's on the calendar" sits a chase, phone tag, the same basic questions, and scheduling back and forth, and it pulls your owner and head of sales off the close.
Every reply that waits is a lead cooling off. Your two closers spend their day chasing schedules instead of starting it with booked calls already on the calendar.
A conversational agent works the replies, answers the basic questions, handles the scheduling, and books qualified prospects onto the calendar. It is upfront that it is an assistant and hands off to a human on request. Text now. In production it runs over SMS or voice through your GoHighLevel, every conversation recorded and audited.
- Start on text, not live calls, and on leads you're okay losing anyway, aged lists, no-show reschedules, after-hours.
- Guardrails on by default. Every conversation recorded and audited, nothing live until you approve the script, and a kill switch.
- We buy, not build. It runs on your GoHighLevel using proven voice tools we configure and manage, not phone software written from scratch.
- Hands off to a human the second someone asks for one.
Client data + reporting agent
NEXTYou said data tracking would help. Right now that tracking is manual. Someone spends around an hour a day updating spreadsheets and GoHighLevel every time a client moves or a new detail comes in, the knowledge from your sales calls and your clients ends up scattered across notes and people's heads, and when you need the current picture on a client you go hunting for it.
That is real time lost to data entry, and worse, nothing holds what you know about a client in one place. Updates get forgotten, the leaders have no regular read on what changed, and answering a simple question about a client means digging.
An agent that owns your client data. You tell it the update in plain language, "Client X moved to the proposal stage, their budget is now Y," and it makes that change in GoHighLevel itself, no spreadsheet. Ask it anything about any client and it answers from the full history it holds. And it emails you and the team a daily or weekly rollup of what moved. A dashboard sits alongside it so a human can review the tracked data any time. The hour a day of updating becomes about ten minutes of telling the agent.
- Updates GoHighLevel for you, from a plain-language prompt.
- One knowledge base for every client, from calls, notes, and updates.
- Ask it anything about a client and get the answer without hunting.
- A daily or weekly report to the owner and leaders, sent automatically.
- A dashboard to review the data any time.
The underlying opportunity cost
Here is the whole calculation, agent by agent, so you can check the math instead of taking my word for it.
| Agent | Whose time it is | Hrs saved / mo | Rate | Value / mo |
|---|---|---|---|---|
| The lead-gen motion today | Owner + head of sales | ~170 | $60 | $10,200 |
| 01 Prospect-finder | Owner + head of sales | ~55 | $60 | $3,300 |
| 02 Outreach engine | Owner + head of sales | ~40 | $60 | $2,400 |
| 03 AI setter | Owner + head of sales | ~35 | $60 | $2,100 |
| Left with your people on purpose | Relationship + the close | ~40 | $60 | $2,400 |
| 04 Client data + reporting | Admin + the wider team (separate time) | ~27 | $32 | $865 |
| Total reclaimed | Per month | ~157 | — | $8,665 |
| Total reclaimed | Per year | ~1,880 | — | $104,000 |
Where the hourly rates come from
You didn't have payroll figures on our call, so rather than guess I used public wage data for your own metro. Medina sits in the Cleveland-Elyria MSA, so those are the right numbers, not national averages.
- Owner and head of sales, $60/hour all-in. The Bureau of Labor Statistics puts the median sales manager in Cleveland-Elyria at $143,870, which works out to about $97/hour once you load payroll tax and benefits. That figure includes sales VPs at large corporations, so I didn't use it. I used what Cleveland job postings actually advertise for a sales manager, around $92,000, which loads to about $62/hour. Then I rounded down to $60.
- Admin and the wider team, $32/hour all-in. BLS median for administrative assistants in Cleveland-Elyria is $46,120, and five other sources cluster between $42,000 and $49,000. Loaded the same way, that's $32/hour.
- The load factor is 1.4x, from the BLS Employer Costs for Employee Compensation series: benefits and payroll tax run about 30% of total compensation in private industry.
So the rates are grounded, the hours are still estimates drawn from what you described on our call, and your intake numbers replace those before we finalize scope.
Where the value compounds
The four agents are a flywheel. The finder fills the pipeline, the outreach engine contacts it, the setter books it, and the data agent keeps every client record current and reports what is working so you push there. Each one makes the next worth more, and none of it needs another salesperson.
Your complete AI system
Eight agents in three phases, built on your GoHighLevel and your workflows. Phase 1, the lead engine, is where I would start.
| Agent | What it solves | Phase |
|---|---|---|
| 01 Prospect-finder | Manual library-and-Excel list building | Phase 1 · live |
| 02 Outreach engine | First email, text, door opener, follow-ups from scratch | Phase 1 · live |
| 03 AI setter | Phone tag between a reply and a booked call | Phase 1 · live |
| 04 Client data + reporting agent | Hand-updating GHL, client knowledge in silos | Phase 1 · next |
| 05 Door-knock intel | Cold in-person visits | Phase 2 |
| 06 Referral + network activation | Referrals that live in the owner's head | Phase 2 |
| 07 Client onboarding agent | Manual setup of every closed client | Phase 3 |
| 08 Client reporting autopilot | Manual monthly reports, and a resale line | Phase 3 |
What you receive
- The Phase 1 lead engine, four connected agents built on your GoHighLevel and your workflows.
- Full build and integration, wired into the tools you already run.
- A 30-day hypercare period, active monitoring and tuning as it goes live.
- Documentation and SOPs, plus no lock-in, export on demand, take it in-house anytime.
Next steps
What happens after this call, in order.
Today
You have this roadmap and the live agents, yours either way. If you want the build, we go from here.
Within a week
We lock the Phase 1 scope and I start the build of the lead engine.
30 days
The four agents deployed and tuned, with hypercare monitoring live.
After 90 days
Move to the managed layer so I keep optimizing and building, or take it in-house. No lock-in either way.