TELEGENT AI
CRM Architecture Center

Platform Data Architecture

Complete visibility into how data flows through the TELEGENT AI platform — from first website visit to closed revenue.

Lead Lifecycle

End-to-end progression from anonymous website visitor to onboarded client. Each stage defines data created, status transitions, and automation triggers.

Stage 1

Website Visitor

Anonymous or identified visitor lands on a TELEGENT AI page. Session tracking begins, page views logged, referrer captured.

Data Created
Session IDPage ViewsReferrer URLUTM ParametersDevice TypeGeolocation (IP)
Status Transitions
Assessment Started (visitor clicks CTA)
Automation Triggers
Page view thresholds
Time on site > 2 min
Exit intent detection
Pricing page visit
Stage 2

Assessment Started

Prospect begins a Revenue Recovery Assessment or Automation Readiness Assessment. Contact info captured at first step.

Data Created
First NameLast NameEmailPhoneCompany NameIndustryCompany SizeAssessment Type
Status Transitions
Assessment Completed
Abandoned (remarketing trigger)
Automation Triggers
Form field completion
Step progression
Abandonment after 15 min inactivity
Stage 3

Assessment Completed

Assessment submitted with full responses. Business Impact Score calculated. Revenue opportunity estimated. Lead qualified and scored.

Data Created
Business Impact ScoreRevenue Opportunity EstimateAssessment Responses (JSON)Lead ScoreQualification Tier (A/B/C/D)
Status Transitions
Discovery Scheduled
Disqualified (nurture sequence)
Automation Triggers
Score threshold alerts
Tier A → immediate rep notification
Tier D → automated nurture
Stage 4

Discovery Scheduled

Discovery call booked on a representative's calendar. Calendar event created, Zoom link generated, confirmation sent.

Data Created
Meeting Date/TimeAssigned RepresentativeZoom Join URLCalendar Event IDConfirmation Status
Status Transitions
Discovery Completed
Rescheduled
No-Show (re-engagement)
Automation Triggers
24h reminder email + SMS
1h reminder SMS
No-show → rebook sequence
Stage 5

Discovery Completed

Discovery call conducted. Call recording analyzed. Notes captured. Opportunity details refined. Proposal request triggered.

Data Created
Call Recording URLTranscriptAI SummaryDiscovery NotesRefined Opportunity ValueBuying TimelineDecision Makers
Status Transitions
Proposal Generated
Follow-Up Scheduled
Lost — Not a Fit
Automation Triggers
Post-call AI analysis → CRM update
Proposal generation trigger
Follow-up task creation
Stage 6

Proposal Generated

SmartQuote proposal created with executive summary, revenue analysis, recommended solution, scope, and investment summary.

Data Created
Proposal IDSolution PackageInvestment AmountScope of WorkImplementation TimelineROI Projection
Status Transitions
Contract Sent
Proposal Revised
Lost — Pricing/Scope
Automation Triggers
Proposal viewed notification
Proposal > 48h unviewed → rep follow-up
Proposal revision request → update pipeline
Stage 7

Contract Sent

Agreement generated and sent for e-signature. Pricing inserted, terms selected, SOW attached. Signature tracking active.

Data Created
Contract IDAgreement URLSignature StatusSigned DateContract ValueTerm LengthService Start Date
Status Transitions
Client Onboarded
Contract Expired
Lost — No Signature
Automation Triggers
Signature reminder sequence
Contract signed → onboarding trigger
Contract expired → re-engagement
Stage 8

Client Onboarded

Contract signed. Welcome workflow initiated. Access collected. Implementation checklist created. Go-live tracking begins.

Data Created
Onboarding IDWelcome Kit SentAccess CredentialsImplementation PlanGo-Live DateSuccess Metrics Baseline
Status Transitions
Active Client
Churned (offboarding)
Automation Triggers
Welcome email + SMS
Implementation kickoff scheduled
30/60/90 day success check-ins
TELEGENT AI
Business Consultant
TELEGENT AI
Welcome. I'm your TELEGENT AI business consultant — I specialize in helping organizations identify where automation can recover revenue, reduce operational drag, and accelerate growth.

Here's what I can do for you in the next few minutes:

• Revenue Recovery Assessment — quantify how much revenue you're losing to missed calls, slow response times, and operational gaps
• Automation Readiness Diagnostic — evaluate where intelligent automation would deliver the highest ROI in your organization
• Solution Recommendation — based on your size, industry, and goals, I'll recommend the right TELEGENT engagement tier
• Industry-Specific Analysis — tailored insights for your vertical (healthcare, real estate, legal, professional services, and more)

All conversations are confidential and diagnostic in nature. Where would you like to start?
Confidential Diagnostic No obligation