Automated Form Sales: From List Creation to 5,000 Monthly Sends

A sales operations tool for company list building, contact lookup, and form submission.

Challenge

Limited sales resources in a small organization made continuous new business development difficult. Creating lists, researching companies, and sending thousands of monthly outreach messages required significant time and cost.

Solution

Built a workflow that identifies target companies from public information, checks inquiry forms, contact details, and social accounts, then supports review and sending with prepared templates.

Result

Automated thousands of monthly sends

Team

1 member, 1 month

Design to implementation and operations

Role

Handled search criteria, data collection, sending logic, and operations logs.

Tech Stack

BackendPython / FastAPI
DatabasePostgreSQL
AI / LLMOpenAI API / Gemini API
AutomationPlaywright
Data SourcegBizinfo API

System Architecture

01

Cross-search public companies on the web based on target requirements

02

Auto-collect recruiter contacts, inquiry forms, and social accounts

03

Automate thousands of monthly sends from prepared email templates