preview_sites/features.md

Platform features

Catalog of public-site and client-portal capabilities for Django-based client apps. Use this when scoping proposals and building UX mockups (monica_site-style hub with a card per screen).

Stack: Django · custom client portal (not Django admin as the primary UI) · Stripe · Ollama (local LLM)

Pricing notes: Build cost = one-time setup. Monthly = ongoing platform/addon fee. Amounts below are draft placeholders — replace before sending a client quote. Third-party usage (Stripe fees, SMS segments, postcard print/postage, email sends) is billed separately unless noted.

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Feature map

Public site (base)
├── Landing
├── About
└── Contact

Client portal (base — every client)
├── Login / session
├── Dashboard
├── Leads / contacts (from public forms)
└── UTM tracking & analytics  ← included with every portal

Add-ons
├── Email & SMS
├── Direct mail
├── Blog
├── Payments (Stripe)          ← requires Email
├── Social consolidation       ← accounts, scheduling, automation
└── AI social generator        ← requires Social; uses Ollama

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Base (included)

1. Public site

What visitors see. Marketing surface for the business.

Page	Purpose
Landing / home	Brand-forward hero, services/offerings, primary CTA
About	Story, trust, team or credentials
Contact	Lead capture form → creates lead/contact in portal

System pages (recommended in mocks): 404, under construction / pre-launch.

Build cost	Included in base project
Monthly	Included in base hosting / platform fee
Depends on	—

UX mocks to build

Card label	File hint	Notes
Public · Landing	public-home.html	Hero, services, CTA
Public · About	public-about.html	Story + trust
Public · Contact	public-contact.html	Form, consent, success state
Public · 404	public-404.html	Branded error
Public · Under construction	public-under-construction.html	Optional holding page

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2. Client portal + UTM tracking

Private UI the client logs into. Replaces day-to-day use of raw Django admin. UTM tracking ships with every client portal — not an add-on.

Area	Purpose
Login	Auth for the client user
Dashboard	Snapshot: new leads, recent activity, health of enabled add-ons
Lead inbox	List/filter leads from contact form and other sources
Lead detail	Notes, status, UTM attribution, linked contact
UTM analytics	Leads by source / medium / campaign over time

Build cost	Included in base project
Monthly	Included in base platform fee
Depends on	Public site (for lead capture)

UX mocks to build

Card label	File hint	Notes
Portal · Login	portal-login.html	Auth
Portal · Dashboard	portal-dashboard.html	Widgets; hide/show by enabled features
Portal · Lead inbox	portal-leads.html	Status, source, filters
Portal · Lead detail	portal-lead-detail.html	Notes + UTM
Portal · UTM analytics	portal-analytics.html	Charts by campaign/source

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Add-ons

Each add-on: one-time build + monthly fee. Mock a screen set per feature. Pricing page should let someone toggle add-ons and see totals.

3. Email & SMS integration

Transactional and marketing email; SMS campaigns / notifications. Needed by Payments for invoice/payment emails.

Capability	Notes
Contact / mailing list	Per-channel consent (email / SMS)
Campaign composer	Email or SMS; recipients, schedule, send
Engagement reporting	Opens, clicks, bounces, unsubscribes (email)
Opt-out / unsubscribe	Public one-click + preference page

	Draft
Build cost	$___
Monthly	$___
Depends on	Client portal
Required by	Payments

UX mocks to build

Card label	File hint
Portal · Mailing list	portal-contacts.html
Portal · Import contacts	portal-contacts-import.html
Portal · Campaign composer	portal-campaign.html
Portal · Email engagement	portal-campaign-report.html
Public · Unsubscribe	public-unsubscribe.html

---

4. Direct mail integration

Physical mail (postcards / letters): design, recipient lists, print/send vendor handoff.

Capability	Notes
Postcard / piece designer	Sizes, front/back preview, media library
Recipient selection	From contacts with postcard consent
Send / schedule	Vendor or API integration

	Draft
Build cost	$___
Monthly	$___
Depends on	Client portal (mailing list / contacts recommended)
Usage	Print + postage pass-through

UX mocks to build

Card label	File hint
Portal · Postcard designer	portal-postcard-designer.html
Portal · Direct mail campaign	portal-direct-mail.html (or fold into campaign composer)

---

5. Blog

Public readers view posts; client manages posts in the portal.

Surface	Pages
Public	Blog index, post detail
Portal	Post list, create/edit, publish / draft

	Draft
Build cost	$___
Monthly	$___
Depends on	Public site + client portal

UX mocks to build

Card label	File hint
Public · Blog index	public-blog.html
Public · Blog post	public-blog-post.html
Portal · Blog list	portal-blog.html
Portal · Blog editor	portal-blog-edit.html

---

6. Payments (Stripe)

Client creates invoices; payer gets email with pay link; Stripe handles charge. Requires Email & SMS add-on for notifications.

