1. Executive Summary

We have successfully completed the foundational Competitive Intelligence module and spawned FRANC (Fuelled Robotic Analysis & Network Canine).

FRANC is now autonomously monitoring 6 major equipment marketplaces (including IronHub, Rigzone, Surplus Record) to track competitor inventory and pricing.

We are now ready to begin Phase 2: Internal Integration, which connects this market data to your internal sales history (HubSpot) to power the "Ask vs. Realized" pricing engine.

2. What We Started With vs. What We Built

A. The Request (DBM)

You asked for a system with three core pillars:

1. Pricing Intelligence: "What should this list for?" based on real sales data.
2. Competitive Intelligence: "Who else is selling this and for how much?"
3. Manufacturer Opportunities: "Which OEMs should we partner with?"

B. What We Have Built (Current State)

We focused first on Competitive Intelligence (Module 2) to build the data foundation.

Feature	Status	Description
Market Intelligence	✅ Done	Dashboard built: Source Stats, Stale Inventory List (>90 days), and Excel Export (Pitch Lists).
Internal Pricing Tool	✅ Done	Calculator UI built. Supports manual entry + URL Import (via scraping).
Source Adapters	✅ Done	7 Live Sources: IronHub, Evolution (Web & Email), Rare Oil, Rigzone, Surplus Record, Ritchie Bros.
Alerts Engine	✅ Done	Automated detection of "Stale Listings" (>90 days) and "New Listings".
Category Mapping	✅ Done	Neural normalization that maps messy competitor titles to Fuelled's 60+ categories.
Pricing Engine Logic	✅ Done	Core algorithms built: RCN × Age × Condition × Market × Geography. Ready to ingest data.
Pricing Engine Base	🟡 Blocked	The logic is done, but the data (Realized Prices) is missing.

3. The "Missing Link" (Why We Need Integration)

The "Pricing Engine" is currently like a high-performance car with no fuel. It has the formula:

Specific Gaps:

• Missing Realized Prices: We need closed deal data (HubSpot) to know the actual transaction value.
• Missing Lost Deal Context: We need to know why deals were lost to refine price recommendations.
• Missing Client Context: The "Client Factor" in the pricing formula requires CRM data.

The Solution: We need to integrate with HubSpot.

4. Integration Questions (Required to Proceed)

To unlock Phase 2, we need answers to the following questions regarding your infrastructure.

HubSpot CRM (Critical for Pricing)

• Geographic Granularity: Do you track specific "Field" or "Basin" (e.g., Montney, Permian) or just City/Province? (Critical for location-based pricing)
• Competitor Tracking: Is there a specific field for "Winning Competitor" on lost deals, or is it just in notes?
• Currency: How are USD vs CAD deals handled? Is there a normalized "Reporting Currency" field?
• Stage Definitions: What specific deal stage marks a deal as "Won" vs "Lost"?
• Access: Who can grant us API access to the CRM?

Fuelled.com Inventory

• Platform: What CMS/Platform powers the current site? (WordPress, Custom, etc.)
• Data Access: Can we get read-only database credentials, or should we use a webhook/API?
• History: Do you retain data on "Sold" listings in the database, or are they purged?

Unified Assistant (FRANC)

• Platform Preference: Is Microsoft Teams the best place for FRANC to live? Or do you prefer Slack, a web-only widget, or mobile app?
• Deployment: If Teams, do you prefer a "Channel Bot" (team visibility) or "Personal Bot" (1:1 chat)?
• Access Scope: Should FRANC be available to all sales staff immediately?

Competitive Landscape

• Other Sources: Are there other key competitors or newsletters (like Evolution) that we should be ingesting?

5. Roadmap: Next Priorities

1. Integrate Internal Data: Build the HubSpot connector to ingest "Realized Prices".
2. Deploy Pricing Dashboard: Launch the internal web UI for the Pricing Engine.
3. Activate FRANC: Enable the chat interface for sales reps.