SAD
Ask what is happening now, how it affects the customer, and what happens if nothing changes. Record answers, not a technical diagnosis.
Next Actions
| Project | Stage | Version |
|---|
New Lead
AI Sales Agent
Live AI runtime: connection required
- LEAD
- SAD
- BUCKET LIST
- HAPPY END
- A TO B BRIDGE
- HBAB PORTABLE PLAN
- VALUE CONFIRMATION
- OFFER TO IMPLEMENT
- OBJECTION HANDLING
- FOLLOW UP
- BOOK QUOTE NEXT STEP
Connections
Money Map
Actual revenue, saved time and saved cost: NOT_MEASURED
Canonical owner: Nova modeledRecoverableValue / incrementalContribution. Shared source connection required.
Qualified unique opportunities, not gross leads. Contribution, not gross project value. Unknown costs are not zero; saved hours require realizable value. No local calculator runs.
Planning formula: eligible_unique_opportunities * incremental_conversion_improvement * completion_rate * close_rate * contribution_per_sale - incremental_service_and_usage_cost
| Cost/input | Value | Evidence |
|---|---|---|
| implementation cost | NOT_MEASURED | NOT_MEASURED |
| software cost | NOT_MEASURED | NOT_MEASURED |
| provider usage cost | NOT_MEASURED | NOT_MEASURED |
| incremental operating cost | NOT_MEASURED | NOT_MEASURED |
| labor hours saved | NOT_MEASURED | NOT_MEASURED |
| realizable value per hour | NOT_MEASURED | NOT_MEASURED |
Outcome Ledger
Baseline and after-period outcomes: NOT_MEASURED
Canonical owner: Nova observation/provenance and authorized source owners. Source connection required; no second ledger.
Comparable measurement periods
- Agree timezone and equal-length baseline/after windows using ISO timestamps with an explicit UTC offset.
- Use half-open windows [start,end); baseline end must not exceed after start; neither period may end in the future.
- Keep the same metric definition, unit, currency, qualification rule and denominator in both periods.
- Unknown values, missing evidence or a zero/unknown denominator are NOT_MEASURED or NOT_COMPARABLE, never invented zero performance.
- Record seasonality, campaign/budget, staffing, capacity and other material changes; comparison is observational, not causal proof.
| Metric | Baseline | After | Unit / denominator | Evidence / confidence |
|---|---|---|---|---|
| Inquiries | NOT_MEASURED | NOT_MEASURED | unique-inquiries-per-day Reporting days in the agreed window | NOT_MEASURED / UNKNOWN |
| Qualified leads | NOT_MEASURED | NOT_MEASURED | qualified-leads-per-inquiry Unique eligible inquiries in the same window | NOT_MEASURED / UNKNOWN |
| Response time | NOT_MEASURED | NOT_MEASURED | minutes-per-responded-inquiry Inquiries with a recorded first response | NOT_MEASURED / UNKNOWN |
| Site visits | NOT_MEASURED | NOT_MEASURED | completed-visits-per-scheduled-visit Scheduled qualified site visits in the agreed cohort | NOT_MEASURED / UNKNOWN |
| Quotes | NOT_MEASURED | NOT_MEASURED | quotes-per-qualified-opportunity Qualified quote-eligible opportunities in the agreed cohort | NOT_MEASURED / UNKNOWN |
| Quote follow-ups | NOT_MEASURED | NOT_MEASURED | followed-quotes-per-eligible-open-quote Open quotes eligible for follow-up in the agreed cohort | NOT_MEASURED / UNKNOWN |
| Won projects | NOT_MEASURED | NOT_MEASURED | won-projects-per-day Reporting days in the agreed window | NOT_MEASURED / UNKNOWN |
| Close rate | NOT_MEASURED | NOT_MEASURED | won-projects-per-decided-qualified-opportunity All qualified opportunities with a final won/lost decision in the same cohort | NOT_MEASURED / UNKNOWN |
| Contribution per project when known | NOT_MEASURED | NOT_MEASURED | currency-per-completed-project Completed projects with supported revenue and direct-cost records | NOT_MEASURED / UNKNOWN |
| Admin time | NOT_MEASURED | NOT_MEASURED | admin-hours-per-completed-project Completed projects in the agreed cohort | NOT_MEASURED / UNKNOWN |
| Reviews | NOT_MEASURED | NOT_MEASURED | new-reviews-per-day Reporting days in the agreed window | NOT_MEASURED / UNKNOWN |
| Referrals | NOT_MEASURED | NOT_MEASURED | qualified-referrals-per-day Reporting days in the agreed window | NOT_MEASURED / UNKNOWN |
| Repeat projects | NOT_MEASURED | NOT_MEASURED | accepted-repeat-projects-per-day Reporting days in the agreed window | NOT_MEASURED / UNKNOWN |
Existing FINAL F /events accepts bounded lineage events, not arbitrary business KPI uploads; outcome-comparison is source-event rates. Caller verified-outcome is forbidden. This questionnaire is not a dispatchable API payload.