Capability	Notes
Create invoice	Amount, line items, customer email
Email notification	Pay link / receipt via email add-on
Payment status	Paid / open / past due in portal
Stripe Customer Portal / checkout	Hosted Stripe where appropriate

	Draft
Build cost	$___
Monthly	$___
Depends on	Email & SMS (required), client portal
Usage	Stripe processing fees (separate)

UX mocks to build

Card label	File hint
Portal · Invoices	portal-invoices.html
Portal · Create invoice	portal-invoice-create.html
Portal · Invoice detail	portal-invoice-detail.html
Public · Pay invoice	public-pay.html (Stripe checkout / confirmation states)

---

7. Social media consolidation & automation

Connect accounts, compose once, schedule/publish across networks, monitor health.

Capability	Notes
Connected accounts	OAuth connect / reconnect / disconnect
Composer + live previews	FB / IG / LinkedIn (as applicable)
Schedule & queue	Calendar / upcoming posts
Automation rules	Optional: recurring or trigger-based posts

	Draft
Build cost	$___
Monthly	$___
Depends on	Client portal
Required by	AI social generator

UX mocks to build

Card label	File hint
Portal · Social accounts	portal-social-accounts.html
Portal · Social composer / preview	portal-social.html
Portal · Social calendar	portal-social-calendar.html

---

8. AI social media generator

Draft captions / post variants from prompts. Runs against local LLM via Ollama. Builds on social consolidation (compose → preview → schedule on connected accounts).

Capability	Notes
Prompt → draft	Tone, length, hashtags, variants
Send to composer	Hand off into social preview / schedule flow
Model note in UI	“Generated via local AI” (Ollama) — no cloud LLM required

	Draft
Build cost	$___
Monthly	$___
Depends on	Social media consolidation (required), Ollama available on host

UX mocks to build

Card label	File hint
Portal · AI social generator	portal-social-ai.html (chat assist + insert into composer)

---

Pricing summary (draft)

Fill amounts before client-facing use. Interactive proposal pricing page should sum selected rows.

Feature	Type	Build (one-time)	Monthly
Public site	Base	$300	$30
Client portal + UTM	Base	$300	$30
Email & SMS	Add-on	$500	$10
Direct mail	Add-on	$500	$5
Blog	Add-on	$500	$10
Payments (Stripe)	Add-on	$500	$20
Social consolidation	Add-on	$500	$20
AI social generator	Add-on	$300	$20
Selected add-ons		sum	sum
Grand total		build + add-ons	monthly + add-ons

Dependency rules for the pricing picker

1. Selecting Payments auto-selects (or requires) Email & SMS.
2. Selecting AI social generator auto-selects (or requires) Social consolidation.
3. Base public site + portal + UTM always on (not toggleable off).

---

UX gallery structure

Mirror monica_site proposal UX hub: one hub index.html with cards grouped by feature, each card linking a click-through mock.

Suggested hub sections (eyebrows on cards):

Section	Eyebrow pattern
Public site	Public · base
Client portal + UTM	Portal · base
Email & SMS	Portal · Email/SMS / Public · Email/SMS
Direct mail	Portal · Direct mail
Blog	Public · Blog / Portal · Blog
Payments	Portal · Payments / Public · Payments
Social	Portal · Social
AI social	Portal · AI Social
Proposal meta	Proposal · Pricing

Proposal / sales mocks

Card label	File hint	Notes
Proposal · Feature pricing	pricing.html	Interactive checklist: toggle add-ons, enforce deps, live total (build + monthly)

Pricing page behavior (mock)

• Always show base package line (public + portal + UTM).
• Checkboxes for each add-on with build + monthly next to label.
• Disable or auto-check dependent features with short helper text (“Requires Email & SMS”).
• Sticky or summary panel: one-time total · monthly total.
• Optional: “usage not included” disclaimer for Stripe / SMS / postage.

---

Mockup checklist (by feature)

Use when expanding a client proposals/<client>/mockup/ or a reusable template.

• Public: home, about, contact (+ 404 / under construction as needed)
• Portal base: login, dashboard, leads, lead detail, UTM analytics
• Email & SMS: contacts, import, campaign, report, public unsubscribe
• Direct mail: designer (+ campaign if separate)
• Blog: public index + post; portal list + editor
• Payments: invoice list/create/detail; public pay
• Social: accounts, composer/preview, calendar
• AI social: generator → composer handoff
• Hub: index.html card gallery broken out by feature
• Pricing: interactive feature picker

---

Per-proposal layout reminder

proposals/<client-name>/
├── mockup/          # static UX screens + hub index
│   ├── index.html   # feature card gallery
│   ├── pricing.html
│   ├── public-*.html
│   ├── portal-*.html
│   └── ...
└── proposal/        # written estimate; copy numbers from this file after filling $___