Quartz 5

ftf_clg_category_mapping

4 min read

🗺️ FTF Category Mapping & Taxonomy Audit

Conscious Leadership Group (CLG) Project Tasks

We reviewed all 22 live custom object Project Tasks (2-63718247) from your HubSpot portal against the three phases of the Functional Technology Framework (FTF).

Your original category assignments are 100% structurally aligned with FTF definitions! Below, we have mapped every task under its respective FTF category and classified it by type: Quick Wins, Integration Specs, and Engine Architecture.

🛡️ 1. De-Risk (The Foundation)

Objective: Eliminate Threats to Business Physics (System Risk, Billing Risk, UI/Process Confusion, Access Vulnerabilities).

graph TD
    subgraph De-Risk Category
        QW[Quick Wins] --> Task3[Deal View Fix]
        QW --> Task14[Default Deal Pipeline View]
        QW --> Task22[E-commerce Naming Convention]
        
        INT[Integration Specs] --> Task1[Beta Launch Learning Path]
        INT --> Task2[Alpha Test Learning Path]
        INT --> Task12[Match Contacts HubSpot/QBO]
        
        ENG[Engine Architecture] --> Task4[Prevent Auto-Deal Creation Prompt]
        ENG --> Task16[Client Portal Triggers]
    end

A. Quick Wins ⚡

Immediate administrative, layout, or standard workflow configurations requiring zero custom code.

  • Deal View Fix (Task #3): Standardize the deal view for Executive Assistants (resolving Abigail’s legacy UI view).
  • Default Deal Pipeline View (Task #14): Configure global presets so coaches default to the Coaching Pipeline, Board View, with a “My Deals” filter active.
  • E-commerce Naming Convention (Task #22): Set up standard workflow naming logic: [First Name] [Last Name] – [Product Name] – [Product Date].

B. Integration Specs 🔌

API endpoint mappings, field handshakes, and third-party SaaS synchronization logic.

  • Beta Launch Coaching Learning Path #1 (Task #1): Define initial user provisioning and access control permissions.
  • Alpha Test Coaching Learning Path (Task #2): Establish parent-child relational logic between learning paths and individual cohort accounts.
  • Match Contacts (HubSpot/QBO) (Task #12): Map parent-child customer hierarchies and isolate the specific Billing Contact to ensure QBO invoices align correctly.

C. Engine Architecture 🧠

Complex data relationships, automation state machines, or custom permission rules.

  • Prevent Automatic Deal Creation Prompt in Lead Pipeline (Task #4): Restructure the pipeline stage transition behavior. Disable automatic UI prompt-on-drag while keeping background workflows notifying EAs for deal execution.
  • Client Portal Triggers (Task #16): Code the HubSpot workflow webhook triggers to push structured JSON payloads when customer state transitions happen.

⚙️ 2. Unclog (The Multiplier)

Objective: Remove Operational Bottlenecks, Redundant Admin overhead, and Manual Data Silos.

A. Quick Wins ⚡

  • Deal / Line Item Property Cleanup (Task #8): Move Contract Duration to Line Items; delete product-specific coach attribution cards on Deals to clean up the CRM side-bars.
  • Task Association Improvements (Task #17): Update lead-routing workflows to automatically associate newly created tasks with their parent Contact/Company records so coaches don’t have to search manually.

B. Integration Specs 🔌

  • Migrate Feedback Surveys (Task #15): Recreate Typeform surveys inside native HubSpot Forms, adding a standard coach attribution dropdown menu.
  • Migrate Calendly to HubSpot (Task #18): Inventory and recreate all coach schedulers within HubSpot meetings to natively capture session dates.
  • Event Registration (Task #20): Integrate event registration forms with standard pipelines.

C. Engine Architecture 🧠

  • Quotes, MSAs, and SOW (Task #6): Design the automated quotes templating engine, product-specific logic branches, and signature-status tracking flows.
  • Revenue/Commission Schedules (Task #21): Code the calculations for subscription tracking and billing term allocations to avoid duplicative billing entries.

📈 3. Scale (The Accelerator)

Objective: Maximize Revenue Capture, Leverage Organic Distribution, and Embed Machine Intelligence.

A. Quick Wins ⚡

  • Rename ‘Lead’ to ‘Source’ (Task #19): Execute system-wide rename of legacy “Lead” properties to “Source” to prevent overlap with the newly activated HubSpot Lead Pipeline.

B. Integration Specs 🔌

  • Affiliate Links (Task #9): Map coach affiliate URLs to tracking parameters (utm_source / custom parameters) that auto-enroll buyers under specific coach records at checkout.

C. Engine Architecture 🧠

  • Finance Reconciliation (Task #5): Standardize HubSpot’s recurring revenue metrics (hs_recurring_revenue_amount, inactive dates, etc.) to ensure automated financial compliance.
  • AI Form Matching (Task #7): Design a beta prompt-routing engine mapping Socratic interest form submissions to the optimal coach, presenting predictions as CRM recommendations for Joyce Chen to review.
  • Sales Dashboards (Coach) (Task #10): Build CRM analytics dashboards tracking coach-level activity, pipeline health, and progress toward the $150K annual threshold.
  • Finance Dashboard (Task #11): Architect comprehensive organization-wide financial performance boards (MRR/ARR growth, AR Aging summaries, billing trends).
  • Marketing Dashboard (Task #13): Build ROI-attribution models detailing UTM tracking efficacy and campaign funnel conversion.

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