Untitled business

Landing page — hero with dashboard preview + "What should I do next?" moment, problem/solution, 10 feature cards, how-it-works, clearly-labeled demo testimonials, 3-tier pricing ($39/$99/$199, Growth highlighted as main offer), ROI calculator (labeled illustrative estimate), FAQ, sticky mobile CTA, floating "Get a Quote" widget that can drop a lead into the demo CRM.
Auth — sign up, login, forgot password, logout, plus a prominent "Try Demo" one-click entry (demo business: "Elite Home Services" + a second demo business to showcase multi-business).
Money Dashboard — estimated revenue $18,420, revenue-at-risk $6,840, 48 booked jobs, 14 hot leads, 7 missed opportunities, $2,400 quotes awaiting approval, AI recommendation ("You have 7 uncontacted leads worth an estimated $2,400 — Recover These Leads →"), and an AI "What should I do next?" panel that prioritizes actions (leads needing attention, quotes not followed up, lapsed customers) with bulk-generate buttons.
Leads — CRM table with filters/search/add, lead detail with timeline, lead scores (hot/warm/cold) from engagement/service/value/response activity, simulated AI reply generator (tones, copy/regenerate/use), AI missed-call text-back, website lead capture widget (name/phone/service/address/message → auto-enters CRM), pipeline Kanban (NEW → CONTACTED → QUOTED → BOOKED → COMPLETED → LOST) with total pipeline value, missed-lead alerts with one-click recovery.
Follow-ups & automations — sequences (immediate/1d/3d/7d), automation builder (name, trigger, delay, message, channel, condition; SMS/Email simulated), AI follow-up writer (new lead, no response, quote sent, appointment reminder, past customer, review request, upsell, win-back).
Quotes — AI quote generator from service + job details, professional quote, send/share, tracker (sent / viewed / accepted / declined / expired).
Booking — one-click booking (customer picks service + time, appointment appears, confirmation message generated), appointments calendar (today/upcoming/completed, confirm/reschedule/cancel/complete).
Customers — CRM with lifetime value (total spent, jobs, average order, last booking), job history, messages, appointments, notes, team assignment, tasks (call, send quote, follow up, confirm, review).
Reviews — auto-request after completed jobs, track requested/replied, review-response drafts, negative-review attention alerts.
Referrals & reactivation — referral messages + campaigns with referral tracking; customer reactivation (finds lapsed customers, generates win-back messages).
Business Growth Center — Lead Recovery, Customer Reactivation, Review Growth, Referral Growth, Revenue Opportunities, AI Recommendations.
Analytics — total/qualified leads, quotes sent, bookings, completed jobs, conversion rate, revenue, average job value; charts (revenue over time, lead sources, conversion funnel, jobs by service); service performance (Pressure Washing — 42 leads → 18 bookings), lead source ROI, AI daily brief (leads needing attention, follow-ups due, appointments today, revenue, hot leads, missed opportunities); demo/sample insights clearly labeled.
Settings & billing — business profile, services, hours, automation defaults (follow-up timing, reply tone, review timing), team, notifications; billing page with current plan + usage + upgrade/downgrade (simulated, no payments).
Multi-business (agency lite) — business switcher ("My Businesses"), each business keeps its own dashboard/data; full agency admin & per-client billing is post-MVP.
Quality bar — premium responsive design (desktop/tablet/mobile), toasts, validation, loading/empty/error states, no guaranteed-income claims, no fake integrations.

The team

lead

Team Lead

Team management, task planning, delegation, and monitoring

brand designer

Brand and visual design for ClientFlow AI: logo and identity (simple, professional SaaS mark; tagline \"Every lead. Every follow-up. Every opportunity.\"), favicon, social/OG share images, and marketing visuals for the landing page and dashboard polish — clean, trustworthy, modern, consistent with a $79–$99/month premium SaaS look. Produces assets in the shared folder for the engineer to apply; never fakes real customer logos or claims.

full-stack engineer

Builds ClientFlow AI end-to-end in React + TanStack Start + Vite + Tailwind: premium marketing landing page, simulated client-side data layer with seeded demo data, auth + demo mode, Money Dashboard, lead CRM, AI reply generator, pipeline Kanban, follow-up automations, AI quotes, appointments, customers, reviews, referrals/reactivation, analytics, settings, billing. Runs builds and publishes the site to the live URL.

growth marketer

Owns the market-facing selling side of ClientFlow AI: landing page conversion copy and section messaging, pricing ($39/$99/$199) and ROI-calculator narrative, demo-testimonial copy (clearly labeled), launch/GTM plan, campaign copy inside the product (referral, reactivation, win-back), sales collateral (one-pagers, comparison), competitive positioning for local service businesses. Coordinates with the full-stack engineer on the live landing page.

Independent quality assurance for ClientFlow AI: verifies the live demo end-to-end like a real business owner (Try Demo → add lead → AI reply → follow-up → quote → book → review → analytics), checks mobile/tablet/desktop responsiveness, empty/error/loading states, form validation, toast feedback, and honest labeling of demo content. Reports bugs with repro steps and severity; never modifies code. Also triages demo feedback into product priorities via the team lead.

sales

Owns the direct selling side of ClientFlow AI: the Try Demo experience and demo walkthrough script, sales scripts for local service business owners (barbers, pressure washing, HVAC, etc.), objection handling, pricing justification ($39/$99/$199, Growth main offer), trial onboarding and activation playbook (lead added → AI reply generated → follow-up scheduled within a session), and the post-launch outreach playbook — real, opted-in/verified contacts only, truthful content, easy opt-out. Feeds demo feedback into product priorities via the team lead.

Overview

Mission

ClientFlow AI — Business Plan

What we're building

Current focus (MVP)

How it makes money

Who it's for

KPIs

The team

Setup