SC-CRM Design Review · 2026-05-28

Action Planner · Pipeline Design

13 screens across two walkthroughs. Built against the existing SC-CRM Figma spec (light shadcn sidebar, Geist, Lucide icons, AA-compliant colors). Each AI or automation feature includes a tech & implementation block with stack, build cost, and ongoing cost.

BUILD TIERS
How to phase this · MVP → Bridge → Full suite
The core value lands without any AI. Three shippable tiers so the build can start small, prove out with the beta group, and layer in intelligence as the CTO prioritizes. Includes a stripped-down MVP screen.
Tier 1 · MVP (no AI) Tier 2 · Bridge Tier 3 · Full suite MVP screen mockup
RESEARCH
Mock usability findings · veteran + new agent personas
2 personas walked through all 13 frames. 11 UX assumptions ranked by risk, 5 adoption red flags predicted, 5 Tier-A changes recommended. Pre-meeting prep for the team review.
Personas Frame-by-frame Themes Assumption table Red flags Recommended changes Meeting agenda
13 screens
~80-110 dev hrs (full build)
~$1,040-2,080/mo AI + SMS at 458 agents
AA WCAG compliant
All dollar figures shown are illustrative placeholders, to be replaced with real SC targets before build. · Tyler Ackelbein · Acktiv Digital · tyler@acktivdigital.com