⚡ Phase 1 Setup — Complete these to activate the full CRM
CRM Core Agent built and deployed (crm_core_agent.py)
Deal Pipeline Bot built (deal_pipeline_bot.py)
HubSpot Fixer Bot built (hubspot_fixer_bot.py)
Supabase schema SQL ready (database/schema.sql)
Create free Supabase project → app.supabase.com → copy URL + anon key → add as SUPABASE_URL and SUPABASE_KEY secrets
Run the schema: paste database/schema.sql in Supabase SQL Editor
Run HubSpot fixer workflow to set up pipeline stages and custom scoring properties
Pipeline Value
$0
Weighted estimate
Total Contacts
Across all stages
A-Grade Leads
Score 75+
30d Forecast
$0
Expected revenue
Closed Won
0
All time
Stuck Deals
7+ days no movement

🎯 Sales Pipeline

Lead
Identified
Prospect
First contact
Qualified
BANT confirmed
Proposal
Offer sent
Negotiation
In discussion
Won 🏆
Signed
Lost
Dead
🔄
Pull Apollo Leads
Score and import 50 fresh leads from Apollo into pipeline
🔗
Fix HubSpot
Set up pipeline stages, custom scoring properties, deal pipeline
🗄️
Supabase Database
View contacts, deals, activities. Full persistent storage.
💰
Sales Department
Cold email engine, sequences, proposal generator
🎯
HubSpot CRM
Full CRM view with sequences and deal tracking
🏠
Command Center
Full system overview and control panel
ICP 1 — PROFLOW AI SAAS
Content Marketers & Agencies
Titles: CMO, Content Director, Marketing Manager
Size: 1-200 employees
Pain: Content volume & SEO rankings
Price: $97–497/mo recurring
ICP 2 — DFY SETUP CLIENT
Founders & Business Owners
Titles: CEO, Founder, Owner
Size: 1-50 employees
Pain: Manual processes, no tech team
Price: $1,500–10,000 one-time
ICP 3 — ENTERPRISE AGENCY
Marketing Agencies & Mid-Market
Titles: VP Marketing, Agency Owner, Digital Director
Size: 51-500 employees
Pain: Client delivery speed, scale
Price: $997–1,997/mo recurring
Replace your content team for $297/mo See How It Works →