20 screens across three 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.
PART 3 · NEW
Forward planning · the thousand-foot view
From the call with Dustin and Luke. The annual-goal system: set one take-home number, get a season-weighted lead pace, see forward risk before it lands, and work past clients as tracked recapture opportunities.
14 Set the year
15 Seasonality
16 Year view
17 Forward risk
18 Opportunity funnel
19 Renewal worklist
20 Fill the gap
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