Unfold Hub

Turn diagnostic answers into routed partner leads fast.

Unfold Hub is a multi-tenant lead qualification and referral platform for Pebisnis.id, Bimbing.co, and Unfold. It turns a short business assessment into scored recommendations, routes qualified prospects to the right partner, and tracks commissions, payouts, and performance in one system.

Business Goals

  • Increase assessment-to-qualified-lead conversion to 25% within 90 days of launch.
  • Reduce manual lead triage time by 70% within the first 8 weeks.
  • Improve partner response SLA compliance to 90% within 60 days.
  • Generate at least 150 routed leads per month by the end of quarter one.
  • Achieve 95% commission calculation accuracy with zero manual spreadsheet reconciliation after launch.

User Goals

  • Help visitors get an instant, credible recommendation after completing the assessment.
  • Let admins route leads automatically without spreadsheet work.
  • Give partners a clear queue of leads with score explanations and next actions.
  • Make commission status and payout history easy to verify.
  • Allow finance to export payout-ready reports in a few clicks.

Non-Goals

  • Not a full CRM replacement for partner sales teams.
  • Not a marketing automation suite beyond essential notifications and webhook sync.
  • Not a public marketplace where users browse offers directly.
  • Not a custom AI advisor that generates free-form strategy reports beyond rules-based recommendations.

Pebisnis Admin Dita, 34 - Dita manages the Pebisnis.id assessment campaign and needs a reliable way to convert visitors into partner-ready leads. She cares about routing accuracy, campaign reporting, and revenue share visibility.

Pebisnis Admin Dita, 34

  • As a Pebisnis admin, I want to adjust routing rules and vouchers, so that we can match leads to the right partner offer.
  • As a Pebisnis admin, I want to see conversion and revenue dashboards, so that I can report campaign performance to leadership.
  • As a Pebisnis admin, I want to override a route manually, so that edge cases and strategic accounts are handled correctly.

Partner Sales Lead Raka, 29 - Raka receives leads from the shared assessment funnel and needs fast context to follow up before competitors do. He wants a prioritized inbox, score rationale, and clear status tracking.

Partner Sales Lead Raka, 29

  • As a partner sales lead, I want to see incoming leads with score explanations, so that I can understand why the lead was routed to me.
  • As a partner sales lead, I want lead statuses and SLA timers, so that I can prioritize follow-up.
  • As a partner sales lead, I want to mark a lead as contacted or won, so that commission tracking stays accurate.

Finance Ops Sari, 41 - Sari reconciles commissions, payouts, and refunds across partners and bundled offers. She needs auditability, exports, and a clean ledger.

Finance Ops Sari, 41

  • As finance ops, I want a commission ledger with immutable history, so that payout decisions are auditable.
  • As finance ops, I want to export monthly commission files, so that I can process payouts in accounting software.
  • As finance ops, I want to see exceptions and suppressed leads, so that I can resolve disputes quickly.

Assessment Intake and Resulting · High priority

  • Provide a short business diagnostic form that captures enough context to score and recommend partner offers instantly.
  • Form fields must include company name, contact info, omzet range, team size, main challenge, marketing maturity, urgency, and consent to share data.
  • Validate required fields inline and prevent submission without explicit consent.
  • Show a recommendation result immediately after submit with primary offer, secondary offer, and confidence score.
  • Persist the assessment, answers, and consent record for audit and downstream routing.
  • Support mobile-first completion in under 2 minutes with clear empty states and save-on-progress behavior.

Scoring and Routing Engine · High priority

  • Use rules-based scoring to classify demand into Capability Gap, Execution Need, or Mixed Need, then route to Bimbing.co, Unfold, or both.
  • Support configurable scoring rules with weighted inputs for business size, maturity, urgency, and challenge type.
  • Allow routing outcomes of single partner, dual partner, voucher-assisted route, or suppressed lead.
  • Prevent duplicate routing during cooldown windows and suppress existing customers based on lookup flags.
  • Enable manual override with mandatory reason capture and admin approval trail.
  • Generate a stable referral ID at lead creation and keep it unchanged across all downstream updates.

Referral, Deal, and Commission Tracking · High priority

  • Track the full lifecycle from submission to payout, including deal outcomes and commission calculations for flat fee or percentage splits.
  • Track statuses: submitted, scored, routed, contacted, proposal, won, lost, payout approved, paid.
  • Support multiple commission entries per lead for bundled packages or multi-partner splits.
  • Calculate payout using configurable rule sets with effective dates and partner-specific exceptions.
  • Write every rule change, payout decision, and status update to an immutable audit log.
  • Expose commission ledger entries with filters by partner, campaign, date range, and payout status.

