{
  "updated": "2026-09-01",
  "site": "https://gozen-ai.com",
  "audience": "solo consultants, freelancers, studios, and small service businesses",
  "purpose": "Define the minimum practical fields needed before a solo service business upgrades from a tracker or spreadsheet to CRM software.",
  "fields": [
    {
      "field": "source",
      "required": true,
      "reason": "Shows which channels create inquiries worth following up."
    },
    {
      "field": "client_label",
      "required": true,
      "reason": "Keeps each opportunity identifiable without requiring sensitive data in public examples."
    },
    {
      "field": "service_type",
      "required": true,
      "reason": "Separates retainers, projects, audits, coaching, and other service lines."
    },
    {
      "field": "stage",
      "required": true,
      "reason": "Makes the current sales step visible: new, qualified, proposal, won, lost, or closed."
    },
    {
      "field": "priority",
      "required": true,
      "reason": "Prevents low-fit inquiries from consuming the same attention as high-fit opportunities."
    },
    {
      "field": "next_action",
      "required": true,
      "reason": "Turns a record into an operational reminder rather than a passive list."
    },
    {
      "field": "next_follow_up_date",
      "required": true,
      "reason": "Creates the clearest upgrade signal when reminders become hard to manage manually."
    },
    {
      "field": "estimated_value",
      "required": false,
      "reason": "Helps prioritize high-fit opportunities, but may be unnecessary for very early trackers."
    },
    {
      "field": "decision_owner",
      "required": false,
      "reason": "Useful when multiple people influence approval or budget."
    },
    {
      "field": "notes",
      "required": false,
      "reason": "Keeps context available, but should not store sensitive personal, medical, legal, or financial details."
    }
  ],
  "upgrade_rules": [
    "Upgrade from a tracker to a CRM when missed follow-ups create business risk.",
    "Upgrade when one person cannot see which inquiries need action today.",
    "Upgrade when repeatable stages matter more than flexible notes.",
    "Stay with a lightweight tracker when volume is low and next actions are obvious."
  ]
}