✓
Phase 1 — Infrastructure
Server, AI gateway & Telegram bot setup
✅ Complete
▾
| Task | Responsible | Status |
|---|---|---|
Cloud server configured & running |
Blitz Agency |
✅ |
OpenClaw AI engine installed |
Blitz Agency |
✅ |
OpenAI API key connected |
Both |
✅ |
Telegram bot created & linked |
Blitz Agency |
✅ |
2
Phase 2 — Inbound Lead Capture
Telegram + SMS channels, AI conversation flow
🔄 In Progress
▾
| Task | Responsible | Status |
|---|---|---|
Add OpenAI credits ($5 min.) Required to activate the AI model |
CEI |
⏳ Pending |
AI conversation script (lead capture flow) Name → phone → property type → budget → area |
Both |
⏳ Pending |
SMS channel via Twilio (US number) For leads who prefer texting over Telegram |
Blitz Agency |
⏳ Pending |
End-to-end functional test Real conversation test on both channels |
Both |
⏳ Pending |
⚠️ Action Required from CEI
⚠️ Acción Requerida de CEI
Add a minimum of $5 USD in credits at platform.openai.com/settings/billing
3
Phase 3 — CRM Integration
Auto-sync captured leads to your CRM
📋 Upcoming
▾
| Task | Responsible |
|---|---|
Confirm CRM platform to integrate |
CEI |
Connect AI bot → CRM via API/webhook |
Blitz Agency |
Field mapping (name, phone, interest, budget, area) |
Both |
Full test: Telegram/SMS → CRM lead appears |
Both |
⚠️ Action Required from CEI
⚠️ Acción Requerida de CEI
Confirm which CRM platform is currently in use
Share API credentials or admin access for integration
4
Phase 4 — Outbound Lead Discovery
AI agent scrapes real estate sites to find new prospects
📋 Upcoming
▾
| Task | Responsible |
|---|---|
Define target sources (Zillow, Realtor.com, etc.) |
Both |
Configure AI scraping agent with search criteria |
Blitz Agency |
Auto-export found leads to CRM |
Blitz Agency |
5
Phase 5 — Daily Team Alerts
Automated morning briefing to the sales team
📋 Upcoming
▾
| Task | Responsible |
|---|---|
Share sales team Telegram group link |
CEI |
Configure daily cron job (morning briefing) |
Blitz Agency |
Alert includes: new leads, follow-up list, priority score |
Blitz Agency |
⚠️ Action Required from CEI
⚠️ Acción Requerida de CEI
Share the Telegram group or number where the sales team will receive daily alerts
6
Phase 6 — Email Lead Nurturing
Automated email sequences to keep leads engaged
📋 Upcoming
▾
| Task | Responsible |
|---|---|
Confirm email marketing platform Brevo / Mailchimp / SendGrid |
CEI |
Define email sequence (welcome, day 3, day 7...) |
Both |
Configure auto-triggers from CRM behavior |
Blitz Agency |
Full nurturing flow test |
Both |
⚠️ Action Required from CEI
⚠️ Acción Requerida de CEI
Confirm email marketing platform and share API access