Dashboards and Admin Tools · Medium priority

  • Give admins, partners, and finance role-specific dashboards with actionable metrics and export tools.
  • Pebisnis.id dashboard should show funnel volume, qualification rate, partner revenue share, and unresolved exceptions.
  • Partner dashboards should show incoming leads, SLA compliance, conversion rate, and revenue attributed.
  • Finance view should include commissions due, paid, disputed, and export-ready CSV/XLSX downloads.
  • Admin rules editor should support versioning, test runs, and rollback to a previous rule set.
  • Tables should include filters, badges, bulk actions, and mobile-safe layouts.

Multi-Tenant Access and Integrations · Medium priority

  • Support scoped permissions for multiple organizations and sync data outward through webhooks and notifications.
  • Implement role-based access control by organization, campaign, and data sensitivity.
  • Seed demo tenants for Pebisnis.id, Bimbing.co, and Unfold with realistic sample leads and payouts.
  • Send notifications through WhatsApp Business API and SendGrid based on lead state and SLA thresholds.
  • Provide webhook-based CRM sync with retry handling, dead-letter capture, and idempotency keys.
  • Instrument analytics events for funnel and partner performance using PostHog or Segment.

Fast Assessment Onboarding

  • Visitor opens the assessment landing page from Pebisnis.id.
  • User completes the form in 6 to 8 questions with real-time validation.
  • The system captures consent before submission and confirms data sharing.
  • A recommendation page appears within 3 seconds on average.
  • User clicks the primary CTA to connect with the recommended partner.
  • If the score is ambiguous, the user sees a secondary recommendation and a clearer next step.

1. Login and Role Selection

  • Users authenticate and are placed into the correct tenant and permission scope before seeing any operational screens.
  • Support admin, partner, finance, and viewer roles with scoped organization access.
  • Hide screens and actions the role cannot use rather than disabling them after load.
  • Show session timeout and re-authentication for sensitive payout actions.

2. Assessment Submission

  • A prospect completes a short diagnostic form and submits once consent is captured.
  • Inline validation should flag invalid phone/email formats and missing required inputs.
  • Display progress feedback and a plain-language privacy note before final submit.
  • Handle partial submissions by saving draft state for returning visitors if cookies or session are available.

3. Scoring and Recommendation

  • The engine calculates scores, classifies the need, and generates a primary and secondary offer.
  • Show the score breakdown for Capability Gap, Execution Need, and Mixed Need.
  • If confidence is low, surface both recommendations and explain the uncertainty.
  • Fallback to a safe default route if rule evaluation fails, and create an admin alert.

4. Lead Routing and Partner Inbox

  • Qualified leads are routed to one or more partners and appear in the partner queue with SLA timers.
  • Prevent duplicate assignment through idempotent routing jobs.
  • Show source, campaign, referral ID, and recommended follow-up in each lead card.
  • If a partner is in cooldown or capacity-limited, automatically route to the next valid option.

5. Commission Tracking and Reporting

  • Deal outcomes update the ledger and dashboard in near real time.
  • When a deal is marked won, create the expected commission entries immediately.
  • Mark payout approved and paid only after finance confirmation.
  • Allow exports for monthly close with filterable date range and partner grouping.

Power Tools and Edge Cases

  • Manual route override with reason and approval workflow.
  • Rule versioning with simulation against historical assessments before publishing.
  • Suppression list for existing customers, duplicate emails, and known invalid leads.
  • Bundled package support that creates multiple commission entries from one lead.
  • Webhook retries with idempotency and dead-letter queue monitoring.
  • Localized currency display and configurable commission formulas by partner and campaign.

Interface Principles

  • Use clean shadcn/ui tables, status badges, and slide-over drawers for detail views.
  • Keep contrast AA-compliant and make all lead actions keyboard accessible.
  • Show loading skeletons and empty states for every dashboard and queue view.
  • Use clear hierarchy for score explanations, with primary CTA visually dominant.
  • Optimize for fast load times with server-side rendering and small, focused pages.

Dita at Pebisnis.id is getting traffic to the assessment page, but most leads end up in spreadsheets and manual follow-up lists. She needs a system that can instantly tell whether a business is better suited for Bimbing.co, Unfold, or both, without losing the revenue-sharing trail.

With Unfold Hub, a visitor completes a short diagnostic, sees a recommendation in seconds, and is routed automatically based on scoring rules and suppression checks. The partner gets a lead with a readable explanation, finance gets a commission entry, and Dita sees the campaign’s performance in a dashboard instead of chasing updates in chat.

Over time, the team can tune the rules, compare partner conversion rates, and prove which offers perform best. That means better lead quality for partners, clearer payout operations for finance, and a more monetizable assessment funnel for Pebisnis.id.

