Session Log: 2026-06-16

📌 Summary of Work Completed

  • Refined CLG Strategic Alignment Blueprint: Surgical updates to /home/kevindockman/projects/03_clients/clg/clg_delivery_blueprint.md based on detailed client alignment notes.
    • Reconciled clg_earnings record naming format: [Customer] - [Product/LineItem] - [Category]. Specified no prefix and no coach name (represented as standard Owner property).
    • Reconciled clg_payouts record naming format: [Coach Name] - [Invoice Payment Date]. Specified strictly no prefix.
    • Aligned CLG Multi-Role Commission Rules:
      • Lead (10%): Internal indefinite vs Outside 1x referral.
      • Work (45%): Splitting 50/50 among up to 2 contributors max.
      • Work Scale Kicker (+5%): Integrated Data Hub discovery properties for W-2 payback and tracked milestone triggers, including the mandatory visual progress bar. Set end of October validation checkpoint with Tiffany.
      • Close (10%): 1-year expiration term, transitioning to Work allocation after 12 months.
      • Network Builder (5%): Conditional if/then comparison workflow for identical L/W/C owners.
      • Partner (10%): Flat pool, split equally among partners (maximum 3).
  • Created Additional High-Value Delivery Files:
    • FTF Category Mapping & Taxonomy Audit (ftf_clg_category_mapping.md): Structured 22 project tasks into De-Risk, Unclog, and Scale, equipped with a Miro-ready Mermaid diagram of the De-Risk category.
    • Data Sheets & Technical Architecture Analysis (clg_data_sheets_analysis.md): Synced role-based percentage discrepancies between Excel (legacy) and the Aligned Blueprint. Structured HubSpot-to-WordPress user and learning path integrations.
  • Intelligence Migration: Promoted all three core CLG intelligence documents into the primary memory vault at 04_Intelligence/Conscious Leadership Group/.
  • Git Sync: Staged, committed, and synced all vault changes to the remote repository for Brenn to pull down.

🛠️ Files Updated/Created

  1. clg_delivery_blueprint.md (located under 04_Intelligence/Conscious Leadership Group/)
  2. clg_data_sheets_analysis.md (located under 04_Intelligence/Conscious Leadership Group/)
  3. ftf_clg_category_mapping.md (located under 04_Intelligence/Conscious Leadership Group/)
  4. Session Log - 2026-06-16 (This file)

🔮 Next Actions

  1. Lead Alignment Presentation: Kevin to copy deliverables into Google Docs and Miro for CLG and MemberDev alignment.
  2. Verify QBO Prefixes: Capture feedback from CLG regarding QuickBooks Online account numbers [XXXX] in the ledger entries.
  3. Initiate HubSpot Custom Script Prototyping: Draft HubSpot Custom JavaScript automation workflows inside a safe developer sandbox environment.