| Two of three Apollo rep switch fields are applied but unread |
to do |
Unassigned |
|
2026-10-02 |
| Win-back pilot: campaign + audience files never reach the container (a redeploy silently breaks the next rollout) |
to do |
Unassigned |
|
2026-10-09 |
| Win-back pilot: gate health is not enforced before advancing, and is read too early to mean anything |
to do |
Unassigned |
|
2026-10-09 |
| Win-back pilot: fix the copy BEFORE the remaining 1,648 — name casing, no salutation, org addresses |
to do |
Unassigned |
|
2026-10-09 |
| Win-back pilot: Mailtrap webhook delivers NO events — health gating and bounce suppression are blind |
to do |
Unassigned |
|
2026-10-09 |
| Apollo sequence state is erased on Lead conversion (fields don't exist on Contact/Potential) |
to do |
Unassigned |
|
2026-10-01 |
| Build Mike's intro sequence in Apollo (reuse industry intros); route his two dated messages to Brevo |
to do |
Unassigned |
|
2026-10-01 |
| Build Jim's edited intro sequence in Apollo (sequence lifecycle stages 3-7 prep, no activation) |
to do |
Unassigned |
|
|
| Industries: handover of everything done, so Njui is not rediscovering it |
to do |
Unassigned |
|
2026-09-24 |
| Send Matt the in-progress boat dealers copy to compare (promised on the 22 Sep call) |
to do |
Unassigned |
|
2026-10-01 |
| Tell Mike the Zoho fields are fixed (verified live, not yet communicated) |
to do |
Unassigned |
|
2026-10-01 |
| Map the two triggers Alecia promised Matt on the 22 Sep call |
to do |
Unassigned |
|
2026-10-01 |
| Review and merge PvtPlan/dockblocks-data-ops#305 |
in review |
Unassigned |
|
2026-10-02 |
| D17: turn on weekend daily sends, two launchd schedules are still weekday-only |
to do |
Unassigned |
|
|
| Rep-digest deadman cannot read Brevo and is stuck 151 commits behind |
to do |
Unassigned |
|
|
| Deploy the rep-digest daily verification gate and its watcher |
to do |
Unassigned |
|
|
| Backfill USA_State on the 224 leads from the 2026-09-17 outbound import |
to do |
Unassigned |
|
2026-09-28 |
| Eight published paths have no fingerprint, so published_pages_are_really_there fails |
to do |
Unassigned |
|
|
| Route Apollo replies to owning rep, not just the recurring alert to Alecia |
to do |
Unassigned |
|
|
| Put the phone lookup step back in the three Apollo automations |
to do |
Unassigned |
|
|
| Zoho state and country field fix list, 26 rows |
to do |
Unassigned |
|
2026-10-07 |
| Fix invalid Boat Lift value on Deals Type picklist |
to do |
Unassigned |
|
|
| Plan lifecycle email system: what we reuse from the sequence runbook, modular templates, journey maps |
to do |
Unassigned |
|
|
| Boat dealers decide and log lessons |
to do |
Unassigned |
|
|
| Boat dealers measure results |
to do |
Unassigned |
|
|
| Boat dealers launch |
to do |
Unassigned |
|
|
| Boat dealers build into Apollo |
to do |
Unassigned |
|
|
| Boat dealers sequence: dealer-program-v1 lifecycle pilot |
to do |
Unassigned |
|
|
| Finish Industry picklist cleanup for dealer accounts |
to do |
Unassigned |
|
|
| Check the numbers and plan before they go to Matt |
to do |
Unassigned |
|
|
| Review phone duplicate merge dry run and mark decisions |
to do |
Unassigned |
|
|
| Get Proofpoint relays 205.220.189.73 and .74 removed from the all.s5h.net blocklist |
in progress |
Unassigned |
|
2026-09-23 |
| Populate the empty filter fields in the outbound leads view |
to do |
Unassigned |
|
2026-10-06 |
| Stop Brevo blocking reps' links in the daily email |
to do |
Unassigned |
|
2026-10-06 |
| Pin the fall-off window and explain the follow-through counts on the page |
to do |
Unassigned |
|
2026-10-06 |
| Give a lead that replies not ready twice a way off the list |
to do |
Unassigned |
|
2026-09-23 |
| Check every suggested next action against the real Zoho statuses |
to do |
Unassigned |
|
2026-10-06 |
| Put yesterday's activity above the reply backlog and state the sort |
to do |
Unassigned |
|
2026-10-06 |
| Relabel the replies count so it does not read as yesterday |
to do |
Unassigned |
|
2026-10-06 |
| Fix what confused the reps in the daily email before sends resume |
to do |
Unassigned |
|
2026-10-06 |
| Quote or drop the corrected email addresses count |
to do |
Unassigned |
|
2026-10-06 |
| Quote the outbound email activity metrics from Brevo and Apollo |
to do |
