Platform Guide
Step-by-step reference for every module, tool, and workflow. Click any step to expand it. Check it off when you've got it down.
Go to your Netlify URL and add /platform/ — bookmark this. Each module also has its own URL; navigating directly will show the same login screen.
This guide page itself lives at /platform/guide/ and is accessible from the sidebar under Guide.
Enter your email (learnwithmaydwell@gmail.com) and your Supabase password. You are authenticated via Supabase Auth — this is the same account that manages all platform data.
To sign out, use the Sign Out button at the bottom of the left sidebar.
The left sidebar is present on every page. It's organized into three groups:
- Overview — Dashboard, Pipeline, Calendar, this Guide
- Pillars — LinkedIn Authority, AI Readiness, Consulting
- Business — Insights, Marketing Lab, Financial Operations, SOP Library
Insights and Marketing Lab are business intelligence and growth tools — they read from the same data as your pillar modules and give you a cross-pillar view. Module pages (LinkedIn, Consulting, etc.) have their own internal navigation once you're inside them.
The dashboard shows a live snapshot of the business: active clients, open pipeline leads, billing totals, and overdue items. These pull directly from Supabase on load.
Click + Add Lead in the pipeline section (or top-right). Enter: name, org, pillar (LinkedIn / Consulting / AI Readiness), and initial status (Prospect → Discovery → Proposal → Active → Closed).
This is your top-of-funnel entry. Every client journey starts here before any module work begins.
The roster shows all LinkedIn clients with: tier (L1/L2/L3), current cycle number, billing gate status, and a quarterly alert strip. Alerts appear automatically when add-on offer windows open (Cycles 2, 5, 8, 9) and renewal conversations are due (Cycles 10–11).
Click any client row to open their detail panel. The quick-action bar (→ Calendar, → Report, etc.) jumps directly into that client's tools.
Use the Discovery Call tool before a prospect becomes a client. It runs a structured 30-minute call framework with a live timer.
- Select or enter prospect name
- Work through the signal assessment (goals, audience, posting history, decision-maker status)
- Review the tier recommendation (L1/L2/L3) based on answers
- Click Convert to Client if they're moving forward
After a client is created and billing confirmed, use the NotebookLM Build Tool to generate the structured source document you upload into NotebookLM.
This document becomes the client's content intelligence profile — the foundation that all future content prompts are built on.
- Work through each section of the build tool
- Save and export the document
- Upload to the client's NotebookLM notebook in Google Drive
This is your production hub. It opens to the current 28-day cycle based on the client's start date. The six tabs are your full monthly production workflow:
| Tab | What It Does |
|---|---|
| Content | 4-week rolling calendar grid. Post slots auto-populate by tier. Click any slot to fill in topic, type, and status. |
| Engagement | Discussion question and first comment for each post |
| Visuals | Canva-ready visual direction per post |
| SOP | 9-step production checklist, tracked per client per cycle |
| Coverage History | Log of every angle covered across all cycles — flags repeats automatically |
| Lifecycle | Phase tracker: onboarding checklist, cycle arc (1–12), and renewal zone alerts |
After completing a month, log what was published in the Coverage History tab. For each cycle entry, record: cycle number, month, theme, Post A topics (Insight), Post B topics (Spotlight), key data points used, and notes.
The tool flags any angle that has been covered recently — shown in red if a topic appears in the last 2 cycles. This feeds directly into the Claude Project Dispatch prompt so the skill knows what not to repeat.
The Lifecycle tab shows the full client journey in three phases:
- Phase 1 (Onboarding): 8-step checklist — contract signed through Cycle 1 live. Check off each step as you complete it.
- Phase 2 (Active Cycle Arc): Visual pip grid showing Cycles 1–12. Click any cycle pip to jump to it in the calendar.
- Phase 3 (Renewal Zone): Triggered at Cycles 10–11. Shows add-on offer windows (Cycles 2/5/8/9) and renewal conversation timing.
After the cycle ends, use the Monthly Report tool to close the loop. Enter performance data (impressions, engagement, follower growth, post count). The tool generates a formatted NotebookLM update prompt — paste this into the client's notebook to keep the intelligence profile current for next cycle.
→ Open Monthly Report ToolClick + New Engagement in the Consulting module. Enter client name, org, industry, start date, engagement type (Audit / Implementation / Advisory), and fee. The record saves to Supabase.
After saving, you'll be offered the option to jump directly to the Culture & Learning Audit tool for that client.
