The Plan
How the referral program works, step by step
Built around you
This is the starting plan. Comment on anything to add, change, or remove and we will shape it around your feedback before we build.
Definition of Done
How we will prove the build works before handover
The build is only marked complete when every outcome below passes a live end-to-end test.
Entry Points
How referred homeowners reach you
Full Build Map
Every path, end to end
Scroll to zoom, drag to pan. Use Present for fullscreen.
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Pipeline
Opportunity stages
Workflows
Click any workflow to preview its structure
Each card opens the trigger, the action sequence as a diagram, and the exact tags and custom fields it reads or writes.
Build Primitives
Custom fields and tags the build needs
Custom fields
Tag taxonomy
Build Recommendations
Decisions and notes from our review of your account