CRM Hub
All CRM surfaces in one place · Live counts from prod D1
Built to Mr Punter's CX brief: onboarding wizard (Airbnb-host analogue),
postcode-exclusive CM territories, Sally-shaped referral consent, CSV import for existing
contacts, and an AI-drafted CM-recruitment campaign flow. All five features live in prod.
Provider Onboarding (EPIC-02)
Onboarding Wizard
8-step concierge intro. Airbnb-host analogue. $0–$2,500 slider. Session-resumable.
1
Completed onboardings
Active sessions79
Community Manager Territories (EPIC-02b / EPIC-04)
Territory Management
9 AU metro territories seeded. Postcode-exclusive. Assign PARTNER contacts as CMs.
9
Territories seeded
Vacant6
Assigned3
Contact Ingestion (EPIC-04a)
CSV Bulk Import
Upload Mr Punter's provider CSV. Server-side validation. Auto-lookup CM territory by postcode. Dedup on email.
13
PARTNER contacts loaded
Last import—
Sally-Shaped Consent (EPIC-03)
Referral Consent Capture
Sally-facing surface at /consent/:token. HMAC-SHA256 signatures. Rule 4 audit trail.
0
Consents granted
Pending0
Declined0
AI Outreach (EPIC-04b + EPIC-04c)
CM-Recruitment Composer
Personalised drafts per recipient · Profession-keyed openers · Territory context · Edit-before-send.
2
Drafts queued
Sent2
Campaign Dashboard
Send status · open rate · reply YES/NO classification · Matt-edited flag.
0
YES replies
Opened0
Data foundations (D-SEQ-05)
Shared RRP Source of Truth
18 AU professions with recommended referral fees. Consumed by wizard slider, consent screen, campaign composer, investor brief.
18
Professions
External Integrations
Twilio SMS · SendGrid email · OpenAI templates · Stripe Connect membership. All scaffold-ready, awaiting secrets.
4
Secrets to provision
Twiliopending
SendGridpending
OpenAIpending
Stripepending
