axis-crm 1.0.0

package/template/automations/fireflies-to-crm.json

@@ -0,0 +1,306 @@
+{
+  "name": "Axis CRM — Meeting to CRM",
+  "nodes": [
+    {
+      "id": "w1-trigger",
+      "name": "Fireflies Webhook",
+      "type": "n8n-nodes-base.webhook",
+      "typeVersion": 2,
+      "position": [250, 300],
+      "parameters": {
+        "httpMethod": "POST",
+        "path": "axis-crm-meeting",
+        "options": {}
+      },
+      "webhookId": "axis-crm-meeting"
+    },
+    {
+      "id": "w1-get-transcript",
+      "name": "Get Transcript",
+      "type": "@firefliesai/n8n-nodes-fireflies.fireflies",
+      "typeVersion": 1,
+      "position": [450, 300],
+      "parameters": {
+        "transcriptId": "={{ $json.body.meetingId }}"
+      },
+      "credentials": {
+        "firefliesApi": {
+          "id": "YOUR_FIREFLIES_CREDENTIAL_ID",
+          "name": "Fireflies API"
+        }
+      }
+    },
+    {
+      "id": "w1-extract",
+      "name": "Extract Meeting Data",
+      "type": "n8n-nodes-base.code",
+      "typeVersion": 2,
+      "position": [650, 300],
+      "parameters": {
+        "jsCode": "const raw = $input.first().json;\nconst ff = raw.data || raw;\nconst title = ff.title || 'Unknown Meeting';\nconst rawDate = ff.dateString || ff.date || '';\nlet date;\nif (typeof rawDate === 'number') {\n  date = new Date(rawDate).toISOString().split('T')[0];\n} else if (rawDate) {\n  date = new Date(rawDate).toISOString().split('T')[0];\n} else {\n  date = new Date().toISOString().split('T')[0];\n}\nconst duration = ff.duration || 0;\nconst transcript = ff.sentences?.map(s => s.speaker_name + ': ' + s.text).join('\\n') || '';\nconst summaryObj = ff.summary || {};\nconst summaryText = typeof summaryObj === 'string' ? summaryObj : (summaryObj.overview || summaryObj.shorthand_bullet || '');\nconst actionItemsRaw = typeof summaryObj === 'object' ? summaryObj.action_items : '';\nconst actionItems = actionItemsRaw ? actionItemsRaw.split('\\n').filter(l => l.trim()) : [];\nconst participants = [];\nconst speakers = ff.speakers || [];\nspeakers.forEach(s => {\n  const name = s.name || s.speaker_name || 'Unknown';\n  if (!participants.includes(name)) participants.push(name);\n});\nif (participants.length === 0 && ff.sentences) {\n  ff.sentences.forEach(s => {\n    if (s.speaker_name && !participants.includes(s.speaker_name)) participants.push(s.speaker_name);\n  });\n}\nif (participants.length === 0 && ff.meeting_attendees) {\n  ff.meeting_attendees.forEach(a => {\n    const name = a.displayName || a.name || a.email || 'Unknown';\n    if (!participants.includes(name)) participants.push(name);\n  });\n}\nreturn [{\n  json: {\n    title, date, duration,\n    transcript: transcript.substring(0, 10000),\n    summary: summaryText,\n    actionItems,\n    participants\n  }\n}];"
+      }
+    },
+    {
+      "id": "w1-prep-ai",
+      "name": "Prepare AI Request",
+      "type": "n8n-nodes-base.code",
+      "typeVersion": 2,
+      "position": [850, 300],
+      "parameters": {
+        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyzuj tento meeting a urcni ke kteremu klientovi patri.\n\nMeeting: ${data.title}\nUcastnici: ${data.participants.join(', ')}\nSummary: ${data.summary}\nTranscript (prvnich 2000 znaku):\n${data.transcript.substring(0, 2000)}\n\nOdpovez POUZE validnim JSON (bez markdown code blocku):\n{\n  \"client_slug\": \"nazev-firmy-lowercase-pomlcky-bez-sro\",\n  \"client_name\": \"Oficialni nazev firmy\",\n  \"is_new\": true,\n  \"attendees\": [\"jmeno1\", \"jmeno2\"],\n  \"summary\": \"2-3 vety co se resilo\",\n  \"action_items\": [\"ukol1\", \"ukol2\"],\n  \"topics\": [\"tema1\", \"tema2\"]\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
+      }
+    },
+    {
+      "id": "w1-ai",
+      "name": "AI Identify Client",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [1050, 300],
