# Stage-Driven Lead Profile Plan (0.1% Standard) ## Overview Transform the lead profile so that **platform stage DRIVES the entire experience**. Not just a badge - the stage determines what Tony sees, what actions are prominent, and what scripts he uses. --- ## Architecture ``` Lead Profile Page ├── Stage Progress Visualizer (top hero section) │ ├── Visual pipeline with checkmarks │ ├── Progress bar with percentage │ └── Stuck alert badge ├── AI Diagnosis Card (primary action area) │ ├── Pattern detection (forgot vs avoiding) │ ├── Likely blocker reason │ ├── "Your Play" script │ └── Quick action buttons ├── Dynamic Primary CTA (big button) │ └── Stage-specific action ├── Similar Wins Card │ └── Leads who progressed from same stage ├── Stage Journey Timeline │ ├── Stage transitions with dates │ ├── Platform logins │ ├── Your calls/SMS │ └── Stuck indicators └── Existing Profile Sections └── Contact info, Intel Brief, etc. ``` --- ## Components ### 1. Stage Progress Visualizer **Component:** `StageProgressVisualizer.jsx` **Visual:** ``` ┌──────────────────────────────────────────────────────────────────┐ │ CONTRACTOR ACTIVATION 80% to Active │ │ │ │ ✅ Signed Up → ✅ Profile → 🟡 STRIPE READY → ⬜ Job → ⬜ Hired │ │ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━░░░░░░░░░░░░░░░░░│ │ ▲ │ │ STUCK 12 DAYS │ │ "Next: Connect Stripe Payments" │ └──────────────────────────────────────────────────────────────────┘ ``` **Props:** - `type`: 'worker' | 'contractor' - `currentStage`: string - `daysInStage`: number - `stageChangedAt`: Date - `platformData`: object **Logic:** - Worker stages: signed_up → profile_complete → job_ready → applied → working → proven - Contractor stages: signed_up → profile_complete → stripe_ready → job_posted → hired → active - Calculate percentage: (currentStageIndex / totalStages) * 100 - Show stuck badge if daysInStage >= 7 --- ### 2. AI Diagnosis Card **Component:** `StageDiagnosisCard.jsx` **Visual:** ``` ┌──────────────────────────────────────────────────────────────────┐ │ 🔍 AI DIAGNOSIS │ │ │ │ Pattern: 😴 FORGOT (hasn't logged in for 12 days) │ │ │ │ Likely Blocker: │ │ "Stripe setup feels intimidating. They started but didn't finish │ │ the verification step." │ │ │ │ ┌──────────────────────────────────────────────────────────────┐ │ │ │ 📋 YOUR PLAY │ │ │ │ │ │ │ │ "Hey John, noticed you started setting up payments but │ │ │ │ didn't quite finish. It's actually just 2 more steps - │ │ │ │ want me to walk you through it real quick? Takes 3 mins." │ │ │ └──────────────────────────────────────────────────────────────┘ │ │ │ │ [📋 Copy Script] [📞 Call with Script] [💬 Send Guide SMS] │ └──────────────────────────────────────────────────────────────────┘ ``` **Pattern Detection:** - `forgot`: No login > 7 days, low login frequency - `avoiding`: Recent logins but no progress - `confused`: High logins but stuck - `blocked`: External blocker (technical, etc.) --- ### 3. Stage Journey Timeline **Component:** `StageJourneyTimeline.jsx` **Visual:** ``` ┌──────────────────────────────────────────────────────────────────┐ │ 📍 STAGE JOURNEY │ │ │ │ ● Jan 15 Signed Up (via Google search) │ │ │ │ │ │ Jan 16 Logged in, viewed dashboard │ │ │ Jan 17 You called - discussed needs (3 min) │ │ │ │ │ ● Jan 18 Profile Complete │ │ │ │ │ │ Jan 19 Logged in, started Stripe setup │ │ │ Jan 20 Abandoned at verification step │ │ │ │ │ ● Jan 20 Stripe Ready (current) │ │ │ │ │ │ Jan 21 You sent SMS reminder - no response │ │ │ ⚠️ Jan 22-Feb 1: NO ACTIVITY (12 days) │ │ │ │ │ ○ ─ ─ ─ Job Posted (next) │ │ ○ ─ ─ ─ Hired │ │ ○ ─ ─ ─ Active │ └──────────────────────────────────────────────────────────────────┘ ``` --- ### 4. Dynamic Primary Action **Component:** `DynamicPrimaryAction.jsx` **Stage-to-Action Mapping:** | Stage | Type | Primary Action | Secondary Actions | |-------|------|----------------|-------------------| | `signed_up` | Both | "Help Complete Profile" | Send profile tips SMS | | `profile_complete` | Worker | "Explain Job Search" | Send job search guide | | `profile_complete` | Contractor | "Walk Through Stripe Setup" | Send Stripe guide | | `stripe_ready` | Contractor | "Walk Through Stripe Setup" | Send setup reminder | | `job_ready` | Worker | "Help Find First Job" | Send job alerts | | `job_posted` | Contractor | "Check In On Applicants" | Send applicant tips | | `applied` | Worker | "Follow Up On Application" | Send interview tips | | `hired` | Contractor | "Ensure First Job Success" | Send onboarding tips | | `working` | Worker | "Check In On Job" | Send completion tips | --- ### 5. Similar Wins Card **Component:** `SimilarWinsCard.jsx` **Visual:** ``` ┌──────────────────────────────────────────────────────────────────┐ │ 🏆 SIMILAR WINS │ │ │ │ Leads who were stuck at STRIPE READY and progressed: │ │ │ │ ┌────────────────────────────────────────────────────────────┐ │ │ │ Mike's Plumbing │ │ │ │ Stuck 9 days → You called → Active in 2 days │ │ │ │ Revenue: $4,200 │ Key: Walked through Stripe on call │ │ │ └────────────────────────────────────────────────────────────┘ │ │ │ │ 💡 Pattern: 80% progressed after a CALL (not SMS) │ └──────────────────────────────────────────────────────────────────┘ ``` --- ## API Endpoints | Endpoint | Method | Purpose | |----------|--------|---------| | `/api/activation/diagnose/:leadId` | GET | AI diagnosis with pattern, blocker, script | | `/api/activation/journey/:leadId` | GET | Full stage journey with activities | | `/api/activation/similar-wins/:leadId` | GET | Leads who progressed from same stage | ### Diagnosis Response ```json { "pattern": "forgot", "patternConfidence": 0.85, "patternEvidence": "No login for 12 days, opened 2 reminder emails", "likelyBlocker": "Stripe verification feels complex", "script": "Hey John, noticed you started...", "smsTemplate": "Hi John! Quick Q - need help finishing...", "recommendedAction": "call", "actionLabel": "Walk Through Stripe Setup" } ``` ### Journey Response ```json { "stages": [ { "stage": "signed_up", "label": "Signed Up", "reachedAt": "2025-01-15T10:00:00Z", "status": "completed" } ], "activities": [ { "type": "platform_login", "date": "2025-01-19T09:00:00Z", "description": "Logged in, started Stripe setup" }, { "type": "your_call", "date": "2025-01-17T14:30:00Z", "description": "Discussed hiring needs", "duration": "3 min" } ] } ``` ### Similar Wins Response ```json { "wins": [ { "company": "Mike's Plumbing", "stuckStage": "stripe_ready", "daysStuck": 9, "progressedVia": "call", "daysToProgress": 2, "revenue": 4200, "keyFactor": "Walked through Stripe setup on call" } ], "pattern": { "insight": "80% progressed after a CALL (not SMS)", "recommendedAction": "call" } } ``` --- ## Files to Create | File | Purpose | |------|---------| | `src/services/stageDiagnosis.js` | Pattern detection + script generation | | `admin/src/components/StageProgressVisualizer.jsx` | Visual pipeline + progress bar | | `admin/src/components/StageDiagnosisCard.jsx` | AI diagnosis + script + actions | | `admin/src/components/StageJourneyTimeline.jsx` | Full timeline visualization | | `admin/src/components/DynamicPrimaryAction.jsx` | Stage-specific CTA | | `admin/src/components/SimilarWinsCard.jsx` | Success stories from same stage | ## Files to Modify | File | Changes | |------|---------| | `src/routes/activation.js` | Add 3 new endpoints | | `admin/src/pages/LeadProfile.jsx` | Add all new components to layout | | `admin/src/api/client.js` | Add new activation API methods | | `src/services/ai.js` | Update Intel Brief prompt with stage context | | `admin/src/components/IntelBriefModal.jsx` | Add stage context section | --- ## Build Order ### Phase 1: Data & API Layer 1. Add stage diagnosis service (`src/services/stageDiagnosis.js`) 2. Add journey endpoint (`GET /api/activation/journey/:leadId`) 3. Add diagnosis endpoint (`GET /api/activation/diagnose/:leadId`) 4. Add similar-wins endpoint (`GET /api/activation/similar-wins/:leadId`) 5. Add API client methods ### Phase 2: Core Components 6. `StageProgressVisualizer.jsx` 7. `StageDiagnosisCard.jsx` 8. `DynamicPrimaryAction.jsx` 9. `SimilarWinsCard.jsx` ### Phase 3: Timeline & Integration 10. `StageJourneyTimeline.jsx` 11. Update `LeadProfile.jsx` layout 12. Update Intel Brief (prompt + modal) ### Phase 4: Polish 13. Add copy-to-clipboard for scripts 14. Add "Call with Script" flow 15. Build, test, deploy --- ## Progress Tracking - [x] Phase 1: Data & API Layer - [x] Phase 2: Core Components - [x] Phase 3: Timeline & Integration - [x] Phase 4: Polish **BUILD COMPLETE** - All 15 steps implemented and deployed.