MyPunchPro Launch

Set up Zoho division, create OS folder structure, configure CRM modules, roles, and permissions.

Prepare CSV structure, validate fields, create import tags and custom fields.

Upload 8,000 leads, fix mapping issues, validate samples, and apply segmentation tags.

Run email pattern inference, assign confidence scores, and update CRM fields for all records.

Segment leads by type, region, confidence score, and service type.

Build email and SMS cadences for homeowners, realtors, and contractors with templates and merge fields.

Build classification logic to route leads to correct pipelines based on confidence, region, and service type.

Build quote, realtor, and contractor intake pages with forms, integrations, and analytics.

Create contractor directory, add skill/coverage fields, build contractor pool view and assignment fieldset.

Build assignment logic, notifications, confirmation workflows, and payment processing.

Build comprehensive dashboards for lead velocity, conversion, cadence performance, contractor utilization, and revenue.

Test all systems, train client team, and launch the MyPunchPro platform.