# LeadPilot — Scope Specification & Boundary Lock **Document Version:** 1.0.0 (Phase 1 Scope Lock) **Status:** Frozen & Enforced **Target:** V1 Commercial Release --- ## 1. Scope Governance & The Critical Scope Rule Every single proposed feature in LeadPilot must pass the **7-Pillar Scope Gate**. If a feature does not unequivocally satisfy at least one of these criteria with zero disproportionate support overhead, it is rejected or deferred: ``` +-----------------------------------------------------------------------------------+ | THE 7-PILLAR SCOPE GATE | +-----------------------------------------------------------------------------------+ | 1. Does it directly increase lead-to-opportunity conversion / revenue? | | 2. Does it dramatically reduce user response/follow-up time or operational cost? | | 3. Does it measurably improve client retention and daily habit formation? | | 4. Does it eliminate manual triage, forgotten leads, or human errors? | | 5. Does it materially elevate UX clarity and speed of execution? | | 6. Does it uniquely reinforce the "No Lead Left Behind" product moat? | | 7. Does it significantly increase perceived commercial value to the buyer? | +-----------------------------------------------------------------------------------+ ``` --- ## 2. Comprehensive Priority Breakdown ### 2.1 P0: Launch-Critical (Strictly V1 Foundation) These capabilities are non-negotiable for commercial deployment. | Module | Feature / Component | Scope Definition in V1 | | :--- | :--- | :--- | | **Workspace & Auth** | Multi-Tenancy Engine | Workspace creation, member invitations, role-based access (Owner, Admin, Member), strict tenant scoping. | | **Lead Ingestion** | Embeddable Form Endpoint | Plain HTML/JS `
` submission endpoint with CORS check, anti-spam honeypot, and JSON response. | | **Lead Ingestion** | Dedicated Capture Page | Public hosted landing URL (`/capture/{workspace_uuid}`) with customizable brand header. | | **Lead Ingestion** | Ingest REST API | Token-authenticated `POST /api/v1/leads` with payload validation, rate-limiting, and error reporting. | | **Lead Ingestion** | Inbound Webhooks | Endpoint accepting arbitrary JSON payloads with flexible UI-based key-mapping (e.g. mapping `user_phone` to `phone`). | | **Lead Ingestion** | CSV Importer | 3-step import wizard: File upload, column mapping preview, duplicate handling strategy, and background processing. | | **Lead Ingestion** | Manual Entry Modal | Quick modal accessible from anywhere in the app with required validation and instant assignment. | | **Lead Management** | Central Lead Inbox | High-performance lead table with sorting, full-text search, status/stage tabs, temperature chips, and pagination. | | **Lead Management** | 360 Lead Detail View | Unified view containing contact metadata, AI analysis card, follow-up timeline, note composer, and task actions. | | **Lead Management** | Notes & Activities | Timestamped internal notes, status change logs, follow-up execution logs, and stage progression history. | | **Lead Management** | Tags & Assignment | Workspace-scoped color-coded tags and direct single-user lead assignment. | | **Pipeline** | Linear Kanban Board | 5 core stages (`New`, `Contacted`, `Qualified`, `Proposal`, `Won`) + drag-to-`Lost` terminal dropzone. | | **Pipeline** | Pipeline List View | Tabular alternative to Kanban with inline stage switcher for fast bulk triage. | | **Pipeline** | Lost Reason Modal | Compulsory reason selection (`Price`, `Competitor`, `No Response`, `Not Qualified`, `Timing`, `Requirement Changed`, `Other`) + optional notes. | | **AI Intelligence** | Async Scoring Worker | Background LLM prompt extraction returning structured JSON: Score (0–100), Temp (`HOT`/`WARM`/`COLD`), Intent, Urgency, Fit, Reason, Recommended Action. | | **AI Intelligence** | Rule-Based Fallback | Zero-downtime deterministic heuristic scoring if LLM API is unavailable, throttled, or unconfigured. | | **AI Intelligence** | Usage & Cost Tracking | Workspace-level token consumption counter, execution time logging, and failure telemetry. | | **Follow-Up Engine** | One-Time Scheduler | Schedule specific follow-up date/time with reminder note and notification trigger. | | **Follow-Up Engine** | Automated Sequences | Linear multi-day sequence (Day 0 Initial -> Day 1 Follow-up -> Day 3 Value -> Day 7 Break-up). | | **Follow-Up Engine** | Sequence Auto-Pause | Invariant trigger: Auto-pauses active sequences immediately when lead replies, calls, or transitions to Won/Lost. | | **Follow-Up Engine** | Message Templates | Reusable pre-written message templates with merge tags (`{{lead.name}}`, `{{workspace.name}}`, `{{user.name}}`). | | **Attention Engine** | "No Lead Left Behind" Hub | Dedicated action center showing Response Overdue, Follow-up Overdue, Stale Proposals, and Neglected Hot Leads. | | **Attention Engine** | 1-Click Action Triggers | Quick action cards: "Mark Contacted", "Send Follow-up Template", "Reschedule Reminder", "Mark Lost". | | **Dashboard** | Operational Command Center | Uncluttered metrics: New Today, Needs Attention, Overdue Tasks, Conversion Rate, Avg First Response Time, Recovered Revenue. | | **Administration** | Workspace