Each audit engagement shows a Stage badge in the roster view:
| Stage | Label | Meaning |
|---|---|---|
| 1 | Send Link | No client self-assessment yet — copy and send the client link |
| 2 | Awaiting | You've started the consultant rubric, client hasn't submitted yet |
| 3 | Ready | Client self-assessment submitted — schedule the guided interview |
| 4 | Both Done | Both assessments complete — combined scores are available |
Open the Culture & Learning Audit tool for the client. Click the 🔗 Client Link button in the header — it copies a unique URL that embeds the client's engagement ID.
Send this link to the client (email, calendar invite, etc.). They don't need to log in. They'll see a clean, public-facing assessment tool with the same 30 questions across 6 domains. Their results submit directly to Supabase and link to their engagement record automatically.
→ Open Audit Tool (Admin)Once the client submits (Stage 3 appears in the roster), schedule the guided interview. During the call, open the admin audit tool and work through each domain with the client — asking questions, listening, and scoring based on your professional judgment.
The workflow banner at the top of the tool shows the current stage and confirms the client's submission is recorded before you begin.
- Work through all 6 domain tabs, rating 1–5 per question
- Add domain-level notes in the notes field
- Scores save automatically to Supabase as you go
Once the client has submitted, the Combined Scores panel becomes visible in the sidebar of the admin audit tool. It shows three columns per domain:
- Client — their self-assessment average (60% weight)
- You — your consultant rubric average (40% weight)
- Combined — weighted blend
Domains with a ≥1.5 point gap between client and consultant scores are flagged in red — these are your richest conversation points and likely indicate perception gaps worth addressing in the report.
The combined panel updates live as you enter your scores during the interview.
Once the consultant rubric is 30%+ complete, the ⬇ PDF button activates in the header. Click it to generate a multi-page report via the Netlify function:
- Cover page with client name, org, and overall score
- Domain scores overview
- Per-domain detail with question scores and notes
- Recommendations page
The PDF downloads directly. No storage bucket, no upload required.
Inside the audit tool, use the Recommendations Tracker tab to log follow-up items per domain. Each recommendation has a status: Open / In Progress / Complete. This tab also surfaces in the consulting roster so you can see outstanding items at a glance.
Click + New Assessment. Fill in: client name, org, contact title, contact email, industry, org size, tier (Basic / Standard / Advanced), and assessment date. Status defaults to Draft.
Click any row to open the side panel. Use the status buttons to cycle: Draft → Active → Complete → Archived. Add domain scores if you have them from an external source. Add notes and click Save Notes.
The top row shows four live KPIs:
- Revenue YTD — sum of all paid records in the current calendar year
- Outstanding — unpaid + partial records
- This Month — records with a due date in the current month
- Overdue — unpaid records past their due date
Use the year dropdown in the header to switch between years.
Click + New Record. Enter client name, service type, amount, due date, and notes. Status defaults to Unpaid.
Click the status pill on any billing record to cycle through: Unpaid → Paid → Partial → Overdue → Waived. This updates live in Supabase and recalculates all KPI cards immediately.
The right sidebar shows revenue broken down by service type (LinkedIn Authority, Consulting, AI Readiness, Other), your collection rate percentage, and a quick list of overdue records that need follow-up.
The hub (/platform/insights/) shows five things on load:
- Alert strip — red flags only: overdue invoices, active clients with unpaid billing, zero MRR. Acts as a triage layer before you look at anything else.
- KPI cards — Total MRR (paid advisory retainers only), Active Clients (all pillars), Pipeline Conversion Rate, and Average Engagement Value.
- Pillar Health cards — one card per pillar (LinkedIn, Consulting, AI Readiness), each with a colour-coded status flag (OK / Warn / Alert) and a stat summary. A pillar goes to Warn when client count drops to zero, Alert when active billing is unpaid.
- Tool grid — quick links to KPI Dashboard and Decision Log.
- Outstanding billing table — unpaid, overdue, and partial records across all pillars in one place.
The KPI Dashboard has three tabs and a period selector (3 months / 6 months / 12 months / YTD):
| Tab | What It Shows |
|---|---|
| Revenue | Bar chart of paid revenue by month (current month highlighted gold), plus a period summary row (total, average, MoM%) and a service-type breakdown (LinkedIn vs Consulting vs AI Readiness vs Other). |
| Pipeline | Funnel visualisation with stage-by-stage conversion rates. Active leads table showing name, pillar, stage, and days-in-stage (turns amber past 14 days, red past 30). |
| Clients | Client distribution by pillar as horizontal bars, plus a summary table with active and total counts per pillar. |
Use the Decision Log any time you make a meaningful choice about the business — a pricing change, a new service, a partnership you're considering, a client you're declining. It creates an audit trail you can review when patterns emerge.