CASE_ID, project, tenant, run, correlation, source evidence and approval references must come from existing authorities; none is invented here.
Comparison: NOT_COMPARABLE. Attribution: UNKNOWN. Actual improvement: NOT_MEASURED.
Next Best Automation
Collect an authorized source-linked baseline.
Canonical owner: Nova rankNextAutomation / suggestNextAction. No automatic execution or new ranker.
HBAB Playbook
Bucket List
Exact bootcamp definition pending. Do not replace this stage with a wishlist, rename it, or pretend it has been completed.
Happy End
Ask what the finished result should look like and what matters most to the customer.
A-to-B Plan
Map the current situation to the desired outcome. Mark technical scope, schedule and price as subject to qualified review.
HBAB Portable Plan
Give the customer a useful implementation plan they can keep and use without hiring the contractor.
Value Check
Ask whether the plan would be useful. A no is information, not an invitation to pressure.
Offer
After the required stages and value confirmation: Would you like the configured contractor to help you implement this?
Objections / Follow-Up
Clarify concerns respectfully. Never invent urgency, prices or guarantees. Ask permission to follow up and honor opt-out.
Book / Quote / Next Step
Use a real booking receipt; send binding estimates, scope and contractual decisions to the contractor.
Pool Renovation Practice
Current situation: the customer reports the pool is unusable. Desired result: a usable pool before their next visit. Portable plan: capture selected condition photos, arrange a qualified inspection, confirm a written scope and quote, agree progress checkpoints, and verify completion. No cause, construction price or completion guarantee is inferred.
Emerald Construction - Shared Evidence Audit
Awaiting authorized shared-source evidence. No SEO score, revenue estimate or customer result is inferred.
Canonical owner: Nova / Radar / Growth. Baseline: NOT_MEASURED.
SHARED_OWNER_CONNECTION_REQUIRED
Audit/report preparation
Premium-quality structure, not an official Alicia report, completed audit or verified customer findings.
Premium evidence audit template — TEMPLATE_ONLY
- Verified identity and authorized scope
- Current situation, desired result and constraints
- Baseline and evidence matrix for all thirteen metrics
- Source-grounded bottlenecks and uncertainty
- Existing process/tool/reuse alternatives before new software
- Money Map assumptions, contribution and incremental costs
- HBAB portable plan, training and contractor escalation
- Bounded implementation plan, responsibility and approval gates
- After-period measurement, attribution and Outcome Ledger handoff
- Next Best Automation proposal, risks and source appendix
Findings: NOT_MEASURED. Authorized source connection required.
Executive audit template — TEMPLATE_ONLY
- Current evidence and readiness boundary
- Primary bottleneck and missing baseline
- Conservative Money Map and unknown costs
- Recommended existing capability or no-change option
- Bounded next action and owner/customer approvals
- Measurement and evidence needed before an outcome claim
Findings: NOT_MEASURED. Authorized source connection required.
Case-study publication, testimonials and private project information remain separately approval-gated.
Customer onboarding preparation
TEMPLATE_ONLY: customer data, consent, live connections and outcomes are not certified.
- Verify business identity and assign the existing authoritative tenant/project/CASE_ID; do not guess identifiers.
- Record purpose-specific customer consent and owner implementation approval separately from transport authorization.
- Agree qualification rules, non-overlapping equal-length baseline/after periods, timezone, denominators and cost currency.
- Collect all thirteen baseline metrics with source/date/provenance and evidence readiness; keep missing values NOT_MEASURED.
- Review the source-grounded premium/executive audit and existing no-build/process/tool alternatives.
- Agree a bounded implementation/test, responsibility, contribution assumptions and incremental cost ceiling; no binding price is inferred.
- Use the existing HBAB playbook and portable plan; keep Bucket List authority, contractor judgment and customer opt-out gates.
