Shipped & Wins

Renumbered to 006 · Website Optimization and merged with the Workflow & Component System brief — one program: strategy, phases, workflow rail, and component contract in a single brief.

Planning & Goals folded into this project (consolidation to the numbered Asana structure) — the planning rail, goal cascade, and bottoms-up forecast now live here.

Combined with Awareness Paid Media — one project (002 · Paid Media): performance and the awareness pure play in one brief, 65/35 split intact.

GrowthX Content Production folded in — one project (003): the audit verdicts feed the content briefs, the content feeds the citations; one operation, not two.

ABM Strategy & Execution folded in — one project (004): the account-based motion runs on the same 6sense rail and segments as the play system.

Combined with the Signup Activation Journey into one project (008 · Email & Activation) — one rail from first send to first value. Activation slice holds until the Growth Sr Manager backfill lands (JD approved Sep 1).

Four-bucket structure walked through with Shafiq — endorsed. Pacing behind by design (agency gap): September and October carry more budget than August; ramping with Verto now.

Presented to Shafiq — endorsed ("important project, do it 100%"). Nav order swap decided (Build → Deploy), head-to-head comparison added to product pages, baselines gate with Reet set.

Stack decision updated — direct platform-API ingestion replaces Supermetrics as the collection layer, per the Platform APIs v1 PRD.

Presented to Claudia + Allison — direction endorsed; Figma handoff and Storybook versioning agreed.

Agency transition checklist finalizing — no data loss through the Outshine handover; transition calls recorded to document blending methods.

Owning the offboard checklist today/tomorrow — reviewing every running campaign to pause or keep; Outshine list copied over so nothing is lost.

SOW §3.6: AI-visibility programme benchmarked vs Supabase-class leaders; Profound is the tracking layer, Ahrefs configured in Month 1.

Verto SOW §3.4: orchestration logic, trigger thresholds per persona/stage, and 6sense integration across ad platforms; sequences remain with Redis.

M1 committed: platform decisions, V1 agents, repo. First two builds are the website content-creation agent (GrowthX replace) and the Snowflake MCP reporting agent.

Supermetrics → Snowflake → Hex PRD drafted; every Outshine dashboard to be recreated in Hex with simplified naming, validated against internal numbers before offboard.

WM notice Oct 1, exit Oct 31 — after the platform launch. Launch-month testing rides Verto's bank of hours.

Grazitti continues the Marketo/lifecycle build work on the MOPs budget through the transition. Smart-list approval step being implemented with Laura.

Growth Specialist, Experimentation opens as GrowthX ends and WM exits — plan, design, build, test under Scott's program.