+      "parameters": {
+        "method": "POST",
+        "url": "https://api.anthropic.com/v1/messages",
+        "sendBody": true,
+        "specifyBody": "json",
+        "jsonBody": "={{ $json.aiRequestBody }}",
+        "sendHeaders": true,
+        "headerParameters": {
+          "parameters": [
+            { "name": "anthropic-version", "value": "2023-06-01" },
+            { "name": "Content-Type", "value": "application/json" }
+          ]
+        },
+        "options": { "timeout": 30000 },
+        "authentication": "predefinedCredentialType",
+        "nodeCredentialType": "anthropicApi"
+      },
+      "credentials": {
+        "anthropicApi": { "id": "YOUR_ANTHROPIC_CREDENTIAL_ID", "name": "Anthropic API" }
+      }
+    },
+    {
+      "id": "w1-build",
+      "name": "Build Meeting Markdown",
+      "type": "n8n-nodes-base.code",
+      "typeVersion": 2,
+      "position": [1250, 300],
+      "parameters": {
+        "jsCode": "const meeting = $('Extract Meeting Data').first().json;\nconst aiResponse = $input.first().json;\nconst aiText = aiResponse.content?.[0]?.text || aiResponse.text || JSON.stringify(aiResponse);\n\nlet analysis;\ntry {\n  const jsonMatch = aiText.match(/\\{[\\s\\S]*\\}/);\n  analysis = JSON.parse(jsonMatch[0]);\n} catch(e) {\n  const slug = meeting.title.toLowerCase().replace(/[^a-z0-9]/g, '-').replace(/-+/g, '-').substring(0, 40);\n  analysis = {\n    client_slug: slug, client_name: meeting.title, is_new: true,\n    attendees: meeting.participants, summary: meeting.summary || '',\n    action_items: meeting.actionItems || [], topics: []\n  };\n}\n\nconst slug = analysis.client_slug;\nconst date = meeting.date;\nconst filename = date + '-' + slug + '.md';\n\nconst actionItemsMd = analysis.action_items.length > 0\n  ? analysis.action_items.map(a => '- [ ] ' + a).join('\\n')\n  : '- [ ] ';\nconst topicsMd = analysis.topics.length > 0\n  ? analysis.topics.map(t => '- ' + t).join('\\n')\n  : '';\nconst attendeeYaml = analysis.attendees.map(a => \"'\" + a.replace(/'/g, \"''\") + \"'\").join(', ');\n\nconst meetingMd = [\n  '---',\n  \"title: '\" + meeting.title.replace(/'/g, \"''\") + \"'\",\n  \"date: '\" + date + \"'\",\n  'tags: [meeting]',\n  'type: meeting',\n  'attendees: [' + attendeeYaml + ']',\n  \"duration: '\" + meeting.duration + \" min'\",\n  'next_steps: []',\n  '---',\n  '',\n  '## Summary',\n  '',\n  analysis.summary,\n  '',\n  '## Topics',\n  '',\n  topicsMd,\n  '',\n  '## Action Items',\n  '',\n  actionItemsMd,\n  '',\n  '## Transcript',\n  '',\n  '<details>',\n  '<summary>Full transcript</summary>',\n  '',\n  meeting.transcript,\n  '',\n  '</details>'\n].join('\\n');\n\nlet clientReadme = '';\nif (analysis.is_new) {\n  clientReadme = [\n    '---',\n    \"title: '\" + analysis.client_name.replace(/'/g, \"''\") + \"'\",\n    \"created: '\" + date + \"'\",\n    'tags: [client]',\n    'type: client',\n    \"status: 'active'\",\n    \"source: 'meeting'\",\n    'score: 0',\n    '---',\n    '',\n    '## Overview',\n    '',\n    'Auto-created from meeting: ' + meeting.title,\n    '',\n    '## Contacts',\n    '',\n    analysis.attendees.map(a => '- ' + a).join('\\n')\n  ].join('\\n');\n}\n\nreturn [{\n  json: {\n    client_slug: slug,\n    client_name: analysis.client_name,\n    is_new: analysis.is_new,\n    filename,\n    meetingMdContent: meetingMd,\n    clientReadmeContent: clientReadme,\n    meetingPath: 'clients/' + slug + '/meetings/' + filename,\n    clientReadmePath: 'clients/' + slug + '/README.md',\n    ntfyBody: 'Meeting ' + filename + ' saved for ' + analysis.client_name\n  }\n}];"
+      }
+    },
+    {
+      "id": "w1-if-new",
+      "name": "New Client?",
+      "type": "n8n-nodes-base.if",
+      "typeVersion": 2.2,
+      "position": [1450, 300],
