Fillable Qwilr-style proposal shells — one per SBI proposal type: hospitality, office, retail fitout, plus commercial & residential joinery. Each with a type-specific Knowledge hook and Difference Table.
5 TemplatesAll team-facing tools in one place — what runs automatically, what's on-demand, and who benefits. Covers project setup, dashboards, budgets, procurement, scheduling, and more.
12 ToolsCurrent orchestrator logic: pre-flight validation gate, 4-phase sub-skill chain, single completion comment, re-run safety rules. Reflects the Make.com + assigned-comment behaviour.
Current · v2The automated flow: Make.com webhook on Won, pre-flight field checks, Claude Code orchestrator with 4 sub-skills. 7 phases from trigger to completion.
7 PhasesOriginal step-by-step process from deal won to project live. 4 automated phases + manual checklist. Includes BUILD/DESIGN toggle and detailed step flyouts.
InteractiveWorkflow-by-deal-type for the Claude-powered sales sequencer. Toggle between 9 deal types (Design, Cert, Joinery, Build, and combinations) — each shows stages, time estimates, due windows, and assignees. First-cut, awaiting Michael's review.
9 Deal Types