Unassigned |
|
2026-10-06 |
| Clone the outbound prospects view into six Zoho views for the email |
to do |
Unassigned |
|
2026-10-06 |
| Outbound email header: leads added by the rep and by Njui |
to do |
Unassigned |
|
2026-10-06 |
| Split the rep daily email into Inbound and Outbound summaries |
to do |
Unassigned |
|
2026-10-06 |
| Split each rep's daily email into Outbound & Prospecting and Inbound & Potential |
in progress |
Unassigned |
|
2026-10-06 |
| Decide how duplicate website leads are handled now that Mike wants dedupe back on |
to do |
Unassigned |
|
|
| Wire the Remove from Sequence checkbox to stop the Apollo intro sequence |
to do |
Unassigned |
|
2026-10-06 |
| Send Thalia the pages our outbound emails link to before her SEO cleanup |
to do |
Unassigned |
|
2026-10-06 |
| Copy Matt's new Leads and Contacts layout to Potentials, Quotes and Sales Orders |
to do |
Unassigned |
|
2026-10-06 |
| Finish the Lead Source Std backfill and fix the MarineMax list's missing lead source |
to do |
Unassigned |
|
2026-10-06 |
| Send the reps a weekly email engagement summary |
to do |
Unassigned |
|
2026-10-06 |
| Load the reps' own intro emails into the existing sequences, starting with Mike's boat show run |
to do |
Unassigned |
|
2026-10-06 |
| Write the reps' daily email and Zoho filtering instructions |
to do |
Unassigned |
|
2026-10-06 |
| Run the reps' prospecting lists through the outbound engine |
to do |
Unassigned |
|
2026-10-06 |
| Build a trained propensity model for call prioritisation |
to do |
Unassigned |
|
|
| Reconcile the remaining kit part counts to the configurator, starting with DLB |
to do |
Unassigned |
|
2026-10-05 |
| Retired duplicate products can still be picked, and they vanish from BMS pick tickets |
to do |
Unassigned |
|
2026-10-05 |
| Review the distributor ordering system and give feedback |
in progress |
Unassigned |
|
|
| Enable Gmail Postmaster Tools API access for dock-blocks.com |
to do |
Unassigned |
|
|
| Connect dockblocks-data-ops to the ClickUp GitHub integration |
to do |
Unassigned |
|
|
| Distributor tax fallback needs a defined state rate table |
to do |
Unassigned |
|
|
| 41 people replied to cold outreach and nobody was told, and the digest that would tell them has no owner |
to do |
Unassigned |
|
|
| Prove Apollo sequence state reaches Zoho, or the outbound block stays empty |
to do |
Unassigned |
|
|
| Nothing reports how a campaign performed, so the only signal anyone gets is an alarm |
to do |
Unassigned |
|
|
| Machine replies to campaigns land in two mailboxes nobody can read |
to do |
Unassigned |
|
|
| A hard bounce has never been proven to reach suppression |
to do |
Unassigned |
|
|
| Nothing detects a spam complaint, on an account at strike two |
to do |
Unassigned |
|
|
| Government_Sector is blank on 76 leads; 13 map to existing values |
to do |
Unassigned |
|
|
| The architecture catalog is a photograph, and the extractor cannot run |
to do |
Unassigned |
|
|
| A quote request to sales@ never reached Zoho |
to do |
Unassigned |
|
2026-09-27 |
| Canary counts a monitor's breach exit as a failed job |
to do |
Unassigned |
|
|
| Bad and unverified addresses become Zoho records reps can work |
to do |
Unassigned |
|
2026-09-11 |
| Labor Day 2026 send: finish the automation and schedule |
to do |
Unassigned |
|
2026-09-11 |
| Two suppression files, and the enrolment gate could not see one of them |
to do |
Unassigned |
|
2026-10-09 |
| Watch the four sending mailboxes and tell the rep when a prospect replies |
to do |
Unassigned |
|
2026-10-09 |
| Dock Blocks staff are enrolled in our own cold sequences |
to do |
Unassigned |
|
2026-09-28 |
| Document how Brevo lets us send from any address on an authenticated domain |
to do |
Unassigned |
|
|
| Delete two dead Apollo workflow clones |
to do |
Unassigned |
|
2026-10-09 |
| Rotate three exposed credentials |
to do |
Unassigned |
|
2026-09-11 |
| Clean up the Zoho Industry picklist against Matt's taxonomy |
to do |
Unassigned |
|
|
| Decide what No Info means for the sequence sweep |
to do |
Unassigned |
|
2026-10-09 |
| Zoho to Apollo delta sync, replacing the nightly full scan |
to do |
Unassigned |
|
2026-10-09 |
| Video and photos in the nurture emails, after promotion to Brevo |
to do |
Unassigned |
|
|
