Evidence Signal
46 automated workflows · compliance-safe outreach · client management portal
Project Deep Dive
UYSP AI BDR
AI-powered outreach automation and client management portal — converting leads to meetings at scale with built-in compliance and full operator visibility
AI-powered outreach automation and client portal — converting leads to meetings at scale with built-in compliance.
Sales automationCompliance engineeringClient delivery
The Problem
What problem was worth solving?
I build things to solve a specific pain, not to decorate a portfolio. This is the pressure that made this project necessary.
UYSP needed to convert high volumes of coaching leads into qualified meetings without hiring a proportional sales team.
The outreach system had to be compliance-safe (geographic restrictions, business hours, opt-out handling) while still running enrichment, sequencing, and meeting booking automatically.
Client teams also needed a dedicated management portal for campaign visibility, performance tracking, and operational control.
The Build
What I built to solve it
Two integrated systems delivered as one client engagement: (1) an AI-powered outreach engine with 46 automated workflows handling lead enrichment, compliant sequencing, engagement tracking, and meeting booking, and (2) a client management portal with 73 API endpoints for campaign operations and performance visibility.
L1Airtable (Brain)State machine logic with 4 critical tables
Enrich
L2Clay (Enrichment)Waterfall enrichment engine with ICP scoring
Automate
L3Azure Logic Apps (Orchestrator)46 automation workflows with compliance controls
Enforce
L4Compliance + AnalyticsGeo-fencing, business hours, and engagement tracking
Click any node to explore details
Outreach automation
46 automated workflows
Full pipeline: lead intake, data enrichment, outreach sequencing, compliance checks, engagement tracking, and monitoring.
Architecture
Three-pillar system
Each platform has a clear role: Airtable manages lead state, Clay handles data enrichment, Azure orchestrates the workflow execution.
Client portal
73 API endpoints · full management system
A complete campaign management portal with 36K+ lines of code and 9 database tables — built as part of the same client engagement.
Operational reliability
160+ versioned backups
Every workflow is version-controlled and backed up — production operations are recoverable and auditable.
Value
What changed because it existed
This is the clearest evidence of practical value, system leverage, and execution quality.
Compliance
Geographic + timing + opt-out enforcement
Messages only go to US/Canada contacts during business hours with automatic opt-out handling — compliance rules encoded directly into the automation.
Testing
Built-in A/B testing
Configurable variant assignment and sequence controls let teams test different outreach approaches and measure what works.
Performance tracking
End-to-end engagement visibility
Message delivery, link clicks, and meeting bookings tracked and fed back into lead state — operators see exactly what is working.
Delivery scope
Outreach engine + management portal in one engagement
Not just automations — a complete system spanning outreach workflows and application-grade management tooling for the client team.
Tech Stack
What it runs on
The stack matters here because it reflects design choices, constraints, and how the system was intended to scale or integrate.
Azure Logic AppsAirtableClaySimpleTextingSwitchy.ioCalendlySlackOpenAI / ClaudeNext.js 15 portalPostgreSQL + API layer
Build Story
How the thinking unfolded
This is the reasoning path behind the output, not just the finished artifact.
01
Built around what the client already uses
Instead of forcing a platform migration, the system was engineered around the client's existing tools (Airtable, Kajabi, Clay) with reliable automation connecting everything.
02
Compliance is logic, not a policy document
Geographic restrictions, business hours, and opt-out handling are encoded directly into the automation — unsafe messages are blocked by design, not by policy.
03
From automation to full management system
The engagement expanded beyond outreach automation into a complete client portal with campaign management, performance tracking, and team visibility.
Decision Logic
SMS Eligibility Formula
Where it matters, the project includes explicit rules and operational constraints rather than hand-wavy intent.
AND(
{Phone Valid},
OR(SEARCH("united states", LOWER({Location Country})), SEARCH("canada", LOWER({Location Country}))),
{HRQ Status} != "Archive",
NOT({Current Coaching Client}),
NOT({SMS Stop}),
NOT({Booked})
)
Capability Signal
What this project demonstrates
Each project is a proof point. These are the capabilities it most clearly reveals.
Client Delivery
Delivered and operated a live production system for a fast-scaling coaching company — from design through ongoing operations.
Compliance Engineering
Geographic restrictions, timing rules, and opt-out handling encoded directly into the automation — compliance enforced by design.
Automation Architecture
Coordinated 46 workflows across lead intake, enrichment, outreach sequencing, compliance, and monitoring.
Full-Stack Product Engineering
Built a complete client portal with 73 API endpoints for campaign management, performance tracking, and operational visibility.
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Want to go deeper?
Ask the Latif AI Guide about the architecture, the commercial logic, or what this project says about how I approach hard problems.