Soft Opening Readiness
Staff launch board for the public opening path: quote automation, customer portal, design engine capture, vendor pricing, production tracking, and remaining human checks.
Today's launch call
Supervised soft opening ready
The automated guardrails are passing. Invite a small, watched audience before paid ads, and keep CSR coverage on the first real orders.
This is not a broad public launch or unattended automation state. Keep the first window small, watched, and staff-covered.
First audience
Known/local customers and trusted testers
Traffic limit
Small batch only: form-first quote requests, covered catalog items, and supervised AI design.
Staff coverage
CSR watches dashboard, Gmail alerts, payments, proofs, and production packets during business hours.
Soft opening
92%
Auto checks
100%
Open lanes
3
CSR lanes
1
Paused lanes
1
Launch mode
Supervised only
Paid marketing
Hold
Route sales through forms
Product clicks and quote-like chat messages should land on the quote-request form so specs, shipping, and notes become the source of truth.
Keep design supervised
Use the design workbench/provider packet until provider runs are proven through production-master import, proof approval, and production handoff.
Protect supplier boundaries
Auto price covered catalog items, but keep supplier names internal and let CSR place Signs365 production orders during soft opening.
Can open now
- Business cards, postcards/flyers, selected Signs365-style signs/banners, and simple copy/digital jobs.
- Quote-request form traffic from product cards or Riley when the product is unclear.
- AI-assisted design work only when the design workbench creates/imports a production-size master and proof QA passes.
Hold for later
- Paid ads or broad launch announcements.
- Complex logo recreation, custom illustration, unusual substrates, or unsupported finishing.
- Tenant onboarding beyond support-demo access until tenant settings and reporting are reviewed.
First-day watch
- Every quote email: customer-safe wording, correct quantity/minimum messaging, no vendor/source names.
- Every paid order: upload/proof/approval path and customer production-status notification.
- Every production packet: approved production file attached or linked, correct ship-to, source cost, and no stale next action.
- Any bounce, customer reply, vendor reply, or proof revision: the dashboard card should move to a clear staff action.
Milestones passing
10/11
Watch items
0
Manual launch checks
1
Failed regression checks
0
No-Purchase Regression Runner
This runs on every Launch page load and during dashboard deploys. It checks the public sales paths without creating Square payments, customer purchases, proof approvals, or production packets.
Latest run
8/8 checks passing
Last checked Oct 20, 2026, 3:20 AM. Refreshing this page runs the same no-purchase safety pack again.
chat/form/quote no-purchase lane is covered by customer-safe request handling
PassLead capture, portal actions, and customer-safe wording must pass before sending public traffic.
multi-quantity quote requests stay selectable before purchase
PassRequests like 250 and 500 must stay as customer-selectable quote options instead of flattening to one quantity.
quote revision/proof-change no-purchase lane keeps current proof and customer actions safe
PassReorder/revision, proof-email, and proof-ledger checks guard stale quotes/proofs before payment or production.
customer quote/proof page reflects production without exposing vendors
PassThe customer quote page and customer production-update emails can show production states while hiding source/vendor names.
bad-email and failed-delivery guard is active without creating purchases
PassDelivery failures must create staff-visible actions instead of silent lost jobs.
promo/discount admin supports CSR quote overrides before purchase
PassDiscount code create/update/delete guardrails must pass before CSR uses revised quotes with promos.
quote-selected/payment-link state stays editable until Square records payment
PassQuote revision and pre-payment workflow must not be blocked by status labels alone.
AI design provider import, proof preflight, and reporting can be tested without buying
PassDesign product matrix rules, production-master specs, OpenAI/Recraft provider output handling, AI visual QA stamps, mockup/front-back blockers, production export gates, financial metrics, and survey metrics can be exercised from test jobs without Square payment.
Launch Spine
The ten work streams we are using as the soft-opening backbone. Each one is tied to automated checks so the Launch tab shows what is truly ready and what needs watch.
Item 1
PassAI design live product test pack
Product-aware design packets, AI product matrix cases, production-master specs, Recraft bridge readiness, OpenAI creative-lane guardrails, provider run tracking, and visual QA are covered before live AI design work expands.
