# Phase-by-Phase Development Plan

## AOLL — Always-On Lead Library
### Development Roadmap, Timeline & Delivery Plan

| Field | Value |
|-------|-------|
| **Document Version** | 1.0 |
| **Status** | Draft — For Engineering & Program Review |
| **Author** | Product & Engineering |
| **Last Updated** | July 28, 2026 |
| **Companion Documents** | PRD-AOLL.md, TECHNICAL_SPECIFICATION-AOLL.md, ARCHITECTURE-AOLL.md |
| **Planning Horizon** | 40 weeks (Phase 0 complete → Phase 5 launch) |

---

## Table of Contents

1. [Executive Summary](#1-executive-summary)
2. [Timeline Overview](#2-timeline-overview)
3. [Team & Capacity Assumptions](#3-team--capacity-assumptions)
4. [Phase 0 — Foundation (Complete)](#4-phase-0--foundation-complete)
5. [Phase 2 — Core Data MVP](#5-phase-2--core-data-mvp)
6. [Phase 3 — Signals & Engagement](#6-phase-3--signals--engagement)
7. [Phase 4 — Integrations & Automation](#7-phase-4--integrations--automation)
8. [Phase 5 — AI & Enterprise](#8-phase-5--ai--enterprise)
9. [Cross-Phase Dependencies](#9-cross-phase-dependencies)
10. [Milestone & Release Calendar](#10-milestone--release-calendar)
11. [Jira Ticket Mapping](#11-jira-ticket-mapping)
12. [Risk Buffer & Schedule Contingency](#12-risk-buffer--schedule-contingency)
13. [Success Criteria by Phase](#13-success-criteria-by-phase)
14. [Assumptions](#14-assumptions)

---

## 1. Executive Summary

AOLL development is structured in **five phases**. Phase 0 (initial release) is complete. Phases 2–5 deliver the full product over **36 weeks** (~9 months), targeting **production launch of Enterprise features by April 2027**.

| Phase | Name | Duration | Target Dates | Outcome |
|-------|------|----------|--------------|---------|
| **0** | Foundation | — | Jul 2026 ✅ | Marketing site, auth, dashboard shell (mock data) |
| **2** | Core Data MVP | 12 weeks | Aug – Oct 2026 | Real search, company profiles, CSV export |
| **3** | Signals & Engagement | 8 weeks | Nov – Dec 2026 | Intent, scoops, home feed, billing, alerts |
| **4** | Integrations & Automation | 8 weeks | Jan – Feb 2027 | CRM export, workflows, team management |
| **5** | AI & Enterprise | 8 weeks | Mar – Apr 2027 | AI insights, outreach, REST API, custom feeds |

**Note:** Phase numbering aligns with the PRD (Phase 1 = initial release = Phase 0 in this document). Phases 2–5 match PRD release roadmap.

**Critical path:** Scraper + CSV upload pipeline → entity resolution → OpenSearch → Advanced Search → real product value. Licensed vendor API is optional acceleration, not a blocker.

---

## 2. Timeline Overview

### 2.1 Gantt-Style Summary

```
2026
Jul        Aug        Sep        Oct        Nov        Dec
|-----------|----------|----------|----------|----------|
 [Phase 0 ✅]
            [======== Phase 2: Core Data MVP ========]
                                          [== Phase 3 ==]

2027
Jan        Feb        Mar        Apr        May
|----------|----------|----------|----------|
 [== Phase 4 ==]
                       [== Phase 5 ==]
                                    [ Launch 🚀 ]
```

### 2.2 Key Dates

| Milestone | Target Date | Phase |
|-----------|-------------|-------|
| Phase 2 kickoff | Aug 4, 2026 | 2 |
| Data vendor live + first 10K companies indexed | Sep 1, 2026 | 2 |
| Advanced Search beta (internal) | Sep 22, 2026 | 2 |
| **Phase 2 GA — Core Data MVP** | **Oct 24, 2026** | 2 |
| Home feed + intent module beta | Nov 21, 2026 | 3 |
| Stripe billing live | Dec 5, 2026 | 3 |
| **Phase 3 GA — Signals & Engagement** | **Dec 19, 2026** | 3 |
| HubSpot + Salesforce connectors beta | Jan 23, 2027 | 4 |
| Workflows engine live | Feb 6, 2027 | 4 |
| **Phase 4 GA — Integrations & Automation** | **Feb 20, 2027** | 4 |
| AI insights + outreach beta | Mar 20, 2027 | 5 |
| Enterprise REST API | Apr 3, 2027 | 5 |
| **Phase 5 GA — Full Platform Launch** | **Apr 17, 2027** | 5 |

