69dynamics Dynamics
📋 Internal Operations Guide — 2025-26

Business Operations Flowchart

End-to-end visual guide covering client acquisition, onboarding, project delivery, supply chain, ongoing support, and growth.

High-Level Business Flow

🔍 Lead Capture
🤝 Onboarding
🛠️ Build & Deliver
🚀 Launch
📦 Supply Chain
🔄 Support & Grow
6+
Active Quantum Clients
100%
Client Retention Rate
14–21
Days to Deliver
₹9K
Monthly Bundle Starting

1 Lead Capture & Qualification

Entry Points

Lead Arrives via Multiple Channels

Leads come from the website contact form, Google Ads, Meta Ads, WhatsApp, referrals, Instagram DMs, or the quotation download page. All are captured in the Firestore inquiries collection automatically.

Website FormsGoogle AdsMeta AdsWhatsAppReferralsInstagram
Auto-Processing

AI Lead Scoring & Categorization

Cloud function onInquiryScored automatically scores the lead (1–10) based on budget, service type, urgency. Branded confirmation email is sent instantly. High-scoring leads trigger the onHotLeadAlert function for immediate admin notification.

Cloud FunctionsGemini AIEmail NotificationLead Score

Decision: Is the lead qualified?

✅ Score ≥ 7 (Hot Lead)Priority WhatsApp follow-up within 2 hours. Schedule discovery call.
⏳ Score < 7 (Nurture)Auto-drip email sequence via extendedNurture at 7, 14, 21 days.
Follow-Up

Automated Follow-Up Engine

The automatedFollowUps scheduled function checks unreplied inquiries and sends branded follow-up emails at 3, 7, 14, and 21 day intervals. Leads that respond are moved to the pipeline.

Scheduled FunctionsNodemailerAutomation Pipeline

2 Discovery & Proposal

Discovery

15-Minute Discovery Call

Understand the client's business, pain points, current tools, team size, and key workflows. Map out which Quantum modules they need. Document everything for the proposal.

Google Meet / PhoneRequirement NotesWorkflow Mapping
Proposal

Send Custom Quotation

Create a tailored quotation in the admin panel → quotations collection. Includes selected modules, timeline, pricing breakdown, payment terms. Client receives it in their Portal under Quotations.

Admin PanelQuotation BuilderClient Portal

Decision: Does the client accept?

✅ AcceptedMove to onboarding. Create project, collect advance payment, and begin setup.
🔄 Negotiation / DeclineRevise scope or mark as lost in pipeline. Add to nurture sequence for future re-engagement.

3 Client Onboarding

Portal Access

Create Client Access & Portal Account

Admin approves the clientAccessRequest → Firebase Auth account created → clientProfiles record set up with category (web/quantum/supply-chain). Client gets a branded welcome email with login credentials and a link to the Client Portal.

Admin PanelFirebase AuthNodemailerClient Portal
Onboarding Form

Client Fills Onboarding Questionnaire

On first portal login, clients see an onboarding form to collect business name, industry, logo, brand colors, domain preferences, and specific feature requirements. Data saved to clientOnboarding collection.

Portal OnboardingFirestoreAuto Workflow
Project Setup

Create Project + Assign Milestones

Admin creates a project in projects with type, timeline, and client email. Milestones are created in projectMilestones — typically: Requirements → Design → Development → Testing → Launch. Tasks are assigned to the team in the tasks collection.

Project ManagerMilestonesTask BoardCalendar
Contract & Invoice

Send Contract & Advance Invoice

Generate a contract in contracts and first invoice in invoices. Client can view and pay via Razorpay directly from the Portal. Payment recorded in payments collection. Automated receipt email sent.

ContractsInvoicesRazorpayAuto Receipt

4 Build & Deliver

Week 1

Architecture & UI/UX Design

Design the system architecture based on collected requirements. Create mockups, decide module layout, database schema, and integration points. Share preview with client via shared documents in the Portal.

FigmaSystem DesignShared Documents
Week 2–3

Build Modules & Integrations

Develop the selected Quantum modules — admin panel, client portal, Firebase backend, Cloud Functions, APIs. Weekly previews shared with client. Tasks tracked on the Kanban board. Milestones updated as each module completes.

FirebaseHTML/CSS/JSCloud FunctionsAPIs
Review Cycle

Client Reviews & Feedback

Client submits review requests via Portal → Admin reviews and implements changes. Deliverable approvals tracked in deliverableApprovals. Notes exchanged in real-time via the Notes section.

Review RequestsDeliverable ApprovalsClient Notes

Decision: Is the client satisfied with the build?

✅ ApprovedProceed to launch phase. Final invoice sent for remaining balance.
🔄 Revisions NeededDocument changes in review requests. Implement, re-preview. Repeat until approved.

