Build one shared platform, then deepen modules in an order that maximizes reuse.
Deliver:
- workspace and account model
- canonical lead/contact/customer entities
- conversation and activity timeline
- event schema and analytics tracking
- messaging pipeline
- workflow engine skeleton
- integrations framework
- dashboard shell
Exit criteria:
- a new lead can be created, contacted, tracked, and viewed in the dashboard
Deliver:
- form/webhook lead intake
- missed-call text-back
- instant follow-up sequences
- qualification state machine
- booking link handoff
Exit criteria:
- inbound lead to booked consultation works end-to-end
Deliver:
- CSV import
- CRM sync adapter pattern
- reactivation audience selection
- campaign send orchestration
- response and booking tracking
Exit criteria:
- dormant contacts can be imported, messaged, and measured
Deliver:
- post-visit trigger flows
- review request and routing logic
- referral program logic
- response suggestions
Exit criteria:
- satisfied customers can be prompted for reviews and referrals automatically
Deliver:
- source attribution model
- landing page/form ingestion enhancements
- nurture sequences by source
- performance reporting
Exit criteria:
- lead source and downstream conversion can be measured
Deliver:
- call transcript ingestion
- scoring and summary pipeline
- rep performance views
- coaching prompts
Exit criteria:
- consultations can be analyzed and surfaced as conversion insights
Every phase must leave behind reusable platform capability, not just a narrow feature.