Dreamineering

← Sales CRM & RFP · Pictures · Spec

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

Depth: Principles

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

Depth: Performance

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

Depth: Platform

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

Depth: Protocols

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

Depth: Players

Picture

Calendar showing missed RFP deadline — sticky note says 'follow up Tuesday' buried under a pile of other sticky notes

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Context

PRD Index — Sales CRM & RFP
Pictures — Pre-flight maps
Spec — Engineering depth

Questions

Which prompt in the sales crm rfp deck would most change a stakeholder's position if answered with evidence rather than assumption?

Which deck slide contains the highest-stakes bet — the one that, if wrong, makes the whole PRD invalid?
If this deck were presented to a skeptic rather than a believer, which slide would receive the strongest objection?
Which question in this prompt deck has the clearest answer right now — and which requires the most validation?

Built for how they sell.

Context​

Questions​

Context

Questions