+      "parameters": {
+        "conditions": {
+          "options": { "version": 2 },
+          "combinator": "and",
+          "conditions": [
+            {
+              "leftValue": "={{ $json.is_new }}",
+              "rightValue": true,
+              "operator": { "type": "boolean", "operation": "equals" }
+            }
+          ]
+        }
+      }
+    },
+    {
+      "id": "w1-check-client-sha",
+      "name": "Check Client SHA",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [1600, 200],
+      "parameters": {
+        "method": "GET",
+        "url": "=https://api.github.com/repos/your-username/axis-crm/contents/{{ $json.clientReadmePath }}?ref=crm",
+        "sendHeaders": true,
+        "headerParameters": {
+          "parameters": [
+            { "name": "Accept", "value": "application/vnd.github.v3+json" }
+          ]
+        },
+        "options": { "timeout": 10000 },
+        "authentication": "predefinedCredentialType",
+        "nodeCredentialType": "githubApi"
+      },
+      "credentials": {
+        "githubApi": { "id": "YOUR_GITHUB_CREDENTIAL_ID", "name": "GitHub API" }
+      },
+      "onError": "continueRegularOutput"
+    },
+    {
+      "id": "w1-prep-client-body",
+      "name": "Prep Client Body",
+      "type": "n8n-nodes-base.code",
+      "typeVersion": 2,
+      "position": [1750, 200],
+      "parameters": {
+        "jsCode": "const d = $('Build Meeting Markdown').first().json;\nconst checkResult = $input.first().json;\nconst sha = checkResult.sha || null;\n\nconst body = {\n  message: sha ? 'fix(crm): update client ' + d.client_slug : 'feat(crm): auto-create client ' + d.client_slug,\n  branch: 'crm',\n  content: Buffer.from(d.clientReadmeContent).toString('base64')\n};\nif (sha) body.sha = sha;\n\nreturn [{ json: { githubBody: JSON.stringify(body), path: d.clientReadmePath } }];"
+      }
+    },
+    {
+      "id": "w1-upsert-client",
+      "name": "Upsert Client README",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [1900, 200],
+      "parameters": {
+        "method": "PUT",
+        "url": "=https://api.github.com/repos/your-username/axis-crm/contents/{{ $json.path }}",
+        "sendBody": true,
+        "specifyBody": "json",
+        "jsonBody": "={{ $json.githubBody }}",
+        "sendHeaders": true,
+        "headerParameters": {
+          "parameters": [
+            { "name": "Accept", "value": "application/vnd.github.v3+json" }
+          ]
+        },
+        "options": { "timeout": 15000 },
+        "authentication": "predefinedCredentialType",
+        "nodeCredentialType": "githubApi"
+      },
+      "credentials": {
+        "githubApi": { "id": "YOUR_GITHUB_CREDENTIAL_ID", "name": "GitHub API" }
+      }
+    },
+    {
+      "id": "w1-check-meeting-sha",
+      "name": "Check Meeting SHA",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [2050, 300],
+      "parameters": {
+        "method": "GET",
+        "url": "=https://api.github.com/repos/your-username/axis-crm/contents/{{ $('Build Meeting Markdown').first().json.meetingPath }}?ref=crm",
+        "sendHeaders": true,
+        "headerParameters": {
+          "parameters": [
+            { "name": "Accept", "value": "application/vnd.github.v3+json" }
+          ]
+        },
+        "options": { "timeout": 10000 },
+        "authentication": "predefinedCredentialType",
+        "nodeCredentialType": "githubApi"
+      },
+      "credentials": {
+        "githubApi": { "id": "YOUR_GITHUB_CREDENTIAL_ID", "name": "GitHub API" }
+      },
+      "onError": "continueRegularOutput"
+    },
+    {
+      "id": "w1-prep-meeting-body",
+      "name": "Prep Meeting Body",
+      "type": "n8n-nodes-base.code",
+      "typeVersion": 2,
+      "position": [2200, 300],
+      "parameters": {
