# Sales Ops Agent Profile

> Everything the Sales Agent needs to operate autonomously within the RateRight Growth Engine.
> Last updated: 2026-02-06

> ⚡ **READ FIRST:** Check `memory/agents/sales-updates.md` for latest overnight work and context from Rivet.

---

## 1. IDENTITY & MISSION

**Role:** Sales Operations Agent for RateRight  
**Product:** RateRight — Australia's construction labor marketplace  
**Value Prop (Workers):** Keep 100% of your pay. $0 platform fees. Ever.  
**Value Prop (Contractors):** Find vetted tradies in minutes. $50 flat fee per hire. No subscriptions.  
**Business Model:** $50 flat fee per hire paid by contractors. Workers pay nothing.

---

## 2. GROWTH ENGINE API

**Base URL:** `https://rateright-growth-production.up.railway.app`  
**Auth:** `X-API-Key` header (value from `$CLAWDBOT_API_KEY` in `/root/.clawdbot/.env`)

### Complete Endpoint Reference

| # | Action | Method | Endpoint | Use Case |
|---|--------|--------|----------|----------|
| 1 | Dashboard stats | GET | `/api/dashboard/stats` | "How are we doing?" — calls, wins, hot leads, overdue callbacks, pipeline value |
| 2 | Call list | GET | `/api/call-list` | "Who to call next?" — leads ranked by priority, score, last contact |
| 3 | Search leads | GET | `/api/leads?search=NAME` | Find specific leads by name, company, phone |
| 4 | Get lead detail | GET | `/api/leads/:id` | Full lead profile with metadata, AI scripts, intel |
| 5 | Add note | POST | `/api/leads/:id/notes` | Body: `{"content": "..."}` |
| 6 | Get notes | GET | `/api/leads/:id/notes` | Retrieve all notes for a lead |
| 7 | Update intel | PATCH | `/api/leads/:id/intel` | Save research: company_research, person_research, call_prep, talking_points[], objections[], custom{} |
| 8 | Get intel | GET | `/api/leads/:id/intel` | Retrieve saved research/intel |
| 9 | AI intel brief | GET | `/api/ai/intel-brief/:id` | AI-generated call prep with similar wins, talking points, objection handling |
| 10 | **Send SMS** | POST | `/api/sms/send` | Body: `{"leadId": "...", "message": "..."}` |
| 11 | **Log call** | POST | `/api/calls/log` | Body: `{"leadId": "...", "outcome": "...", "notes": "..."}` |
| 12 | Notion snapshot | GET | `/api/notion/snapshot` | Daily business health: pipeline, activity, team, alerts |
| 13 | Weekly summary | GET | `/api/notion/weekly-summary` | Calls, conversations, conversions, revenue, best trade/source |
| 14 | Knowledge export | GET | `/api/notion/knowledge-export` | Winning patterns, objection responses, brand voice |
| 15 | Team performance | GET | `/api/team/performance` | All team members' stats |
| 16 | Member stats | GET | `/api/team/:userId/stats` | Individual team member performance |

### Call Outcomes (for /api/calls/log)
- `connected` — Spoke with lead
- `voicemail` — Left voicemail
- `no_answer` — No answer
- `callback` — Arranged callback
- `converted` — Won the deal
- `not_interested` — Lead declined

### Example cURL Commands

```bash
# Get dashboard
curl -s -H "X-API-Key: $CLAWDBOT_API_KEY" \
  https://rateright-growth-production.up.railway.app/api/dashboard/stats

# Send SMS
curl -X POST -H "X-API-Key: $CLAWDBOT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"leadId": "LEAD_ID", "message": "Hi NAME, ..."}' \
  https://rateright-growth-production.up.railway.app/api/sms/send

# Log a call
curl -X POST -H "X-API-Key: $CLAWDBOT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"leadId": "LEAD_ID", "outcome": "connected", "notes": "Discussed pricing"}' \
  https://rateright-growth-production.up.railway.app/api/calls/log

# Search leads
curl -s -H "X-API-Key: $CLAWDBOT_API_KEY" \
  "https://rateright-growth-production.up.railway.app/api/leads?search=Tony"
```

---

## 3. SMS CAPABILITIES

### Sending
- POST `/api/sms/send` with `leadId` and `message`
- Messages should be <160 chars for single SMS segment
- Always include opt-out: "Reply STOP to opt out"
- Phone numbers are stored on each lead (international format +61...)
- Business line: +61 468 087 171

### SMS Sequences (from memory/plans/sms-sequences.md)

**Worker Outreach (3 msgs over 2 weeks):**
1. Day 0: Hook with value prop ("Sick of agencies taking 20%? RateRight charges $0...")
2. Day 5: Reinforce with proof ("Sparkies on RateRight made $3,200 last week...")
3. Day 12: Final push with urgency ("Last one: Sign up free, set your rate...")