*Dates assume Phase 2 starts first full week of August 2026. Adjust kickoff date to shift entire calendar.*

---

## 3. Team & Capacity Assumptions

### 3.1 Recommended Team (Phases 2–5)

| Role | FTE | Responsibility |
|------|-----|----------------|
| Backend Engineer (PHP/CI4) | 2.0 | API, services, billing, CRM, workflows |
| Frontend Engineer | 1.5 | Dashboard UI, wire mock → real data |
| Data Engineer | 1.0 | ETL, entity resolution, scoops/intent pipelines |
| DevOps / Infrastructure | 0.5 | OpenSearch, PostgreSQL, Redis, CI/CD |
| QA Engineer | 1.0 | Test plans, automation, release validation |
| Product Manager | 0.5 | Prioritization, acceptance, vendor decisions |
| **Total** | **~6.5 FTE** | |

### 3.2 Capacity Model

- **Sprint length:** 2 weeks
- **Total sprints (Phase 2–5):** 18 sprints
- **Velocity assumption:** ~40–50 story points per sprint (team ramping)
- **Buffer:** 1 week contingency built into each phase (see §12)

### 3.3 What Changes Timeline

| Factor | Impact |
|--------|--------|
| Data vendor delayed 4+ weeks | Phase 2 slips 4 weeks; all downstream phases shift |
| Team < 4 FTE | Add 50–75% to duration |
| Bombora license approved in Phase 3 | +2 weeks integration; stronger intent, worth it |
| Scope added (org charts, Pipedrive) | +4–8 weeks per major feature |
| Parallel CRM + Workflows in Phase 4 | Saves ~2 weeks vs sequential |

---

## 4. Phase 0 — Foundation (Complete)

| Field | Value |
|-------|-------|
| **Status** | ✅ Complete |
| **Release** | CHGREL-1255 (Jul 2026) |
| **Duration** | ~6 weeks (already delivered) |

### 4.1 Delivered

| Area | Status |
|------|--------|
| Marketing website (Home, Pricing, About, Solutions, FAQ, Blog, Terms, Privacy) | ✅ |
| Contact Us / Book Demo forms + DB + email | ✅ |
| Signup (email + Google OAuth) | ✅ |
| Login / Logout / Forgot Password | ✅ |
| Dashboard shell (all sidebar pages) | ✅ |
| Settings (profile, password) | ✅ |
| Email templates (AA-60, AA-61) | ✅ |
| Design system (design.admedia.com/aoll/) | ✅ |

### 4.2 Known Gaps (Addressed in Later Phases)

- Product data is mock/static
- API write endpoints return 501
- No Stripe, CRM OAuth, or AI backends

---

## 5. Phase 2 — Core Data MVP

| Field | Value |
|-------|-------|
| **Goal** | Real search that demonstrates data credibility |
| **Duration** | 12 weeks (6 sprints) |
| **Target Start** | Aug 4, 2026 |
| **Target GA** | Oct 24, 2026 |
| **Jira Focus** | AA-41 (Search), AA-38 (Auth completion), company profile |

### 5.1 Phase Objectives

1. Ingest and index **100K companies** via **scraper + CSV/Excel upload** (+ optional vendor API)
2. Link **contacts** to companies with verification status
3. Deliver **Advanced Search** with real filters and results
4. Ship **company profile page** with firmographics and contacts
5. Enable **CSV export** with usage metering
6. Stand up **infrastructure** (PostgreSQL, OpenSearch, Redis, pipeline v1)
7. **Wire existing web scraper** into unified pipeline; ship **admin CSV/Excel upload**

