MODULE_01
Discovery
Identify ICP companies and decision-makers, then collect the fields required downstream.
Systems Design / PRD
AI Outbound Lead Generation System
A coordinated design for turning fragmented prospect research into outreach-ready records.
At Classmate360, I designed the product requirements and system architecture for a workflow that could discover, verify, qualify, personalize, populate, and track prospect records across the outbound stack.
This PRD and system architecture reflect the workflow design process I led at Classmate360 — shown here as a systems-design artifact, distinct from the shipped production build.
The problem
Too many handoffs before a lead could be used.
Preparing an outbound-ready prospect required separate discovery, verification, personalization, CRM population, sending, and tracking steps. Each handoff created delay, inconsistent fields, and avoidable quality risk.
The objective
Define one governed preparation workflow.
Design a coordinated system that produces verified, qualified, personalized lead records ready for multichannel outreach—while keeping the CRM as the central operating record and preserving measurable events.
Proposed architecture / Five modules
Verification controls advancement. CRM holds the shared record.
MODULE_02
Verification
Check NeverBounce status, company match, catch-all status, and confidence. Only verified leads advance.
Required advancement gate
MODULE_03
Personalization
Draft an email subject and opening plus an individual Loom brief with summary, talking points, and CTA.
MODULE_04
Outreach Sync
Populate the CRM record, prepare sending variables, and assign the appropriate Instantly campaign.
Central record
CRM / Lead Record
Shared status, ownership, fields, campaign assignment, and next action.
MODULE_05
Analytics
Unify Google Sheets, Instantly, Loom, Calendly, and GoHighLevel events; monitor LVR, PRR, and ABR.
Receives outreach and engagement events
Shows coordinated system responsibilities across five modules.
Depicts coordinated responsibilities, not strictly linear or fully autonomous execution.
PRD targets
Success criteria for validation—not achieved results.
The requirements defined measurable thresholds for data quality and preparation speed. A production build would need to prove them through controlled testing.
- 95%+
- Email accuracy
- 90%+
- Decision-maker accuracy
- <5%
- Bounce rate
- <2 min
- Preparation per company
PRD target
PRD target
PRD target
PRD target
Phase 2 roadmap
Explicitly future scope.
These concepts were separated from the core design so they could be evaluated after the foundational workflow and validation gate proved reliable.
ROADMAP_01
LinkedIn and Facebook DM automation
Proposed phase 2 capability · Not shown as shipped
ROADMAP_02
Cold-call integration
Proposed phase 2 capability · Not shown as shipped
ROADMAP_03
AI follow-up sequences
Proposed phase 2 capability · Not shown as shipped
ROADMAP_04
Reactivation and message optimization
Proposed phase 2 capability · Not shown as shipped
Build the operating layer