User-Centric Metrics

  • Assessment completion rate above 65% within 30 days.
  • Median time from assessment submit to result under 3 seconds.
  • Partner first-response SLA met for 90% of routed leads within 24 hours.
  • Admin time to create or edit a rule set under 10 minutes.
  • Finance export generation completed in under 1 minute for monthly close.
  • Lead status updates visible in dashboards within 60 seconds of change.

Business Metrics

  • Assessment-to-qualified-lead conversion above 25% within 90 days.
  • Partner-attributed revenue uplift of 15% quarter over quarter.
  • Monthly routed lead volume of at least 150 by end of quarter one.
  • Commission reconciliation effort reduced by 70% after launch.
  • At least 80% of leads processed through automated routing instead of manual assignment.

Technical Metrics

  • API and page uptime at 99.9% monthly.
  • P95 assessment result latency under 3 seconds.
  • Webhook retry success rate above 98% within 24 hours.
  • Zero unauthorized cross-tenant data access incidents.

Tracking Plan

  • assessment_started
  • assessment_submitted
  • recommendation_viewed
  • lead_routed
  • partner_opened_lead
  • lead_status_changed
  • commission_calculated
  • payout_approved
  • webhook_retry_attempted

Technical Needs

  • Next.js 14 with React and TypeScript for the frontend and server actions where appropriate.
  • NestJS or Next.js API routes for backend endpoints with strong typing and validation.
  • PostgreSQL with Prisma for relational data, scoped tenancy, and audit history.
  • Redis and BullMQ for routing jobs, webhook retries, and notification queues.
  • Tailwind CSS and shadcn/ui for accessible admin and dashboard interfaces.
  • NextAuth or Clerk for authentication and role-based session handling.
  • PostHog or Segment for product analytics and event tracking.

Integration Points

  • WhatsApp Business API for lead follow-up and status notifications.
  • SendGrid for email notifications and finance alerts.
  • CRM webhook targets such as HubSpot, Pipedrive, or custom endpoints.
  • Optional analytics sink via PostHog or Segment.
  • Cloud storage or signed file delivery for CSV and XLSX exports.

Data Storage & Privacy

  • Store consent records with timestamp, source page, and declared purpose of data sharing.
  • Minimize personal data in audit logs and mask contact fields in non-admin views.
  • Support tenant-scoped access controls and row-level permission checks.
  • Provide deletion and export workflows aligned with GDPR and CCPA requests where applicable.
  • Encrypt sensitive data in transit and at rest, and rotate secrets regularly.

Scalability & Performance

  • Use server-side rendering for dashboards and pagination for large tables.
  • Cache read-heavy analytics aggregates and refresh them asynchronously.
  • Process scoring, routing, and webhooks through background jobs to keep the UI responsive.
  • Design idempotent APIs so retries do not create duplicate leads or commission entries.

Potential Challenges

  • Rule complexity can lead to incorrect routing; mitigate with rule versioning, simulation, and approval before publishing.
  • Duplicate or spam submissions can inflate lead counts; mitigate with deduplication, rate limits, and suppression lists.
  • Commission disputes may arise from bundled offers; mitigate with immutable ledger entries and clear payout formulas.
  • Webhook delivery failures can desync CRM data; mitigate with retries, dead-letter queues, and visible sync status.
  • Cross-tenant data leakage is a security risk; mitigate with strict scoped authorization tests and audit logging.

Team & resourcing - Small cross-functional team - 2 full-stack engineers, 1 product designer, part-time PM, part-time QA/ops support.

Phase 1: MVP Assessment and Routing · Weeks 1–4

  • Login and RBAC
  • Assessment intake form
  • Rules-based scoring engine
  • Instant recommendation page
  • Basic lead routing
  • Seeded demo data for Pebisnis.id, Bimbing.co, and Unfold

Phase 2: Partner and Admin Operations · Weeks 5–8

  • Partner inbox and lead detail page
  • Admin rules editor with versioning
  • Lead lifecycle status updates
  • Audit log
  • Notification sending via WhatsApp and email
  • Manual override with reason capture

Phase 3: Commissions and Finance · Weeks 9–11

  • Commission ledger
  • Payout approval workflow
  • CSV/XLSX exports
  • Bundled commission support
  • Revenue and payout dashboards
  • Webhook CRM sync with retry handling

Phase 4: Analytics and Hardening · Weeks 12–14

  • Analytics dashboards for admin and partners
  • PostHog or Segment event tracking
  • Performance tuning and accessibility pass
  • Security review and tenant isolation tests
  • Launch-ready monitoring and alerting

Paste this into Cursor, Bolt, Lovable, or v0 to start building.

Build Unfold Hub, a multi-tenant lead qualification, routing, and commission tracking platform for Pebisnis.id, Bimbing.co, and Unfold agency.