### 5.2 Sprint Breakdown

#### Sprint 1 (Weeks 1–2): Aug 4 – Aug 15 — Infrastructure & Data Foundation

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Infrastructure** | Provision PostgreSQL, OpenSearch, Redis (staging + prod) | DevOps |
| **Infrastructure** | CI/CD pipeline for DB migrations | DevOps + Backend |
| **Data** | Finalize optional data vendor contract OR rely on scraper + uploads for v1 | PM + Data |
| **Data** | Design + create core schema (`companies`, `contacts`, `company_technologies`) | Backend + Data |
| **Backend** | Workspace model + link users to workspaces | Backend |
| **Backend** | Complete AA-38 gaps: email verification, password strength, work-email blocklist | Backend |

**Deliverables:**
- [ ] Staging environment with PostgreSQL + OpenSearch running
- [ ] Schema v1 migrated
- [ ] Data vendor API credentials in secrets manager
- [ ] 1K seed companies loaded (dev/staging)

---

#### Sprint 2 (Weeks 3–4): Aug 18 – Aug 29 — Scraper Handoff, CSV Upload & Initial Ingest

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Data** | Connect existing web scraper output to staging → pipeline worker | Data |
| **Data** | Entity resolution v1 (domain exact match + fuzzy name) | Data |
| **Data** | Bulk load 25K companies + contacts (scraper + initial CSV if available) | Data |
| **Backend** | CSV/Excel upload API + import job worker (AA-17 ING-3–9) | Backend |
| **Backend** | Admin import history UI + template download | Backend + Frontend |
| **Backend** | OpenSearch index mappings + indexer job | Backend |
| **Backend** | `GET /api/v1/companies/{id}` — company profile API | Backend |
| **Frontend** | Wire company detail page to real API (replace mock) | Frontend |

**Deliverables:**
- [ ] Scraper runs flow through entity resolution into PostgreSQL
- [ ] Admin can upload CSV/Excel and see import job status
- [ ] 25K companies in PostgreSQL + OpenSearch
- [ ] Company profile page shows real data

---

#### Sprint 3 (Weeks 5–6): Sep 1 – Sep 12 — Advanced Search (Companies)

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | Search service: OpenSearch DSL builder | Backend |
| **Backend** | `GET /api/v1/search/companies` with filters (AA-41 SEARCH-1–4) | Backend |
| **Backend** | Usage metering: search count, contact view tracking | Backend |
| **Data** | Expand dataset to 50K companies; add technographics | Data |
| **Frontend** | Wire Advanced Search Companies tab to real API | Frontend |
| **Frontend** | Filter UI persistence, result counts, pagination | Frontend |
| **QA** | Search test suite; P95 latency baseline | QA |

**Deliverables:**
- [ ] Companies search live with industry, size, revenue, location, technology filters
- [ ] P95 search latency < 2s on staging
- [ ] 50K companies indexed

---

#### Sprint 4 (Weeks 7–8): Sep 15 – Sep 26 — Brands, Agencies, Contacts, Scoops Tab

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Data** | Brand/agency entity types + media spend tier enrichment (estimated) | Data |
| **Data** | Brand–agency relationship seed dataset (5K curated) | Data |
| **Backend** | `GET /api/v1/search/brands`, `/agencies`, `/contacts`, `/scoops` | Backend |
| **Backend** | Contact reveal metering (mask email on Starter preview) | Backend |
| **Frontend** | Wire Brands, Agencies, Contacts, Scoops sub-tabs (AA-41 SEARCH-5–6) | Frontend |
| **Data** | Expand to 75K companies | Data |

**Deliverables:**
- [ ] All four Advanced Search entity tabs functional
- [ ] Media spend column visible on Brands/Agencies
- [ ] Contact quick actions on row hover

---

#### Sprint 5 (Weeks 9–10): Sep 29 – Oct 10 — Export, Recently Viewed, Auth Polish

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | CSV export job (async for large sets) — AA-41 SEARCH-7 | Backend |
| **Backend** | Recently viewed companies tracking | Backend |
| **Backend** | First-login onboarding wizard (company, industry, size) | Backend |
| **Data** | Expand to 100K companies | Data |
| **Frontend** | Export button, selection checkboxes, download flow | Frontend |
| **QA** | End-to-end: search → profile → export | QA |

**Deliverables:**
- [ ] CSV export working for companies and contacts
- [ ] 100K companies indexed
- [ ] Onboarding wizard live