Each entry captures: date, decision type (Strategic / Operational / Product / Financial), context (what drove the decision), options considered, chosen direction, and expected outcome. After the fact you can log what actually happened and mark it Pending → Playing Out → Resolved.
- Filters — click any type badge to narrow the view. Pending / Resolved filters show you what's still live vs. settled.
- Detail modal — click any decision row for the full record. Outcome status cycles with the three buttons at the bottom. Resolved decisions unlock a free-text field for what actually happened.
Inside the Consulting module, a second page-level tab — Support Load — sits alongside Engagements. It estimates your weekly delivery hours across all active consulting clients.
- Default estimates: Audit = 4 hrs/wk, Implementation = 8 hrs/wk, Advisory = 3 hrs/wk
- Edit any row to override the estimate with your real expected hours
- The total counter turns amber above 20 hrs/wk (approaching capacity — slow intake) and red above 30 hrs/wk (over capacity — pause new clients)
- Click Save Hours to persist your overrides to Supabase
The Marketing Lab hub shows four foundation cards with intentional dependency logic:
| Card | Unlocks When | What It Builds |
|---|---|---|
| ICP | Always available | Ideal Client Profile — the foundation for everything else |
| Messaging | ICP is built | Core positioning, value language, objection framing |
| Channel Strategy | ICP is built | Where to show up and why, based on where your ICP lives |
| Offers | Messaging is built | Service packaging, pricing presentation, conversion language |
Cards that haven't been unlocked yet show as greyed out with a lock indicator. You can't skip to Offers without a messaging framework — that constraint is intentional.
The ICP Builder has a two-column layout: a 4-tab form on the left and a sticky Learning panel on the right that updates with context and coaching as you move through the tabs.
| Tab | What You're Defining |
|---|---|
| Demographics | Title, org size, industry, geography — the factual profile |
| Psychographics | Goals, fears, values, identity — what drives them internally |
| Behavioural | Triggers, timeline, stakeholders, how they found you |
| Success | What success looks like for them, who this is NOT for, and your proof points |
Seed chips: The tool pulls the most common industries, titles, and org sizes from your existing LinkedIn profiles and consulting engagements and shows them as clickable chips. Click a chip to pre-fill that field — your real data suggests who you already serve best.
Saving: Click Save ICP in the sticky bar at the bottom. The version counter increments each time you save — use this to track how your thinking evolves over time. The hub shows the current ICP version number.
→ Open ICP BuilderAfter you save the ICP, the hub's Plan Snapshot section populates with key fields from your ICP and marketing plan: primary title, org size, industry, top goal, primary fear, stated success outcome, and "not for" boundary. This gives you a quick-reference card you don't have to open the builder to read.
The three KPI cards also update: Foundation Complete (out of 4), Pipeline Leads (from acquisition_pipeline), and ICP Version.
These three scenarios walk through exactly what happens — on the platform and for the client — from the moment a lead arrives to the moment work is complete. This is where the backend system connects to the front-end client experience.
Platform: Go to Dashboard → click + Add Lead. Set pillar to LinkedIn Authority, status to Prospect. Enter their name, org, and how they came in (source field). This is your record that this conversation is happening.
Why now: Logging first means you'll never have a conversation that isn't tracked. It also primes you to look at it professionally, not reactively.
Reply: Respond within 2–4 hours. Keep it warm and direct: "Thanks for reaching out — I'd love to learn more about what you're looking to build on LinkedIn. Do you have 30 minutes this week for a quick discovery call?" Do not send pricing in this message.
Before the call: Open the LinkedIn Authority module → Discovery Call tool. Have it open in a browser tab during the call. You'll be scoring their signal assessment in real time while they're talking.
During the call — what to ask and what it maps to on the platform:
| Question to Ask | Signal It Maps To |
|---|---|
| "What does your LinkedIn look like right now — how often do you post?" | Posting history signal — low history = L1, irregular = L2 |
| "Who are you trying to reach, and what do you want them to do?" | Audience clarity — vague = L1, specific ICP = L2/L3 |
| "Are you the one who makes the decision on this?" | Decision-maker signal — must be yes for any tier |
| "What's driving the urgency to do this now?" | Motivation signal — external pressure = faster close |
| "What have you tried before — any ghostwriters, content agencies?" | Sophistication signal — prior attempts = L2/L3 |
Tier recommendation: After scoring, the tool recommends L1 (entry), L2 (standard), or L3 (premium). This directly sets your proposal price. L1 = entry positioning, L2 = full Authority Engine, L3 = white-glove with add-ons.
