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AIG · Internal CRM · Prioritization Report

Prioritization & Three-Month Build Report

What to build first, suggested missing elements, and the full three-month roadmap with expectations for AIG’s custom CRM.

1. Executive Summary

AIG is designing a purpose-built, single-tenant CRM for its team with multi-client capability. The system must support multiple logins with role-based access, deploy on a Hostinger VPS, include an AI assistance layer, unify the Proposal → SOW → Invoice workflow, provide a customer portal, manage multi-client social media (Content 360) and email campaigns (Rackspace), generate client dashboards/reports, and integrate with Slack for proactive team messaging.

Core recommendation: Build the foundational data model, authentication, and the commercial workflow first. Layer AI assistance, client portal, and Slack-driven proactive messaging next. Defer complex multi-platform social and advanced reporting until the core is stable and adopted.

This approach reduces risk on a VPS-hosted custom system, delivers internal value within the first month, and creates a single source of truth that eliminates scattered tools and manual handoffs.

2. Recommended Priorities

Priority 1: Foundation

  • Role-based authentication and multi-login (Admin, Team Member, Client)
  • Client and contact master records
  • Core data model: Clients → Proposals → SOWs → Projects/Tasks → Invoices
  • Hostinger VPS environment (Docker, PostgreSQL, Redis, automated backups)

Why first: Single source of truth and secure multi-user access are required for every other feature.

Priority 2: Consistent Commercial Workflow

  • Proposal creation (templates + AI assist)
  • Convert approved Proposal → SOW (with version control)
  • Trigger Invoice generation from SOW milestones or retainers

Why second: Highest-value internal process; eliminates revenue leakage and inconsistent handoffs.

Priority 3: Team Collaboration & Proactive Messaging

  • Slack integration (notifications, digests)
  • Task assignment, ownership, automated daily/weekly/monthly reminders
  • Simple internal “My Tasks” dashboard

Priority 4: Customer Portal MVP — login, uploads, status visibility, messaging.

Priority 5: AI Layer (incremental) — drafting assistance, task suggestions, report narratives.

Priority 6: Marketing Campaign Modules — email (Rackspace), social (Content 360), client reporting dashboards.

3. Suggested Missing Elements

4. Three-Month Build Plan & Expectations

Month 1: Foundation & Core Workflow (Weeks 1–4)

Build: VPS + Docker + DB, authentication/roles, client records, proposal creation, basic Proposal→SOW, Slack alerts, simple My Tasks view.

Expectations: Team can create and track client records and proposals; first SOWs generated; Slack alerts live; usable daily on limited real clients.

Month 2: Workflow Completion, Portal & AI (Weeks 5–8)

Build: Full Proposal→SOW→Invoice, customer portal (uploads + status), AI drafting assistance, task ownership + daily/monthly Slack digests, invoice tracking.

Expectations: End-to-end commercial workflow in use; clients access portal; proactive messaging active; AI reducing drafting time.

Month 3: Marketing Modules, Reporting & Polish (Weeks 9–12)

Build: Email campaigns + Rackspace, social tracking + Content 360, client report dashboards + PDF export, advanced proactive rules, security hardening, training materials.

Expectations: Single CRM is system of record; reliable daily/monthly proactive messages; clients see status and reports; production-ready for current services.

Overall 90-Day Outcome: One internal CRM supporting the full commercial lifecycle, proactive task visibility for every team member, a simple client portal, and the foundation for multi-client marketing operations—all under AIG control on Hostinger VPS.

5. Architecture Notes