Set & SoldโŒ•โ—”BM

What's Next

The build path from working engine to the thing that beats the incumbents

Sequenced to earn while it's built: brokerage cash first, then the learning loop that no incumbent can copy without rebuilding their stack, then AI qualification that lets us sell exclusive at a premium.
Now ยท shipped
Shipped

The engine + scoreboard

The internal dashboard is live: leads โ†’ sources โ†’ buyers โ†’ dispositions, with the metric incumbents ignore (cost per sold job) front and center. Lead intake, scoring, 30-day dedupe and UTM attribution all run end to end.

  • Full data model + metric views in Supabase
  • POST /api/leads intake โ€” scored, deduped, attributed
  • Overview, Leads, Buyers, Sources, Intel screens
Week 1 ยท cash
Up next

Brokerage โ€” revenue with zero build

Plug Kinsey's buyers into her buy-side sources (Adopt-a-Contractor, Intent Labs) and take the 35โ€“50% spread. The engine already tracks source cost vs. resale price per lead, so margin is visible from lead one.

  • Onboard first 3โ€“5 buyers by zip coverage + vertical
  • Wire buy-side source feeds into intake
  • Auto margin ledger per lead / per buyer
Weeks 2โ€“4 ยท moat
Up next

Sale-routing + the learning loop

Route each lead exclusive-first, deduping against every buyer's 30-day window so we stop eating rejections. Then ingest disposition data (set โ†’ issue โ†’ demo โ†’ sold) and feed it back into targeting.

  • Exclusive-first routing engine (kills the 60% social reject problem)
  • Disposition webhook โ€” buyers report outcomes back
  • Quality model retrains on what actually closes
Month 2 ยท qualify
On deck

AI qualification (Quo)

An AI voice agent qualifies every lead before sale against each buyer's 'issue-ready' criteria โ€” turning $65 non-exclusive leads into $125 exclusive, provably-qualified ones.

  • Quo call-qualification on inbound leads
  • Buyer-specific qualification rubrics
  • Warm-transfer for emergency verticals (HVAC / plumbing)
Month 3 ยท scale
On deck

Buyer portal + generation at volume

Self-serve buyer portal delivering the 'zip file with perfect attribution' buyers beg for. Scale owned Meta generation across states and verticals, with weather-triggered storm campaigns.

  • Buyer self-serve dashboard + lead export
  • Owned Meta generation across TX / FL / CA
  • Weather-signal storm campaigns for roofing / window