Low-fidelity layout wireframes: structure, hierarchy, and component placement - not visual design. Surface ownership: W1, W2, W6–W11, W14–W16 are Phoenix LiveView; W3, W4, and W13 (map canvas) are React islands; W5 and W12 are React Native / mobile web.
W13 - Segment builder (prospect data engine)
Criteria rail (location, storm swath, property characteristics, exclusions), map canvas with drawn polygon and swath overlay, and a live results panel: matched count, contact coverage, estimated enrichment cost before spending it, and activation targets. DNC and opt-outs apply at send time, not list-build time. React island (map canvas) over PostGIS queries.
Segments - June hail / aging roofsDraft
Save segmentActivate
Location
Drawn polygon
Inside Jun 12 hail swath ≥ 1.25"
Property
Roof age ≥ 12 yrs (permit/yr built)
No roof permit since 2014
Home value $250k–$800k
Owner-occupied
Exclusions
Existing customers
Opted out · any channel
+ Add rule
● matched · ● excluded · ▮ swath
Matched properties
2,847
of 41,210 in territory
Contact coverage
Mailing address100%
Email on file31%
Phone on file22%
Enrich 1,964 missing emails
est. $255 @ $0.13/rec
Activate to
Direct mail - 2,847
Ad audience (hashed)
Email drip - 883 consented
Canvass list
DNC + opt-outs applied at send time
W14 - Data acquisition & pipeline health
The operator's view of every source: last pull, record counts, monthly cost, and failures, with hygiene stats below. Event-driven storm ingestion surfaces a "build segment" prompt within days of a swath. Phoenix LiveView over the acquisition OTP app.
Lancaster Co. assessorJul 1 · quarterly41,210$0 OK
Sarpy Co. - via aggregatorJul 1 · quarterly28,904$180 OK
Building permits (3 cities)Yesterday · weekly+312$49 OK
NOAA storm swathsToday · event-driven2 events$0 OK
Enrichment - broker A (email/phone)On demand1,964 this mo$255 OK
Douglas Co. recorderJun 28 · quarterly-$0 Retrying
Warehouse size
70,114
properties · 2 counties
Dedup merges
1.2%
APN + fuzzy match
NCOA updates
418
this quarter
Suppressed
3,067
DNC · opt-out · bounce
W15 - Campaigns & attribution (with CRM valve)
Closed-loop attribution: every campaign traced from spend through leads, appointments, signed jobs, and collected revenue to ROI, with per-campaign tracking numbers and UTM/QR closing the offline loop. The CRM valve panel shows engaged prospects promoted (with attribution attached) to the built-in CRM or JobNimbus, while unengaged records stay out.
Jun hail swath · mail ×2$3,4102,847613817$212k18.4×
Aging roofs 15yr+ · Meta ads$2,100aud. 8.4k24114$58k8.1×
Gutter cross-sell · email drip$858831496$31k…
New-mover welcome · mail$640512521$9k2.6×
Collected + profit sync back from the CRM · per-campaign tracking numbers and UTM/QR close the offline loop
CRM valve - engaged, promoting→ JobNimbus
Harmon, 2211 Vine St · called tracking #Promoted
Wu, 89 Elmcrest Dr · form fill · hail swathPromoted
Pratt, 407 S 48th · canvasser flagQueued
Attribution (source · segment · campaign) attaches on promotion - 68,900 unengaged records stay out of the CRM
By source, Q3
Storm segments$212k
Aging-roof segments$58k
Cross-sell$31k
Website / organic$44k
W16 - Prospect record with lineage & compliance
Makes ownership and purge rights operational: every field shows its asserting source and date; contact/consent state per channel is checked at send time; the governance panel counts owned vs. provider fields and exposes "purge broker fields" as a real action tied to the field-level lineage on the event log.
2211 Vine St - Harmon, D. & K.
APN 12-034-118 · Lancaster Co. · Prospect (not in CRM)
In 2 segmentsPromote to CRM
Attributes - with source lineage
FieldValueSource · date
OwnerHarmon, D. & K.CountyJul 1
Year built / value1998 · $342kCountyJul 1
Roof age (inferred)~15 yrsPermit2011
Storm exposureJun 12 hail 1.5"NOAAJun 13
Emaild.harmon@…com ✓ verifiedBroker AJun 20
Website visitsFinancing ×2, galleryOwnedJul 10
Engagement
Called tracking number - hail-swath mail campaign · Jul 14, 4:02p
Mail piece #2 delivered· Jul 9
Added to segment - Jun hail / aging roofs · Jun 14
Contact & consent
Direct mailOK
Digital adsOK (hashed)
EmailEngaged - drip eligible
Phone / textCold - blocked (DNC ✓)
Checked at send time · opt-outs sync two-way with CRM
Data governance
Owned fields9
Broker A fields2 · retention: perpetual*
Deletion requestsNone
Purge broker A fieldsExport record
*per contract - see governance settings
W17 - Canvassing mobile view
Turf map with door-status pins, knock list ordered by proximity, and one-tap outcome logging with voice notes. Knock outcomes are engagement events: "Interested" trips the CRM valve exactly like a form fill. React Native, offline-capable like W5.
10:22 GPS on
Turf: Vine St block
Jun hail segment · 38 doors · 14 done
37%
● done ● follow-up ● no soliciting ● to knock
2218 Vine St - Okafor
Roof ~14 yrs · hail 1.5" · no permit
Interested → CRMNot homeFollow up laterNo soliciting
Voice note…
2222 Vine St - Ruiznext · 90 ft
2226 Vine St - Bellfollow-up 1p
Today
Turf
Capture
More
W18 - Partner lead-routing console
Routing rules, the qualified-overflow queue with partner matching and homeowner-consent status, and partner capacity cards. Ships behind a feature flag in log-only mode until the legal review (referral vs. sale, data-broker registration, provider resale restrictions) clears; the lineage check blocks hand-off of records carrying resale-restricted broker fields.
Partner routingFeature-flagged
Rules Add partner
Legal review pending: referral vs. sale model, state data-broker registration, and provider-data resale restrictions. Routing runs in log-only mode until cleared.
Active rules
Outside service polygon → best partner matchCrew capacity > 3 wks booked → overflow partnerTrade not offered (solar) → SolarCo
Meier - reroof, Seward Co.Out of territoryRidgeline RoofingReferral OK ✓Held
Dole - gutters + roofCapacity overflowRidgeline RoofingReferral OK ✓Held
Kim - solar add-onTrade not offeredSolarCo (sub)Ask on callLog only
Homeowner consent captured before any hand-off · lineage check blocks records carrying resale-restricted broker fields
Ridgeline Roofing
Seward + York Co. · referral fee 8%
Capacity 40% · 12 leads YTD · 5 signed
SolarCo
Metro · sub-contract model
Capacity 72% · 9 leads YTD · 6 signed
+ New market partner
W19 - Contact 360 (detailed prospective-client view with behavioral heatmap)
The deep single-contact workspace: property and locally-generated personality profile, per-channel consent, and the Hotjar-style behavioral panel - click/move/scroll heatmap rendered over the visitor's most-viewed page, scroll-depth gauge, session history, engagement timeline, and next-best actions. All web behavior is consent-gated and identity-stitched (PostHog self-hosted + RudderStack - see stack 3.4). Lead score blends property fit, storm exposure, and behavioral intent.
AYO & Ryzo Platform - hypothetical product specification and wireframe set, v4.0 (July 2026). Feature inventory derived from public JobNimbus and SumoQuote materials; all screens, names, and figures are illustrative. Back to index