Project Planning

1. Introduction

● Project Overview: Brief introduction to the SaaS-based application

● Objective: Provide an invite-only platform that facilitates eCommerce, marketing, and
sales for businesses and users with tiered membership
● Key Highlights:
○ Invite-only signups for business customers
○ Tiered membership benefits
○ Community engagement
○ Marketing and eCommerce integration

2. Scope of Work
● Comprehensive breakdown of tasks, deliverables, and specific responsibilities
● A clear boundary for the project's scope

3. Functional Requirements
Dashboard
● Features available to all users upon login
Components:
● Display company information
● Free educational content in video, text, and PDF formats
● FAQs on marketing and company details
Membership Plans
Free Package
● Limited access to content
● Testimonials and VSL access
● Basic dashboard features
3.5k Tier
● Additional video curriculum
● Community access
● Mentor calls and webinars
● Basic store creation tools
6k Tier
● Advanced features including:
● Store progress tracking
● Niche narrowing
● Fulfillment updates
● Enhanced community access
Premium Tier ($12,997 One-Time Payment)

Modules Included:
● Shop Creation
● Product Sourcing/Hunting/listing
● Order Fulfillment
● Affiliate Reach out
● Product Promotions
● A.I Content Creation for Products
● Appealing Suspended Shops
● GMV max Ads (Biggest selling offer - spark ads are done these are A.I newest feature of
TikTok)
● Private Labeling
● Bonus calls with winning clients

Benefits:
● Shop Built up with 200 Winning Products
● Guaranteed 100 working Affiliates - ready to promote
● Access to list of 1000 Affiliates
● 8 Weekly Mentorship classes - 1 Hour
● 4 sessions - (1-1 Bi-Weekly Calls) with Specialized Mentor for Q/A
● Identify Products from Dropshipping to Scale to White labeling Products
● Higher Margins and Scalability
● 6 months Community Access
● Private Labeling offer - Access to Seans Supplements suppliers
● 12 Months Road map to reach $50K a month in revenue
● Payment Integration
● Payment gateways for seamless transactions
● Automated feature unlocks post-purchase

Community Forum

● Interactive space for users based on membership tiers.

● Features:
○ Thread creation.
○ Comments and replies.
○ Moderated discussions.

E-commerce Module
● Shopping cart functionality post-package purchase.
● Personalized product recommendations based on user profile.
● Real-time tracking for:
○ Product shipping.
○ Sales and performance metrics.
Admin Panel
● Tools for:
○ Managing users and content.
○ Overseeing membership plans.
○ Moderating community forums.

Customer Support
● Types of support:
○ Live chat.
○ Offline ticketing system.
○ On-call resolution.

2. User flow

● User onboarding through invite code.

● Option for users to select their package based on their requirements.
● Agree to Agreement using docusign
● Dashboard for users to manage their sales, marketing and other analysis. Users can
create their shop with whatever features they want.

3. Admin functionalities
Admin can view a complete analysis of their platform including how many shops have
been created, the number of payments, and customer information.

4. Technical Requirements
This section provides a detailed description of the technical stack and implementation
plan for the Invite-Only SaaS-Based eCommerce, Marketing, and Sales Application.

Frontend Development
The frontend will handle the user interface and experience, catering to mobile and web
platforms with optimized designs and seamless interactions.
● Mobile Application:
■ Framework: React Native will be used to ensure cross-platform
compatibility for Android and iOS devices, enabling a single codebase for
both platforms.
○ Features:
■ Invite-only login and authentication.
■ User dashboard displaying tier-specific features.
■ Interactive components like community forums and progress tracking.
○ Integration:
■ REST APIs for fetching dynamic content, such as videos, webinars, and
user data.
■ Integration with device-native features (e.g., notifications, calendars).
 ● Web Application:
■ Framework: React.js will be used for building a dynamic and responsive
web experience.
○ Features:
■ Adaptive design for desktop and mobile views.
■ Real-time updates for dashboards and community forums.
■ Smooth navigation between membership plans, eCommerce pages, and
user progress tracking.

Backend Development

The backend will serve as the backbone of the application, managing user data, content, and
business logic.
● Framework: Node.js will be used for backend development due to its scalability and
ability to handle asynchronous operations efficiently.
● API Development:
○ REST APIs:
■ CRUD operations for user accounts, membership plans, and community
interactions.
■ APIs for eCommerce functionalities, such as cart management, product
recommendations, and order tracking.
○ GraphǪL APIs (if needed):
■ Efficient data fetching for complex dashboards with multiple nested
relationships (e.g., user progress + community interactions).

Authentication and Security:

● Implement JWT-based authentication for secure login and session management.

● Secure invite-only signups with unique invite codes tied to user roles (e.g., admin, client,
mentor).
● Encryption for sensitive data (e.g., passwords, payment details) using libraries like
bcrypt and SSL/TLS.

Database
● Database Choice:
○ MongoDB: Chosen for its flexibility and scalability, making it ideal for handling
various data types (e.g., user data, content, community interactions).
○ Structure:
■ Collections for users, membership plans, community posts, and
eCommerce transactions.
■ Schema relationships for connecting users to their respective
membership tiers and eCommerce activity.
 ○ Hosting: Use MongoDB Atlas for a cloud-based, managed database solution.

