1Principles
Built for how they sell.
- Generic CRMs force configuration tax — every hire needs custom setup
- Construction needs native: Property, Venture, multi-company deals
- Answer library makes data entry the value, not the price
- Vertical CRM thesis: designed beats configured
| Problem | Question | Decision |
|---|---|---|
| 3-5 tools per deal, nothing links | What if contact → company → deals → ventures → property linked natively? | Build vertical, not configure horizontal |
Picture
Construction sales team at 7am — CRM shows contact history, linked deals, and next actions before the first meeting
2Performance
70% auto-fill, empty library.
| Metric | Target | Now |
|---|---|---|
| Auto-fill rate | 70%+ | 70% reported, 0 real data |
| Approved answers | 10+ with confidence | 0 |
| Win rate | >30% | 22% |
| Kill date | 2026-03-24 | 26d |
| Problem | Question | Decision |
|---|---|---|
| AI features built, library empty | What seeds the flywheel? | Process one real RFP end-to-end |
Picture
Split screen — left: answer library with 0 entries, right: RFP with 70% auto-fill rate displayed but returning nothing
3Platform
App complete, auth broken.
| Exists | Blocked | Gap |
|---|---|---|
| 20 features (49%) | Auth: 22P02 redirect | Company entity |
| 6 built (15%) | Convex permissions | Go/No-Go scoring |
| 3 dormant algos (7%) | Ventures query | Property standalone |
| Problem | Question | Decision |
|---|---|---|
| 49% live, 0% accessible | What 2-day fix unlocks 20 features? | Identity & Access Tier 0 |
Picture
Dashboard with 20 live features behind a locked door — infinite redirect loop between sign-in and dashboard
4Process
Six days wire three algorithms.
SPRINT 0: WIRE (6 days)
Sales Forecasting → /insights/forecast (1d)
Compound Rate → /rfp/analytics (1d)
RFP Type Detection → upload flow (2d)
Stripe Webhooks → payments (2d)
SPRINT 1: SEED (5 days)
Process 1 real RFP → 10 answers → library → auto-fill proof
| Problem | Question | Decision |
|---|---|---|
| 9 algorithms x 0 UI = 0 value | Wire or rebuild? | Wire — import, call, render |
Picture
Three dormant algorithms (Sales Forecasting, Compound Rate, RFP Detection) with arrows pointing to their existing UI pages
5Players
Lost the bid nobody tracked.
| Job | Struggling Moment | Switch Trigger |
|---|---|---|
| Know who I'm dealing with | Searching 3 tools to reconstruct a relationship | Lost deal because nobody knew a colleague had the contact |
| See where deals stand | Chasing reps, reconciling spreadsheets | Forecast wrong because a deal silently died |
| Win more bids | Copy-paste from old Word docs, 20-40h per RFP | Missed deadline because all time went to formatting |
| Never miss follow-up | Action items in meeting notes nobody re-reads | Client says "you promised that last week" |
| Link people and places | Relationships in salesperson's head | New hire needs 30min verbal context per deal |
| Problem | Question | Decision |
|---|---|---|
| 3-5 tools, nothing compounds | Will they switch? | When they miss a deadline nobody tracked |
Picture
Calendar showing missed RFP deadline — sticky note says 'follow up Tuesday' buried under a pile of other sticky notes
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