---

#### Sprint 6 (Weeks 11–12): Oct 13 – Oct 24 — Hardening & Phase 2 GA

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **All** | Bug bash, performance tuning, security review | All |
| **DevOps** | Production deployment runbook | DevOps |
| **QA** | Full regression against CHGREL-1255 test plan + Phase 2 additions | QA |
| **PM** | Phase 2 release notes, internal training | PM |
| **Backend** | Plan tier stub (hardcoded Professional for beta users) | Backend |

**Deliverables:**
- [ ] **Phase 2 GA release (CHGREL-TBD)**
- [ ] Production monitoring dashboards live
- [ ] P95 search < 2s verified in production

### 5.3 Phase 2 Exit Criteria

| Criterion | Target |
|-----------|--------|
| Companies indexed | ≥ 100,000 |
| Search works with real filters | Companies, Brands, Agencies, Contacts, Scoops |
| Company profile complete | Firmographics, contacts, technologies |
| CSV export | Companies + contacts |
| Search P95 latency | < 2 seconds |
| Usage metering | Search + contact view counts tracked |
| Auth | Email + password, Google OAuth; onboarding |

### 5.4 Phase 2 — Out of Scope

- Intent signals, home feed personalization
- Saved searches, alerts, workflows
- Stripe billing (hardcoded tier for beta)
- CRM integrations
- AI features

---

## 6. Phase 3 — Signals & Engagement

| Field | Value |
|-------|-------|
| **Goal** | Answer "why reach out now?" and monetize |
| **Duration** | 8 weeks (4 sprints) |
| **Target Start** | Oct 27, 2026 |
| **Target GA** | Dec 19, 2026 |
| **Jira Focus** | AA-39, AA-40, AA-44, AA-45, billing |

### 6.1 Phase Objectives

1. Ingest **scoops** (business events) daily from news/press pipeline
2. Ship **intent module** with topic library and proxy scoring
3. Launch **personalized home feed** (AA-39)
4. Enable **saved searches + alerts** (AA-44, AA-45)
5. Go live with **Stripe billing** and tier enforcement
6. Send **email alert digests** with CSV (AA-60)

### 6.2 Sprint Breakdown

#### Sprint 7 (Weeks 13–14): Oct 27 – Nov 7 — Scoops Pipeline & Intent Foundation

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Data** | Scoops ingestion pipeline (news RSS → NER → classify → score) | Data |
| **Data** | Topic library seed (500+ topics); proxy intent scoring formula | Data |
| **Backend** | Scoops API; intent signals API (AA-40 INTENT-1–4) | Backend |
| **Backend** | Topic assignment API (max 6 per user) | Backend |
| **Frontend** | Intent module: View Signals + My Topics tabs | Frontend |

**Deliverables:**
- [ ] ≥ 500 scoops/day ingested
- [ ] Intent signals table with date range + filters
- [ ] Topic library browsable and assignable

---

#### Sprint 8 (Weeks 15–16): Nov 10 – Nov 21 — Home Feed & Saved Searches

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | Feed ranking algorithm + feed preferences (AA-39 HOME-1–4) | Backend |
| **Backend** | Saved search CRUD + filter serialization (AA-44) | Backend |
| **Backend** | Save & Alert modal from Advanced Search (AA-41 SEARCH-8) | Backend |
| **Frontend** | Home feed cards, Edit Feed modal, widgets (AA-39 HOME-5–8) | Frontend |
| **Frontend** | Saved module: searches + bookmarked signals | Frontend |

**Deliverables:**
- [ ] Personalized home feed live
- [ ] Save search with alert config working
- [ ] Feed bookmark toggle on signal cards

---

#### Sprint 9 (Weeks 17–18): Nov 24 – Dec 5 — Alerts, Email Digests & Stripe

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | Alert diff job (daily/weekly cron) | Backend |
| **Backend** | In-app alerts feed + category filters (AA-45) | Backend |
| **Backend** | Email alert digest with CSV attachment (AA-60) | Backend |
| **Backend** | Stripe products/prices, checkout, webhooks, portal | Backend |
| **Backend** | Entitlement middleware + plan limits enforcement | Backend |
| **Frontend** | Alerts module (Alerts + Email Alerts tabs) | Frontend |
| **Frontend** | Plan & Billing page wired to Stripe | Frontend |

