StatusCount
Written SOP ✓9 pipelines (this session)
Visual diagram ✓7 pipelines (diagrams 1–5 built this session)
Brain stages + auto-spawn tasks ✓9 pipelines (updated this session)
Missing: written SOP0 (all written today)
Missing: visual diagram3 (Support, CapEx, Split Test)
Missing: GHL pipeline build3 (Sales, Client Ops, Client Success)
PipelineCategoryWritten SOPVisual DiagramBrain StagesBrain Task TemplatesGHL Pipeline
Sales / CloserDelivery01_Sales_Closer_SOP.md✓ diagram3✓ Updated✓ 13 tasks✗ Not built
Client OpsDelivery02_Client_Ops_SOP.md✓ diagram4✓ Updated✓ 40 tasks✗ Not built
Client SuccessDelivery03_Client_Success_SOP.md✓ diagram5✓ Updated✓ 33 tasks✗ Not built
SetterDelivery04_Setter_SOP.md✓ diagram2✓ Exists✓ 11 tasks— (GHL native)
Meta Ads CreativeCreative05_Meta_Ads_Creative_SOP.md✓ diagram1✓ Exists✓ 11 tasks— (not needed)
YouTubeCreative06_YouTube_SOP.md✓ Exists✓ 17 tasks— (not needed)
SupportOps07_Support_SOP.md✓ Exists✓ 12 tasks— (brain native)
CapExOps08_CapEx_SOP.md✓ Exists✓ 12 tasks— (brain native)
Split TestCreative09_Split_Test_SOP.md✓ Exists✓ 8 tasks— (brain native)

P0 — Blocks onboarding or daily ops

GapPipelineImpactOwnerEffort
GHL Sales pipeline not builtSales / CloserCloser can't track deals in CRM — manual trackingAkash (CapEx)M
GHL Client Ops pipeline not builtClient OpsNo system-enforced 48hr SLAAkash (CapEx)M
GHL Client Success pipeline not builtClient SuccessNo automated At Risk detection or Paused → Churned conversionAkash (CapEx)M
At Risk detection not automatedClient SuccessCSM must manually spot 2-week decline — easy to missAkash (CapEx)M

P1 — Undocumented verbal protocols

GapPipelineImpactOwnerEffort
Revenue threshold / qualification criteriaSales + SetterInconsistent qualification across closers and settersJason + JeanS
Power dialer protocol and scriptSetterNew setters can't be onboarded without Jean walking them throughJeanS
Mon/Wed/Fri Loom/voice templatesClient SuccessCSM sends different things each week — no standardReginaS
Creative brief templateMeta AdsEditors get inconsistent briefs — causes revision loopsCreative StrategistS
Naming convention for adsMeta AdsMedia buyer catches errors on upload — should be caught earlierCreative StrategistS

P2 — Tracking and measurement gaps

GapPipelineImpactOwnerEffort
Show-Up Rate (SUR) not tracked in brainSetterNo visibility into setter performanceAkash (CapEx)S
Creative throughput not trackedMeta AdsNo data on variants per weekAkash (CapEx)S
Split test backlog doesn't exist in brainSplit TestIdeas captured ad hoc, lostEAS
Min run duration + significance threshold undefinedSplit TestTests ended early or run too longCreative StrategistS
30-day YouTube performance review not consistently doneYouTubeTop performers not being repurposedEAS

P3 — Missing visual diagrams

GapPipelineImpactOwnerEffort
Support pipeline has no visual diagramSupportNew CSMs have no visual referenceAkash + ClaudeS
CapEx pipeline has no visual diagramCapExNo visual reference for build workflowAkash + ClaudeS
Split Test pipeline has no visual diagramSplit TestNo visual referenceAkash + ClaudeS

1. CapEx: Build GHL Sales + Client Ops + Client Success pipelines — highest leverage, unblocks enforcement of every SLA in those 3 workflows.

2. Verbal protocols → written docs — qualification criteria, power dialer script, Mon/Wed/Fri templates, creative brief template. All are S-effort, no systems work required.

3. Diagrams for Support + CapEx + Split Test — Claude can generate these in a follow-up session.

4. Tracking: SUR, creative throughput, split test backlog — small brain table additions or GHL field additions.