BMF System Architecture

Core Principle

Sales manages the commercial relationship. Fulfillment pipelines manage operational delivery. Completion transitions the client into retention, referral, and future offers.

graph LR
  A[ATTRACT] --> B[CONTACT] --> C[BOOK] --> D[QUALIFY] --> E[SELL] --> F[CONTRACT]
  F --> G[COLLECT] --> H[ONBOARD] --> I[ROUTE] --> J[FULFILL] --> K[COMPLETE]
  K --> L[REVIEW] --> M[REFER] --> N[RETAIN] --> O[RESELL]
  style A fill:#7CFF00,color:#000,stroke:#000
  style O fill:#7CFF00,color:#000,stroke:#000
  style K fill:#111,color:#7CFF00,stroke:#111
      

Current Account State

Three pipelines, 35 workflows across two teams, and 143 custom fields are already in the account. The gap analysis below shows what still needs to be built.

Sales Pipeline

The architecture proposes a more granular Sales pipeline. The table below maps each proposed stage to the current stage and the action needed.

Package Routing Engine

When a Sales opportunity reaches "Won / Routed to Fulfillment," the routing engine reads the Package field and creates the correct fulfillment opportunities automatically. This matrix must be finalized from BMF's actual agreement templates before it can be automated.

This matrix should be confirmed against actual BMF service agreements before being wired into GHL automation.

Master Data Model

GHL supports both contact-level and opportunity-level custom fields. The architecture uses this distinction to keep per-transaction data on the opportunity (where it belongs) and lifetime client facts on the contact.

Phased Build Plan

System Relationship

graph TD
  C([Contact]) --> SO1[Sales Opportunity #1\nPackage Purchased]
  SO1 --> FO1[Fulfillment: Credit Repair\nCredit Readiness Pipeline]
  SO1 --> FO2[Fulfillment: Documents\nDocument Pipeline]
  SO1 --> FO3[Fulfillment: Tradeline\nTradeline Pipeline]
  SO1 --> FO4[Fulfillment: Funding\nFunding Pipeline]
  FO1 & FO2 & FO3 & FO4 --> CC{Completion\nController}
  CC -->|All routes done| RET[Retention Engine\nTestimonial → Referral → Alumni]
  RET --> SO2[Future Sales Opportunity #2\nNew Purchase / Upgrade]
  SO2 --> C

  style C fill:#7CFF00,color:#000,stroke:#000,font-weight:bold
  style CC fill:#111,color:#7CFF00,stroke:#111
  style RET fill:#f6f7f5,color:#111,stroke:#ccc
      

Alignment Questions