Design product matrix, templates, production-master spec, production rules, workbench, provider run ledger, Recraft provider, OpenAI design provider, and visual QA packs.
Item 2
PassProof and revision regression
Current proof stays primary, old proof versions are historical, revision emails are safe, and proof send blocks bad files.
Artwork ledger, proof preflight, provider proof import, and quote proof email packs.
Item 3
PassProduction packet file confidence
Production handoff uses the approved production master, excludes native/source leaks, respects product-specific file expectations, and updates the customer status page.
Production packet file, design production export, production-master spec, print production rule, customer production status, and visual QA packs.
Item 4
PassProduct-template expansion
Launch products have template language, production rules, Riley/form prefill checks, and pricing regression coverage before auto-quote use.
Design template, print production rule, quote-request prefill, and BCT/Signs365 pricing packs.
Item 5
PassCustomer portal polish
Portal lookup, grouped customer actions, support notes, and customer-safe wording are guarded.
Customer contact, portal action, and customer-safe text packs.
Item 6
PassDashboard action clarity
Dashboard next actions, needs-attention routing, and no-purchase operational lanes stay clear for CSR work.
Lead attention, customer-safe text, and no-purchase regression packs.
Item 7
PassReorder and fresh-pricing stress test
Reorders create a new request, previous prices stay historical, and vendor-priced work requires current pricing.
Customer reorder, vendor pricing, and portal action packs.
Item 8
PassBounce and undeliverable watch
Delivery failures create staff-visible actions instead of silent lost jobs.
Email delivery failure and escalation packs.
Item 9
PassTenant readiness foundation
Tenant-scoped portal actions, promo controls, financial reporting, and soft-opening survey reporting are ready enough for support oversight.
Portal action, promo admin, financial reporting, and survey reporting packs.
Item 10
PassSoft-opening test script and launch checklist
No-purchase test coverage, production tracking, margin snapshots, survey feedback, and staff reporting support the first public window.
No-purchase regression, production tracking, job financial, financial reporting, and survey reporting packs.
Design Provider Status
Tracks whether AI/design proof creation is still using the manual bridge or ready for API runs.
Provider
OpenAI + Recraft
OpenAI creative lane and Recraft utility configured
Current mode
Automated creative provider runs can be started from the design workbench. Outputs are recorded as candidates until the production-size master gate and QA pass.
Next action
Run one supervised OpenAI creative master from a paid design job and confirm import, proof preflight, customer approval, and production export.
Soft Opening Operating Limits
What can run during the first public window, what needs CSR handling, and what should stay paused.
Open
ReadyAuto quote lanes
BCT launch catalog and core Signs365 launch products can quote automatically.
Business cards, flyers, postcards, letterhead, envelopes, selected banners, yard signs, rigid panels, adhesive vinyl, and display prints are covered by regression-tested pricing. Keep monitoring first live jobs.
Open
ReadyQuote request form first
Unclear chat requests should move to the structured quote request form.
The form is the source of truth for specs, ship-to, artwork path, and multi-item requests. Chat should collect enough context to route the customer, not try to remember every spec.
Open
ReadyIncluded AI setup
OpenAI + Recraft is configured; run supervised proof tests before opening broadly.
Use product-aware design intake, protected brand facts, starter templates, proof preflight, flat-production visual-intent guards, AI visual QA when configured, and customer proof approval. Included setup remains first proof plus up to 2 revision rounds.
CSR
StaffSigns365 production
Pricing is automated, but CSR still places the production order in the supplier portal.
Production packets include customer-safe specs and approved files. Do not expose the supplier name to customers. Build an ordering agent later after proof and handoff records are stable.
Hold
PausePaused for soft opening
Broad custom design, unusual materials, and unsupported finishing should stay manual.
Pause for CSR review when the job asks for logo recreation, complex copywriting, custom illustration, reflective/specialty materials, unknown install needs, or extra revisions beyond the included policy.
Launch Milestones
Updated Oct 20, 2026, 3:20 AM
Step 1
PassReorder hardening
Reorders are repriced from current rules; old totals stay reference-only.