+        "jsCode": "const d = $('Build Meeting Markdown').first().json;\nconst checkResult = $input.first().json;\nconst sha = checkResult.sha || null;\n\nconst body = {\n  message: sha ? 'fix(crm): update meeting ' + d.filename : 'feat(crm): auto-add meeting ' + d.filename,\n  branch: 'crm',\n  content: Buffer.from(d.meetingMdContent).toString('base64')\n};\nif (sha) body.sha = sha;\n\nreturn [{ json: { githubBody: JSON.stringify(body), path: d.meetingPath } }];"
+      }
+    },
+    {
+      "id": "w1-upsert-meeting",
+      "name": "Upsert Meeting File",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [2350, 300],
+      "parameters": {
+        "method": "PUT",
+        "url": "=https://api.github.com/repos/your-username/axis-crm/contents/{{ $json.path }}",
+        "sendBody": true,
+        "specifyBody": "json",
+        "jsonBody": "={{ $json.githubBody }}",
+        "sendHeaders": true,
+        "headerParameters": {
+          "parameters": [
+            { "name": "Accept", "value": "application/vnd.github.v3+json" }
+          ]
+        },
+        "options": { "timeout": 15000 },
+        "authentication": "predefinedCredentialType",
+        "nodeCredentialType": "githubApi"
+      },
+      "credentials": {
+        "githubApi": { "id": "YOUR_GITHUB_CREDENTIAL_ID", "name": "GitHub API" }
+      }
+    },
+    {
+      "id": "w1-notify",
+      "name": "Notify",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [2500, 300],
+      "parameters": {
+        "method": "POST",
+        "url": "https://ntfy.sh/your-topic",
+        "sendBody": true,
+        "specifyBody": "string",
+        "body": "={{ $('Build Meeting Markdown').first().json.ntfyBody }}",
+        "sendHeaders": true,
+        "headerParameters": {
+          "parameters": [
+            { "name": "Title", "value": "Axis CRM: Meeting saved" },
+            { "name": "Priority", "value": "3" },
+            { "name": "Tags", "value": "briefcase" }
+          ]
+        },
+        "options": {}
+      }
+    }
+  ],
+  "connections": {
+    "Fireflies Webhook": {
+      "main": [[{ "node": "Get Transcript", "type": "main", "index": 0 }]]
+    },
+    "Get Transcript": {
+      "main": [[{ "node": "Extract Meeting Data", "type": "main", "index": 0 }]]
+    },
+    "Extract Meeting Data": {
+      "main": [[{ "node": "Prepare AI Request", "type": "main", "index": 0 }]]
+    },
+    "Prepare AI Request": {
+      "main": [[{ "node": "AI Identify Client", "type": "main", "index": 0 }]]
+    },
+    "AI Identify Client": {
+      "main": [[{ "node": "Build Meeting Markdown", "type": "main", "index": 0 }]]
+    },
+    "Build Meeting Markdown": {
+      "main": [[{ "node": "New Client?", "type": "main", "index": 0 }]]
+    },
+    "New Client?": {
+      "main": [
+        [{ "node": "Check Client SHA", "type": "main", "index": 0 }],
+        [{ "node": "Check Meeting SHA", "type": "main", "index": 0 }]
+      ]
+    },
+    "Check Client SHA": {
+      "main": [[{ "node": "Prep Client Body", "type": "main", "index": 0 }]]
+    },
+    "Prep Client Body": {
+      "main": [[{ "node": "Upsert Client README", "type": "main", "index": 0 }]]
+    },
+    "Upsert Client README": {
+      "main": [[{ "node": "Check Meeting SHA", "type": "main", "index": 0 }]]
+    },
+    "Check Meeting SHA": {
+      "main": [[{ "node": "Prep Meeting Body", "type": "main", "index": 0 }]]
+    },
+    "Prep Meeting Body": {
+      "main": [[{ "node": "Upsert Meeting File", "type": "main", "index": 0 }]]
+    },
+    "Upsert Meeting File": {
+      "main": [[{ "node": "Notify", "type": "main", "index": 0 }]]
+    }
+  },
+  "settings": {
+    "executionOrder": "v1",
+    "saveExecutionProgress": true,
+    "saveManualExecutions": true,
+    "timezone": "Europe/Prague",
+    "callerPolicy": "workflowsFromSameOwner",
+    "availableInMCP": false
+  }
+}

