Score a lead
Marketing → Sales bridge. Hot creates a same-day Jonathan task.
Marketing kit
Chapter taxonomy from The Road to Retirement spine. Compliance-gated.
Compliance gate
Language library blacklist + channel footers + Green Line balance.
Onboarding pack
Fulfillment assist — education map, not auto-advice.
Archive reclaim
Ingest newsletter / workshop / unfinished-sale metadata only. Security: rows with SSN, account numbers, or exact net-worth language are rejected. Worth is stored as a band only — never raw dollars. No statement PDFs. Score toward 20 new clients/year · ~$25k each.
Load sample or ingest a CSV to populate the reclaim queue.