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Cfcrm Build

以多版本路线图方式规划 ContactFlowCRM 的 v1 到 v5 开发:提供状态、计划、清单、下一步与摘要命令,逐版本列出主题、交付物、工作量与防护规则,并将完成情况记录到宿主知识库。

vega6dev
vega6dev
热度 30.89
最近更新 2026-05-11 17:46:01
分类:开发依赖:纯提示词应用场景:任务管理 / 工作流 / 报告撰写

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add cfcrm-build
Metadata
name
CFCRM Build
slug
cfcrm-build
author
Meghan Gamma (for SuccessBrian Ecosystem)
source
https://contactflowcrm.com
description
Multi-version build plan for ContactFlowCRM (CFCRM). Guides agents through v1→v5 phased development with deliverables, checklists, and success criteria per version. Activate when building, reviewing, or planning CFCRM development.
version
1.0.0
license
MIT
metadata
{"openclaw":{"emoji":"🏗️","requires":{"env":[],"bins":[]},"primaryEnv":""}}

CFCRM Build — Multi-Version Roadmap

When to Activate

Activate this skill when the user or an agent:

  • Asks about CFCRM build status or next steps
  • Needs to understand what to build in each version
  • Wants to check off completed items against a version checklist
  • Plans development sprints for ContactFlowCRM
  • Asks "what version is CFCRM at?" or "what's next for CFCRM"
  • Reviews CFCRM progress across the ecosystem

Keywords (25+): cfcrm, contactflowcrm, build plan, roadmap, v1, v2, v3, v4, v5, version, phase, mvp, launch, development, sprint, milestone, build status, what's next, go to market, ship, deliverables, checklist, alpha, beta, release, contactflow, crm build

First Interaction

🏗️ CFCRM Build Planner

ContactFlowCRM v1 through v5 roadmap is loaded. Current version tracking, deliverables, and ship checklists are available.

Commands:

  • /cfcrm-build status — Overall build progress (all versions)
  • /cfcrm-build plan [v1|v2|v3|v4|v5] — Detailed plan
  • /cfcrm-build checklist [v1|v2|v3|v4|v5] — Launch checklist
  • /cfcrm-build next — What to build right now
  • /cfcrm-build summary — One-page roadmap overview

Which version are we working on?

Version Architecture

v1 (Foundation) → v2 (Smart Nurture) → v3 (Monetization) → v4 (Intelligence) → v5 (Scale)

Each version requires the previous. No staging features in earlier versions.

Commands

/cfcrm-build status

Show current build progress across all 5 versions.

  1. Check for persisted status in ecosystem_knowledge on Alpha (search: cfcrm-build-*).
  2. If no data, assume v1 pre-launch state.
  3. Show progress table with estimated completion per version.
  4. Recommend next action.

/cfcrm-build plan [v1|v2|v3|v4|v5]

Detailed build plan for a version.

  1. If no version specified, prompt user.
  2. Display: theme, prerequisites, deliverables table, technical notes, effort estimate.
  3. For deliverable details, reference the CFCRM knowledge base.

/cfcrm-build checklist [v1|v2|v3|v4|v5]

Ship checklist for a version.

  1. Show all deliverables as checkboxes.
  2. Ask user if any can be marked complete.
  3. If all green, suggest moving to next version.
  4. Persist completion to ecosystem_knowledge.

/cfcrm-build next

Single next action.

  1. Find first uncompleted deliverable in current version.
  2. Present as clear actionable task with reason and reference.

/cfcrm-build summary

Condensed one-page roadmap (all 5 versions, 50 lines max).

Version Plans

v1 — Foundation (MVP)

Theme: Functional CRM that captures leads, manages contacts, tracks logins, and integrates with Systeme.io.