Step 2
PassCustomer portal clarity
Portal actions, phone/email lookup, and customer notes route to staff-readable next steps.
Step 3
PassCSR dashboard quick read
Quick-read copy keeps minimum-order language and vendor names customer-safe, suppresses stale warnings, and identifies one current owner and unblock step.
Step 4
PassDesign workflow v1
Design packet captures product template rules, source files, protected brand facts, prompt, source tracking, QA checklist, system proof checks, provider run tracking, proof history, starter templates, production-master spec, safe provider proof import, Recraft utility readiness, OpenAI creative-lane guardrails, OpenAI visual QA stamps, production export readiness, current-proof-only customer email, AI product matrix coverage, visual-intent guards, production template QA, and selected proof/production handoff.
Step 5
PassTemplate/product-guided ordering
Banner, yard sign, rigid sign, vinyl/decal, display, business-card, folded-card, and digital-print design starts create product-aware first-proof instructions while protecting customer brand facts, native/source files, current proof email, flat production-master art, exact orientation, AI visual QA, and production-file integrity.
Step 6
PassVendor routing rules
BCT and Signs365 pricing checks pass and keep source/vendor names internal.
Step 7
PassProduction completion loop
Production receipt, follow-up, reply, shipped, complete states, customer quote/proof page status, customer production-update email wording, and dashboard next-action priority are deterministic.
Step 8
PassBounce/bad email handling
Delivery failures can be ingested from mail workflow, recorded on the job, and surfaced as staff actions.
Step 9
PassReporting foundation
Job financial snapshot and staff report can combine customer total, source cost, AI design spend, conversion rate, reorder count, customer lifetime value, quote aging, production idle time, and soft-opening survey feedback for margin and UX review.
Step 10
PassLaunch spine and no-purchase pack
Soft-opening checks cover the ten launch spine items, the launch decision board, chat/form/quote paths, Riley form prefill, folded-card envelope decisions, multi-quantity quote options, status-only paid guards, archived-quote closure, revised-quote promo controls, proof-change safety, portal actions, bad email handling, AI design rules, mockup/front-back proof blockers, and reporting without buying anything.
Step 11
ManualSoft opening checklist
Business/legal/content review, payment account review, and first live order monitoring remain human approval items.
Regression Packs
These run inside the dashboard build/deploy path so pricing and workflow wording stay honest.
Ai Design Product Matrix
Passing18 checks
Customer Contact
Passing5 checks
Customer Portal Actions
Passing4 checks
Customer Production Status
Passing4 checks
Customer Production Update Email
Passing6 checks
Customer Reorder
Passing11 checks
Customer Safe Text
Passing8 checks
Artwork Proof Ledger
Passing4 checks
Design Production Export
Passing6 checks
Design Provider Runs
Passing8 checks
Design Proof Preflight
Passing13 checks
Design Proof Workbench
Passing15 checks
Design Templates
Passing9 checks
Email Delivery Failures
Passing5 checks
Email Escalation
Passing4 checks
Production Packet Files
Passing5 checks
Production Tracking
Passing5 checks
Provider Proof Import
Passing12 checks
Provider Visual Qa
Passing5 checks
Quote Request Validation
Passing4 checks
Quote Quantity Options
Passing5 checks
Quote Request Prefill
Passing14 checks
Quote Proof Email
Passing7 checks
Recraft Provider
Passing18 checks
Open Ai Design Provider
Passing5 checks
Lead Attention
Passing10 checks
Job Health
Passing8 checks
Job Financials
Passing4 checks
Financial Reporting
Passing11 checks
Survey Reporting
Passing4 checks
Launch Decision Guard
Passing4 checks
Launch Spine
Passing10 checks
No Purchase Regression
Passing8 checks
Payment State
Passing5 checks
Quote Archive Safety
Passing18 checks
Archived Lead Separation
Passing4 checks
Promo Code Admin
Passing9 checks
Print Master Spec
Passing6 checks
Print Production Rules
Passing16 checks
Vendor Pricing
Passing7 checks
Manual Still Needed
Items a person still needs to approve before paid traffic.