Operations

Four-Pillar Sales Process

Guide each client from discovery to suitability, expert recommendation, and decision with audit-ready structure.

Phase 6 — Four-Pillar Sales Process Engine. Schema is live in Supabase: sales process instances, fact finders, suitability records, brokerage requests, expert recommendations, recommendation options, decision records, readiness checklists, and activity timelines. Live application creation, DocuSign envelope binding, AI recommendation extraction, and compliance bundle generation each land in their own follow-up phases. The data shown here is mocked for UI preview.

Open Processes

Fact Finders Pending

Draft or in progress.

Suitability Review Required

Awaiting compliance review.

Recommendations Received

From brokerage/partner.

Decisions Pending

Currently in Decision pillar.

Application-Ready

Handoff to future Application phase.

The Four Pillars

Each pillar produces an artifact that anchors the next. Suitability and budget documentation are required before Decision for Life and Retirement / Wealth product lines.