## Phase 1 — High-value niche and solution concept

Role: you are a consultant for SaaS businesses.

Task:
1. Find 3 service-based industries (for example HVAC, solar, real estate) that still rely on outdated legacy software.
2. Sketch a no-code solution concept, built with Webflow and Wized, that removes the biggest point of operational friction these industries face.
3. Explain why this solution is worth $2,000/month to such businesses.

## Phase 2 — User logic and data flow

Role: you are a solutions architect.

What I am building in Webflow: [business concept]

Task:
1. Map the user logic tree of this product.
2. Define precisely how data moves from the sign-up form to the member dashboard and on to the payment gateway.
3. List the third-party integrations (Make/Zapier) required to automate the whole flow.

## Phase 3 — Webflow CMS structure

Role: you are a database engineer.

Type of site: [type of site]

Task: design the Webflow CMS for this site. List every collection field and every reference field it needs to be dynamic and scalable.

Requirement: the structure must support bulk filtering and search optimization across 1,000+ items.

Present the fields as a table with the columns: collection, field name, field type, purpose.

## Phase 4 — Above-the-fold UI/UX brief

Role: you are a senior product designer.

Context: a B2B no-code platform.

Task:
1. Design the layout of the above-the-fold area.
2. Define the visual hierarchy that guides the eye from the value proposition, to the social proof, to the primary call to action.
3. Name the 2026 design trends (for example glassmorphism, micro-interactions) that would raise the perceived authority of the page.

## Phase 5 — Cold Loom script for client acquisition

Role: you are a closer for a high-ticket agency.

Prospect: a business whose current website is slow and unresponsive.

Task: write the script for a cold Loom video aimed at this prospect. Center it on revenue leakage: show exactly how the current site is losing them leads, and explain how my no-code migration solves it in 14 days with zero downtime.

## Phase 6 — Value-based retainer pricing

Role: you are a financial strategist who works with agencies.

Task: replace a one-off build fee with a value-based retainer model, organized in 3 tiers:
1. Core Build
2. Growth (SEO + updates)
3. Automation (workflow optimization)

Then explain how to present the $2,000/month subscription as an investment that pays back more than it costs (ROI-positive).

## Phase 7 — Delivery SOP to scale into an agency

Role: you are an operations manager.

Context: I have just signed my first 3 clients.

Task: create a standard operating procedure for project delivery that automates three stages: onboarding, development updates and the final handoff. Then explain how I can use AI to produce the client documentation, so that my time splits 80% on sales and 20% on oversight.

Organize the SOP with one section per stage.