End of call: Don't pitch on the call. Close with: "Based on what you've shared, I think the Authority Engine is a strong fit. I'll send you a summary of what's included and pricing by [tomorrow]." This creates a reason for a follow-up without being pushy.
→ Open Discovery Call ToolWhat to send: A short proposal email or DM — not a deck, not a long PDF. 3 parts:
- What I heard: Mirror back their situation in 2 sentences. "You're a [title] who wants to build authority with [ICP] — you've been inconsistent on LinkedIn because production takes too much time."
- What I'm recommending: Name the tier, name what's included (posts per month, cycle length, what they do vs. what you do), and the monthly investment.
- What to do next: One clear action. "Reply yes and I'll send the contract and onboarding link. Questions? Call me at [number]."
Platform: After they confirm, go to LinkedIn Authority → client roster → + New Client. Convert the discovery call record, set tier, billing cycle start date, and status to Active.
Update the pipeline: Go back to Dashboard → Pipeline → find the lead → update status to Active (or Closed if you use that terminology).
Platform: Financial → + New Record. Enter client name, service type (LinkedIn Authority), monthly amount, due date, status = Unpaid. Send your invoice through Novo (or your usual method).
Once payment arrives: go to Financial → click the Unpaid pill on the record → mark Paid. The LinkedIn module checks this billing gate. Until it shows Paid, the production tools stay locked for that client.
This step is the primary bridge between the platform (your backend) and the client's content (their frontend experience).
Platform: Open the NotebookLM Build tool for the client. Work through each section — their professional background, unique perspective, audience ICP, tone and voice, proof points and results, content topics, competitors to differentiate from, and past content examples.
What this produces: A structured intelligence document you export and upload into a dedicated NotebookLM notebook in Google Drive. This document is what makes every piece of content sound like the client, not like a generic AI output.
Client experience: They don't see this process directly. What they experience is content that sounds exactly like them. That's only possible because this document was built carefully.
Claude Cowork project: Set up a Claude Cowork project for this client using the Authority Engine skill. This is the production environment — content is generated here and delivered to the client each month.
→ Open NotebookLM Build ToolThe Content Calendar is where the monthly work lives. Open it for the client at the start of each cycle. The 6-tab flow:
- Coverage History (check first) — confirm what was covered last cycle, flag repeats
- Content tab — enter this month's theme, any client events, and the brief
- AI Prompts → Claude Dispatch — generate the production prompt and paste it into the client's Claude Cowork project. The skill picks it up and produces the full month of content.
- Client reviews content — they approve, adjust, and post according to the schedule you set
- SOP tab — work through the 9-step production checklist to close the cycle
The frontend/backend connection here: You run Steps 1–3 on the platform. The client experiences Steps 4–5 in their Claude Cowork project and on LinkedIn. Your platform and their project are linked by the dispatch prompt — it carries their voice, the angle history, and the brief.
At the end of each cycle, open the Monthly Report tool. Enter the performance numbers (impressions, engagement, followers, post count). The tool generates a formatted NotebookLM update prompt — paste this into the client's notebook to keep the intelligence profile current for next cycle.
Then update the Coverage History tab with what was published. This prevents angle repetition in the next cycle and feeds into the Claude Dispatch prompt automatically.
Renewal zone: At Cycles 10–11, the Lifecycle tab triggers renewal alerts. This is when you have the "what's next" conversation — renewal, upgrade, or wind-down. The platform shows you exactly when to have it.
Dashboard: Add Lead → set pillar to Consulting, status to Prospect.
Consulting module: Click + New Engagement → set type to Discovery (pre-engagement), status to Pipeline. Use the Discovery Call tab inside the engagement panel to log what they told you: stated problem, org context, urgency, budget signals. Set a signal indicator per section (Strong / Unclear / Red Flag).
Why the Discovery tab matters: These notes become the foundation for your proposal and your audit interview questions. You won't remember the nuances in 3 days. Log them now.
Set a fit verdict: After the call, use the Fit Verdict buttons (Good Fit / Undecided / Not a Fit). If you mark Good Fit, the engagement status automatically advances to Active when saved. If Not a Fit, it marks as Lost. You should know by the end of the first call.