Schema Design:
● User Data:
○ Fields: name, email, membership tier, progress, invite code, etc.
● Content:
○ Fields: contentType (video, PDF, text), membership access, createdBy, etc.
● Community Interactions:
○ Fields: userId, postId, comments, reactions, etc.
● eCommerce Transactions:
○ Fields: userId, productId, orderStatus, trackingId, etc.

Content Management System (CMS)

The CMS will streamline content management for admins, ensuring flexibility in updating and
analyzing content usage.

● Capabilities:
○ Manage content (videos, PDFs, webinars) for various membership tiers.
○ Monitor user engagement through content analytics (e.g., views, downloads,
interaction time).
○ Role-based access for managing content:
■ Superadmins: Full access to all content and analytics.
■ Admins: Restricted access to specific sections.
● Admin Features:
○ Content Editing: Create, update, and archive content via a web-based interface.
○ Analytics Dashboard:
■ View user interactions with content, segmented by membership tiers.
■ Track webinar attendance and engagement metrics.

Payment Gateway Integration

Secure payment handling will ensure smooth transactions for users purchasing memberships or
eCommerce products.

● Payment Gateways:
○ Integration with providers like WHOP for global transactions.
● Features:
○ Real-time payment status updates via webhooks.
○ Fraud detection mechanisms, such as 3D Secure authentication.
● Implementation:
○ Node.js SDKs for Stripe/PayPal to manage transactions.
 ○ Database fields to store transaction details, such as paymentStatus,
transactionId, amount, and userId.

Ecommerce System
The eCommerce system will provide users with a tailored shopping experience post-
membership purchase.
● Design:
○ Dynamic product catalog displaying items based on:
■ User profile interests.
■ Geographic location.
■ Membership tiers.
○ Personalized product recommendations powered by algorithms.

● Shopping Cart:
○ Add, remove, and save items for later.
○ Secure checkout flow integrated with the payment gateway.

● Order Tracking:
○ Real-time updates on product status (e.g., Shipped, In Transit, Delivered).
○ Notifications for significant order events.

● Analytics Dashboard:
○ Metrics on user performance, such as:
■ Total earnings (for users reselling products).
■ Number of products sold.
■ Conversion rates for recommended products.

Marketing and Sales Dashboard

A robust dashboard to help sales and marketing teams manage and track campaigns
effectively.

● Lead Assignment:
○ Automatically assign leads from CRM tools to sales managers.
○ Allow managers to track their team's performance.
● Integration with CRM Tools:
○ Use Zapier or direct APIs to sync data between the SaaS application and popular
CRM platforms (e.g., Close, gohighlevel).
● Campaign Tracking:
○ Visualize progress of marketing campaigns with KPIs like:
■ Number of leads converted.
■ Revenue generated by campaign.
■ User engagement with campaign content (e.g., clicks, shares).
Project Phases

Phase 1: Research and Planning

Objective: Establish a strong foundation by understanding stakeholder requirements, defining
project goals, and creating detailed wireframes and prototypes.

● Stakeholder Meetings:
○ Conduct meetings with stakeholders (e.g., company leadership, sales team,
marketing team, and technical team) to:
○ Define primary and secondary objectives.
○ Identify target user personas and use cases.
○ Understand competitive positioning and key differentiators.
○ Finalize the feature set, especially membership tiers, eCommerce functionalities,
and community requirements.
● Requirement Analysis:
○ Create a detailed Requirements Specification Document outlining:
■ User stories.
■ Functional and non-functional requirements.
■ Constraints, such as timelines and budget.
● Wireframe Creation:
○ Design low-fidelity wireframes for key screens:
■ Landing page.
■ Dashboard (free and paid sections).
■ Membership plan interface.
■ Community forum.
■ eCommerce product pages.
■ Admin panel and CMS.
○ Collaborate with stakeholders to review and refine the wireframes.
● Prototyping:
○ Develop high-fidelity prototypes using tools like Figma or Adobe XD to:
■ Demonstrate interactive workflows.
■ Finalize UI and navigation patterns.
○ Share prototypes with stakeholders for feedback and approval.
● Deliverables:
○ Requirements Specification Document.
○ Low-fidelity wireframes for all major screens.
○ High-fidelity, interactive prototypes.

Phase 2: UI/UX Design

Objective: Ensure a seamless and intuitive user experience while creating a visually appealing
interface.
 ● User Journey Mapping:
○ Map user journeys for all roles (e.g., free users, paid members, admin, mentors):
■ Onboarding flow for invite-only signup.
■ Navigation across the dashboard.
■ Progression through membership features.
■ Interaction with community forums.
■ eCommerce shopping and tracking flows.
● Visual Design:
○ Develop a Design System including:
■ Color palette, typography, and button styles.
■ Icons, components, and responsive design guidelines.
■ Apply the design system to create mockups for mobile application.
● Accessibility Considerations:
○ Ensure designs comply with accessibility standards (e.g., WCAG 2.1).
○ Implement features like scalable fonts, keyboard navigation, and appropriate
contrast ratios.
● Stakeholder Reviews:
○ Conduct iterative design reviews and refine based on feedback.
● Deliverables:
○ User journey maps for all roles.
○ Finalized mockups for mobile platform.
○ Design system documentation.

