CRM · Client journey

phase × tool × data source × route

Single entry point for every page, API, and event that touches a client's life cycle, from first Cal booking to the recurring monthly cycle. Tools tagged PAGE need a client context, open /clients first to pick one.

Tag legend

REF reference doc (static)

TOOL standalone tool, no client context needed

ENTRY entry point / list view

PAGE scoped page · ?email= required

EVENT action trigger (button / endpoint)

API backend endpoint

EXT external link → byforja.com

1 · Entry

pre-contract

REF Cal questionnaires bilingual reference · live FR + admin EN TOOL Pricing calculator profile × market × revenue → monthly · D1 pricing_calculations

2 · Discovery & brand options

launch · week 1

ENTRY All clients · list /clients · D1 contacts PAGE Discovery questionnaire 10 open Qs + archetype · ?email= required · client_discovery PAGE Brand options editor (A vs B) 7 artifacts · ?email= required · client_brand_options EVENT Send swipe email (Resend #1) button on Brand options · → client inbox

3 · Client swipe & validate

client side · byforja.com

EXT Brand swipe (Tinder-style) /account/brand-swipe · client_brand_swipes · session-based EVENT Validate → populate Brand Bible + Resend #2 + admin notif /api/account/brand-swipe-validate (on byforja.com)

4 · Brand Bible

launch · weeks 2-6

PAGE Brand Bible editor (a.k.a. Onboarding questionnaire) full structured bible · ?email= required · client_brand_bible · auto-populated post-validate

5 · Monthly cycle

recurring · every period

PAGE Monthly plan questionnaire period + cases + briefs · ?email= required · client_monthly_plans PAGE Monthly output preview (Fred-like HTML) composed bible + plan · ?email=&month=YYYY-MM required

6 · Client pipeline

always on · longitudinal view

PAGE Client fiche · 5+ tabs Contract · Brand Bible · Monthly plans · Outputs · Notes · Pipeline

My account · client view

external · byforja.com

What the client sees on their side, gated by magic-link cookie. Use these to QA the experience your clients get.

EXT Dashboard /account · tile entry to all sub-pages EXT Profile /account/profile · identity + preferences EXT Documents (Toolkit) /account/documents · R2 byforja-user-toolkit · per-phase hierarchy TBD EXT Brand swipe /account/brand-swipe · Tinder-style cards · final preview EXT Monthly plan /account/plan · consultable plan + comments thread