FTEG Sales Flow & Onboard Automation

Go-live links · integrations · 开户 / 启动产品 · 推广模式 · Loading…

Objective: sell Business OS (ERP) plus integrated products. Company invoicing lives inside ERP — not a separate hero SKU. Portal is the buyer control plane; each product keeps its own BO and business data.

Marketing START Sell-ready board Staff one-pager 销售一页纸（中文） FB/IG ad creatives 广告文案（中文） MyInvois soft-launch EaseeBuy AI Chat EaseeBuy client handoff Marketing freeze Portal login Subscribe / App Store Public store Platform plan

1. Surfaces (who uses what)

SurfaceRoleLive URLProbe
B2B Portal Buy / pay / my products / SSO into BOs fteg-client…/portal/login 200
Subscribe Self-serve checkout (Fiuu) …/portal/subscribe 200
Public store Marketing catalog entry fteg-appstore… 200
FTEG staff ERP Operator control plane (not customer ERP) fteg-erp-bo… 200

2. Go-live products — links &对接

Checked 2026-08-13 on this host. Auto = pay → provision listener. Handshake = ERP pushes credentials between products. Manual = sales / client config.

Product Channel Demo / live links Automation &对接 Status
ERP Business OS Sales-led onboard BO: ymsb.sme-erp.fteg.dev
CRM is inside this BO (not a separate product) 		Auto ProvisionBusinessOs… → tenant slug + BO URL
Company Finance / CRM in-app
No second generic SME demo yet 		Live (Yuzu)
CMS Web Self-serve Site: ichiwa-96893922…
BO: ichiwa-bo… 		Auto tenant provision
Handshake Reservation + AI Review link into CMS
Portal operator SSO 		E2E Ichiwa
Reservation Self-serve Public: reservation-48291037…
BO: reservation-bo… 		Auto venue provision
Handshake CMS host + embed / API key
Fiuu guest deposit 		E2E Ichiwa
AI Review Self-serve Public: ai-review-59382104…
BO: ai-review-bo… 		Auto shop provision
Handshake shop UUID → CMS 		E2E Ichiwa
AI Chat Self-serve Demo: ai-chat-71649283…
BO: ai-chat-bo…
Widget: apis…/widget/script 		Auto shop provision + portal SSO
Manual client widget embed + Meta WA
AWS outbound URL from client 		FTEG ready / client embed open
PropFlex Sales-led Prod: propflex.io
Dev list: proplist-53283943… 		Manual tenant onboarding (no self-serve provision yet)
Already production estate 		Production
CandyForce Hosted Sales-led Live merchants (candy-force.com stack on this host) Manual merchant onboard
Already production estate 		Production
Do not lead ads: Ecommerce (F1), Inventory (no provision), Staff Concierge (internal ≠ AI Chat), standalone Invoicing System (company invoicing = ERP Finance). Soft: MyInvois, domain-email, App Wrapper.

3. 推广模式 (GTM)

A · Self-serve land

Ads → store/subscribe → Fiuu → auto provision.

  • CMS · Reservation · AI Review · AI Chat
  • Best pack: CMS + AI Review (Ichiwa proof)
  • CTA: portal subscribe

B · ERP sales-led

Sales call → portal invite / seed → Business OS tenant.

  • Hero: Business OS (CRM + company invoices)
  • Upsell CMS / AI* after ERP live
  • Proof: Yuzu workspace

C · Vertical sales

Existing production brands.

  • PropFlex (agents)
  • CandyForce (merchants)
  • Manual tenant, not App Store first

4. 开户 / 启动流程 (3 scenarios)

4.1 Only ERP

Portal account (invite or register)
  → Subscribe Business OS (or sales activates)
  → Pay / mark active
  → Auto: SmeErpTenant + {slug}.sme-erp… BO
  → Staff/owner login ERP BO → CRM + Finance
  → (Optional later) buy CMS / AI* from same portal

Surfaces: 1 portal + 1 ERP BO. No website until CMS.

4.2 ERP + CMS

Portal
  → Buy Business OS → Auto ERP tenant BO
  → Buy CMS Web → Auto CMS site + CMS BO + operator SSO
  → Portal “My products” deep-links both BOs
  → ERP launcher lists CMS instance
  → Company invoices stay in ERP Finance
  → Website content stays in CMS BO (separate data)

Surfaces: portal + ERP BO + CMS BO (2 product backends).

4.3 CMS + AI Review only (no ERP)

Portal
  → Buy CMS → Auto site/BO
  → Buy AI Review → Auto shop/BO
  → Auto handshake: ERP control plane pushes shop UUID into CMS
  → Public site shows review entry; merchant uses AI Review BO
  → No company CRM/Finance until they later buy Business OS

Surfaces: portal + CMS BO + AI Review BO. Ichiwa E2E ready: yes.

5. Automation chain (pay → live)

SubscriptionActivated
  ├─ ProvisionBusinessOsOnSubscriptionActivated
  ├─ ProvisionCmsOnSubscriptionActivated
  ├─ ProvisionReservationOnSubscriptionActivated
  ├─ ProvisionAiReviewOnSubscriptionActivated
  ├─ ProvisionAiChatOnSubscriptionActivated
  ├─ ProvisionMyInvois / DomainEmail / InvoiceModule (addons)
  ├─ ProvisionPortalOperatorsOnSubscriptionActivated  (SSO users for BOs that have consoles)
  └─ SyncCmsIntegrationsOnSubscriptionActivated       (last — links CMS ↔ Reservation/AI Review;
                                                       billing enable; MyInvois/domain sync)

Automated today

  • Catalog plans + Fiuu invoice checkout
  • Product instance registry
  • Tenant/shop/venue create
  • Portal operator provision (CMS / Reservation / AI Review / AI Chat)
  • CMS integration link when peers are active

Still manual / client-side

  • Business OS: sales onboarding + DNS/SSL per new slug
  • AI Chat: proof shop erp-fteg (EaseeBuy rejected — do not cite)
  • PropFlex / CandyForce: sales tenant setup
  • Custom domain & email add-on
  • MyInvois: sandbox E2E Valid (ymsb); production HOLD — sign-off

6. Recommended launch order for marketing

  1. Pack “Website + Reviews” — CMS + AI Review (self-serve, Ichiwa proof).
  2. Add Reservation — full Ichiwa stack story (book + review on one site).
  3. AI Chat — CS ads with clear Meta-fee caveat; handoff embed checklist.
  4. Business OS — sales pipeline for SMEs who need CRM + company invoices; upsell CMS after.
  5. PropFlex / CandyForce — vertical campaigns on existing production.

7. Ops checklist before each ad push