Execution Track
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STAGE 03

Stage 03: Semi-Automated Workflows, Zero-Code Tech Stack & CEO Dashboard

Run an entire solo company on $42–$70/mo: AI executes 80% of fulfillment, you control the 20% quality gate, and 1 dashboard tracks every dollar.

M05 Module 05: The 80/20 Human-in-the-Loop 5-Step Fulfillment Pipeline
?How to Use This ModuleM05 Execution GuideRead the universal margin rule first, switch your Execution Track in the top bar (Track 1 Retainer / Track 2 Micro-SaaS / Track 3 Regulated B2B2B), and copy the template below.
Core Principle: 100% unmonitored AI output creates refunds. High-margin operators use a 5-step sandwich: Structured Intake -> AI Draft -> Automated Rule Check -> Human Approval Toggle -> Auto-Delivery.

Track 1 · B2B Productized Retainer: $42–$70/mo Lean Validation Stack vs $198–$293/mo Production Stack

  • Lean Tier ($42–$70/mo): Cloudflare Pages ($0) + Make.com Core ($10.59) + Notion Plus ($12) + Claude/OpenAI/DeepSeek API ($20–$45).
  • Production Tier ($198–$293/mo): Upgrade to n8n/Supabase Pro ($25–$45), Instantly.ai ($37), and Apify ($49) only after collecting your first client retainer.

Track 2 · Micro-SaaS & Stateless Pipe: Edge Deployment & Two-Stage Model Routing

  • Route 80% of Volume to Low-Cost Models: Use DeepSeek V3 / GPT-4o-mini / Claude Haiku for classification & JSON extraction, reserving Claude Sonnet only for final client-facing synthesis.
  • Prompt Caching: Cache static system rubrics and industry templates to cut input token costs by up to 80%.

Track 3 · Regulated & B2B2B Channel: Zero-Data-Retention APIs & Isolated Tenant Workspaces

  • Enterprise Privacy Architecture: Route sensitive documents strictly through AWS Bedrock / Azure OpenAI or Anthropic Enterprise zero-data-retention endpoints with automated 24-hour file purge.
Two-Stage Model Routing Prompt (Cheap Classifier → Frontier Generator, -75% Token Cost)
?How to use this template?3-Step Template Guide1. Click Copy to grab the raw template. 2. Paste into Notion, Airtable, Make.com, or your client SOW. 3. Replace bracketed variables with your own numbers.
💡 How to Use This Template: Click Copy on the top right, paste into Notion / Airtable / Make.com or your client agreement, and replace the bracketed placeholders with your project numbers.
[Two-Stage Model Routing Prompt Template — Cuts Token Spend by ~75%]
# Stage 1 Node (Model: DeepSeek V3 / GPT-4o-mini / Claude 3.5 Haiku · Temperature: 0.0)
System: You are a strict JSON extractor. Extract only [Field_1, Field_2,Pain_Score] from the raw input. Discard boilerplate. Output valid JSON only.

# Stage 2 Node (Model: Claude 3.5 Sonnet · Triggered ONLY if Pain_Score >= 7)
System: Using the verified JSON facts below, draft a client-ready [Deliverable Type] following our 4-part executive rubric. Zero hallucinated numbers.
M06 Module 06: Verified 2026 Two-Tier Tech Stack Budget & 5-View CEO Dashboard
?How to Use This ModuleM06 Execution GuideRead the universal margin rule first, switch your Execution Track in the top bar (Track 1 Retainer / Track 2 Micro-SaaS / Track 3 Regulated B2B2B), and copy the template below.
Core Principle: Never buy bloated SaaS stacks before hitting $4K/mo. Start on the $42–$70/mo Lean Tier and manage leads, fulfillment, compute cost, and cashflow from one 5-View CEO Dashboard.

Track 1 · B2B Productized Retainer: Notion / Airtable 5-View Command Center

  • Run the Company in 15 Minutes/Day: Track (1) High-Intent Pipeline, (2) Client Delivery Sprints, (3) Per-Client API Cost & Margin Alert, (4) Monthly Cash P&L, and (5) SOP Asset Library.
  • Automated Margin Watchdog: Trigger a Slack/Email webhook the moment any retainer client exceeds 65% of their monthly API budget.

Track 2 · Micro-SaaS & Stateless Pipe: Automated Stripe/Paddle → Webhook → Quota Provisioning

  • Zero Manual Onboarding: checkout.session.completed automatically provisions the user workspace, sets their hard P95?P95 Usage (95th-Percentile Heavy User)The monthly API consumption of your top 5% heaviest users. Always price and cap quotas against P95 load—never average load—or power users will wipe out your margin. API quota, and triggers usage-cap alerts.

Track 3 · Regulated & B2B2B Channel: Multi-Client Partner Portal & Human-QA Sign-Off Log

  • Audit Trail & QA Checkboxes: Maintain an immutable log of AI draft generation vs. human reviewer approval for every client deliverable.
5-View Solo-Operator CEO Dashboard Schema (CRM / Delivery / Token Ledger / P&L / SOPs)
?How to use this template?3-Step Template Guide1. Click Copy to grab the raw template. 2. Paste into Notion, Airtable, Make.com, or your client SOW. 3. Replace bracketed variables with your own numbers.
💡 How to Use This Template: Click Copy on the top right, paste into Notion / Airtable / Make.com or your client agreement, and replace the bracketed placeholders with your project numbers.
[5-View Solo-Operator CEO Dashboard Schema (Notion / Airtable / Feishu)]
Table 1 · Pipeline_CRM: Company | Decision_Maker | Pain_Signal | Loom_Sent_Date | Pilot_Deposit_Status ($490) | MRR_Value
Table 2 · Delivery_Sprints: Client_ID | SOW_Deliverable | Monthly_Quota_Cap | Current_Runs_Used | Human_QA_Approved (Checkbox)
Table 3 · Token_Cost_Ledger: Client_ID | Month | OpenAI_Anthropic_Spend | Gateway_Fees | Net_Margin_% (Alert if < 70%)
Table 4 · Monthly_Cash_PL: Month | Gross_Stripe_Inflow | Total_API_COGS | SaaS_Stack_Fixed ($42-$293) | Tax_Reserve_25% | Net_Owner_Draw
Table 5 · SOP_Vault: Process_Name | Trigger_Condition | Make_Scenario_URL | Fallback_Manual_Steps