package/template/clients/acme-consulting/README.md

@@ -0,0 +1,43 @@
+---
+title: 'Acme Consulting s.r.o.'
+created: '2026-01-15'
+tags: [client]
+type: client
+status: 'active'
+priority: 'high'
+city: 'Praha'
+size: '10-50'
+industry: 'consulting'
+source: 'referral'
+email: 'info@acme-consulting.cz'
+phone: '+420 222 333 444'
+ico: '12345678'
+web: 'https://acme-consulting.cz'
+score: 75
+hourly_rate: 120
+manday_rate: 960
+currency: 'USD'
+converted_from_lead: 'leads/acme-consulting-sro.md (see git history)'
+---
+
+## Overview
+
+Consulting firm focused on digital transformation and process optimization for mid-sized companies. Key contact: Jana Novakova (CEO). Partnership since January 2026.
+
+## Contacts
+
+- [[contacts/jana-novakova|Jana Novakova]] — CEO, primary contact
+- [[contacts/tomas-dvorak|Tomas Dvorak]] — CTO, technical contact
+
+## Active Projects
+
+- [[projects/web-redesign/README|Web Redesign]] — full redesign of company website (deadline: May 2026)
+
+## Recent Meetings
+
+- [[meetings/2026-03-15-progress-review|Progress Review]] — 2026-03-15
+- [[meetings/2026-02-10-kickoff|Kickoff]] — 2026-02-10
+
+## Key Decisions
+
+- 2026-03-01: Price agreed at 85,000 CZK, payment in 3 milestones

package/template/clients/acme-consulting/communication/2026-03-01-cena-dohodnuta.md

@@ -0,0 +1,24 @@
+---
+title: 'Price agreed — Web Redesign'
+date: '2026-03-01'
+tags: [communication]
+type: communication
+channel: 'email'
+participants: ['Jana Novakova', 'Patrik']
+decision: 'Price 85,000 CZK, payment in 3 milestones'
+---
+
+## Context
+
+After sending the price quote (25.02.), the client responded with a counter-offer. We agreed on 85,000 CZK.
+
+## Decision
+
+- Total price: 85,000 CZK excluding VAT
+- Payment in 3 milestones: 30% after design approval, 40% after development, 30% after launch
+- Invoicing to Acme Consulting s.r.o., ICO 12345678
+
+## Action Items
+
+- [ ] Prepare contract
+- [x] Send confirmation email

package/template/clients/acme-consulting/contacts/jana-novakova.md

@@ -0,0 +1,17 @@
+---
+title: 'Jana Novakova'
+created: '2026-01-15'
+tags: [contact]
+type: contact
+role: 'CEO'
+email: 'jana@acme-consulting.cz'
+phone: '+420 777 888 999'
+linkedin: 'https://linkedin.com/in/jana-novakova-demo'
+last_contact: '2026-03-15'
+notes: 'Primary contact. Makes budget decisions.'
+---
+
+## Notes
+
+Prefers email communication. Available in the morning hours.
+Interested in AI automation of internal processes.

