Construction PMs lose 20% of their week to manual reporting. Lead Gen OS eliminates that. Raw county permit PDFs in, scored and deduplicated leads out, auto-calls triggered — every morning, no keyboard required.
Watched folder, email attachment, or county API poll. New permit PDF detected and queued with a unique batch ID. Every run is traceable from the first byte.
Layout-aware parser handles multi-column tabular formats. All fields extracted, addresses normalized, data quality issues flagged. No OCR fragility — built for messy county data.
0–100 score per permit. Building value (40%) + recency (30%) + contractor type (20%) + permit status (10%). Owner Builders and sub-threshold permits excluded before they ever touch the CRM.
Two-pass: intra-batch, then against existing HubSpot contacts. Same contractor on 3 permits becomes 1 contact with 3 associated deals — not 3 duplicate records. Fuzzy matching handles inconsistent county name formatting.
Already wired into the pipeline. Contacts flagged lookup_needed: Yes are queued for Google Business (phone, website), State Contractor Board (license status, expiry), and Secretary of State (LLC status). Activates the moment you connect credentials — no rebuild.
Contact + deal created via HubSpot API v3. Custom permit properties attached: score, priority, site address, build value, months active in network. Duplicates update the existing contact and append a new deal — no overwrites.
Hot new leads enrolled in immediate outreach. Warm leads queued 48h. Existing contacts get re-engagement, not first-touch. Cold leads logged — no sequence, no noise.
Hot leads with phone numbers trigger automated outbound calls via the voice agent. The agent introduces your company, qualifies interest, schedules follow-ups — all transcribed and logged. Calls that land a meeting auto-create a calendar event + update the deal stage in HubSpot. Cold calls that go to voicemail leave a personalized message and flag for follow-up.
Full execution log per run: execution_id, records in/out, per-record decisions, HubSpot API call log, call transcripts, step timings. Every command and tool execution writes a record. Debugging, analytics, and ROI reporting built in from day one.
7:00 AM digest to Telegram and email. Includes permits processed, leads created, calls made, meetings booked. Instant alert on any pipeline error. Weekly aggregate every Monday. No dashboards required unless you want them.
Once the Agent is live, processing real permits, and booking real meetings, you have a working proof of concept to sell. Phase 2 is about turning that into a revenue stream — we scope the direction together based on where the traction is.
The automated morning report the agent sends every day. Permits, leads, calls, meetings — all in one brief.
| Permit # | Contractor | Site | Build Value | Score | Priority | Type | Months Active | Dedupe | Exclude |
|---|
"Process this month's permits and create leads for all new contractors"
Next run: tomorrow · 6:00 AM · Pipeline health: green