90-Day Roadmap
17 problem areas · 6 delivery phases · structure, ownership, discipline
Derived from the WiseAdmit strategic problem statement. The core thesis: WiseAdmit has a process and discipline problem — not a feature problem. The goal is not to build more features, but to make the existing system work with structure, ownership, and clear accountability.
What NOT to do (guardrails)
- ✕Do not build a separate partner dashboard
- ✕Do not enable full AI auto-reply
- ✕Do not build multi-tenant white-label
- ✕Do not wait for Ads API sync before launching ROI dashboard
- ✕Do not add new features before access and lifecycle foundation is stable
1
Day 1–15
Phase 1
Foundation
- Role + scope + permissions model (SuperAdmin / Franchise / Partner / Counsellor)
- Lead ownership fields (creator, owner, assigner, source, campaign)
- Sidebar and API filtered by role
- Partner hierarchy enforced
- Counsellor view within partner scope
- Basic audit log
2
Day 16–30
Phase 2
Lead Lifecycle
- Full lifecycle stage pipeline
- Lead quality (Hot/Warm/Cold) and contact status
- Lead timeline — audit trail on every lead
- SLA rules per lead type
- Lead Leak Dashboard with escalation alerts
3
Day 31–45
Phase 3
Sales UX
- Smart saved views (My Leads, Hot, Follow-Up Today, etc.)
- Inline quick-actions per lead row
- Conversation queues (Hot / Replied / SLA At Risk / AI Suggested)
- Lead + Student + Application unified record view
- Lead intelligence right-rail panel
- Email template builder + broadcast
4
Day 46–60
Phase 4
AI Assist + Partners
- AI lead summary + conversation summary
- AI reply suggestion (human sends)
- Next best action card
- Risk / SLA warning card
- Partner accept/reject flow with mandatory reason
- Unified inbox: Email + WhatsApp + conversations in one view
- Partner announcement feed (PDF uploads, broadcasts)
- Book-a-appointment link for partners
5
Day 61–75
Phase 5
Marketing
- Partner Facebook form connect inside WiseAdmit
- Campaign tracking cleanup
- Manual CSV spend upload
- Full funnel spend attribution (Spend → Enrollment)
- Invoice system: Admin ↔ Partner bidirectional invoicing
- Partner service request system (features, CSCA classes, etc.)
- Ticket / support system inside dashboard
6
Day 76–90
Phase 6
Analytics & Recovery
- Marketing ROI dashboard (best/worst campaigns, cost per stage)
- Application Operations Dashboard (docs pending, stuck > 7 days)
- Payment recovery automation
- Partner performance score
- Franchise analytics: per-user tracking, program revenue, student flow, cost analysis
- Student at risk dashboard with drill-down
- University capacity tracking (how many students per university)
- Full application tracking: which university, which program, push recommendations
- Gamification: partner + franchise level system with scholarship rewards
- Membership / certification update system