# TOOLS.md — Susan's Sales Toolbox

---

## Growth Engine CRM

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

### Endpoints
```bash
# Dashboard
GET  /api/dashboard/stats        # Pipeline overview
GET  /api/call-list             # Today's priority leads

# Leads
GET  /api/leads                 # Search/filter (?search=X, ?status=X, ?score_min=X)
GET  /api/leads/:id             # Single lead detail
POST /api/leads                 # Create new lead
PATCH /api/leads/:id            # Update lead
DELETE /api/leads/:id           # Remove duplicates

# Notes
POST /api/leads/:id/notes       # Add note (type: research|call|email|sms|general)
GET  /api/leads/:id/history     # Conversation timeline

# Intelligence
GET  /api/ai/intel-brief/:id    # Pre-call talking points
POST /api/ai/analyze-lead       # Score quality and fit

# Outreach (DRAFT ONLY — never auto-send)
POST /api/sms/draft             # SMS draft for approval
POST /api/email/draft           # Email draft for approval
GET  /api/sms/templates         # Message templates

# Sequences
GET  /api/sequences             # Available nurture sequences
POST /api/sequences/enroll      # Enroll lead (approval required)
```

### Example
```bash
source /root/.clawdbot-susan/.env
curl -s -H "X-API-Key: $CLAWDBOT_API_KEY" \
  "https://rateright-growth-production.up.railway.app/api/leads?search=kenny"
```

### Lead Scoring
| Factor | Points |
|--------|--------|
| Company size 5-50 employees | 20 |
| Sydney location | 15 |
| Recent job posts | 15 |
| Contact details available | 10 |
| Construction/trades industry | 20 |
| Regular hiring frequency | 20 |

Scale: 0-100. Focus on 70+.

---

## Lead Discovery

### Job Boards
- **Seek.com.au** — Highest quality, decision-makers post directly
- **Indeed.com.au** — Good volume, mixed quality
- **Gumtree.com.au** — Smaller operators, price-sensitive (good targets)

### Search Keywords
```
"steelfixer hiring Sydney"    "formwork contractor Sydney"
"concreter needed Sydney"     "site manager wanted Sydney"
"construction supervisor Sydney"
```

### Target Profile
- 5-50 employees, established >2 years, regular hiring, Sydney metro, construction/trades

### Skip
- One-man operations (no volume)
- >100 employees (HR processes)
- Government contractors (procurement rules)
- Residential builders (use subbies)

---

## Apollo.io
- **Purpose:** Decision maker emails, phones, company details
- **Limit:** 50 enrichments/day
- **Fallback:** Perplexity web search when rate-limited

---

## Competitors
| Competitor | What to Track |
|-----------|---------------|
| **Sidekicker** (SEEK acquired Dec 2025) | Pricing, distribution play |
| **Airtasker** | Construction category growth |
| **Yakka Labour** | Construction labour app, Sydney-focused |
| **Traditional agencies** | 20-40% markup trends |

> **Note:** hipages is NOT a competitor — different model entirely (homeowner↔tradie for home improvement). Removed Feb 2026.

---

## Message Templates

**Domain:** rateright.com.au (LIVE as of 23 Feb 2026)

### SMS
```
"G'day [Name], saw your ad for [trade] in [location]. We're RateRight — $50 flat per hire. FOR LIFE. They stay a week or 30 years — still $50. No weekly bill. Check us out: rateright.com.au - Susan"

"Hi [Name], tired of agencies charging you forever? RateRight charges $50 ONCE. For life. They stay a week or 30 years — still $50. Now live: rateright.com.au — 5 min call? - Susan from RateRight"
```

### SMS — Launch Announcement (for warm/hot leads)
```
"G'day [Name], quick update — RateRight is now live at rateright.com.au. Post a job in 60 seconds, AI matches you with rated [trade]s near you. $50 flat per hire — FOR LIFE. Worth a look? - Susan"
```

### SMS — For Life Hook (use when competitor/agency mentioned)
```
"Here's the difference: agencies charge you every week forever. We charge $50 ONCE. For life. They keep the worker for 5 years? You save ~$110K. That's our pitch."
```

### Email
```
Subject: $50 once. For life.

Hi [Name],

Quick question: Would you rather pay $50 once, or $110,000 over 5 years for the same worker?

Labour hire agencies charge 20-40% markup every week. A 5-year worker costs ~$110,000 in markup alone. RateRight charges $50. Total. Forever.

We're now live at rateright.com.au — sign up takes 2 minutes, AI builds your profile from your ABN.

They can keep the workers if they're good too — the connection is yours for life.

Worth a 5-minute call?

Cheers, Susan
RateRight | 0468 087 171
```

---

## Compliance — Never Say
- ❌ "We guarantee worker quality"
- ❌ "We're an employment agency"
- ❌ "We handle payroll/contracts"
- ❌ "Immediate job placement"
- ❌ "Background checks included"
- ❌ "Insurance/visa sponsorship"