| Ambassador and rep-group routing: the two answers Matt gave, unbuilt |
to do |
Unassigned |
|
2026-09-25 |
| Add the see-all-commercial-leads link Matt says is missing |
to do |
Unassigned |
|
2026-09-18 |
| Confirm what engagement activity the daily email actually pulls |
to do |
Unassigned |
|
2026-10-09 |
| Distributor orders need their own lead source in Zoho |
to do |
Unassigned |
|
2026-10-09 |
| Set the per-distributor links and arm the distributor writes |
to do |
Unassigned |
|
2026-10-09 |
| Send every distributor order confirmation to George, Matt and the distributor |
to do |
Unassigned |
|
2026-10-09 |
| Rebuild the order document as the distributor price list |
to do |
Unassigned |
|
2026-10-09 |
| Add a Rep Group field across the five Zoho modules |
to do |
Unassigned |
|
2026-10-09 |
| Set LFS up end to end: account, Rep Group, lead source and its private link |
to do |
Unassigned |
|
2026-10-09 |
| Outbound launch held: the stop-signal gap and the duplicate-lead hazard |
to do |
Unassigned |
|
2026-10-09 |
| A lead created from a phone call reads as call-in, not web |
to do |
Unassigned |
|
2026-09-19 |
| Charleston orders marked Shipped: review list for George |
to do |
Unassigned |
|
2026-10-09 |
| Decide how phone and email duplicates are resolved, given 148 shared switchboards |
to do |
Unassigned |
|
|
| Deploy the Charleston shiplog fix to the checkout that actually runs it |
to do |
Unassigned |
|
2026-10-07 |
| Carry Project Type into the rep digest so commercial leads sort to the top |
to do |
Unassigned |
|
2026-10-07 |
| Municipalities outbound: pre-launch chain |
in progress |
Unassigned |
|
2026-10-06 |
| Diagnose why answered PPC calls create no deals, quotes or sales orders |
to do |
Unassigned |
|
2026-10-01 |
| Give every rep Apollo leads to call every single day |
in progress |
Unassigned |
|
2026-10-06 |
| Add a spam phone call lead status and report on call outcomes |
in progress |
Unassigned |
|
2026-10-05 |
| Deadman forgets a job ran when its plist is reloaded |
in review |
Unassigned |
|
|
| Reconcile Apollo sequence enrolments against Zoho lead ownership |
to do |
Unassigned |
|
2026-10-01 |
| Prove the SMS opt-out path actually works |
to do |
Unassigned |
|
2026-09-28 |
| Register form_id and form_destination as GA4 custom dimensions |
to do |
Unassigned |
|
|
| Lead Source is blank on every form notification |
to do |
Unassigned |
|
|
| Daily digest under-reports orders and quotes |
in review |
Unassigned |
|
2026-09-29 |
| Carry dock type through to Sales Orders |
in progress |
Unassigned |
|
|
| Ship-log notifications never leave the container |
to do |
Unassigned |
|
2026-10-05 |
| Onboarding pack and runbook for distributor order intake |
in progress |
Unassigned |
|
2026-10-09 |
| Give each distributor a record and a link of their own |
to do |
Unassigned |
|
2026-10-07 |
| Clean up the Lead Status dropdown, duplicates and mismatched stored values |
to do |
Unassigned |
|
|
| Backfill Lead Source Std on leads created before the rule went live |
to do |
Unassigned |
|
|
| One product code should mean one product, 24 of them do not |
to do |
Unassigned |
|
2026-08-31 |
| Stop the reconversion loop rewriting one lead thousands of times |
in progress |
Unassigned |
|
2026-10-09 |
| Share Rill dashboard + MCP access with Matt (blocked: Cloudflare Access role) |
to do |
Unassigned |
|
|
| Build DK-37 Lead_Source_Std write-back and audit trail |
to do |
Unassigned |
|
|
| Recommend which kayak numbering is canonical, the sheet or Shopify |
in review |
Unassigned |
|
|
| Build the distributor order intake so a filled template reaches Zoho |
in progress |
Unassigned |
|
2026-10-09 |
| Map type of dock and watercraft onto Potentials and Sales Orders |
to do |
Unassigned |
|
|
| Link calls made and calls answered to a Zoho view of who was called |
in review |
Unassigned |
|
2026-09-19 |
| Restore website visits and email opens to the top of the daily |
in review |
Unassigned |
|
2026-10-09 |
| Confirm the lead source workflow is populating, now that the four rules are on |
to do |
Unassigned |
|
|
| Add the product breakdown and one conversion definition to the marketing page |
to do |
Unassigned |
|
|
| Alert when the eVoice to Zoho sync does not run |
to do |
Unassigned |
|
|
| Traffic source on every lead and every call |
