The Plan
Built around you
This is the starting plan. Add a comment on anything you want changed, added, or removed, and we will shape it around your feedback before we build.
Website Funnel
Mapped from businessmadefair.com. Every page has a defined job and a connection point into the CRM.
Full Build Map
Scroll to zoom, drag to pan. Use Present for fullscreen.
Pipeline
Workflows
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 below mirror the live intake and university forms, so data maps one to one.
Custom fields
Tag taxonomy
What's Needed to Start
Compliance Guardrails
CROA, TCPA, CAN-SPAM, and state credit-services rules apply. Consent before automated SMS, STOP and HELP handling, CAN-SPAM footer with mailing address and unsubscribe, no advance fees for covered credit-repair services before legally collectable, secure forms for sensitive documents, and banned-term filtering on all copy. Counsel reviews before launch.