Client Engine: Sequences, Booking & Pipeline

The client engine is the part of AI OS that turns a captured lead into a booked, nurtured, tracked customer. It is five connected features: Google Maps local prospecting that finds businesses worth pitching, a Local SEO / Google Business Profile audit that gives you the pitch itself, email nurture sequences that follow up with every new lead automatically, appointment booking built into your generated sites, and a drag-and-drop pipeline kanban in the CRM. Together they cover the loop from finding a prospect to tracking a customer.

Google Maps local prospecting

Enter a niche and an area — "dentist" in "Austin, TX" — and AI OS pulls real Google Business Profile listings and scores each business 0–100 for website-upgrade fit. The scoring is deliberately biased toward the platform's own managed-website offer: a business with no website at all scores highest, a Facebook page standing in for a website close behind, then sites without HTTPS. Phone numbers, review counts, and ratings add signal (an established, well-reviewed business with no website is the perfect prospect).

API-based, never scraped

Prospecting uses licensed data APIs — DataForSEO's Maps results (the same account that powers the SEO agency) or the Google Places API — never scraping Google Maps itself. Email discovery only ever fetches the business's own public website (homepage and contact page, two pages maximum) looking for a published contact address.

Into the CRM, deliberately

Selected prospects with a public email become CRM contacts (tagged, with the fit score and reasons on their timeline); businesses without one stay in the run list as call-first leads with their phone number. Cold prospects are never auto-enrolled in email sequences and nothing is ever auto-emailed — cold outreach is an operator decision, made per contact.

Local SEO & Google Business Profile audit

Click Audit on any prospect with a website and AI OS runs its full 7-agent SEO audit on their domain — with a 7th dimension added specifically for local businesses: Local SEO / Google Business Profile. It scores GBP completeness (hours, phone, website link, photos, description, category, claim status), review signals, and — the most persuasive number in the whole report — whether the business actually shows up in the Google local pack for its own niche keyword in its own city.

Because the audit was launched from a prospect, AI OS already knows the exact business (name, category, place ID, rating) from the Maps listing rather than guessing from the domain — so the Local SEO score is grounded in the real listing, not a fuzzy name match. A weak score becomes a top-priority "claim and complete your Google Business Profile" quick win, which flows straight into the audit email below. Non-local businesses with no matching Google Business Profile are excluded from this dimension entirely rather than scored as a misleading zero.

Emailing the audit as an outreach opener

A completed audit — any audit, not just prospect-sourced ones — has an Email to Lead button. It sends the headline findings as a clean, personal email: the overall score, the three weakest dimensions, an AI-search-readiness callout when it's weak, and the top three quick wins with time estimates. For a business that came through Local Prospecting, that report usually leads with the Google Business Profile gaps — the single most persuasive thing you can put in front of a local owner.

The email is rendered deterministically from the audit data (no AI call, so every send is free and predictable), and every send is logged — on the audit record and as a CRM contact + timeline note — so the pipeline shows exactly who has been pitched. It uses the same Resend/SMTP sender and unsubscribe compliance as nurture sequences, but is always a single, deliberate, operator-clicked send — audit emails are never auto-sent or added to a sequence.

Email nurture sequences

A sequence is an ordered set of email steps with per-step delays — for example: instantly on signup, again at 24 hours, again at 4 days. New leads enroll automatically the moment they arrive, from whichever capture points you target.

Triggers and targeting

Trigger	Enrolls
all-leads	Every new lead from any capture point
site-lead	Contact-form submissions on hosted sites (optionally scoped to one site)
free-audit	Free SEO/AEO audit requests on the public site
booking	Visitors who book an appointment — ideal for reminder and follow-up sequences

AI-drafted, human-approved

Describe the goal ("convert dental-site leads into consultation bookings") and the marketing agent drafts the whole sequence — step count, delays, subjects, and short plain-spoken bodies with {{first_name}} and {{site}} personalization. The draft lands in the editor for your review; sequences are always created disabled and only send after you deliberately switch them on. A test button sends step one to your own inbox first.

Sending discipline

• Auto-Mode governed — each send passes the platform's approval gate: automatic in supervised/auto mode, one approval per send in manual mode
• Compliance by construction — every email carries a one-click unsubscribe link (HMAC-tokened, unforgeable), a List-Unsubscribe header, and your business address; unsubscribing stops everything for that address instantly and permanently
• Failure-safe — failed sends retry with a hard cap and never skip a step; one active enrollment per contact per sequence; paused sequences hold in place
• Bring your own sender — a Resend API key (HTTPS, immune to blocked SMTP ports) or any SMTP server, configured in Settings → Email Sending

Appointment booking on generated sites

Appointment-based businesses — clinics, salons, trades, consultants — can include a booking section on any site AI OS builds. It renders a plain HTML form (date picker plus your standard time slots) with no JavaScript dependency, the same philosophy as the lead-capture form.

The platform is the availability source of truth. It knows your business hours, open days, booking horizon, and existing appointments — so a slot that was just taken never produces a dead error; the visitor gets a friendly page re-offering that day's remaining free times. Availability is configured in Settings → Booking (slot length, hours, open days, how far ahead visitors can book).

What a confirmed booking does

1. Creates the appointment and blocks the slot (double-booking is impossible, and the same visitor can't book the same day twice)
2. Lands the contact in the CRM with a booking activity on their timeline
3. Enrolls them in any matching booking-trigger email sequence
4. Emails the visitor a confirmation with a calendar (.ics) invite attached
5. Pings you on Telegram/Slack, and lists the appointment in the dashboard's CRM view

Cancelling an appointment from the dashboard automatically emails the visitor — a cancellation is never silent.

CRM pipeline kanban

The CRM view opens with a five-column pipeline board: lead → audited → onboarding → customer, plus churned as a terminal, manual-only column. Drag a contact card to move it; every move is validated server-side against the canonical stage set and logged as a stage-change activity on the contact's timeline — an audit trail, not just a board.

Stages also advance themselves from real platform events: a free audit promotes a contact to audited, a purchase to customer. Automatic advancement only ever moves contacts forward, so a manual placement is never silently undone.

Setup

Step	Detail
Prospecting provider	Settings → SEO Agency: DataForSEO credentials (shared with the SEO agency) or a Google Places API key — then CRM → Local Prospecting
Local SEO audit	Uses the same DataForSEO credentials as prospecting/SEO — no separate setup. Click Audit on any prospect with a website
Email sender	Settings → Email Sending: a Resend API key or SMTP credentials, plus a From address on your verified domain (verify the domain with your provider for inbox placement)
First sequence	CRM → Email Sequences: describe a goal and click AI Draft, review the steps, Test to your own inbox, then enable
Booking availability	Settings → Booking: slot length, business hours, open days, booking horizon — then add a booking section to a site and rebuild it
Pipeline	Nothing to configure — the board reads the stages your contacts already have

Frequently asked questions