01
Tell us about your business
Describe your customers, work, and the problems that keep showing up.
CRM Architect AI / Guided discovery
Turn how your business works into the CRM it actually needs.
Tell us what happens day to day. We’ll turn it into a clear, developer-ready plan—with none of the technical guesswork.
CRM architecture / draft 01Normalized from your operation
01 / Business records
CustomerProjectProposal
02 / Roles
1Owner
2Sales
3Delivery
03 / Lifecycle
New inquiry
Qualified
Active work
04 / Linked requirements
REQ-014 · proposals
REQ-021 · assigned work
Plain language in
Developer-ready plan out
The path is intentionally simple
Four stages. One coherent plan.
You explain your business. The structure happens behind the scenes.
02
Show us how work moves
Walk through a real customer journey in the words your team already uses.
03
Clarify only what matters
We surface questions only when the answer changes how the CRM should work.
04
Review your CRM Blueprint
Confirm the plan before it becomes a developer-ready specification.
What you leave with
A plan that speaks both languages.
Your business reality becomes a clear set of documents that people can actually build from.
01 / plain language
Client Blueprint
A clear, human-readable picture of how the CRM will support your business.
Business flow
Inquiry → site visit → estimate → job complete
02 / build detail
Developer Specification
The precise records, rules, screens, permissions, and workflows to build.
Lifecycle rule
Accepted estimate / immutable pricing
03 / implementation
Master Build Prompt
One normalized brief for a developer or implementation system—without duplicate instructions.
Acceptance condition
GIVEN an assigned technician / THEN only assigned jobs appear
The discipline behind the plan
The smallest complete CRM.
Good CRM design is not a list of extra features. It’s a careful filter between what your business says and what software truly needs.
Business truth
“Techs should only see their jobs.”
“Quotes can’t change after approval.”
“We miss follow-up calls.”
DECISION FILTER / 01
1
Confirmed
What you explicitly tell us.
2
Derived
What must exist for that to work.
3
Unknown
What needs a safe follow-up.
Build-ready architecture
Roles & visibility
Records & relationships
Workflows & verification
Ready when you are
Bring the way your team actually works.
Leave with the plan to build a CRM that is useful on day one—not a generic system you have to reshape later.
Begin guided discoveryPlain language in. Structured CRM requirements out.