5 Launch & Go Live

Deployment

Deploy to Production

Deploy website/Quantum to Firebase Hosting with custom domain, SSL, and CDN. Configure Firestore rules, Cloud Functions, App Check, and security settings. Run Lighthouse audit.

Firebase HostingCustom DomainSSLLighthouse
Training

2 Training Sessions

Conduct 2 interactive training sessions for the client's team — one for basic operations (dashboard, orders, tasks) and one for advanced features (reports, automation, settings). Provide access to tutorial guides.

Google MeetScreen RecordingTutorial Guides
Handover

Documentation & Support Activation

Share complete documentation, access credentials, and emergency contacts. Activate 30-day free support window. Client can now raise support tickets directly from the Portal.

Shared DocumentsSupport TicketsWhatsApp Support

6 Supply Chain Operations (69shop Clients)

For clients using the supply chain / 69shop module, the following ongoing operations flow applies.

Product Management

Admin creates products in scProducts with name, price, weight, stock, images, category. Client can suggest new products via productSuggestions in the Portal. Admin approves and publishes.

Order Processing

Orders placed via Portal → saved to scOrders with items, quantities, totals. Admin processes: Pending → Confirmed → Shipped → Delivered. Client sees live status with progress stepper.

Inventory & Stock

Stock auto-decrements on order placement, auto-restores on returns. inventoryHistory tracks all movements. Low-stock alerts notify admin. Multi-location support available.

Returns & Settlements

Returns tracked in scReturns with reason codes. Stock restored automatically. Settlement reports generated monthly showing orders, returns, payments, and balances.

Payment Tracking

Each order tracks: payable amount, paid amount, balance. Payment history stored per order. Admin dashboard shows total receivables, overdue payments, and collection trends.

Product Gallery

Clients upload product images/videos to productGallery with descriptions. Admin curates and organizes. Used for catalog, social media, and marketing materials.

7 Ongoing Support & Growth

Support

Support Tickets & Priority WhatsApp

Clients raise support tickets from the Portal with priority levels (Low/Medium/High/Urgent). Admin assigns and resolves. Quantum Bundle clients get priority WhatsApp support for faster resolution.

Support TicketsWhatsAppPriority Queue
Maintenance

Monthly Maintenance & Updates

Monthly maintenance includes security patches, performance optimization, content updates, backup verification, and Lighthouse audits. Weekly progress digest emails sent via weeklyProgressDigest.

Firebase DeployLighthouseBackupsWeekly Digest
Growth

Expansion & New Modules

As the client's business grows, add new Quantum modules — email campaigns, workflow automation, appointment scheduling, advanced analytics. Each addition follows a mini version of the Build & Deliver phase.

Module ExpansionCustom IntegrationsAI Features
Retention

Client Health Monitoring & Feedback

Track client engagement via clientActivity, collect feedback via clientFeedback (NPS scores), monitor health scores. AI-powered sentiment analysis flags at-risk clients early. Announcements keep clients informed of new features.

Health ScoreNPS FeedbackSentiment AIAnnouncements

8 Marketing & New Client Acquisition

Digital Presence

Website, SEO & Content

Maintain 69dynamics.in with SEO-optimized pages, auto-generated blog posts (AI via scheduledBlogGeneration), case studies, testimonials, and landing pages for Google Ads and Meta Ads. Sitemap auto-updated.

SEOAI BlogLanding PagesGoogle AdsMeta Ads
Campaigns

Email & Social Marketing

Email blasts via processEmailBlast to newsletter subscribers and leads. Campaign tracking in campaigns. Instagram content calendar. Referral program via referrals for word-of-mouth growth.

Email BlastsNewsletterInstagramReferral Program
Conversion

Lead Funnel Optimization

Track conversion events via conversionEvents. Monitor configurator leads via configuratorLeads. A/B test landing pages. Optimize ad spend based on cost-per-lead and close rate metrics. Pipeline managed in automationPipelines.

GA4 AnalyticsMeta PixelA/B TestingPipeline

$ Revenue Model

One-Time Revenue

Website & Quantum Build

Custom websites (₹15K–₹1L+), Quantum systems (custom quoted based on modules), Add-on services (₹3K–₹15K each)

Recurring Revenue

Quantum Bundle — ₹9,000/mo

Website + Quantum + Hosting + SSL + Domain + Monthly maintenance + Support tickets + Priority WhatsApp + Analytics + AI insights

Service Revenue

Digital Marketing

Google Ads management, Meta Ads, SEO, Content marketing, Email campaigns, Social media management — billed monthly

Supply Chain Revenue

69shop Commissions

Product sourcing, order fulfillment, distributor margins, bulk order processing for supply chain clients