Scale Plan
Automation Roadmap
Automation roadmap for COLORJET website, CRM, Odoo, WhatsApp and reporting workflow.
Automation
90-Day Automation Roadmap
Recommended execution roadmap after the website is live.
Phase 1: Website Live
Upload website, test forms, change admin password, submit sitemap and run launch campaign.
Priority: Critical
Phase 2: Lead Tracking
Use PHP lead dashboard, export CSV weekly and assign sales follow-up owner.
Priority: High
Phase 3: Odoo CRM
Import website leads into Odoo CRM and create pipeline stages for machine sales.
Priority: High
Phase 4: Service Desk
Connect service request and warranty forms to Helpdesk or a custom service dashboard.
Priority: High
Phase 5: WhatsApp Follow-up
Create templates for quote follow-up, demo invitation, service update and payment reminder.
Priority: Medium
Phase 6: Owner Dashboard
Connect leads, quotes, sales, service and due collection data to owner dashboard.
Priority: Medium