Most consulting leads don't know what they're buying — they know they have a problem. Your job is to make the audit feel like the obvious first step, not a diagnostic you're selling them.
What to say: "Before we talk about any kind of solution, I want to make sure we both understand exactly what's happening. I use a structured Culture and Learning Audit that combines your leadership's self-assessment with my own independent review — we score 6 domains across 30 questions. The result is a scored report that tells us precisely where the gaps are and what to do first. Investment is $2,500. That's the starting point."
Why this works: You're not selling a consulting project — you're selling clarity. That's far easier to say yes to. The audit also protects you: you never jump into implementation without diagnosis.
Platform: Once they confirm, go back to the Consulting module and update the engagement: type → Audit, status → Active, fee → $2,500.
Financial → + New Record → Consulting fee, $2,500, status Unpaid. Send the invoice through Novo. Once paid, mark it Paid in the platform.
The Gate Alert in the Consulting module will show a warning banner if there are active engagements with unpaid billing. Clear this before opening the audit tool — it prevents you from doing work for someone who hasn't paid.
Platform: Open the Culture & Learning Audit tool for this client. Click 🔗 Client Link in the header. It copies a unique URL that embeds their engagement ID — no login required.
What to send them: "I'm going to send you a 30-question self-assessment — it takes about 20 minutes. Complete it on your own before our interview session, without looking at the questions in advance. Your honest first reaction to each item is exactly what I need. Here's the link: [paste link]."
What the client experiences: A clean, public-facing assessment tool. They rate 30 questions across 6 domains (Culture, Leadership, Learning Infrastructure, Performance, Change, Talent) on a 1–5 scale. Their results submit directly to Supabase, linked to their engagement. They don't see your assessment or your scoring.
Watch the roster: The Stage badge updates automatically. Stage 1 (Send Link) → Stage 2 (Awaiting, once you start your rubric) → Stage 3 (Ready, once the client submits). When you see Stage 3, the client is done and you're clear to schedule the interview.
This is a 60–90 minute call. The admin audit tool is open on your screen. You work through each of the 6 domains with the client — asking questions, listening, probing, and scoring 1–5 based on your professional judgment. The client is talking; you're scoring.
What to watch for in real time: The Combined Scores panel shows the weighted 60/40 blend (their self-assessment at 60%, your consultant rubric at 40%) per domain as you score. Any domain with a ≥1.5 point gap is flagged red — this is a perception gap. They think they're better (or worse) at something than your evidence suggests. These gaps are the richest part of the debrief.
Scores save automatically as you go. If the call ends before you're done, you can re-open the tool and continue from where you left off.
Platform: Once your rubric is 30%+ complete, the ⬇ PDF button activates in the audit tool header. Click it — the Netlify function generates the multi-page report (cover, domain scores, per-domain detail, recommendations) and downloads it directly.
What to send: Email the PDF with a 2-sentence note. "Attached is your Culture and Learning Audit Report. I've booked [time] for us to walk through the findings together — please review it beforehand so we can spend our time on the recommendations rather than the scores."
The debrief call: Walk through the report section by section. Lead with overall score and band. Highlight the top 3 gaps (especially the perception gaps). Tie every finding back to something they said during the interview — this is what makes the report feel like it was written about them, not at them.
Platform: During or after the debrief, open the Tracking tab in the engagement panel. Log each major recommendation as a tracker item. Set a target date. This becomes the implementation roadmap — and the basis of your next conversation about ongoing work.
The audit is a diagnostic, not a destination. If you've done the interview and debrief well, the client should be asking "so what do we do now?" That's your opening for the next engagement.
| What the report shows | What to propose next |
|---|---|
| Multiple critical domains (scores < 2.5), perception gaps across leadership | Implementation Project ($6,000–10,000) — structured rollout with you in the room |
| Moderate gaps, willing leadership, some existing infrastructure | Monthly Advisory Retainer ($2,000–2,500/mo) — ongoing strategic guidance |
| Minor gaps, capable internal team, just needs direction | Coaching-style follow-up call, or a recommendation-only deliverable at no charge |
Platform: Create a new engagement for the next phase — type: Implementation or Advisory, status: Pipeline. Reference the audit in the notes field. This creates a clean paper trail from diagnosis to execution.
Decision Log: Log the decision to propose the next engagement type. This builds your consulting decision history and helps you spot patterns in what closes vs. what doesn't.
An AI-Readiness lead is typically confused, not ignorant. They've heard about AI. They know their org is behind. They have pressure from above or fear from below. What they can't articulate is where they actually are, what's realistic, and what to do first.