**Deliverables:**
- [ ] Saved search alerts fire on schedule
- [ ] Alert emails with CSV delivered
- [ ] Self-serve upgrade/downgrade via Stripe

---

#### Sprint 10 (Weeks 19–20): Dec 8 – Dec 19 — Hardening & Phase 3 GA

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **All** | Billing edge cases (failed payment, trial ending emails) | Backend |
| **Data** | Evaluate Bombora integration if license approved | Data |
| **QA** | Billing test (Stripe test mode); alert regression | QA |
| **PM** | Pricing page sync with live Stripe products | PM |

**Deliverables:**
- [ ] **Phase 3 GA release**
- [ ] Trial ending emails (3d, 1d, day-of) firing
- [ ] Payment failure → feature lock flow working

### 6.3 Phase 3 Exit Criteria

| Criterion | Target |
|-----------|--------|
| Scoops ingested daily | ≥ 100 relevant/day |
| Intent signals visible | Topic library + user topics (6 max) |
| Home feed personalized | Edit Feed + ranking live |
| Saved searches + alerts | In-app + email with CSV |
| Stripe billing | Upgrade, downgrade, webhook sync |
| Tier enforcement | Search/contact/export limits by plan |

---

## 7. Phase 4 — Integrations & Automation

| Field | Value |
|-------|-------|
| **Goal** | Data flows into CRM automatically |
| **Duration** | 8 weeks (4 sprints) |
| **Target Start** | Jan 5, 2027 |
| **Target GA** | Feb 20, 2027 |
| **Jira Focus** | AA-42, AA-46, AA-43 |

### 7.1 Phase Objectives

1. **HubSpot + Salesforce** OAuth and one-way export (AA-42)
2. **Workflows engine** with triggers and scheduled actions (AA-46)
3. **Team management** for Enterprise tier (AA-43)
4. CRM sync failure notifications (AA-60)
5. Connector catalog UI

### 7.2 Sprint Breakdown

#### Sprint 11 (Weeks 21–22): Jan 5 – Jan 16 — CRM OAuth & Export

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | HubSpot OAuth flow + company/contact push | Backend |
| **Backend** | Salesforce Connected App + Lead/Account push | Backend |
| **Backend** | Connector status, field mapping, error handling | Backend |
| **Frontend** | Connectors catalog + auth redirect pages (AA-42) | Frontend |
| **QA** | Sandbox HubSpot + Salesforce integration tests | QA |

**Deliverables:**
- [ ] HubSpot export working end-to-end
- [ ] Salesforce export working end-to-end
- [ ] Manual export from company/search pages

---

#### Sprint 12 (Weeks 23–24): Jan 19 – Jan 30 — Workflows Engine

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | Workflow CRUD + trigger config (Intent, Saved Search, Scoops) | Backend |
| **Backend** | Action executors: Discover Contacts, CRM export, Webhook | Backend |
| **Backend** | Scheduler (Redis sorted set + worker) | Backend |
| **Frontend** | Workflows list + create/edit UI (AA-46 WF-1–7) | Frontend |
| **DevOps** | Worker process deployment + monitoring | DevOps |

**Deliverables:**
- [ ] Create, configure, activate workflow
- [ ] Weekly intent → HubSpot export workflow runs successfully
- [ ] Webhook action POSTs payload

---

#### Sprint 13 (Weeks 25–26): Feb 2 – Feb 13 — Team Management & Enterprise Gates

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | User management API (add/remove, roles) — AA-43 | Backend |
| **Backend** | Enterprise tier gates: team management, API key stub | Backend |
| **Backend** | CRM sync failure email to admin (AA-60) | Backend |
| **Frontend** | Users admin page | Frontend |
| **QA** | Workflow + CRM load test (100 contacts/batch) | QA |

**Deliverables:**
- [ ] Admin can add/remove users
- [ ] CRM failure email fires and repeats every 48h
- [ ] Workflows gated to Intelligence+ tier