- Collect the same metrics in the authorized after period and record costs, material changes and attribution limitations.
- Hand scoped source evidence to the existing Nova case/outcome owners; verified outcomes cannot be self-declared.
- Ask the existing Next Best Automation owner for an evidence-backed proposal; do not automatically scale or publish a case study.
Thirteen baseline questions
Inquiries
How many unique inquiries arrived, through which channels, and what evidence supports the count?
Qualified leads
What qualifies a lead, how many qualify, and are duplicates or ineligible inquiries excluded?
Response time
Which timestamps measure first response, is the clock wall time or business time, and how are unanswered inquiries reported separately?
Site visits
How many site visits were scheduled and completed, and where are cancellations/no-shows evidenced?
Quotes
Which approved quotes were issued, against how many eligible opportunities, and without counting revisions twice?
Quote follow-ups
Which quotes required follow-up, which were followed up, and were opt-outs honored?
Won projects
Which projects were actually accepted, which evidence proves acceptance, and were cancellations excluded?
Close rate
What is the won/lost cohort and decision denominator? Do not count still-open opportunities as losses or infer a rate from wins alone.
Contribution per project when known
What contribution remains after direct costs, in which currency, and which records support it?
Admin time
Which admin activities and time records are included? Saved hours are not cash savings unless their value is realizable.
Reviews
Which real reviews were added, with source/date references, without synthetic reviews or unauthorized publication?
Referrals
Which referrals have legitimate consent and attribution, and are partner commissions excluded until their owner verifies them?
Repeat projects
Which accepted projects are genuinely repeat business, and what source supports the prior-customer link?
Purpose-specific consent and approvals
measure business baseline and after: NOT_GRANTED
Customer permission for the exact metrics, periods, data minimization and retention.
share scoped evidence with nova: NOT_GRANTED
Customer data-sharing permission plus a separate server-owned tenant/project source grant; consent alone does not authorize transport.
contact and follow up: NOT_GRANTED
Channel-specific opt-in, opt-out and approved shared-owner delivery scope.
use project assets: NOT_GRANTED
Owner/source rights and subject/capture consent before any project image or proof reuse.
publish business identity: NOT_GRANTED
Independently checked identity and explicit publication permission.
publish case study or testimonial: NOT_GRANTED
Separate reviewed customer publication approval for exact claims and assets; measurement permission is insufficient.
public website release: NOT_GRANTED
Separate owner release approval; no public launch from a template or fixture test.
Owner bounded-test and public-release approvals: NOT_APPROVED. A checkbox/template cannot grant permission or authenticate a source.
No form submission, customer storage, external call or event write occurs.
LA INTELY LOCAL / FIELD OPERATIONS
Field Missions
SYNTHETIC PREVIEW ONLY. No customer missions, real access grants, notifications, uploads or publication.
Insurance support requires jurisdiction-specific legal and authority review. This preview is not an inspection certification.
Visit Queue
DEMOYou control your calendar. Advance notice and a requested window are required. Same-day or next-day availability is never assumed. Decline or request another time without penalty.
Use synthetic information only. Check-in and emergency contact are not monitored. No emergency response is connected; if unsafe, leave and seek appropriate local help.
Supervisor
Before / After Proof Handoff
Same project and matched viewpoints. Visit capture is not technical sign-off or construction completion. The Contractor core still requires BEFORE, DURING, AFTER, client decisions and warranty records.
Private originalsMedia owner verificationBEST-QUALITY IMAGE GATEClient / owner approvalPortfolio / case study / socialReview / referral
All downstream steps are blocked. Synthetic refs and generated concepts cannot be real project proof.
Shared Connections
- Map / location
- Owner unresolved. No tracking, coordinates or map request.
- Notifications
- Growth OS / consent-scoped channel. Not connected.
- Calendar
- Existing Calendar OS; Emerald adapter and scope unverified. No appointment or calendar write.
- Emergency / check-in
- No verified dispatch or monitoring owner. Local synthetic records only.
- Upload / storage
- Media Gateway / Veo. No files accepted by this tour.
- Roles / assignment
- Existing Contractor project scope reused in the specification. Mission-only grants and revocation are NOT CLEARED.
- Image QA
- BEST_QUALITY_IMAGE_GATE_V1 remains fail-closed.
- Payouts / credits
- Owner unresolved. No payout or credit execution.