package/template/clients/acme-consulting/contacts/tomas-dvorak.md

@@ -0,0 +1,16 @@
+---
+title: 'Tomas Dvorak'
+created: '2026-01-20'
+tags: [contact]
+type: contact
+role: 'CTO'
+email: 'tomas@acme-consulting.cz'
+phone: '+420 666 555 444'
+linkedin: 'https://linkedin.com/in/tomas-dvorak-demo'
+last_contact: '2026-03-15'
+notes: 'Technical contact. Makes tech stack decisions.'
+---
+
+## Notes
+
+Experienced with React, Node.js, PostgreSQL. Prefers Slack communication.

package/template/clients/acme-consulting/meetings/2026-02-10-kickoff.md

@@ -0,0 +1,25 @@
+---
+title: 'Kickoff — Web Redesign'
+date: '2026-02-10'
+tags: [meeting]
+type: meeting
+attendees: ['Jana Novakova', 'Tomas Dvorak', 'Patrik']
+duration: '45 min'
+next_steps: ['Prepare wireframe draft', 'Send price quote']
+---
+
+## Agenda
+
+1. Project introduction
+2. Requirements discussion
+3. Timeline agreement
+
+## Notes
+
+Client wants a modern, minimalist design. Main priority is loading speed and SEO. Current website is on WordPress, they want to migrate to Next.js. Budget up to 100,000 CZK, ideally around 80,000.
+
+## Action Items
+
+- [ ] Prepare homepage wireframe (by 2026-02-17)
+- [ ] Send price quote (by 2026-02-14)
+- [ ] Share Google Analytics access

package/template/clients/acme-consulting/meetings/2026-03-15-progress-review.md

@@ -0,0 +1,25 @@
+---
+title: 'Progress Review — Web Redesign'
+date: '2026-03-15'
+tags: [meeting]
+type: meeting
+attendees: ['Jana Novakova', 'Patrik']
+duration: '30 min'
+next_steps: ['Finalize homepage design', 'Prepare subpages']
+---
+
+## Agenda
+
+1. Review of ongoing design
+2. Wireframe feedback
+3. Next steps
+
+## Notes
+
+Client is happy with the overall direction. Wants more space for case studies on the homepage. Logo needs a minor tweak — darker variant. Mobile version is a priority.
+
+## Action Items
+
+- [ ] Update homepage layout — add case studies section
+- [ ] Prepare darker logo variant
+- [ ] Mobile-first redesign of subpages

package/template/clients/acme-consulting/projects/web-redesign/README.md

@@ -0,0 +1,53 @@
+---
+title: 'Web Redesign'
+created: '2026-02-10'
+tags: [project]
+type: project
+status: 'active'
+start: '2026-02-15'
+deadline: '2026-05-01'
+value: '85000 CZK'
+description: 'Full redesign of company website including migration from WordPress to Next.js'
+---
+
+## Overview
+
+Full redesign of acme-consulting.cz. Migration from WordPress to Next.js with focus on speed, SEO, and modern design.
+
+## Scope
+
+**IN scope:**
+- Homepage redesign
+- 5 subpages (About, Services, References, Blog, Contact)
+- SEO optimization
+- Responsive design
+- CMS (Sanity/Contentful)
+
+**OUT of scope:**
+- E-shop
+- Multi-language version
+- Custom application
+
+## Progress
+
+- 2026-02-15: Wireframes approved
+- 2026-03-01: Price agreed (85,000 CZK)
+- 2026-03-15: Progress review — homepage design in progress
+
+## Timeline
+
+| Milestone        | Date       | Status      |
+| ---------------- | ---------- | ----------- |
+| Kick-off         | 2026-02-10 | done        |
+| Wireframes       | 2026-02-20 | done        |
+| Design v1        | 2026-03-15 | in-progress |
+| Development      | 2026-04-01 |             |
+| Final delivery   | 2026-05-01 |             |
+
+## Deliverables
+
+Outputs are in the `deliverables/` folder.
+
+## Notes
+
+Ongoing notes are in the `notes/` folder.