Use Next.js 14, React, TypeScript, Tailwind CSS, shadcn/ui, PostgreSQL, Prisma, Redis, BullMQ, and NextAuth or Clerk. Create a responsive, accessible admin SaaS with strong form validation, clean tables, status badges, filters, empty states, and export actions.

Core product requirements:
1. Member-facing assessment flow with fields for company name, contact, omzet range, team size, main challenge, marketing maturity, urgency, and consent to share data.
2. Instant recommendation result page showing primary offer, secondary offer, confidence score, score explanation, and CTA to contact the recommended partner.
3. Rules-based scoring engine for Capability Gap, Execution Need, and Mixed Need. Support routing to Bimbing.co, Unfold, or both, plus voucher assignment, cooldown windows, manual override, and suppression for existing customers.
4. Referral and commission tracking with referral IDs, lifecycle statuses from submitted to paid, multiple commission entries per lead, and an immutable audit log for rule changes and payout decisions.
5. Dashboards for Pebisnis.id admins, Bimbing.co and Unfold partners, and finance users. Include campaign analytics, partner inbox, SLA tracking, conversion metrics, commission ledger, and payout exports.
6. Multi-tenant RBAC with scoped permissions and audit trails. Seed realistic demo data for all three brands.
7. Add webhook-based CRM sync with retries, idempotency, and dead-letter handling. Add notifications via WhatsApp Business API and SendGrid. Add analytics events for assessment, routing, and commission flows.

Primary screens to implement: login and role-based access, assessment builder or intake page, recommendation result page, lead detail page with score breakdown, partner inbox queue, commission ledger page, admin rules editor, analytics dashboard.

Data model to include: User, Organization, Role, Consent, Assessment, AssessmentAnswer, ScoreProfile, Offer, Voucher, Lead, Referral, Deal, CommissionRule, CommissionLedgerEntry, Notification, AuditLog. Make relationships support one assessment generating multiple routed offers and one lead generating multiple commission entries for bundled packages.

Implement using PostgreSQL and Prisma schemas, seed scripts, API routes or NestJS endpoints, server-side validation, background jobs with BullMQ, and production-ready UI components. Focus on buildable scaffolding, realistic sample data, and clean architecture.

Business Idea

Build a multi-brand deck slide called Unfold Creative Universe for Pebisnis.id, Bimbing.co, and Unfold agency Goal: Convert Pebisnis.id business assessment data into qualified partner leads, route them to Bimbing.co or Unfold based on scoring rules, track referrals and commissions, and show dashboards for admins and partners. Core features: 1. Member-facing assessment flow - Short business diagnostic form with fields: company name, contact, omzet range, team size, main challenge, marketing maturity, urgency, consent to share data. - Show instant assessment result with recommended offer, confidence score, and CTA. - Support primary recommendation and secondary recommendation. 2. Scoring and routing engine - Rules-based scoring for Capability Gap, Execution Need, and Mixed Need. - Route leads to Bimbing.co, Unfold, or both. - Support voucher assignment, cooldown windows, manual override, and suppression for existing customers. 3. Referral and commission tracking - Generate referral IDs. - Track lead lifecycle: submitted, scored, routed, contacted, proposal, won, lost, payout approved, paid. - Calculate flat fee or percentage split by configuration. - Keep immutable audit log for rule changes and payout decisions. 4. Dashboards - Pebisnis.id admin dashboard for campaign performance and revenue share. - Bimbing.co and Unfold partner dashboards for incoming leads, response SLA, conversions, and revenue. - Finance view for commissions and exports. Primary screens/flows: - Login and role-based access control - Assessment builder / member intake page - Recommendation result page - Lead detail page with score explanation - Partner inbox / queue - Commission ledger page - Admin rules editor - Analytics dashboard Data model: - User, Organization, Role, Consent, Assessment, AssessmentAnswer, ScoreProfile, Offer, Voucher, Lead, Referral, Deal, CommissionRule, CommissionLedgerEntry, Notification, AuditLog. - Relationships should support one assessment generating multiple routed offers and one lead generating multiple commission entries for bundled packages. Tech stack: - Frontend: Next.js 14, React, TypeScript, Tailwind CSS, shadcn/ui - Backend: NestJS or Next.js API routes with TypeScript - Database: PostgreSQL with Prisma - Queue/jobs: Redis with BullMQ - Auth: NextAuth or Clerk - Analytics: Segment or PostHog - Notifications: WhatsApp Business API and SendGrid - Hosting: Vercel for frontend, Render/Fly.io/AWS for backend and workers Implementation requirements: - Build responsive, accessible UI with strong form validation and clear empty states. - Use clean admin tables, filters, status badges, and export actions. - Include seeded demo data for Pebisnis.id, Bimbing.co, and Unfold. - Make the system multi-tenant ready with scoped permissions and audit logs. - Add webhook-based CRM sync and retry handling. Deliver deck slide

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