# 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

**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)
```text
[Prompt 1：结构化生成智能体 (Generator)]
你是一名严谨的行业商业顾问。请严格仅基于以下【客户原始资料】与【核实行业数据】生成交付方案。
铁律：
1. 凡原始资料未提及的数字、案例或客户名，一律标注为“[待客户提供补充]”，严禁自行编造任何百分比或案例！
2. 输出格式必须严格包含：① 核心诊断结论（不超过3句话）、② 具体执行改写对照表（原版 vs 优化版）、③ 风险边界提示。

[Prompt 2：独立事实核查智能体 (Auditor —— 在人工审阅前自动跑一遍)]
请逐句比对【生成的初稿】与【客户原始资料】：
1. 圈出初稿中所有出现的数字、专有名词与承诺性表述；
2. 凡在原始资料中找不到依据、或带有“100%保证/绝对第一”等违规夸大字眼的，直接输出【❌ 拦截修改项】；只有全部核对无误才输出【✅ 机器初检通过】。
```

## M06 — Module 06: Verified 2026 Two-Tier Tech Stack Budget & 5-View CEO Dashboard

**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 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)
```text
[CEO 总控 Dashboard 必建 5 张关联数据表（直接复制到飞书多维表格 / Notion）]
视图 1【Leads 获客漏斗表】：客户名 | 来源渠道(小红书/YT/ColdEmail) | 卡点选项(A/B/C) | 样品发送日 | 4问筛客得分 | 当前状态(跟进/已付诊断/已签年单/淘汰)
视图 2【Fulfillment 交付看板】：订单编号 | 关联客户 | 当前环节(收件/AI初稿/机器核查/待Jimmy放行/已交付) | 人工耗时(分钟) | 客户验收签字日期
视图 3【Unit Cost 算力防穿仓监控表】：客户ID | 套餐实收净额 | 本月累计Token/API消耗(¥/$) | 算力占收入比(%) | 熔断状态(🟢正常 <20% / 🟡预警 >50% / 🔴熔断 >=80%)
视图 4【P&L 月度真账现金流表】：月份 | 总进账流水 | 减:支付通道费 | 减:API算力总账单 | 减:固定软件订阅 | 减:预留税款(15%-20%) | 真实可支配净利润
视图 5【SOP & 资产沉淀库】：场景名称 | 标准输入表单链接 | 生成Prompt版本 | 核查Prompt版本 | 历史客诉复盘记录
```