Core Process

💼Sales
🔍Sales & Vetting
Sales Owner + Visionary
Log every lead in the CRM. Market research, preliminary cost & revenue.
0 projects
🤝BD Meeting
Visionary — schedules & leads
Reviews vetted leads + Visionary-approved ideas. Go = solid cost + demo + proposal.
0 projects
❌Rejected / Lost
—
Marked Lost/Inactive in the CRM. Archived with the team's reason for future reference.
0 archived
💻Software
🚀Kick-off Meeting
Integrator — schedules & leads
Reviews the signed contract + project needs. Software Lead gets the means & methods to build.
0 projects
🏗️Foundation Build
Software Lead
Owns Epics & Stories. UX/UI, scaffolding, tech stack, architecture, data schema — to ~50-60%.
0 projects
🤝Hand-off Meeting
Software Lead — schedules & leads
Confirms the foundation is done. Grants full repo, hosting & DB access to PM.
0 projects
🚚Project
🎯Finish & Deliver
PM Lead
Owns Epics & Stories to completion. Delivers to the client, owns success & support.
0 delivered
1 · Business Development (BD) Meeting
Informs the whole team on the pipeline and makes the pursue call
Biweekly / as-needed
Scheduler & Leader
Visionary (Xa Vang)
Required Attendees
Visionary, Integrator, Software Lead, PM Lead
Outcome
Everyone aligned on what business is being pursued
Reviews: vetted external leads + internal ideas the Visionary has approved as worth pursuing
Go requires: solid cost, a demo build, and a proposal — then it goes out for signature
2 · Kick-off Meeting
Transfers the signed deal from sales to build
Per signed deal
Scheduler & Leader
Integrator (Chanh Tran)
Required Attendees
Visionary, Integrator, Software Lead, PM Lead
Outcome
Software Lead has everything needed to complete the foundation build
Reviews: project needs, the signed contract/agreement, and anything already built (e.g. the demo)
From here: Software Lead owns the Epics & Stories for the foundation build
3 · Hand-off Meeting
Foundation build is done — PM takes it the rest of the way
Per foundation build
Scheduler & Leader
Software Lead (Billy Lee)
Required Attendees
Visionary, Integrator, Software Lead, PM Lead
Outcome
Foundation build complete; PM Lead takes over to finish it
Confirms: UX/UI complete, scaffolding done, code on GitHub, tech stack & architecture documented, data schema in place
Software Lead grants: full repo, hosting, and database access to the PM team — no partial handoffs