CRM Weekly Optimization Workflow

Use this weekly loop to improve lead conversion while keeping outreach automation safe and cost-controlled.

1) Measure

• Pull GET /api/crm/kpi and capture:
  • stage counts
  • unassigned account count
  • outbound volume
  • reply rate
  • monthly AI spend
• Record the numbers in a weekly snapshot.

2) Diagnose

• Review queueByStatus to identify why tasks were skipped or failed.
• Investigate unassigned owners before enabling additional outreach.
• Check whether low-reply segments share common traits (source, industry, or role).

3) Experiment

• Change only one variable each week:
  • scoring threshold
  • outreach channel priority
  • first-touch message structure
• Limit tests to one segment for cleaner comparisons.

4) Scale

• Promote the highest-performing variant.
• Update scoring defaults and templates in CRM automation.
• Archive previous baseline and define next week’s target.

Guardrails

• Respect monthly budget cap (CRM_MONTHLY_AI_BUDGET_USD).
• Respect per-run and per-contact limits.
• Stop automation immediately on opt-out, unsubscribe, or reply outcomes.