I built a prospecting system in Lumen that lists Client Development Cards (CDCs) and leverages the click-to-call features developed in earlier projects. Combined with the Sales Event Calendar’s leadership controls, it lets leadership plan future sales and reset prospects to keep the list fresh — making it easier for salespeople to drive traffic.
Prospecting That Reps Actually Use
Prospect lists go stale and calling is friction, so reps quietly stop working them. The system needed to surface the right Client Development Cards, make calling them one click, and give leadership the levers to plan sales and refresh the pool — so prospecting stayed easy enough to actually happen.
What I Delivered
CDC prospect lists
Surfaced Client Development Cards (CDCs) as the working prospect lists in Lumen.
Click-to-call built in
Leveraged the click-to-call features from earlier projects for one-click outreach.
Tied to the sales calendar
Connected to the Sales Event Calendar so leadership can plan future sales.
Fresh by design
Let leadership reset prospects to keep the list fresh and worth working.
Skills & Tools
The stack behind this build — tap any to see related work.
The Impact
A Lumen prospecting system that puts fresh Client Development Cards in front of reps with one-click calling, tied to leadership’s sales calendar — turning prospecting from a chore into something reps will actually do to drive traffic.
Make the Right Call the Easy One
Reps work the lists that are easy to work. Pairing fresh, leadership-curated CDCs with one-click calling removed the friction that kills prospecting — and made driving traffic the path of least resistance.