Settings | Workspace profile, notification email settings, API keys generator, custom lost reasons, and team member list. | --- ### 2.2 P1: Post-Launch Enhancements (V1.1 Horizon) These features provide clear value but are intentionally deferred to ensure V1 is rock-solid and delivered rapidly. * **Custom Fields Engine:** Ability to define dynamic text, number, date, or dropdown fields per workspace. * **Multiple Custom Pipelines:** Creating custom sales funnels for distinct product lines or service offerings. * **Saved Filter Views:** Storing complex filter combinations (e.g. "Hot Inbound Real Estate Leads This Week") as persistent sidebar links. * **Direct Outbound Email Dispatch:** Sending direct emails from within LeadPilot with 1x1 pixel open tracking and click tracking. * **AI Draft Reply Assistant:** Generating 1-click tailored email responses based on enquiry context and business profile. * **CSV Bulk Export:** Workspace data export with filtering and date ranges for external accounting or backup. * **Advanced Team Analytics:** Individual sales rep leaderboard, response time by agent, and stage-by-stage cycle velocity. * **Outbound Webhook Dispatcher:** Firing webhook events to external URLs when a lead is created, won, or lost. --- ### 2.3 P2: Future Roadmap & Integrations (V2.0 Horizon) Integrations requiring third-party developer approvals, app directory verification, or complex external token management. * **WhatsApp Business Cloud API:** Direct 2-way messaging and automated WhatsApp template reminders. * **Meta (Facebook / Instagram) Lead Ads:** Direct OAuth connection to Meta Lead Ad forms for sub-second lead ingestion. * **Google Ads Webhook Integration:** Native mapping for Google Search Lead Extensions. * **Bi-directional Google Sheets Sync:** Automatic two-way streaming of leads into client spreadsheets. * **Native Zapier & Make.com Apps:** Certified public integrations on Zapier and Make marketplaces. * **Calendar Booking Integration:** Two-way sync with Google Calendar / Calendly for automatic stage progression upon meeting booked. * **Agency Whitelabel & Multi-Client Mode:** Agency dashboard to toggle between 20+ client workspaces with custom CNAME domains and custom branding. * **Native Mobile Apps:** iOS and Android notification companions for instant lead alerts. --- ### 2.4 P3: Explicitly Rejected (Anti-Scope) Features that are **permanently barred** from LeadPilot to prevent scope bloat, architectural contamination, and commercial positioning collapse. ``` +-------------------------------------------------------------------------------------------------------+ | FEATURE AREA | RATIONALE FOR EXCLUSION & COMMERCIAL RISK | +-------------------------+-----------------------------------------------------------------------------+ | Invoicing & Accounting | Requires tax compliance (GST/VAT), currency ledgers, ledger reconciliation, | | | and PDF invoice engines. Competes with QuickBooks/Xero. Huge support drag. | +-------------------------+-----------------------------------------------------------------------------+ | HR & Payroll Management | Completely unrelated domain. Dilutes focus, complicates user models. | +-------------------------+-----------------------------------------------------------------------------+ | Project Management / PM | Task hierarchies, Gantt charts, and sprint tracking belong in Linear/Asana. | | | CRM/PM hybrids fail because sales reps hate project management tools. | +-------------------------+-----------------------------------------------------------------------------+ | Full Marketing Broadcast| Newsletter campaigns, email warmups, IP reputation management, and spam | | | deliverability defense create massive customer support overhead. | +-------------------------+-----------------------------------------------------------------------------+ | Cold Outbound Scraping | Scrapers, B2B data enrichment APIs, and mass cold spam engines ruin sender | | | reputation and attract low-quality spammers rather than real businesses. | +-------------------------+-----------------------------------------------------------------------------+ | Autonomous AI Sales Bot | Autonomous unmonitored AI emailing/calling causes severe reputational damage| | | to clients through hallucinations or bad promises. AI must assist, not own. | +-------------------------+-----------------------------------------------------------------------------+ | Drag-and-Drop Node Graph| Visual node workflow canvases (like Zapier/Make) have steep learning curves | | | and extreme UI rendering bugs. Linear opinionated stages are 10x faster. | +-------------------------+-----------------------------------------------------------------------------+ ``` --- ## 3. Scope Lock Invariants & Enforcement 1. **No Silent Additions:** Any developer or agent proposing additions to P0 during Phases 2–18 will be halted. 2. **Phase Sequentiality:** Application features must not be built out of sequence. Phase 2 (Architecture & ADR) must be complete before any UI or database work starts. 3. **No Domain Bleed:** Zero concepts or terminology from external projects (e.g. ReviewPilot, DocPilot, generic ERPs) shall enter the codebase.