Lifecycle

Where every client stands, replayed from their events. Delivery enforces this same machine on every action, so what you see here is what the system will allow.

The process

Every state and every flow, generated from the machine itself — so this is exactly what delivery allows, not a description of it.

  • qualificationstartall regions below run at once11 clients
    • moved to Onboarding Scheduled in GHL → onboarding
    • an admin forcing the client forward when the target is delivery → delivery
    • an admin forcing the client forward when the target is onboarding → onboarding
    • automatically when the invoice is paid AND the contract is signed → delivery
    • payment
      • pendingstart
        • automatically when the invoice is paid → settled
      • settled
    • contract
      • unsignedstart
        • automatically when the contract is signed → signed
      • signed
    • contextinformational — gates nothing
      • emptystart
        • a transcript ingested → ingested
      • ingested
    • auditinformational — gates nothing
      • audit completed when the verdict is qualified → audit.qualified
      • audit completed when the verdict is unqualified → audit.unqualified
      • audit completed → audit.insufficient
      • audit failed → audit.failed
      • verdict overridden when the verdict is qualified → audit.qualified
      • verdict overridden when the verdict is unqualified → audit.unqualified
      • verdict overridden → audit.insufficient
      • override cleared when the last audit said qualified → audit.qualified
      • override cleared when the last audit said unqualified → audit.unqualified
      • override cleared when the last audit said insufficient_evidence → audit.insufficient
      • override cleared → audit.unaudited
      • unauditedstart
      • qualified
      • unqualified
      • insufficient
      • failed
    • proposalinformational — gates nothing
      • nonestart
        • proposal kicked off → generating
        • proposal published → published
        • proposal failed → failed
      • generating
        • proposal published → published
        • proposal failed → failed
      • published
        • proposal kicked off → generating
        • proposal failed → failed
      • failed
        • proposal kicked off → generating
        • proposal published → published
  • onboardingall regions below run at once0 clients
    • an admin forcing the client forward when the target is delivery → delivery
    • automatically when the invoice is paid AND the contract is signed → delivery
    • payment
      • pendingstart
        • automatically when the invoice is paid → settled
      • settled
    • contract
      • unsignedstart
        • automatically when the contract is signed → signed
      • signed
  • deliveryall regions below run at once1 client
    • engagement
      • kickoffstart
        • kickoff call held → building
      • buildingall regions below run at once
        • every region inside has finished → launchReady
        • infra
          • warmingstart
            • inbox warmup complete → ready
          • readyfinal — nothing leaves this state
        • strategy
          • pipelinestart
            • strategy pack delivered → packDelivered
          • packDelivered
            • strategy pack approved → approved
          • approvedfinal — nothing leaves this state
      • launchReady
        • campaigns launched → live
      • live
        • renewal conversation opened → renewal
      • renewal
        • client renewed → live
        • client churned → churned
    • commsinformational — gates nothing
      • onTrackstart
        • comms SLA breached → overdue
      • overdue
        • touchpoint sent → onTrack
  • churnedfinal — nothing leaves this state0 clients

qualification11

  • Tyler Alexander

    payment › pending · contract › unsigned · context › empty · audit › unaudited · proposal › none

    1d in this phase

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Shivam .

    payment › pending · contract › unsigned · context › ingested · audit › unqualified · proposal › published

    1d in this phase · 1 transcript

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Alex Pshenianykov

    payment › pending · contract › unsigned · context › ingested · audit › qualified · proposal › published

    moved today · 13 transcripts

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Simon Cusack

    payment › pending · contract › unsigned · context › ingested · audit › qualified · proposal › published

    moved today · 1 transcript

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Dan Sleater

    payment › pending · contract › unsigned · context › ingested · audit › unqualified · proposal › published

    moved today · 2 transcripts

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Grant Blaisdell

    payment › pending · contract › unsigned · context › empty · audit › unaudited · proposal › none

    moved today

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Stephen Groves

    payment › pending · contract › unsigned · context › ingested · audit › unqualified · proposal › published

    moved today · 1 transcript

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Daniel Shapiro

    payment › pending · contract › unsigned · context › ingested · audit › qualified · proposal › published

    moved today · 1 transcript

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Prashant Puri

    payment › pending · contract › unsigned · context › ingested · audit › qualified · proposal › published

    moved today · 2 transcripts

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • Fabien

    payment › pending · contract › unsigned · context › empty · audit › unaudited · proposal › none

    moved today

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

  • GLen Murray Kerby

    payment › pending · contract › unsigned · context › ingested · audit › unqualified · proposal › published

    moved today · 2 transcripts

    waiting on moved to Onboarding Scheduled in GHL or invoice paid or contract signed or payment gate waived or payment confirmed

onboarding0

none

delivery1

  • Alex Ryshe

    engagement › kickoff · comms › onTrack

    1d in this phase · 4 transcripts

    waiting on kickoff call held

churned0

none