to do |
Unassigned |
|
|
| Trace Apollo conversions and stand up consistent sequence reporting |
to do |
Unassigned |
|
2026-10-09 |
| No opt-out or postal address in any Apollo cold-outreach email |
in progress |
Unassigned |
|
2026-10-09 |
| Repair the plaintext part on the two live Apollo intro sequences |
in progress |
Unassigned |
|
2026-10-09 |
| Fix Apollo sender names and reply routing on the four outreach mailboxes |
in progress |
Unassigned |
|
2026-10-09 |
| Give the Send A suppressed-totals flag a decision or an expiry |
in progress |
Unassigned |
|
2026-09-14 |
| Enrich Zoho from HubSpot: get 22 field creations approved, then run the backfill |
in progress |
Unassigned |
|
|
| Build the audience engine: segment definitions as data, not per-campaign scripts |
in review |
Unassigned |
|
2026-09-19 |
| Phone dedupe pulls 114.8k leads daily and merges nothing: decide the shape |
to do |
Unassigned |
|
|
| Rep sends: port the agreed spec rules into the running pipeline |
in review |
Unassigned |
|
2026-09-19 |
| Build the nurture, channel and attribution map with the attribution split |
to do |
Unassigned |
|
|
| Write the three recommendations Matt asked for |
to do |
Unassigned |
|
|
| Map the product-preference field through Zoho so the form answer is usable |
to do |
Unassigned |
|
|
| Add the product-preference question to the Special Savings form and publish it |
in progress |
Unassigned |
|
|
| Verify the eVoice 3 leg ring billing against the 344 minute overage |
to do |
Unassigned |
|
|
| Write and load an after hours greeting for the x2 service line |
to do |
Unassigned |
|
|
| Re-record the Customer Service x2 personal greeting in the Matilda voice |
to do |
Unassigned |
|
|
| Get outcome visibility on eVoice voicemails |
to do |
Unassigned |
|
|
| Remove the auto attendant and stop the 795 silent hang-ups |
to do |
Unassigned |
|
2026-08-28 |
| Place live test calls on 941-270-4120 and 941-646-8475 |
to do |
Unassigned |
|
|
| Re-record the 941-646-8475 greeting in Jim's name |
to do |
Unassigned |
|
|
| Add ring and voicemail to the Utah line 801-895-2064 |
to do |
Unassigned |
|
|
| Rill dashboard for HubSpot attribution |
to do |
Unassigned |
|
|
| Industries: read Matt's email reply, then update the classification |
in progress |
Unassigned |
|
|
| Existing-lead classification backfill |
to do |
Unassigned |
|
|
| Re-derive Lead Cause on leads mislabelled during the Jul 29 activation window |
to do |
Unassigned |
|
|
| eVoice call attribution: pull Call History, tie calls to Zoho leads |
in progress |
Unassigned |
|
|
| Savings pop-up form: nurture gap + consent capture |
in progress |
Unassigned |
|
|
| Fix automated email copy: product names, never imply parts fail |
in progress |
Unassigned |
|
|
| Synapse SDR: build the structured program |
to do |
Unassigned |
|
|
| B2B content library from Matt's Marketing Drive |
in progress |
Unassigned |
|
2026-09-21 |
| AI sales reports: weekly lead-generation summary |
in review |
Unassigned |
|
|
| AI sales reports: weekly rep scorecard |
in review |
Unassigned |
|
|
| AI sales reports: daily rep inbox summary |
in review |
Unassigned |
|
2026-10-09 |
| Send Mike follow-up questions by email |
to do |
Unassigned |
|
|
| Template cleanup: remove stale PVC quote + fix duplicate-email issue |
to do |
Unassigned |
|
|
| Zoho quote-email deliverability audit |
to do |
Unassigned |
|
|
| Automated quote follow-ups (3-day and 7-day if status unchanged) |
to do |
Unassigned |
|
|
| Rep scoreboard: leads/quotes/sales funnel + time-in-stage |
in progress |
Unassigned |
|
2026-10-05 |
| CDP for Lifecycle |
in progress |
Unassigned |
|
|
| Split two-SO by warehouse-first product filter (backlog) |
to do |
Unassigned |
|
|
| Clean up duplicate part numbers + lock free-text product create |
to do |
Unassigned |
|
|
| Define sales-order survey fields for testimonials |
to do |
Unassigned |
|
|
| Audit shiplog automation + CRMOz workflow |
in review |
Unassigned |
|
|
| GA4 audit and diagnostic report |
in progress |
Unassigned |
|
|
| Enable Meta + Bing ad access and configure tracking |
in progress |
Unassigned |
|
|
| Redesign Lead Source taxonomy and apply cleanup in CRMOz |
in progress |
Unassigned |
|
|
| Sample and verify click-ID leads in CRMOz field mapping |
in review |
Unassigned |
|
|