Tutlo B2B Master

1. Product Overview

Czym jest B2B Master

Tutlo B2B Master to agent-first GTM (Go-To-Market) platforma, która zastępuje klasyczny dział sprzedaży B2B systemem 10 autonomicznych agentów AI z ludzkim nadzorem — od zimnego leadu do podpisanego kontraktu.

Problem który rozwiązuje

• Handlowcy tracą 60-70% czasu na research zamiast rozmów
• Brak personalizacji — masowe emaile zamiast ABM
• Zero wiedzy o timing ("kiedy firma ma budżet?")
• Brak personal brandu handlowców na LinkedIn → zero inbound
• Firmy "znikają" z radaru po pierwszym kontakcie
• Koszt tradycyjnego działu B2B: 900K PLN/rok

Persony

Czego NIE robi (scope exclusions)

• ❌ Nie jest CRM dla B2C
• ❌ Nie zastępuje fakturowania / CS onboarding
• ❌ Nie zarządza lekcjami / curriculum
• ❌ Nie wysyła wiadomości bez ludzkiego zatwierdzenia

2. Architektura Zakładek

2.1 Dashboard (Strona główna)

2.2 Firmy (Company Database)

2.3 Kontakty (People)

2.4 ABM Strategy Engine

2.5 Daily Task Board

2.6 Outreach Center

2.7 Oferty (Proposals)

2.8 LinkedIn Content Studio

2.9 Marketing Trends

2.10 Raporty & Analytics

2.11 Ustawienia (Settings)

3. Kluczowe User Flows

Flow A: Onboarding nowej firmy

Flow B: Cykl dzienny handlowca

Flow C: Kampania outreach

Flow D: Post LinkedIn

Flow E: Oferta

4. Model Danych (Supabase)

companies

CREATE TABLE companies (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  name TEXT NOT NULL,
  nip VARCHAR(10), krs VARCHAR(10),
  industry TEXT, industry_category TEXT,
  address TEXT, city TEXT, website TEXT, linkedin_url TEXT,
  employee_count INTEGER, employee_range TEXT,
  annual_revenue_pln BIGINT, founding_year INTEGER, logo_url TEXT,
  -- Pipeline
  status TEXT NOT NULL DEFAULT 'cold',
  status_changed_at TIMESTAMPTZ,
  assigned_to UUID REFERENCES users(id),
  propensity_score INTEGER DEFAULT 0,
  score_trend TEXT DEFAULT 'stable',
  next_contact_date DATE, last_contact_date DATE,
  -- Enrichment
  enrichment_source TEXT, enriched_at TIMESTAMPTZ,
  tech_stack TEXT[], buying_signals JSONB, job_postings JSONB,
  -- Meta
  notes TEXT, tags TEXT[],
  created_at TIMESTAMPTZ DEFAULT now(),
  updated_at TIMESTAMPTZ DEFAULT now(),
  created_by UUID REFERENCES users(id)
);

contacts

CREATE TABLE contacts (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  company_id UUID NOT NULL REFERENCES companies(id) ON DELETE CASCADE,
  first_name TEXT NOT NULL, last_name TEXT NOT NULL,
  job_title TEXT,
  role_priority TEXT DEFAULT 'tertiary',
  email TEXT, email_verified BOOLEAN DEFAULT false,
  phone TEXT, linkedin_url TEXT,
  linkedin_last_activity TIMESTAMPTZ,
  linkedin_last_post_topic TEXT,
  warm_signals JSONB, apollo_id TEXT, notes TEXT,
  created_at TIMESTAMPTZ DEFAULT now(),
  updated_at TIMESTAMPTZ DEFAULT now()
);

interactions

CREATE TABLE interactions (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  company_id UUID NOT NULL REFERENCES companies(id),
  contact_id UUID REFERENCES contacts(id),
  user_id UUID REFERENCES users(id),
  type TEXT NOT NULL,  -- linkedin_dm, email, call, meeting, note, demo
  channel TEXT, direction TEXT DEFAULT 'outbound',
  subject TEXT, content TEXT, response TEXT,
  response_at TIMESTAMPTZ, sentiment TEXT,
  source TEXT DEFAULT 'manual', metadata JSONB,
  created_at TIMESTAMPTZ DEFAULT now()
);

tasks

CREATE TABLE tasks (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  company_id UUID REFERENCES companies(id),
  contact_id UUID REFERENCES contacts(id),
  assigned_to UUID NOT NULL REFERENCES users(id),
  type TEXT NOT NULL,  -- call, linkedin_dm, email, send_proposal
  priority TEXT DEFAULT 'planned',  -- critical, planned, optional
  status TEXT DEFAULT 'todo',  -- todo, in_progress, done, rejected
  title TEXT NOT NULL, description TEXT,
  suggested_content TEXT, trigger_reason TEXT,
  due_date DATE, due_time TIME, estimated_minutes INTEGER,
  completed_at TIMESTAMPTZ, rejection_reason TEXT,
  source TEXT DEFAULT 'ai',
  sequence_id UUID REFERENCES sequences(id),
  created_at TIMESTAMPTZ DEFAULT now()
);

