What shipped
Built a focused local web MVP directly in this build directory:
- Static browser app with no external package dependencies.
- Dashboard with seeded demo clients, diagnostic status, estimated monthly leak value, top score, and next workflow target.
- Diagnostic intake form for business profile, tools, AI use, constraints, workflow pains, and numeric estimates.
- Two workflow tracks: missed-lead / slow-follow-up recovery and document / client-intake cleanup.
- Deterministic scoring engine with visible weights and editable 1-5 factor sliders.
- Leak map grouped by workflow stage.
- Recommended first workflow with defensible score explanation.
- Two-week sprint planner with milestones, required access, client responsibilities, human approval points, launch tasks, and 30-day measurement path.
- Deliverable generator for diagnostic summary, sprint proposal, before/after scorecard, SOP, 30-day adoption agenda, and JSON export.
- Local persistence through browser
localStorage. - Smoke test covering the core loop.
Architecture
- Chose vanilla ES modules, HTML, CSS, and a tiny Node static server to keep the MVP easy to inspect and run locally.
- Kept scoring, deliverables, seed data, and local storage in separate modules:
src/data/seedData.jssrc/lib/scoring.jssrc/lib/deliverables.jssrc/lib/store.jssrc/app.js- Made scoring deterministic rather than LLM-generated so the app works without external APIs or secrets.
- Used Markdown exports because they are readable, copyable, and easy to turn into client docs later.
- Used
localStorageinstead of SQLite because the first build is a browser-only operator cockpit, not a multi-user app.
Trimmed scope
The build deliberately excludes:
- Auth, billing, team permissions, client portal, or agency CRM features.
- CRM, email, calendar, phone, document, Sheets, or Zapier/n8n integrations.
- PDF export.
- Live AI text generation.
- Sensitive file ingestion.
- Autonomous customer contact.
Limitations
- Scores are structured estimates, not measured business truth.
- Intake-generated leaks are template-based and should be edited after a real diagnostic call.
- Local persistence is per-browser and can be cleared by browser storage settings.
- Export downloads are generated client-side only.
- The agency handoff demo reuses the intake-cleanup track to keep the first version focused on two complete tracks.
Suggested next steps
- Add edit fields for leak title, evidence, symptoms, and assumptions.
- Add optional PDF export from the generated Markdown.
- Add a simple saved baseline/after measurement log per diagnostic.
- Add vertical-specific templates once repeated delivery patterns appear.
- Add optional OpenAI-compatible generation behind the deterministic renderer, with demo mode as the default.
- Add import/export of full workspace state for backup and handoff.