Artifact ledger · operator-owned workflow
What we deliver: five artifacts with a cadence and owner.
Five named artifacts, each with a cadence and a named owner. Every one is reviewed by a human before it reaches you.
The cadence ledger
What arrives, when it arrives, and what is inside.
01 / Audit document
7-day Pipeline Health Audit
Cadence
Once · 7 days
What’s inside
- Data-quality score and missing close date, next step, and amount rates
- Stale-deal list with reasons
- Forecast-reliability assessment
- Before / after view and a prioritized historical cleanup plan
02 / Call-ready brief
Weekly Forecast-Call Brief
Cadence
Weekly · Monday AM · Slack + doc
What’s inside
- Commit, best-case, and at-risk roll-up
- Week-over-week movement and deals to discuss
- At-risk flags with reasons
- Rep-by-rep read
03 / Review queue
Continuous nightly hygiene
Cadence
Nightly · short digest
What’s inside
- Read-only review first: detect safe correction candidates
- Queue judgment calls for a human
- Draft rep tasks for the follow-up handoff
- Summarize what changed in a short digest
04 / Owner ledger
Rep-by-rep hygiene + follow-up list
Cadence
Weekly · before the forecast call
What’s inside
- Owners
- Gaps
- Next actions
05 / Accuracy record
Monthly Forecast-Accuracy Scorecard
Cadence
Monthly · close review
What’s inside
- Forecast vs actual
- A month-by-month record for human review
Current delivery starts with read-only review first. Write-backs can be added later only after trust and explicit approval; they are not an automatic part of the service described here.
State vocabulary
Every status says what it means.
- cleanOn-track under the agreed checks
- at-riskFlagged with a visible reason
- commitThe number a human is prepared to stand behind
Outcomes with a workspace
The operating record arrives where the team already works.
During onboarding we agree the delivery channel. Slack is the current production path; email remains available only as a manual operator handoff until its provider gate is approved.