PHASE 01
Load and map the file.
Upload a CSV or spreadsheet. SalesCadet maps headers, normalizes fields, and removes duplicates without rebuilding your CRM.
CALL. TEXT. QUALIFY. ADVANCE.
ONE SYSTEM.
EVERY CONVERSATION.
Every eligible record enters its configured outreach sequence, with voice, text, qualification, and routing operating from one shared history.
KEEP THE CONVERSATION MOVING.
STARTTRACKING: LEAD → HANDOFFONE RECORD / FULL TRACE
The signal runs from file intake through verification, suppression, qualification, application, bank connection, and a green live handoff.
EVERY LEAD WORKED. EVERY OPPORTUNITY ADVANCED.
24/7RESPONSE MONITORING
EVERYELIGIBLE RECORD ENTERS ITS SEQUENCE
MORECONVERSATIONS FROM YOUR BOOK
DIRECTQUALIFIED HANDOFFS
THE WORKFLOW
FROM FILE TO LIVE HANDOFF.
IN ORDER.
Follow one record from intake through verification, outreach, qualification, and routing.
PHASE 02
Verify and enrich at intake.
Each uploaded business is matched against its available web footprint so the opening conversation can speak to the merchant’s actual trade instead of guessing from the company name.
PHASE 03
Work voice and text with shared context.
Voice and text share one conversation history, allowing the AI to continue with the same context across both channels.
PHASE 04
Qualify through conversation.
SalesCadet gathers the configured qualification facts, records the answers, and advances the next step under your workflow.
PHASE 05
Route the qualified opportunity.
Applications and bank links can be delivered in-thread. Your team receives qualification details, contact history, and conversation context for the handoff.
TOUCH CLEARED
THE GATES EVERY TOUCH CLEARS
THE SAME DISCIPLINE.
ON EVERY CALL AND TEXT.
Every outreach attempt must pass the configured operating checks before it moves.
Suppression gateState calling windowQuiet-hours protectionCarrier and message gatePermanent opt-out latchTimestamped touch history
DEPLOYMENT WORKFLOW
CONFIGURE. OPERATE.
REVIEW AND IMPROVE.
MISSION CONFIGURED
1. Deployment Setup
One brand, one lead file, one qualification set, calling and text rules, application and bank-link routing, and handoff instructions.
SEQUENCE ACTIVE
2. File to Live Handoff
Map, verify, clear runtime controls, work voice and text, qualify, deliver the next step, and route the opportunity.
CONTROLLED IMPROVEMENT
3. Review and Improve
Review conversations, objections, outcomes, variants, and weekly reporting. Validate adjustments before deployment.
PROVE IT ON YOUR OWN BOOK
START WITH A CONTROLLED DEPLOYMENT.
Evaluate the conversations, applications, bank connections, and handoffs using your own records.
Controlled record slice Read-only console Branded weekly report Variant against control
CALENDAR INTEGRATION — COMING SOONCalendar booking and reminder workflows will be added after the availability connection is configured and tested.