Your job in the first conversation is not to explain AI — it's to make them feel seen in their confusion, and to position the assessment as the tool that replaces confusion with clarity.
Platform: Dashboard → Add Lead → set pillar to AI Readiness, status to Prospect.
In the first call, you're running a lightweight version of the readiness assessment in conversation. Take notes. Use the AI Readiness module to create an assessment record after the call and log what you heard.
| Question to Ask | Domain It Maps To |
|---|---|
| "Where is your data right now — structured databases, spreadsheets, paper?" | Data Infrastructure |
| "Which of your current processes are the most repetitive and time-consuming?" | Process Automation readiness |
| "Has anyone on your team used AI tools already — ChatGPT, Copilot, anything?" | Team Capability |
| "What would need to be true for leadership to say this was a success in 12 months?" | Strategic Alignment |
| "What's your biggest fear about moving too fast with AI?" | Risk & Governance |
After the call, open the AI Readiness module → + New Assessment. Enter their details and log domain notes from the conversation. This is your internal record. Set status to Active.
What to say: "What I'm hearing is that your team has real potential to leverage AI but you're not sure where the bottlenecks are or how to sequence the work. I run a structured AI Readiness Assessment that scores your organisation across five domains — data, process, people, strategy, and governance. It gives you a scored baseline and a prioritised recommendation on where to start. That's your roadmap."
Pricing approach: AI Readiness is positioned as an entry-point audit similar to the Culture Audit — typically $1,500–2,500 depending on org size and scope. Log this as a new Consulting engagement (type: Audit) so billing and tracking are unified.
Until the scored questionnaire is built, the assessment runs as a structured 60-minute conversation. Use the 5 discovery questions above expanded into a full conversation — probe each domain, take notes, and score each domain 1–5 in your own judgment.
Platform: After the session, open the AI Readiness module → find the record → enter domain scores in the score fields → add notes per domain → click Save Notes → update status to Complete.
Client deliverable: Prepare a short report manually — 1 page per domain with: the score, 2–3 observations, and 1 specific recommendation. Total: 5–6 pages. Export as a PDF. This is what they're paying for: clarity and direction, not a dashboard.
The assessment result almost always leads to one of three places:
| Assessment Result | Natural Next Step | Platform Action |
|---|---|---|
| Low readiness (scores < 2.5) — data chaos, no AI literacy, unclear strategy | Advisory retainer to stabilise foundations first — don't jump to implementation | New Consulting engagement: Advisory, $2,000–2,500/mo |
| Moderate readiness (2.5–3.5) — some structure, capable team, unclear roadmap | AI Readiness Implementation — scoped 3–6 month project to execute the roadmap | New Consulting engagement: Implementation, $6,000–10,000 |
| High readiness but low authority presence — they're ready but no one knows it | LinkedIn Authority Engine — they need to build visibility as an AI-forward org/leader | Add Lead in LinkedIn Authority pillar — cross-sell |
In all three cases, log the pathway decision in the Decision Log (Insights → Decision Log). This builds your evidence over time of what AI Readiness clients actually need — and that pattern will sharpen your positioning.
Every client starts here before any tools are used. Captures name, org, pillar, and initial pipeline status.
Structured 30-minute call framework. Score their signal assessment, get a tier recommendation (L1/L2/L3), and convert if moving forward.
Log the billing record. The LinkedIn module checks billing status — you can't proceed past the gate until billing is marked Paid.
Complete Phase 2 onboarding. Build the intelligence document, export it, upload to NotebookLM. This becomes the foundation for all content prompts.
Enter the monthly brief (theme, events, client action item). Use AI Prompts → Claude Project Dispatch to send the production prompt to the client's Claude project. Log coverage history after the cycle runs.
At end of cycle, log impressions, engagement, follower growth. The report tool generates the NotebookLM update prompt. Paste into the client notebook to keep the profile current.
Add the lead in Dashboard, then create the formal engagement record in the Consulting module. Set engagement type to Audit.
Add the consulting fee as a billing record. Mark Paid once received.
Send the unique client link so they can complete their self-assessment independently before your meeting. You won't see their results until after the interview.
When the Stage badge updates to "Ready," the client has submitted. Schedule the interview call. During the call, fill out your consultant rubric live with the client.
The combined panel shows weighted scores per domain. Red-flagged gaps (≥1.5 points) indicate perception misalignment — address these in the report and recommendations.
