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BusinessInitiativesBuild the Bridge

Build the Bridge

Goal: Build the core product from start to completion so the platform can process a live service transaction end-to-end.

This initiative covers every piece of foundational functionality in the service journey — from the public marketing site where vendors sign up, through to expert payment processing when a milestone is delivered. No live revenue is possible until these projects ship.

Scope

Projects

Marketing Site

The public-facing website where vendors discover Sustentus and sign up for a subscription tier.

  • Pricing page with Self-Service, Growth, Managed, and Partner tiers
  • Clerk-powered authentication and signup flow
  • PostHog analytics for conversion tracking
  • Responsive design with the @sustentus/ui component library

Vendor Onboarding

The process of getting a new vendor from signup to their first lead.

  • Tenant provisioning on subscription activation
  • Service category and product configuration
  • Team member invitation and role assignment
  • Embeddable lead capture form generation for the vendor’s own website

Lead Capture and Intake

Ingestion of service leads into the platform.

  • Webhook endpoint for CRM-sourced leads
  • Manual lead creation form (vendor, CSM, SDM)
  • Lead validation and auto-assignment of requestId
  • Customer account creation or matching

BRD Agent

AI-powered business requirements gathering via conversational interface.

  • Built on @sustentus/services using the BRDAgent (Claude Haiku 4.5)
  • One-question-per-message discovery loop covering business context, goals, audience, budget, integrations, and stakeholders
  • generate_brd tool producing structured HTML output with prioritised requirements (Must Have, Should Have, Nice to Have)
  • Customer approval flow setting isBrdApproved = true on the lead

Bid Pool and Proposals

The marketplace where experts bid on qualified leads.

  • Bid pool visibility — leads with bidPool = true shown to matched experts
  • Proposal submission with title, summary, price, timeline, and milestones
  • Quote generation with configurable service fee (default 10%)
  • Proposal status workflow: proposal_submittedproposal_accepted / rejected

Project and Milestone Tracking

Delivery management once a bid is accepted.

  • Lead promotion to active project (isActiveProject = true)
  • Milestone tracking with time and event types
  • Percentage-based payment allocation per milestone
  • Status progression through the lead workflow

Payment Processing

Stripe integration for expert payouts and vendor usage fees.

  • Stripe account setup and sandbox configuration
  • Invoice workflow: submittedapprovedpaid (with disputed and rejected paths)
  • Service fee calculation and collection
  • Multi-currency support (EUR, USD, GBP)
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