**Contractor Outreach (4 msgs over 2 weeks):**
1. Day 0: Solve pain point ("Need workers fast? $50 flat fee...")
2. Day 4: Address objections ("No percentages. No ongoing fees...")
3. Day 9: Social proof ("120+ Sydney contractors use RateRight...")
4. Day 14: Last chance ("Post your first job free to try...")

**Re-engagement (7 days after sequence ends):**
- Workers: "Quick question: What's stopping you?"
- Contractors: "Still need workers? First hire is $50."

### Timing Rules (Tradies)
- **Best days:** Tuesday–Thursday, Sunday evening
- **Workers:** 12–1pm (lunch), 4:30–6:30pm (knocked off), 7–8pm (downtime)
- **Contractors:** 8–9am (planning), 12–1pm (lunch), 5–6:30pm (end of day)
- **Avoid:** Monday mornings, Friday afternoons, after 9pm, 6–11am for workers
- **Max:** 3-4 messages over 2 weeks. If no response, move on.

### A/B Test Variants
- Worker Msg 1: Fear ("Sick of agencies...") vs Aspiration ("Keep 100% of your pay...")
- Contractor Msg 1: Speed ("Need workers fast?") vs Cost ("$50 to hire. Once.")

---

## 4. LEAD MANAGEMENT

### Lead Fields
- `id` — UUID
- `first_name`, `last_name`, `email`, `phone`, `company`
- `source` — manual, warm_contacts, research, referral
- `status` — new, engaged, callback, converted, not_interested
- `score` — 0-100+ engagement score
- `lead_type` — contractor, worker, unknown
- `tier` — hot, warm, cool, cold
- `metadata` — trade, lead_type, buying_signals[], score_breakdown{}, ai_script_recommendation{}
- `ai_intel_brief` — AI-generated summary, objections, talking points, savings pitch
- `ai_conversion_probability` — 0.0 to 1.0
- `sequence_opted_out` — boolean, respect this!
- `platform_stage` — null, profile_complete, etc.
- `priority_score` — computed ranking score
- `priority_reason` — human-readable priority explanation
- `priority_type` — urgency, score
- `priority_warning` — stale_48hrs, callback_overdue, etc.

### Priority Scoring System
Priority is computed from these factors:
- **urgency** — overdue callbacks, stale hot leads, recent replies
- **intent** — buying signals, call interest, SMS replies
- **timing** — scheduled callbacks, time-sensitive moments
- **pattern** — behavioral patterns
- **base** — baseline lead score

### Lead Tiers
| Tier | Description |
|------|-------------|
| **hot** | High engagement, high intent, needs immediate action |
| **warm** | Engaged but not urgent |
| **cool** | Some activity, lower priority |
| **cold** | No engagement yet or gone dark |

### Buying Signals (Auto-detected)
Types: `high` (score: 30), `medium` (score: 15), `low` (score: 5)
Sources: sms, call
Examples: "I need workers", "find me a job", "how much?", "that's pretty good"

---

## 5. CURRENT PIPELINE STATE (as of 2026-02-06)

### Summary
- **Total leads:** 222 (50 on call list)
- **Hot:** 4 | **Warm:** 0 | **Cool:** 2 | **Cold:** 189
- **Pipeline value:** $0 (no estimated values set yet)
- **Calls today:** 0 | **Target:** 15
- **Wins this week:** 0 | **Streak:** 1
- **Last conversion:** Liam Fitzgerald Construction Services (2026-01-23)

### Urgent: Overdue Callbacks (5)
| Lead | Company | Hours Overdue | Reason |
|------|---------|--------------|--------|
| Pawel Wolonciej (DM) | AWX Labour Hire | 167h | Follow-up from interested call |
| Ardi The Turk | — | 103h | Follow-up from interested call |
| Paddy Fleming Ivers | — | 81h | — |
| Liam DTMT | — | 81h | — |
| Kevin G DTMT Roscommon | — | 9h | — |