At 30%+ completion, click ⬇ PDF. Download the multi-page report and share with the client. Log recommendations in the Tracker tab.
Customer clicks the Stripe payment link → pays $150 → Stripe webhook writes entitlement to alignment_buyers (tier: check). Buyer signs in at alignment-check-portal_v8.html with a magic link (Resend). No action required from you.
They run the 90-minute session (5 modules, 19 steps in v8). The portal collects all data — drain audit, decision cycles, friction stack, commitments — and generates the Team Impact Snapshot at the end. Their report shows an "Add the debrief — $250" upsell CTA. Nothing from you unless they reach out or purchase the add-on.
A $150 buyer sees "Add the debrief — $250" in their report. They click the Stripe add-on link → pay $250 → webhook upgrades their tier from check to debrief. Total paid = $400 (same as the package). After payment, they land on Calendly to schedule the debrief.
The debrief happens after the session — not before. Their Team Impact Snapshot report is the agenda for the call. Walk it section by section: top drain, decision stall pattern (stage heatmap data in v8), friction stack ranking, and team commitments.
Customer clicks the $400 package Stripe link → pays → webhook writes entitlement with tier: package. Buyer signs in via magic link at alignment-check-portal_v8.html. Their report shows "Schedule your debrief" with a direct Calendly link.
Session runs first. Debrief scheduled after they have their report. Same format as the add-on debrief — the report is the agenda.
Read their report before the call. The debrief is 30 minutes. Suggested structure:
- 0–3 min: How did the session land? What surprised the room?
- 3–10 min: Walk the Drain Audit. Which drains did they name that they hadn't talked about before? What dimension dominated — Purpose, People, or Process?
- 10–18 min: Decision Map + Friction Stack. Name the silence moments, confirm the top AI candidate, and talk through what piloting it would actually look like.
- 18–25 min: Commitment wall. How many people submitted? Are the commitments specific enough to be trackable?
- 25–30 min: One next move. What does the next 30 days look like — and is there a longer engagement that makes sense?
/platform/docs/ and accessible from within the platform. Include the docs/ folder in every Netlify drag-and-drop deploy to keep them live.
- Alignment-Check-Delivery-SOP_v1.pdf — Internal SOP
- Alignment-Check-Product-Overview_v1.pdf — Client-Facing
- Alignment-Check-Terms-of-Purchase_v1.pdf — Client Agreement
- LinkedIn-Authority-Master-SOP-MOS_v1.pdf — Internal Master SOP
- LinkedIn-Authority-SOP-Client-Intake-Activation_v1.pdf — Internal SOP
- LinkedIn-Authority-SOP-Monthly-Content-Engine_v1.pdf — Internal SOP
- LinkedIn-Authority-Monthly-Production-SOP_v1.pdf — Internal SOP
- LinkedIn-Authority-NotebookLM-Build-Protocol_v1.pdf — Internal SOP
- LinkedIn-Authority-Discovery-Call-Guide_v1.pdf — Internal Guide
- LinkedIn-Authority-Renewal-Upsell-Guide_v1.pdf — Internal Guide
- LinkedIn-Authority-Quarterly-Performance-Report-Template_v1.pdf — Internal Template
- LinkedIn-Authority-Monthly-Delivery-Email-Template_v1.pdf — Internal Template
- LinkedIn-Authority-Profile-Optimization-Template_v1.pdf — Internal Template
- LinkedIn-Authority-Service-Agreement_v1.pdf — Client Agreement
- LinkedIn-Authority-Client-Onboarding-Guide_v1.pdf — Client-Facing
- LinkedIn-Authority-Phase1-Deliverables-Package_v1.pdf — Client Deliverable
- Consulting-Master-SOP_v1.pdf — Internal Master SOP
- Consulting-Discovery-Call-Guide_v1.pdf — Internal Guide
- Consulting-Website-Feedback-Audit_v1.pdf — Internal Analysis
- Consulting-Engagement-Letter_v1.pdf — Client Agreement
- Consulting-Audit-Process-Overview_v1.pdf — Client-Facing
- AI-Readiness-Master-SOP_v1.pdf — Internal Master SOP
- AI-Readiness-Discovery-Call-Guide_v1.pdf — Internal Guide
- AI-Readiness-What-to-Expect_v1.pdf — Client-Facing
- AI-Readiness-Service-Agreement_v1.pdf — Client Agreement
To add a new PDF: drop it into the appropriate platform/docs/[pillar]/ folder, then redeploy to Netlify. To update an existing one: replace the file in the folder (keep the same filename if the version hasn't changed), redeploy. The link in this guide will automatically point to the updated file.
