StoneGate AI Control Center

Target package$10K Partner

90-day initial

Attention needed

Fallback$5K Growth

After day 30 if value is unclear

Waiting

Proof checkpointDay 30

Value review before downgrade option

On track

Founder accessPriority

Same-day urgent response

On track

Account Command Strip

Current stage, value, probability, decision date, stakeholder, blocker, action, owner, and source freshness.

Current stageAttention needed

Premium Partnership close prep

Forecast valueAttention needed

$30K / 90 days

ProbabilityWaiting

Demo estimate: 45%

Decision dueBlocked / urgent

Before final client meeting

Next meetingWaiting

TBD by Raul

Main stakeholderAttention needed

Shawn / Tom

Current blockerBlocked / urgent

Close-room approval

Next actionAttention needed

Approve Partner framing

OwnerOn track

Raul

Last updateIn progress

June 2, 2026

Stage Timeline

The account path from internal framing to owner-approved client-safe output.

1. Internal framingOn track

Partner is recommended package. Growth remains fallback.

2. Safety designIn progress

30-day proof checkpoint and downgrade path protect the client.

3. Final meeting roomAttention needed

Needs objection handling, proof criteria, and asset checklist.

4. Client-safe releaseBlocked / urgent

Blocked until Raul approves.

Stakeholder Map

Who is involved, what each person needs, and who can approve release.

ShawnAttention needed

Value buyer. Needs premium scope to feel safer than a smaller start.

TomAttention needed

Operational validation. Needs proof checkpoint and delivery clarity.

RaulBlocked / urgent

Final approver for offer posture and client-facing material.

Financial Comparison

Offer economics, fallback logic, risk, and forecast caveats.

PartnerAttention needed

$10K monthly target, 90-day initial, flagship operating system.

GrowthWaiting

$5K fallback only if day-30 value is not clear.

RiskBlocked / urgent

Discounting too early underbuilds the operating layer.

Objection Log

Likely objections and the internal response path before client-facing use.

Too expensiveAttention needed

Anchor to operating control, founder priority, and proof checkpoint.

Start smallerWaiting

Position Growth as safe fallback after proof, not the recommended start.

Need proofBlocked / urgent

Define day-30 evidence before final meeting.

Proof Criteria

Evidence required before value, delivery, or close recommendations can be trusted.

Revenue leakageAttention needed

Estimate follow-up, AR, and missed opportunities visible.

Field accountabilityAttention needed

Photo, moisture, equipment, and closeout proof requirements mapped.

Decision safetyOn track

Day-30 review decides keep Partner or downgrade to Growth.

Decision History

Owner decisions and analysis milestones for replay and handoff.

June 1On track

Partner identified as strongest internal recommendation.

June 2In progress

Unified phase requires executive close-room layer before deploy talk.

Risk Mitigation

What must stay guarded while this remains a local internal command center.

Scope riskAttention needed

Keep Partner as OS build, not a loose automation package.

Client pressureAttention needed

Use proof checkpoint instead of discounting.

Data riskBlocked / urgent

Keep finance recommendations demo until QuickBooks/source data exists.

Client-Safe Asset Checklist

Which assets can remain internal and which are blocked until approval.

Internal proposalOn track

Allowed in local app only.

Client-facing proposalBlocked / urgent

Blocked until Raul approval.

Workflow mapWaiting

Needs source confirmation before external use.

Client Control Modules

Shared sections for revenue, operations, workflows, tasks, assets, meetings, metrics, and agent workbench.

Owner: Raul

Contacts: Shawn and Tom
Current decision: Growth vs Partnership
Target package: $10K Partner
Fallback: $5K Growth
Main risk: starting too small and underbuilding the OS
Positioning: Growth is a strong start. Partnership is the operating layer.

Next Best Actions

Concrete next moves for the account.

Build final Partner close checklistDemo data

The biggest revenue move is the Partner decision.

Confirm meeting sequence and proof checkpoint language.

Attention neededCriticalRaulThis week

Map estimate follow-up and field proof workflowsDemo data

These workflows make Partner tangible.

Draft workflow cards and missing input questions.

Agent workingHighCodexNext build session

Decisions Needed

Approvals or calibration required before accuracy improves.

Use $10K Partner as the recommended packageDemo data

Approve close-room framing before any client-facing use.

Requested from Raul / Last updated 2026-06-01

Attention neededCriticalCoastal Restoration

Tasks & Roadmap

Search and filter the current work tied to this account.

SearchStatus

Work	Status	Priority	Owner	Due	Next step
Approve Coastal Partner close framingCoastal Restoration	Attention needed	Critical	Raul	This week	Review 90-day commitment and downgrade safety language.

1 visible records

Documents & Assets

Internal placeholders for proposal, scripts, maps, notes, and proof assets.

Internal proposalDemo data
Client-facing proposalDemo data
Workflow mapDemo data
Screenshot checklistDemo data

Missing Data / Calibration Needed

Inputs required before demo data can become trusted operational data.

Area	Missing	Priority	Blocks accuracy	Provider	Suggested question
Coastal	Final package decision and current CRM/toolsControls whether Partner, Growth, or a staged path appears in live planning.	Critical	Yes	Raul / Coastal	What package language has already been shown to Shawn and Tom?
Coastal	QuickBooks access, field SOPs, and estimate follow-up processNeeded before finance, field accountability, and revenue leakage dashboards can be factual.	High	Yes	Coastal	Which finance and field tools are currently used every week?