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ATO Growth Engine · Operational system

Turning fragmented lead generation and follow-up into a connected AI-assisted growth workspace.

From discovery and evidence to human review, campaign planning, controlled delivery, conversations and business action.

My role
Concept · Product design · Workflow architecture · Requirements · AI behaviour · Testing & iteration
System
Laravel · Livewire · PostgreSQL · OpenAI · Mailgun · Twilio · Stripe
Growth Engine dashboard showing campaigns, leads, drafts, messages and opportunities in one workspace.
Growth Engine campaign workflow with completed and blocked readiness stages.
Local demonstration workspace. Interface counts show system state, not customer traction.

Implementation verification Representative test coverage passed: 23 tests and 143 assertions. Database schema was current when reviewed.

The problem

The challenge wasn’t simply lead generation. It was workflow.

Prospecting, research, AI drafting, messaging, inboxes and CRM activity often live in separate tools. The result is fragmented context, unclear handoffs and decisions that are difficult to trace.

Growth Engine was designed as one operational workspace: AI handles useful cognitive work, automation moves information, and people retain approval over relevance, content and sending.

The system

One connected path from discovery to next action.

  1. Lead source
  2. Research
  3. Evidence
  4. Human review
  5. Campaign plan
  6. Approval
  7. Drafts
  8. Readiness
  9. Delivery decision
  10. Conversation
  11. Task / opportunity
  12. Next action

Blue: system progressionRed: accountable human decision

01 · Discover & understand

Evidence enters the workflow before outreach begins.

The leads hub connects manual discovery, automated sourcing, review and opportunity mapping. Website analysis can pre-fill visible business information, while the resulting record enters a review queue rather than moving directly into outreach.

Growth Engine leads hub showing discovery, review, automation and import entry points.
Leads hub and workflow entry points.
Lead discovery interface showing website analysis and business information capture.
Website analysis and data capture.
Lead review queue with filters and unresolved items awaiting a decision.
Lead review queue.

02 · Human review

Approve, hold, block or reject.

AI can support discovery and analysis. It does not decide whether a lead is relevant or appropriate for contact. The unresolved queue exists to make that decision explicit before the workflow progresses.

AI
Researches and structures available evidence.
Automation
Creates records, routes them to review and updates state.
Human
Approves, holds, blocks or rejects the lead.

03 · Plan to delivery

AI-assisted planning remains subject to readiness and approval.

The campaign planner turns an outcome, audience and intended next step into a structured planning brief. The campaign workflow then makes completion and blockers visible before scheduling. No saved planning example was present in the available workspace, so this screenshot demonstrates the implemented planning interface rather than a completed live campaign.

Growth Engine campaign planner interface for creating and reviewing an AI-assisted planning brief.
AI-assisted planning brief.
Growth Engine campaign workflow showing completed stages and a blocked scheduling stage.
Readiness and controlled delivery.

04 · Conversation to business action

The workflow continues after a response.

A verified Call Agent handoff creates a Growth Engine conversation with captured lead context. From there, people can review the record and decide whether to open a lead, create an opportunity or take another follow-up action.

Growth Engine conversation record created from an inbound Call Agent interaction.
Verified Call Agent conversation handoff.
Growth Engine CRM hub showing tasks, opportunities and next-action indicators.
CRM and next-action workspace.

Responsibility

AI assists. Automation connects. People decide.

AI
Research · Analysis · Campaign planning · Drafting · Conversation support
Automation
Record creation · Routing · Status changes · Scheduling · Synchronisation
Human control
Lead relevance · Campaign approval · Content review · Sending · Follow-up decisions

My contribution

From operational problem to working product system.

I defined the product concept and workflow architecture, translated operational requirements into system behaviour, directed AI-assisted development, and tested and refined the journeys, approval states and edge cases.

Concept · Product design · Workflow architecture · Requirements · AI behaviour · AI-assisted development · Testing · Iteration

What I learned

A useful AI feature becomes more valuable when the surrounding workflow is designed too.

The work shifted the design question from “What can AI generate?” to “What information, decisions and controls are required for the whole process to work?”

That meant treating approval states, blockers, evidence, downstream records and follow-up as product features—not implementation detail.