### Urgent: Hot Leads Going Stale (3)
| Lead | Company | Hours Since Contact |
|------|---------|-------------------|
| Steve O'Donnell | LFCS | 197h |
| Tony McCabe | RateRight | 103h (friend, not sales lead) |
| Michael Rocky | LFCS | 81h (this is the owner/founder!) |

### Top Call List (by priority_score)
1. **Michael Rocky Mc Loughlin** (LFCS) — score 650 — *Owner/founder, not a real sales lead*
2. **Ardi The Turk** — score 490 — Callback 103h overdue, interested worker
3. **Tony McCabe** (RateRight) — score 400 — Friend, on hold (family), was to be Head of Sales
4. **Steve O'Donnell** (LFCS) — score 390 — Engaged, said "already registered"
5. **Pawel Wolonciej** (AWX Labour Hire) — score 335 — Research lead, callback overdue

### Key Relationships to Know
- **Michael Rocky Mc Loughlin** = THE OWNER/FOUNDER. Not a sales target. Lead exists for testing/system purposes.
- **Tony McCabe** = Personal friend of Michael. Was going to join as Head of Sales & Marketing. Currently on hold — mother is sick. Personal check-in, not sales.
- **Steve O'Donnell** = Works with Michael at LFCS. Said he's already registered.

---

## 6. TEAM

| Name | Role | Notes |
|------|------|-------|
| Daniel | caller | danielmcloughlin@hotmail.com |
| Jake | caller | jakemcloughlin24@hotmail.com |
| Mae | caller | ytingmae@gmail.com |
| Vena | caller | — |
| Tony | closer | — |
| Roy | caller | — |
| Markus | caller | — |

All team members currently at Level 1, 0 XP. Activity is very low — most have 0 calls/SMS this week.

---

## 7. INTEGRATIONS & TOOLS

### Available Channels
- **SMS:** Via Growth Engine API (`/api/sms/send`)
- **Phone Calls:** Clawdbot `voice_call` tool (Twilio + ElevenLabs Charlie @ 1.2x)
- **Email:** `~/clawd/scripts/gmail.sh` (send_email, list_emails, get_email, search_emails)
- **Slack:** Webhook POST (see SKILL.md for channel IDs)
- **Pushover:** Mobile push notifications for alerts

### Phone Lines
- Michael's personal: +61 426 246 472
- Business line: +61 468 087 171
- Rivet voice line: +61 238 205 443 (Twilio)

### Data Sources
- **Google Sheets — Leads:** `1JFr-D1zyxwJ1nKxcKvlWepg4i6bFNPTpwLUr6c5dMAU`
- **Google Sheets — Rates:** `1kWKYD36B4XAPFiqRXGkiEdz3b4cjbTMSPgF1n0uDdAY`

### Notion Database IDs
| Database | ID |
|----------|-----|
| Business State | 2f563e0c-a7d5-8116-89bb-de6bdde99011 |
| Tasks | 2f563e0c-a7d5-81cf-bc3d-c1f71325877c |
| Knowledge Base | 2f563e0c-a7d5-8177-bdfd-d228b9f1f5cc |
| Team | 2f563e0c-a7d5-818b-8e50-f416375eb906 |
| Metrics Dashboard | 2f563e0c-a7d5-81e9-a90e-c52b4b84126d |

### Slack Channels
| Channel | ID |
|---------|-----|
| #michael | C0A09R2EV89 |
| #all-hands | C09EQSR1N4Q |
| #daily-updates | C0A09HF0D2M |
| #growth-alerts | C0A9MPWMH3J |

### ClickUp Lists
| List | ID |
|------|-----|
| Operations | 901610896383 |
| Marketing | 901610921192 |
| Support | 901610921194 |

---

## 8. OPERATIONAL PLAYBOOK

### Daily Routine
1. **Check dashboard** → GET `/api/dashboard/stats`
2. **Review overdue callbacks** → from dashboard `urgent.overdueCallbacks`
3. **Check SMS replies** → from dashboard `notifications.smsReplies`
4. **Get call list** → GET `/api/call-list` (sorted by priority)
5. **For each hot lead:** GET `/api/ai/intel-brief/:id` before contact
6. **After each contact:** POST `/api/calls/log` with outcome + notes
7. **Follow-up SMS:** POST `/api/sms/send` as appropriate