To version a document (e.g. v1 → v2): rename to filename_v2.pdf, archive the v1 locally, update the link in this guide section, redeploy.
| Document | Send when | Notes |
|---|---|---|
| Service-Agreement_v1.pdf | Step 5 — when you add the billing record | Send with the invoice. Signed agreement before payment. |
| Client-Onboarding-Guide_v1.pdf | Step 6 — immediately after payment confirmed | First touchpoint post-contract. Sets Phase 1 expectations. |
| Phase1-Deliverables-Package_v1.pdf | End of Phase 1 onboarding (after NotebookLM build) | Summarises what was built. Client keeps as reference. |
| Monthly-Delivery-Email-Template_v1.pdf | Start of each content cycle | Use as the email wrapper for monthly content delivery. |
| Quarterly-Performance-Report-Template_v1.pdf | End of Cycles 3, 6, 9, 12 only | Quarterly delivery. Populate from Monthly Report data before sending. |
| Document | Send when | Notes |
|---|---|---|
| Engagement-Letter_v1.pdf | After scoping, before billing | Defines scope, timeline, investment. Do not invoice without this. |
| Audit-Process-Overview_v1.pdf | With the client self-assessment link | Explains the 6-domain framework before the client touches the assessment. |
| Generated audit PDF | At 100% audit completion | Netlify-generated report. Export at 30% for internal review; 100% for client delivery. |
| Document | Send when | Notes |
|---|---|---|
| What-to-Expect_v1.pdf | Post discovery call, before invoicing | Pair with the Service Agreement. Same email, both attachments. |
| Service-Agreement_v1.pdf | Post discovery call, before invoicing | Sends with What to Expect. Both go in the same email. |
| Generated readiness report | After debrief call | From Report Generator. Send as PDF or share link. Pathway recommendation is inside. |
| Document | Send when | Notes |
|---|---|---|
| Product-Overview_v1.pdf | In the post-debrief follow-up email | Attach when presenting the Pathway A recommendation. Goes in the same email as the report. |
| Terms-of-Purchase_v1.pdf | At point of purchase | Transaction document. Displayed at or linked from checkout. Do not send in advance. |
Clicking ✉ Contact on any pipeline row fires a mailto: link. Gmail opens in a new tab with:
- To: the lead's email (from their pipeline record)
- Subject: stage-matched — e.g. "Following up — Org Name" for Prospect, "Proposal for Org Name" for Proposal
- Body: a short, stage-appropriate opener with the lead's name
Edit the draft in Gmail before sending. The button only appears if an email address was captured when the lead was added.
The next upgrade is a compose window inside the pipeline panel — write and send from within the platform without switching to Gmail. When built, it will include:
- Pre-built templates per pillar and stage (editable before sending)
- A sent log stored in Supabase — every outreach recorded per lead
- Gmail API authentication via a Netlify function (same pattern as the PDF generator)
Setup requires a Google Cloud project with Gmail API enabled and OAuth 2.0 credentials added to Netlify environment variables. See the platform guide (.md) for the full setup checklist.
| Module | Feature | Status |
|---|---|---|
| Insights | KPI Dashboard — revenue, pipeline, client breakdown tabs | Live |
| Insights | Decision Log — strategic decision tracking with outcome cycling | Live |
| Marketing Lab | ICP Builder — 4-tab form with seed chips from client data | Live |
| Marketing Lab | Messaging Framework, Channel Strategy, Offers — build tools | Planned |
| Consulting | Support Load tab — weekly hours estimator with capacity flags | Live |
| AI Readiness | Scored assessment questionnaire — guided, auto-calculating, with PDF export | Planned |
| Consulting | Engagement Scoping tool — structured scope definition | Live |
| Consulting | Proposal Builder — auto-generate proposals from scoping data | Live |
| Consulting | Report Generator (auto-build from audit + combined scores) | Planned |
| Dashboard | In-portal Gmail API outreach — compose & send from pipeline, sent log in Supabase | Planned |
| Platform | PDF Document Library at /platform/docs/ — all SOPs and client docs accessible in-platform |
Live |
| Financial | Investment Planner — biweekly allocation framework (profit → reserve → invest) | Planned |
| Financial | Stripe integration for payment tracking | Planned |
| Financial | Plaid integration for bank reconciliation | Planned |
| Infrastructure | admin.learnwithmaydwell.com subdomain routing | Planned |