sequences + sequence_steps

CREATE TABLE sequences (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  company_id UUID NOT NULL REFERENCES companies(id),
  contact_id UUID REFERENCES contacts(id),
  assigned_to UUID REFERENCES users(id),
  name TEXT,
  status TEXT DEFAULT 'draft',  -- draft, active, paused, completed, stopped
  channel_mix TEXT[],
  started_at TIMESTAMPTZ, completed_at TIMESTAMPTZ,
  stop_reason TEXT,
  instantly_campaign_id TEXT, waalaxy_campaign_id TEXT,
  created_at TIMESTAMPTZ DEFAULT now()
);

CREATE TABLE sequence_steps (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  sequence_id UUID NOT NULL REFERENCES sequences(id) ON DELETE CASCADE,
  step_number INTEGER NOT NULL,
  channel TEXT NOT NULL,  -- linkedin_connect, linkedin_dm, email, call
  delay_days INTEGER DEFAULT 0,
  subject TEXT, content TEXT NOT NULL,
  status TEXT DEFAULT 'pending',  -- pending, sent, opened, replied, bounced
  sent_at TIMESTAMPTZ, opened_at TIMESTAMPTZ, replied_at TIMESTAMPTZ,
  metadata JSONB,
  created_at TIMESTAMPTZ DEFAULT now()
);

proposals

CREATE TABLE proposals (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  company_id UUID NOT NULL REFERENCES companies(id),
  contact_id UUID REFERENCES contacts(id),
  created_by UUID REFERENCES users(id),
  version INTEGER DEFAULT 1,
  status TEXT DEFAULT 'draft',  -- draft, sent, opened, negotiating, accepted, rejected
  title TEXT, content JSONB, template_used TEXT,
  pdf_url TEXT, tracking_link TEXT,
  sent_at TIMESTAMPTZ, first_opened_at TIMESTAMPTZ,
  last_opened_at TIMESTAMPTZ, open_count INTEGER DEFAULT 0,
  total_view_seconds INTEGER DEFAULT 0,
  accepted_at TIMESTAMPTZ, rejected_at TIMESTAMPTZ, rejection_reason TEXT,
  created_at TIMESTAMPTZ DEFAULT now()
);

linkedin_posts, trends, ai_strategies

CREATE TABLE linkedin_posts (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  author_id UUID NOT NULL REFERENCES users(id),
  status TEXT DEFAULT 'draft',
  format TEXT,  -- thought_leadership, case_study, hot_take, behind_scenes
  topic TEXT, content TEXT NOT NULL, hashtags TEXT[],
  scheduled_for TIMESTAMPTZ, published_at TIMESTAMPTZ,
  approved_by UUID REFERENCES users(id), approved_at TIMESTAMPTZ,
  impressions INTEGER, likes INTEGER, comments INTEGER, shares INTEGER,
  profile_views_delta INTEGER, inbound_dms INTEGER,
  linkedin_post_url TEXT, trend_id UUID REFERENCES trends(id),
  created_at TIMESTAMPTZ DEFAULT now()
);

CREATE TABLE trends (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  title TEXT NOT NULL, summary TEXT,
  source_type TEXT, source_url TEXT, source_author TEXT,
  category TEXT, relevance_score INTEGER,
  actionable BOOLEAN DEFAULT false, suggested_action TEXT,
  action_status TEXT DEFAULT 'new',
  tags TEXT[], discovered_at TIMESTAMPTZ DEFAULT now(),
  created_at TIMESTAMPTZ DEFAULT now()
);

CREATE TABLE ai_strategies (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  company_id UUID NOT NULL REFERENCES companies(id),
  version INTEGER DEFAULT 1,
  status TEXT DEFAULT 'draft',
  why_now TEXT, decision_makers JSONB,
  hook TEXT, recommended_channel TEXT,
  proposed_actions JSONB, confidence_score INTEGER,
  trigger_type TEXT,
  approved_by UUID REFERENCES users(id), approved_at TIMESTAMPTZ,
  generated_by TEXT DEFAULT 'abm_strategy_generator',
  created_at TIMESTAMPTZ DEFAULT now()
);

5. Agenci AI (10)

6. Integracje — Szczegóły API

Apollo.io

Instantly.ai

Waalaxy

Supabase

HubSpot (jednorazowy import)

7. Tech Stack

Szacunkowe koszty

8. Roadmap (12 tygodni)

9. KPI Sukcesu

10. Ryzyka Produktowe