{
  "id": "crm-follow-up-pipeline-assistant",
  "name": "CRM Follow-up & Pipeline Assistant",
  "status": "build-ready",
  "buyer": "Owner, sales manager, agency, clinic, training center, or B2B service team with leads in chat, sheets, and email",
  "product_area": "Custom Solutions & AI Agents",
  "source_category": "sales team",
  "source_area": "Yangon, Myanmar",
  "offer": {
    "promise": "Combine leads, replies, quotes, and next steps into one follow-up queue with approval-only outreach drafts.",
    "price_hint": "11,000,000 MMK setup",
    "first_proof": "A ranked pipeline showing hot leads, stuck deals, missing next actions, and drafted follow-ups for approval.",
    "next_step": "Next: we merge one lead source with one message source and produce an approval-only follow-up queue."
  },
  "intake_schema": {
    "required": [
      "name",
      "email",
      "company",
      "goal",
      "sample_sources"
    ],
    "setup_inputs": [
      "Lead sheet",
      "Inbox or chat exports",
      "Offer list",
      "Follow-up rules",
      "Owner approval rule"
    ],
    "sample_sources": [
      "lead spreadsheet",
      "recent replies",
      "offer list",
      "follow-up examples"
    ],
    "approval_required_before": [
      "sending messages",
      "writing to source systems",
      "charging payments",
      "editing live business records"
    ]
  },
  "adaptation_signals": [
    "template:crm-follow-up-pipeline-assistant",
    "product_area:Custom Solutions & AI Agents",
    "source_category:sales team",
    "requested_package:CRM Follow-up & Pipeline Assistant"
  ],
  "role_playbook": {
    "owner": {
      "label": "Owner",
      "first_action": "Approve the first proof target: A ranked pipeline showing hot leads, stuck deals, missing next actions, and drafted follow-ups for approval.",
      "approval_focus": "Scope, price, payment route, external sends, connector writes, and first production run.",
      "success_signal": "Owner can decide whether the worker saves time, reduces risk, or moves revenue before any recurring claim."
    },
    "operator": {
      "label": "Operator",
      "first_action": "Collect the starting source pack: lead spreadsheet, recent replies, offer list.",
      "approval_focus": "Confirm sample quality, missing fields, edge cases, and whether the first proof matches daily work.",
      "success_signal": "Operator can repeat the workflow with less manual checking and fewer missed follow-ups."
    },
    "technical_admin": {
      "label": "Technical admin",
      "first_action": "Map the approved source boundary for sales team data before any connector access.",
      "approval_focus": "Accounts, permissions, API/export path, audit logs, vaulting, and rollback plan.",
      "success_signal": "Technical admin can explain what the worker can read, what it cannot do, and how every action is logged."
    }
  },
  "first_run_workflow": [
    "Merge lead sources",
    "Classify lead stage",
    "Detect missing next action",
    "Draft follow-ups",
    "Queue owner approvals"
  ],
  "outputs": [
    "ranked lead queue",
    "stuck deal list",
    "approval-only follow-up drafts",
    "pipeline summary"
  ],
  "acceptance_tests": [
    "Produces: A ranked pipeline showing hot leads, stuck deals, missing next actions, and drafted follow-ups for approval.",
    "Uses only approved sample sources on the first run.",
    "Shows source trace for every important number, record, or recommendation.",
    "Keeps every external action in approval-only mode until the owner signs off."
  ],
  "deployment_mode": {
    "first_run": "read-only proof",
    "production": "cloud scheduled or owner-triggered workflow",
    "human_gate": "owner approval before send/write/payment actions"
  },
  "contact_url": "/contact/?template=crm-follow-up-pipeline-assistant",
  "setup_url": "/agent-templates/crm-follow-up-pipeline-assistant/setup/"
}