Phase 1 · Days 1-30
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Sales / CRM

Waiting on Kevin

NextKevin is back: confirm Kyle's start date and tool-access list and that the Zoho connector is live (ask f on the decision brief). The onboarding packet is drafted and ready to deliver; once Zoho is confirmed live, map the schema and build the weekly pipeline digest.

Waiting onKevin / Ben, confirm Kyle's start date + tool access list, and confirm the Zoho connector is live

Updated 2026-06-15

Summary

Sales support for Kyle: pipeline visibility via Zoho, follow-up reminders, and weekly summaries. The onboarding packet is drafted and outreach/objection drafts are ready from the sales source docs. The full task list is in sales-crm-tasks.md.

Open

  • Confirm Kyle's start date and tool access list.
  • Confirm the Zoho connector is live, then map the schema and build the weekly pipeline digest.
  • Finalize the outreach and objection-response drafts.

Updates

  • 2026-06-11: Staleness backstop. Still waiting-on-kevin, unchanged for 8 days (since 2026-06-03). Both holds stand per Ben's June 9 wrap: Kyle onboarding waits on his start date, and the build (schema map + weekly digest) waits on the Zoho-live confirm. No state change, just recording the wait so it stays visible on the dashboard.
  • 2026-06-15: Kevin is back, so the two holds are now live asks, not a frozen wait. The decision brief in Ben's inbox (2026-06-15 1118) carries them as ask f: confirm Kyle's start date and tool-access list, and confirm the Zoho connector is live. The onboarding packet is drafted and ready to deliver day one; the schema map and weekly digest still wait on the Zoho-live confirm. No decision recorded yet, so status stays waiting-on-kevin.

Recent

  • 2026-06-16Reconciled in the stale sweep. Nothing has moved: Kyle is still not onboarded, and Zoho is still not connected (which keeps CRM-3 and CRM-4 blocked). The onboarding packet (CRM-1) and the outreach/objection drafts (CRM-5) remain ready to deliver the moment Kevin confirms his start date and the Zoho connector.
  • 2026-06-01Captured in 30-60-90 execution map — onboarding packet is a do-now item, pipeline automation waits on Zoho connector.
Read more — full task list (sales-crm-tasks.md)

Sales / CRM — Tasks

Read at session start. Update statuses here as work moves. Edit only this file. The Obsidian Git plugin syncs it; the Ops Dashboard renders it.

  • CRM-1 Draft Kyle's day-one onboarding packet (tool access, pipeline view, how JC supports him) — ready · owner: JC
  • CRM-2 Connect Zoho CRM (enable the registry connector) — waiting-on-kevin · owner: Ben · turns on all pipeline automation
  • CRM-3 Map the Zoho schema (modules, stages, fields) + propose a pipeline digest format — blocked · depends CRM-2
  • CRM-4 Build the weekly pipeline summary (stale deals, next actions, follow-ups due) — blocked · depends CRM-2
  • CRM-5 Prepare outreach + objection-response drafts from the sales source docs — ready · owner: JC
  • CRM-6 Confirm Kyle's start date + tool access list — waiting-on-kevin · owner: Ben/Kevin

Open

  • Kyle is NOT onboarded to any tools. His start date and tool-access list are still unconfirmed, waiting on Kevin/Ben (CRM-6).

Updates

  • 2026-06-01: Captured in 30-60-90 execution map — onboarding packet is a do-now item, pipeline automation waits on Zoho connector.
  • 2026-06-16: Reconciled in the stale sweep. Nothing has moved: Kyle is still not onboarded, and Zoho is still not connected (which keeps CRM-3 and CRM-4 blocked). The onboarding packet (CRM-1) and the outreach/objection drafts (CRM-5) remain ready to deliver the moment Kevin confirms his start date and the Zoho connector.