---

#### Sprint 14 (Weeks 27–28): Feb 16 – Feb 20 — Hardening & Phase 4 GA

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **All** | CRM rate limit handling; workflow retry logic | Backend |
| **QA** | Full integration regression | QA |
| **PM** | Connector setup documentation | PM |

**Deliverables:**
- [ ] **Phase 4 GA release**
- [ ] ≥ 1 workflow running in production for beta customer

### 7.3 Phase 4 Exit Criteria

| Criterion | Target |
|-----------|--------|
| HubSpot OAuth + export | ✅ |
| Salesforce OAuth + export | ✅ |
| Workflows | Create, schedule, execute (Intent/Search/Scoops triggers) |
| Team management | Admin add/remove users (Enterprise) |
| CRM failure handling | Admin email on sync failure |

---

## 8. Phase 5 — AI & Enterprise

| Field | Value |
|-------|-------|
| **Goal** | Differentiation via AI and enterprise readiness |
| **Duration** | 8 weeks (4 sprints) |
| **Target Start** | Feb 23, 2027 |
| **Target GA** | Apr 17, 2027 |
| **Jira Focus** | AA-25 Modules 4 & 5, Enterprise API |

### 8.1 Phase Objectives

1. **AI Opportunity Score** + summary (rule-based v1)
2. **AI Outreach** generation (email, LinkedIn, call scripts)
3. **Enterprise REST API** (`/api/v1/` with API keys)
4. Excel export
5. Custom intelligence feeds (Enterprise — basic v1: dedicated topic set)

### 8.2 Sprint Breakdown

#### Sprint 15 (Weeks 29–30): Feb 23 – Mar 6 — AI Opportunity Intelligence

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | Opportunity score formula + breakdown JSON | Backend |
| **Backend** | LLM opportunity summary (RAG over company context) | Backend |
| **Backend** | Budget estimate heuristic | Backend |
| **Backend** | Suggested pitch generation | Backend |
| **Frontend** | AI Insights section on company profile | Frontend |
| **Data** | Tune scoring weights with product team | PM + Data |

**Deliverables:**
- [ ] Opportunity score 0–100 on every company profile
- [ ] AI summary + suggested pitch generated
- [ ] Intelligence tier gate enforced

---

#### Sprint 16 (Weeks 31–32): Mar 9 – Mar 20 — AI Outreach Assistant

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | Outreach generation API (email, LinkedIn, call script) | Backend |
| **Backend** | Prompt templates versioned in repo | Backend |
| **Backend** | Generation log + usage quota (500/mo Intelligence) | Backend |
| **Frontend** | Outreach UI: generate, copy, save, regenerate | Frontend |
| **QA** | AI output quality review; hallucination spot checks | QA |

**Deliverables:**
- [ ] Cold email, intro, meeting request, follow-up generation
- [ ] LinkedIn connection + prospecting messages
- [ ] Call script generation

---

#### Sprint 17 (Weeks 33–34): Mar 23 – Apr 3 — Enterprise API & Excel Export

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **Backend** | API key management (Enterprise workspaces) | Backend |
| **Backend** | Public API endpoints + rate limiting (1000 req/hr) | Backend |
| **Backend** | OpenAPI 3.0 spec published | Backend |
| **Backend** | Excel export (.xlsx) in addition to CSV | Backend |
| **Backend** | Custom intelligence feed config (Enterprise) | Backend |
| **PM** | API documentation for enterprise customers | PM |

**Deliverables:**
- [ ] Enterprise customers can generate API keys
- [ ] Search + company endpoints accessible via API
- [ ] Excel export option in UI

---

#### Sprint 18 (Weeks 35–36): Apr 6 – Apr 17 — Launch Hardening & Phase 5 GA

| Workstream | Tasks | Owner |
|------------|-------|-------|
| **All** | Full platform regression | QA |
| **DevOps** | Load test: 100 concurrent searches, AI rate limits | DevOps |
| **PM** | Launch communications, sales enablement | PM |
| **Legal** | Final ToS/Privacy review for AI + data | Legal |
| **Backend** | Production AI cost monitoring + alerts | Backend |

**Deliverables:**
- [ ] **Phase 5 GA — Full Platform Launch 🚀**
- [ ] All four pricing tiers fully functional
- [ ] Enterprise API docs published

