Full System Certification — All Phases

QuiPlans Revenue Certification

Complete audit of all 5 phases — implementation status, ad readiness, and revenue capacity.

100%

Certified Complete

45

Items Implemented

0

Pending

6

Phases Complete

Full System Certification Progress

45/45
100%

Ad Readiness Checklist

Stripe Checkout

Split-pay, deposits, full-pay — all active

Email Sequences

Nurture, upgrade, recovery — all automated

Lead Capture

Quiz Step 2 gate + AduLead entity

UTM Tracking

gclid, fbclid, utm_source/campaign/medium stored on leads + orders

Meta Pixel

ViewContent, Lead, InitiateCheckout, Purchase events firing

Google Ads Conversion

purchase events tracked via gtag

ROAS Dashboard

Revenue Command Center — live ROAS vs weekly goal

Promotion System

Server-side discount applied at Stripe checkout creation

Funnel Visibility

Admin can see lead→quiz→purchase conversion at every step

Balance Recovery

Unpaid split-pay balances auto-emailed Day 7/14/21

✅ System is AD-READY — All tracking, checkout, and automation systems are live

Phase 1Naming & Clarity
3/3 done

Renamed 'Permit-Ready Plans' → 'PE-Stamped Plans' sitewide

Scope language added: what IS and ISN'T included on every surface

Consistent 'Guaranteed Permit Package' naming across all pages

Phase 2Revenue & Cashflow Maximization
10/10 done

Split payment shown first, labeled 'Most Popular'

$100 deposit option surfaced at checkout

Full-pay 5% discount labeled 'Best Value'

Anchor pricing (Guaranteed Package $4,997) on PE-Stamped checkout

Competitive framing: DIY vs. Expediter vs. Package

Architect cost savings: 'Save $6,000–$22,000'

Energy compliance auto-upsell for 12 strict-code states

Site plan, customization, priority delivery add-ons at checkout

Printed plan set post-purchase upsell on success page

Balance recovery automation: Day 7/14/21 emails

Phase 3Email Automation
6/6 done

Lead nurture sequence: 4 emails over 14 days

Post-feasibility upgrade sequence: Day 1/3/7 emails

Quiz abandonment recovery automation

Abandoned checkout recovery automation

Balance recovery escalation sequence

Admin Email Health dashboard — sequence visibility

Phase 4ADU Dashboard & Upsell Engine
7/7 done

My ADU Dashboard with project roadmap + progress tracker

My Plans tab: unlocked plan downloads + delivery status

Engineer Review tab: gated by purchase

Credits & referral system visible in dashboard

Next Step Engine: personalized CTA by lead stage + unpaid balance alert

Post-purchase upgrade offer: PE-Stamped → Guaranteed Package

30-min Strategy Consultation ($199) product + Stripe checkout

Phase 5Promotions & Admin Visibility
6/6 done

Promotions wired server-side: Promotion entity discount applied in createCheckoutSessionTiered

Active promotion banners displayed across catalog/checkout pages

Email Automation Health dashboard showing sequence fire rates

AdminDashboard updated: PE-Stamped, Permit Package, Strategy Consultation metrics

Revenue Command Center: full product classification updated

Phase 5 Certification page — full system audit complete

Phase 6Full Site Audit & UX Certification
13/13 done

Home page: hero, trust bar, financial calculator, product ladder, testimonials, FAQ — all verified

PlanCatalog: URL param filters (type=adu/single_family/garage_conversion) now auto-apply from nav links

PlanDetail: removed misleading '$99 Property Match Report' CTA — replaced with free quiz

PlanDetail: buyer guide and roadmap labels corrected to match actual product pricing

AduFreePlan: hero, form, OTP gate, post-download upsell — all verified and functional

Quiz V3: early email gate, path branching, analysis animation — all verified

Quiz Results: financials, regulations, CTA ladder, social proof, mobile sticky — all verified

FreePlanSuccess: engineer review CTA moved to top (right after download), quiz redirect added

Feasibility page: form validation, checkout, priority upsell, strategy consultation upsell — all verified

PermitReadyCheckout: split-pay first, energy calc auto-prompt, anchor pricing, scope disclosure — verified

StrategyConsultation: form, checkout, credit messaging, testimonial — all verified

Navbar: all links verified, auth state (user/admin dropdown), mobile menu — functional

getAttribution() and createPageUrl() imports verified to exist in source files

Revenue Capacity — System is Configured For

Engineer Reviews/week

10+

$3,490+

At 10 sales/week

PE-Stamped Plans/week

5+

$7,500+

At avg $1,500 each

Permit Packages/month

2+

$9,994+

At 2 closings/month

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