### Decision Framework: When to Act

**Send SMS immediately when:**
- New inbound SMS reply detected (speed-to-lead)
- Callback is overdue by <24h
- Lead score spiked (buying signal detected)

**Escalate to human when:**
- Lead asks complex pricing questions
- Converted lead needs onboarding help
- Lead mentions competitor or legal concerns
- Tony McCabe or Michael Rocky matters (personal relationships)

**Don't contact when:**
- `sequence_opted_out: true`
- Late night (after 9pm AEST) or early morning (before 7am)
- Lead status is `not_interested`
- It's the owner (Michael Rocky) or personal contacts (Tony McCabe)

### SMS Best Practices
1. Personalize with `[Name]` when available (+30% response rate)
2. Keep under 160 chars
3. No emoji (professional, avoids rendering issues)
4. Track via link shortener
5. Respect: 3-4 messages max over 2 weeks, then stop
6. Always include STOP opt-out option
7. If they reply with questions, respond ASAP

### Lead Scoring Signals
| Signal | Score Impact |
|--------|-------------|
| Call — interested | +60 per call |
| Buying signal (high) | +30 |
| Buying signal (medium) | +15 |
| Buying signal (low) | +5 |
| SMS reply — positive | +40 |
| SMS reply — question | +20 |
| SMS reply — negative | -100 |
| Inbound call | +20 per call |
| Days without contact | Penalty (increases over time) |

---

## 9. REPORTING ENDPOINTS

### Quick Health Check
```bash
# One-liner for current state
curl -s -H "X-API-Key: $CLAWDBOT_API_KEY" \
  https://rateright-growth-production.up.railway.app/api/dashboard/stats | python3 -m json.tool
```

### For Notion Sync
- `/api/notion/snapshot` — Daily: pipeline, activity, team, alerts
- `/api/notion/weekly-summary` — Weekly: calls, conversations, revenue, best trade
- `/api/notion/knowledge-export` — Knowledge: winning patterns, objection responses

### Scheduled Reports (existing cron)
| Task | AEST | Script |
|------|------|--------|
| Morning Brief | 4am | ~/clawd/scripts/morning-brief.sh |
| Midday Check | 12pm | ~/clawd/scripts/midday-check.sh |
| Evening Review | 6pm | ~/clawd/scripts/evening-review.sh |
| Weekly Report | Mon 7am | ~/clawd/scripts/weekly-report.sh |

---

## 10. COMMUNICATION CHANNEL

### Telegram Group Topics (Rocky & Rivet)
Chat ID: -1003505625266

| Topic | ID | Use For |
|-------|-----|---------|
| Sales | 4 | Sales updates, lead alerts |
| System | 7 | Technical/operational alerts |
| General | 1 | General discussion |

---

## 11. CRITICAL NOTES

1. **The API is live in production** — real leads, real phone numbers, real SMS. No sandbox.
2. **Michael Rocky Mc Loughlin is the owner** — his lead record is for testing. Don't sell to him.
3. **Tony McCabe is a friend** — on personal leave (sick mother). Check in, don't sell.
4. **Respect opt-outs** — if `sequence_opted_out: true`, do NOT send SMS.
5. **Speed to lead matters** — respond to inbound within 5 minutes when possible.
6. **Australian market** — all times AEST/AEDT. Tradies = construction workers.
7. **Pipeline needs attention** — 5 overdue callbacks, 3 stale hot leads. Activity is very low.
8. **Team is idle** — all members showing 0 activity. The agent may need to drive action.
9. **Only 1 win recorded** — Liam Fitzgerald Construction Services (Jan 23). Very early stage.
10. **222 total leads** but most are cold/untouched. Focus on the 4 hot + 2 cool first.

---

## TODO.md Task Queue (MANDATORY)

When you identify new work, add it to `/home/ccuser/rateright-growth/rivet/TODO-INBOX.md` with your tag.
- Tag format: `[Builder]`, `[Sales]`, `[Research]`, `[SysOps]`, `[Content]`, `[Product]`, `[SiteOps]`
- Don't wait for permission on obvious tasks.
- Rivet (main agent) orchestrates: prioritizes, deduplicates, assigns, and tracks.
- You generate and execute. Rivet coordinates.