Parent: Jarvis


flowchart TD

subgraph LeadAcquisition [Lead Acquisition]

A1[Website/SmileApp] -->|Creates contact| A2[HubSpot CRM]

A2 -->|Webhook| A3[Jarvis: Create Customer]

end

  

subgraph BookingPhase [Consultation Booking]

A3 --> B1[Calendly Booking]

B1 -->|Webhook| B2[CustomerAssignment Created]

B2 --> B3[Generate Meeting Link]

B3 --> B4[Microsoft Teams / Google Meet]

end

  

subgraph SalesCall [Sales Consultation]

B4 --> C1{Customer Shows?}

C1 -->|No| C2[No Show Stage]

C1 -->|Yes| C3[Salesperson Conducts Call]

C3 --> C4[Record Script Responses]

C4 --> C5{Sale Outcome}

C5 -->|No Sale| C6[No Sale - Dead / Follow Up]

C5 -->|Cannot Proceed| C7[Cannot Proceed Stage]

C5 -->|Sale| C8[Sale Stage]

end

  

subgraph PostSale [Post-Sale Processing]

C8 --> D1[Create Deal in HubSpot]

D1 --> D2[Deal Created in Jarvis]

D2 --> D3[Terms Email Sent]

D3 --> D4[Customer Accepts Terms]

D2 --> D5[Finance Application]

D5 --> D6[LenderTransaction Created]

end

  

subgraph DentistReferral [Dentist Assignment]

D4 --> E1[Assign Dentist by Location]

E1 --> E2[Scan Appointment Created]

E2 --> E3[Book via Dentally]

E3 --> E4[Customer Attends Scan]

end

  

subgraph CaseReview [Case Review]

E4 --> F1[Case Pickup/Review]

F1 --> F2{Dentally Fit?}

F2 -->|No| F3[Rejection/Remedial Work]

F2 -->|Yes| F4[Create Aligner Case]

end

  

subgraph AlignerProduction [Aligner Manufacturing]

F4 --> G1[Submit to Provider]

G1 --> G2[Quality Check]

G2 --> G3[Treatment Plan Generation]

G3 --> G4[Customer Approval]

G4 --> G5[Manufacturing]

G5 --> G6[Shipped to Dentist]

end

  

subgraph FitmentCompletion [Fitment and Completion]

G6 --> H1[Fitment Appointment]

H1 --> H2[DentistPayment Created]

H2 --> H3[Dentist Confirms Completion]

H3 --> H4[Payment Processed]

end

  

subgraph Cancellation [Cancellation Path]

D2 -.->|Cancel Request| I1[CancellationRequest]

I1 --> I2{Outcome}

I2 -->|Saved| D2

I2 -->|Refunded| I3[Refund Processed]

end