QuiPlans Automation Architecture Audit

Complete pipeline analysis — all lead sources, automations, emails, gaps, and conflicts

Last updated: June 11, 2026 · All critical & high issues resolved ✅

0

Critical

0

High

2

Medium

12

Resolved

Complete Lead Journey Map

👁️
Visitor
⚡ 0 automations✉️ 0 emails⚠️ 1 gap
GAP
📧
Lead (Unverified)AduLead (verified=false)
⚡ 3 automations✉️ 3 emails⚠️ 1 gap
WARNING
VerifiedAduLead (verified=true)
⚡ 3 automations✉️ 5 emails⚠️ 1 gap
WARNING
🧩
Quiz Completedlead_stage='lead'
⚡ 2 automations✉️ 3 emails⚠️ 1 gap
WARNING
📄
Plan Downloadedplan_downloaded=true
⚡ 3 automations✉️ 2 emails⚠️ 0 gaps
OK
🛒
Package ViewedCheckoutAttempt started
⚡ 1 automations✉️ 3 emails⚠️ 1 gap
OK
💳
Checkout StartedCheckoutAttempt status=started
⚡ 1 automations✉️ 3 emails⚠️ 1 gap
WARNING
🎉
PurchasedOrder.order_status=completed
⚡ 5 automations✉️ 3 emails⚠️ 0 gaps
OK
🔬
Engineering ReviewOrder (engineer)
⚡ 2 automations✉️ 5 emails⚠️ 1 gap
WARNING
🏠
Customer (Complete)lead_stage=completed
⚡ 1 automations✉️ 4 emails⚠️ 1 gap
WARNING

Previously Critical Dead Ends — Now Resolved

✅ Unverified Lead Reactivation

lifecycleEmailProcessor now runs a separate unverified-leads pass for 60/90/180/365d reactivation. 15 emails sent on first run after fix (June 11).

✅ Plan Downloaded (1h window)

postDownloadEngineerEmail automation runs hourly, sends high-intent CTA 1h after plan_downloaded_at. 0 failures.

✅ Completed Customer Silence

completedCustomerSequence sends Day 3/7/14/30 emails: dashboard walkthrough, testimonial ask, referral invite, next-project upsell. ACTIVE, 0 failures.

✅ Quiz Lead OTP Gap

sendAuthCode now fires immediately after quiz email submission. Quiz leads enter verification flow and nurture sequence.

Remaining TODOs (Medium Priority)

🟡 Nurture E5-E7 field naming mismatch

processAduLeadNurture stores emails 5-7 in signup_incentive_email_1/2/3 fields. No live breakage but could conflict. Fix: add nurture_email_5/6/7_sent fields to AduLead entity.

🟡 Google Ads Conversion API push

GCLID stored on AduLead at signup but never sent back to Google on purchase. Bidding optimization is blind to actual conversions.

🟡 Quiz lead_stage advancement

Quiz leads remain at lead_stage='lead' until verified. Lifecycle stage journey emails don't fire on correct schedule until stage advances to 'free_plan'.

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