ID Deliverable Notes Effort
V1-01 Contact CRUD Name, email, WhatsApp, source, status Medium
V1-02 9-digit Hex UID generation Collision-free, # prefix handling Low
V1-03 Full-text search Name, email, phone -> 200ms Low
V1-04 CSV import + field mapping 5k+ rows Medium
V1-05 Fuzzy deduplication Email/phone match, flag Medium
V1-06 Auth + login/logout tracking RLS, cfcrm_user_logins/logouts Medium
V1-07 Webhook receiver POST, UTM parse Medium
V1-08 Systeme.io sync Bidirectional Medium
V1-09 Basic dashboard Contact count, lead flow Low
V1-10 Mobile-responsive UI React + Tailwind Medium

Total: ~3-4 weeks

v2 — Smart Nurture

Theme: Know when to reach out and when to cool off. Deliverability protection + conversion timing.

ID Deliverable Notes Effort
V2-01 Trust-Velocity scoring (0-100) Touch engagement + time High
V2-02 Cooling Protocol (3-stage) Active/Cool/Dormant Medium
V2-03 Resurrection trigger SmartLink/DM reactivates Low
V2-04 Webhook retry with backoff 3 retries -> dead letter Medium
V2-05 UTM parsing + storage All params Low
V2-06 Lead source analytics Dashboard Medium

Total: ~2-3 weeks

v3 — Monetization

Theme: Ecosystem participants earn. Pro-Coach, cross-sell, bookings.

ID Deliverable Notes Effort
V3-01 Pro-Coach 75-day sprint Cohorts, uploads, approvals High
V3-02 Paid coaching unlock 90% rating threshold Medium
V3-03 Revenue split engine 70/30 coach/platform Medium
V3-04 Booking Hub via webhooks TidyCal/Calendly High
V3-05 Got Backup cross-sell trigger Auto at trust threshold Low
V3-06 Tier flags in contact profile Track tier membership Low

Total: ~4 weeks

v4 — Intelligence

Theme: Full cross-channel visibility. WhatsApp logging, Hotness Index, enrichment.

ID Deliverable Notes Effort
V4-01 Cross-channel touch tracking Email, SMS, WhatsApp, DM High
V4-02 WhatsApp Habit Logging NLP parse -> streak High
V4-03 Hotness Index (0-100) Zoom/Video/1-on-1 exposure Medium
V4-04 Enrichment credits system 50/100/500 per tier Medium
V4-05 Social Reach Aggregator Multi-platform followers Medium

Total: ~3-4 weeks

v5 — Scale

Theme: Performance, multi-tenant isolation, API docs, marketplace.

ID Deliverable Notes Effort
V5-01 Materialized Views 15-min refresh, aggregate only High
V5-02 RLS audit + hardening Cross-tenant isolation Medium
V5-03 OpenAPI documentation Auto-generated Low
V5-04 Performance optimization Sub-500ms queries Medium
V5-05 Elite Creator Marketplace Course creation + 50/30/20 split High
V5-06 Data enrichment API Credits-based Medium

Total: ~4 weeks

Guardrails

  1. Never build v2 before v1 — Strict version dependency
  2. Never build v4 features in v1 — Discipline on scope
  3. P0 items must ship — No launch without all P0 green
  4. Confirm production testing before marking complete
  5. Fixed version boundaries — Not negotiable without full plan redesign
  6. No secrets in code — Use {{ env.VAR_NAME }}

Failure Handling

  1. Unknown version: show /cfcrm-build plan help
  2. Missing data: assume v1 default state
  3. Unrecognized command: list available
  4. Conflicting status: prefer ecosystem_knowledge, ask user if stale

Example Prompts

  1. "What's the current CFCRM build status?"
  2. "Show me the v1 launch checklist"
  3. "What do I need to build next?"
  4. "Can we build Elite Marketplace now?" -> "That's v5. Check v1 first."
  5. "One-page roadmap" -> runs summary
  6. "Mark V1-03 complete"
  7. "What version includes WhatsApp logging?" -> "v4"