Five agenda items, in order: the honest numbers, the SOP button, four approvable blocks that replace the old combined quote, the gates on everything deferred, and your to-do list with dates.
Measured Aug 19 and 20 against the live board and catalog. These numbers are the baseline every block below is accepted against.
Per-rep activity (per Adi: Francesco has not bid, Gabriel never has) is claims-based today. The portal has one shared password and no per-person identity, so nobody can prove who did what. Named logins land in Block 0; this page's live version, the Numbers page, is Block 0's deliverable.
Adi's workflow has 7 steps. The button does 3 of them and pre-stages a 4th. The rest stays with the rep, and we say so. Press it to see what happens.
Open question Q2 sets this button's ceiling: we have asked what a Floorzap xlsx import can create per lead (customer? quote seed? products only?). Until Floorzap answers, we claim only what the product-import template provably does today.
This is a new scope: each block is approvable alone, billed 50/50 per block, and accepted against one measurable result. Every threshold marked "proposed" is a starting point to agree at kickoff.
| Block | What you get | Accepted when |
|---|---|---|
| 0 · Secure + instrument BUYER: URI |
Spec pages behind auth; a named login per person + event log; every price labeled firm / estimated / unpriced; the Numbers page; a claimed lead cannot save without status + next step | Numbers page live with real per-user sessions; spec pages off the public path |
| 1 · SOP button + project room BUYER: URI |
The one-click above; per-project room with Drive-indexed documents panel; prefilled email draft; nightly refresh on the office Mac with a heartbeat | Button creates the contact, deal, and correctly named folder; refresh runs 7 nights unattended |
| 2 · Coverage push BUYER: URI |
Vendor self-onboarding Inetta can run; brand-alias map; weekly match-rate report; catalog moves to a real database | Match rate on the frozen board: baseline ~15%, proposed target 40%. Ceiling depends on Uri delivering vendor pricelists |
| 3 · VE generator + specs PDF BUYER: ALEX + URI |
Value-engineering alternates with citations and verification states, approve/edit UI, approval log, one-click material-specs PDF | Alternates render with citations + states; approvals log; specs PDF generates correctly. Full automation has its own later gate |
| Ops retainer | Refresh monitoring, vendor onboarding, board hygiene, coverage work, manual PlanHub downloads until the API gate passes | Ongoing |
| Pass-through infra | Vercel Pro · Neon · R2 · PlanHub when its gate passes, billed at cost | Itemized monthly |
The ask today: approve Block 0 and Block 1. The deferred Monday dashboard has its own gate below.
(1) PlanHub confirms in writing that the API tier permits unattended scheduled access and PDF download; the question is drafted and ready to send. (2) Adi's rep meeting is done. (3) Weekly worked-bid volume exceeds what the current board supplies. 673 projects already sit unworked, so supply is not what is missing.
Priced per source plus its subscription, ConstructionBids.ai first. Switched on only after source #1 is absorbed without the worked rate falling. This is the answer to "4 or 5 sources": a price per source, not a refusal.
On when Pipedrive profitability fill passes 70% on the last 30 deals; today it is 2–14%. Plainly: reps move this number by quoting in Floorzap and filling Pipedrive, with Adi enforcing; the SOP button stamps Project Type and the enforced fields prompt the rest. If Alex wants a nearer-term version, a scoped-down Monday MVP over the fields that already exist can be quoted separately.
Block 3 ships human-approved alternates. Automation switches on when the approval-without-edit rate over the last 30 alternates clears the proposed 80% bar and catalog coverage passes its Block 2 target. These documents go to GCs and architects; in August, 8 of 11 firm prices were wrong. The gate exists so that never reaches a client document.
Product photos: priced per vendor once Uri picks the vendor list. Inetta self-serve pricing: when the event log shows non-rep demand. In-app email sending: only if reps ask after living with the drafts. Every new source or integration passes a terms-of-service check before any build; PlanHub's two warnings made this a standing rule.