Phase 3: Development
Objective: Build the frontend and backend infrastructure, integrate third-party tools, and
implement all core functionalities.

● Frontend Development:
○ Develop responsive user interfaces for mobile (React NAtive).
○ Implement dynamic elements like:
○ Membership dashboards.
○ Community forum interactions.
○ Product recommendation engine.
● Backend Development:
○ Set up backend infrastructure (Node.js or Django).
○ Create secure REST or GraphǪL APIs to handle:
■ User authentication and invite-only signup.
■ Content delivery (videos, PDFs).
■ Membership plan validation.
○ Integrate the database to store:
■ User profiles and progress tracking.
■ Community discussions and messages.
 ■ Product catalog and eCommerce transactions.
● Content Management System (CMS) Setup:
○ Implement CMS for managing:
■ Company information, free and paid content.
■ Live and recorded webinars.
○ Enable admin functionality for user and content management.

● Payment Gateway Integration:

○ Integrate secure gateways like Stripe or PayPal.
○ Set up logic for unlocking features based on membership plan purchases.

● eCommerce Module:
○ Build the shopping cart with features like:
■ Product filtering and recommendations.
■ Real-time order tracking.
● Deliverables:
○ Fully functional frontend and backend.
○ Integrated CMS with admin panel.
○ Secure payment gateway and eCommerce module.

Phase 4: Testing and Ǫuality Assurance

Objective: Validate the functionality, security, and usability of the application to ensure it meets
user expectations.

● Functional Testing:
○ Test all core functionalities, including:
○ Invite-only signup and login flows.
○ Content access based on membership tiers.
○ Community forum features like posting, commenting, and messaging.
○ eCommerce workflows (product selection, checkout, and order tracking).
● Performance Testing:
○ Assess application performance under varying loads:
○ Simulate user spikes to test system scalability.
○ Optimize response times for APIs and page loads.
● Security Testing:
○ Validate data encryption for sensitive information (e.g., payment details).
○ Conduct penetration testing to identify vulnerabilities.
○ Implement anti-spam and anti-bot measures for the community forum.
● Usability Testing:
○ Gather user feedback to refine navigation and workflows.
○ Ensure accessibility features function as intended.
● Bug Fixing and Feedback Incorporation:
○ Prioritize and address issues identified during testing.
 ○ Incorporate feedback to enhance the user experience.
● Deliverables:
○ Testing reports for functionality, performance, and security.
○ Updated application with bug fixes and improvements.

Phase 5: Deployment
Objective: Launch the application across platforms and provide post-launch support.

● Web Deployment:
○ Host the web application on scalable infrastructure like AWS, Azure, or Google
Cloud.
● Mobile Deployment:
○ Prepare applications for submission to the Apple App Store and Google Play
Store.
● Post-Launch Monitoring:
○ Track user engagement and behavior to identify potential improvements.
● Support and Maintenance:
○ Schedule periodic updates for new features, bug fixes, and security patches.
● Deliverables:
○ Live web and mobile applications.
○ App Store and Play Store approvals.
○ Post-launch performance and engagement reports.

● Deliverables
○ Mobile application.
○ Admin panel for content and user management.
○ Source code with documentation.
○ Comprehensive testing reports.

Team Structure

Frontend Developers: Create the user interface.

Backend Developers: Build the server-side functionality.
Flutter Developers: Build the user interface
UI/UX Designers: Design seamless interfaces.
ǪA Specialists: Ensure product quality.

Timeline
The estimated timeline for the development and deployment of the Invite-Only SaaS-Based
eCommerce, Marketing, and Sales Application is 5-6 months. The timeline breakdown for major
phases is as follows:
● Phase 1: Research and Planning (2-3 weeks):
○ Stakeholder meetings, requirements gathering, and prototyping.
● Phase 2: UI/UX Design (3-4 weeks):
○ User journey mapping, mockups, and finalizing the design system.
● Phase 3: Development (8-12 weeks):
○ Frontend and backend integration.
○ API, CMS, payment gateway, and eCommerce module development.
● Phase 4: Testing and ǪA (4-5 weeks):
○ Functional, performance, and security testing.
● Phase 5: Deployment (1-2 weeks):
○ App store submissions, web server setup, and final launch.

Note: The timeline is subject to refinement based on complexity and feedback during the
development process.

● Risk Management
○ Identifying potential risks and mitigation strategies.
○ Examples:
■ Delays in payment gateway integration → Additional resources.
■ Scalability issues → Use of cloud infrastructure.

● Tools and Technologies

○ Development: Flutter, React, Node.js/Django.
○ Testing: Selenium, JUnit.
○ Project Management: Jira, Trello.

● Integration Requirements
○ Seamless third-party tool integration:
○ Marketing tools.
○ Digital analytics tools.
○ Automation with Zapier.
○ Gohighlevel, close
○ Edocusign API
○ Reference Software: Fanbasis