### 8.3 Phase 5 Exit Criteria

| Criterion | Target |
|-----------|--------|
| AI opportunity score | On all company profiles (Intelligence+) |
| AI outreach | Email + LinkedIn + call scripts |
| Enterprise API | Key-based auth, rate limited, documented |
| Excel export | Available |
| All tiers | Starter through Enterprise fully gated |

---

## 9. Cross-Phase Dependencies

```mermaid
flowchart LR
    P0["Phase 0 Auth Shell"] --> P2["Phase 2 Data MVP"]
    Scraper["Existing Web Scraper"] --> P2
    Upload["CSV Excel Upload"] --> P2
    DV["Vendor API optional"] --> P2
    P2 --> P3["Phase 3 Signals"]
    P3 --> P4["Phase 4 CRM Workflows"]
    P4 --> P5["Phase 5 AI Enterprise"]
    Stripe["Stripe Account"] --> P3
    HS["HubSpot Dev App"] --> P4
    SF["Salesforce Connected App"] --> P4
    LLM["LLM API Key"] --> P5
```

| Dependency | Blocks | Must Complete By |
|------------|--------|------------------|
| Data vendor contract | Phase 2 ingest | Aug 1, 2026 |
| OpenSearch cluster | Phase 2 search | Aug 15, 2026 |
| PostgreSQL schema | Phase 2 all features | Aug 15, 2026 |
| 50K+ companies indexed | Phase 2 beta | Sep 15, 2026 |
| Scoops pipeline | Phase 3 home feed | Nov 1, 2026 |
| Stripe account + products | Phase 3 billing | Nov 15, 2026 |
| Saved search module | Phase 3 alerts | Nov 15, 2026 |
| HubSpot/SF sandbox apps | Phase 4 CRM | Jan 1, 2027 |
| Workflow scheduler | Phase 4 workflows | Jan 15, 2027 |
| LLM API + budget approval | Phase 5 AI | Feb 15, 2027 |

---

## 10. Milestone & Release Calendar

| # | Milestone | Date | Release Tag |
|---|-----------|------|-------------|
| M0 | Initial Release (complete) | Jul 15, 2026 | CHGREL-1255 |
| M1 | Infrastructure ready | Aug 15, 2026 | — |
| M2 | 25K companies indexed | Aug 29, 2026 | — |
| M3 | Advanced Search beta | Sep 22, 2026 | — |
| **M4** | **Phase 2 GA — Core Data MVP** | **Oct 24, 2026** | **CHGREL-TBD** |
| M5 | Intent + Home feed beta | Nov 21, 2026 | — |
| M6 | Stripe billing live | Dec 5, 2026 | — |
| **M7** | **Phase 3 GA — Signals & Engagement** | **Dec 19, 2026** | **CHGREL-TBD** |
| M8 | CRM connectors beta | Jan 23, 2027 | — |
| M9 | Workflows live | Feb 6, 2027 | — |
| **M10** | **Phase 4 GA — Integrations** | **Feb 20, 2027** | **CHGREL-TBD** |
| M11 | AI features beta | Mar 20, 2027 | — |
| M12 | Enterprise API ready | Apr 3, 2027 | — |
| **M13** | **Phase 5 GA — Full Launch** | **Apr 17, 2027** | **CHGREL-TBD** |

---

## 11. Jira Ticket Mapping

| Phase | Jira Tickets | Module |
|-------|--------------|--------|
| 0 ✅ | AA-27, AA-47, AA-60, AA-61, CHGREL-1255 | Design, website, emails, initial release |
| 2 | AA-38 (complete), AA-41, company profile (AA-25 M7) | Auth, Advanced Search, Company page |
| 3 | AA-39, AA-40, AA-44, AA-45, billing (AA-47) | Home, Intent, Saved, Alerts, Stripe |
| 4 | AA-42, AA-46, AA-43 | Connectors, Workflows, Users |
| 5 | AA-25 M4, M5, Enterprise API | AI Insights, AI Outreach, API |