package/template/clients/acme-consulting/projects/web-redesign/zadani.md

@@ -0,0 +1,33 @@
+---
+title: 'Zadani — Web Redesign'
+created: '2026-02-10'
+type: brief
+---
+
+# Brief
+
+## From whom
+
+Jana Novakova (CEO, Acme Consulting s.r.o.)
+
+## Requirements
+
+Full redesign of the company website. The current WordPress site is slow, not responsive, and visually outdated. She wants a modern, fast website that represents the company properly.
+
+## Why
+
+The current website doesn't generate leads. Bounce rate over 70%, average time on page under 30s. The company is growing and the website doesn't match the quality of their services.
+
+## Constraints
+
+- Budget: max 100,000 CZK (target 80-85k)
+- Deadline: May 2026
+- Must: responsive, fast (Core Web Vitals), SEO friendly
+- Preferred stack: Next.js + headless CMS
+
+## Success criteria
+
+- [ ] All Core Web Vitals green
+- [ ] Bounce rate under 50%
+- [ ] At least 3 lead form submissions per month
+- [ ] Client approves final design

package/template/dashboards/client-overview.md

@@ -0,0 +1,25 @@
+---
+title: Client Overview
+type: dashboard
+tags: [dashboard, crm]
+---
+
+# Clients
+
+## Active
+
+```dataview
+TABLE status, priority, industry
+FROM "clients"
+WHERE type = "client" AND (status = "active" OR status = "active-partnership" OR status = "in-progress")
+SORT priority DESC
+```
+
+## All Clients
+
+```dataview
+TABLE status, priority, city, industry
+FROM "clients"
+WHERE type = "client"
+SORT status ASC
+```

package/template/dashboards/hot-leads.md

@@ -0,0 +1,23 @@
+---
+title: Hot Leads
+type: dashboard
+tags: [dashboard, crm]
+---
+
+# Hot Leads (score > 60)
+
+```dataview
+TABLE status, score, email, industry, city, campaign
+FROM "leads"
+WHERE type = "lead" AND score > 60
+SORT score DESC
+```
+
+## Highest priority (score > 80)
+
+```dataview
+TABLE status, score, email, first_contact
+FROM "leads"
+WHERE type = "lead" AND score > 80
+SORT score DESC
+```

package/template/dashboards/pipeline.md

@@ -0,0 +1,52 @@
+---
+title: Lead Pipeline
+type: dashboard
+tags: [dashboard, crm]
+---
+
+# Lead Pipeline
+
+## New (awaiting enrichment)
+
+```dataview
+TABLE source, city, industry
+FROM "leads"
+WHERE type = "lead" AND status = "new"
+SORT created DESC
+```
+
+## Enriched (awaiting qualification)
+
+```dataview
+TABLE score, industry, city, email
+FROM "leads"
+WHERE type = "lead" AND status = "enriched"
+SORT score DESC
+```
+
+## Qualified (ready for outreach)
+
+```dataview
+TABLE score, email, industry, city
+FROM "leads"
+WHERE type = "lead" AND status = "qualified"
+SORT score DESC
+```
+
+## Contacted (awaiting response)
+
+```dataview
+TABLE campaign, first_contact, email
+FROM "leads"
+WHERE type = "lead" AND status = "contacted"
+SORT first_contact DESC
+```
+
+## Opportunities (meeting scheduled)
+
+```dataview
+TABLE priority, score, email
+FROM "leads"
+WHERE type = "lead" AND status = "opportunity"
+SORT score DESC
+```