### Suggested New Jira Tickets (Not Yet Created)

| Ticket | Phase | Summary |
|--------|-------|---------|
| AA-XX | 2 | PostgreSQL + OpenSearch infrastructure setup |
| AA-XX | 2 | Scraper → pipeline integration (existing scraper) |
| AA-XX | 2 | CSV/Excel admin upload + import job worker |
| AA-XX | 2 | Entity resolution engine v1 |
| AA-XX | 2 | Company profile API + page (real data) |
| AA-XX | 2 | Usage metering service |
| AA-XX | 3 | Scoops ingestion pipeline |
| AA-XX | 3 | Proxy intent scoring engine |
| AA-XX | 3 | Stripe billing integration |
| AA-XX | 3 | Alert diff cron job |
| AA-XX | 4 | Workflow scheduler + worker |
| AA-XX | 5 | AI opportunity score service |
| AA-XX | 5 | AI outreach generation service |
| AA-XX | 5 | Enterprise REST API + API keys |

---

## 12. Risk Buffer & Schedule Contingency

### 12.1 Built-in Buffer

Each phase includes **~1 week** of contingency in the sprint plan (last sprint = hardening). Additional risks:

| Risk | Probability | Schedule Impact | Mitigation |
|------|-------------|-----------------|------------|
| Data vendor onboarding delayed | Medium | +4 weeks to Phase 2 | Start vendor eval in parallel with infra sprint |
| OpenSearch operational issues | Low | +2 weeks | Managed OpenSearch service; staging parity |
| CRM API changes / rate limits | Medium | +1 week Phase 4 | Sandbox testing in Sprint 11 |
| AI output quality below bar | Medium | +2 weeks Phase 5 | Rule-based score ships even if LLM prompts need iteration |
| Key engineer unavailable | Medium | +2–4 weeks | Cross-train; document runbooks |
| Scope creep | High | +4–8 weeks | Enforce PRD non-goals; change control board |

### 12.2 Recommended Fallback Schedule

If data vendor is delayed by 4 weeks, shift entire calendar:

| Milestone | Original | Fallback |
|-----------|----------|----------|
| Phase 2 GA | Oct 24, 2026 | Nov 21, 2026 |
| Phase 3 GA | Dec 19, 2026 | Jan 16, 2027 |
| Phase 4 GA | Feb 20, 2027 | Mar 20, 2027 |
| Phase 5 GA | Apr 17, 2027 | May 15, 2027 |

---

## 13. Success Criteria by Phase

| Phase | North Star Metric | Target at GA |
|-------|-------------------|--------------|
| 2 | Searches returning real results | 1,000+ searches/week (beta users) |
| 3 | Paid conversion | 5% trial → paid |
| 4 | CRM exports | 100+ records/week exported to CRM |
| 5 | AI engagement | 50+ AI generations/week (Intelligence users) |

### 13.1 Launch Readiness Checklist (Phase 5)

- [ ] All PRD Must-have requirements implemented
- [ ] All four tiers enforced via Stripe
- [ ] P95 search < 2s in production
- [ ] Security review complete
- [ ] Legal sign-off on ToS, Privacy, AI disclaimers
- [ ] Runbooks for pipeline failures, CRM outages, Stripe webhooks
- [ ] Customer support playbook
- [ ] Monitoring + alerting for all critical paths

---

## 14. Assumptions

| ID | Assumption |
|----|------------|
| D1 | Phase 2 kickoff is **Aug 4, 2026** (first Monday after Phase 0 QA complete) |
| D2 | Team of **6.5 FTE** available from Phase 2 start |
| D3 | Data vendor contract signed by **Aug 1, 2026** |
| D4 | Design mocks require **no major changes** during Phases 2–4 |
| D5 | Phases run **sequentially** (not heavily overlapped) |
| D6 | **2-week sprints** with sprint planning at phase start |
| D7 | Staging environment mirrors production from Sprint 1 |
| D8 | Beta users available for Phase 2–3 feedback (10–20 internal/partner users) |
| D9 | Bombora license is **optional** in Phase 3; proxy intent is acceptable |
| D10 | No org charts, WebSights, Pipedrive, or bi-directional CRM in this plan |

---

## Document History

| Version | Date | Author | Changes |
|---------|------|--------|---------|
| 1.0 | 2026-07-28 | Product & Engineering | Initial development roadmap |

---

*This document should be reviewed at the start of each phase and updated if scope, team size, or dependencies change.*