$67.5k potential
15 active prospects · scoreboard snapshot
Friday · September 18, 2026 · Round 1 archive
Turn the handoff into momentum.
One calm surface for Crestlake’s pipeline, agent swarm, proofs, and next founder moves. The fastest path to revenue is still visible at a glance.
4 ready
$15.5k predicted 7-day revenue
$0 first close ahead
No client or payment actions run here
17% 4 / 24
Proposals and demos are the completed work
Pipeline pulse
Where the opportunity is sitting right now
15Active prospects
5Outreach ready
3Proposals ready
0Closed won
$13.85k
weighted 7-day forecast
weighted 7-day forecast
+ $23.5k at 30 days
Founder queue
Keep the human window sacred
Recent system activity
Evidence from the indexed handoff
✦
Sage identified four hot prospects and a $15.5k 7-day close forecast.
Round 1↗
Vox prepared 55 outreach touchpoints across six sequences.
Round 1▤
Forge completed a reusable contractor template and Faden demo.
Round 1⌁
Keystone established the dashboard, rules, tracker, and reporting spine.
Round 1Non-negotiables
Always visible, never buried in a file
No money without permission
Domains, hosting upgrades, subscriptions, ads, filing fees, and other business spend require Matt’s approval.
Morning summary first
Use the personal assistant morning summary before other daily work begins.
Snapshot source: Downloads/Crestlake-Studio-Handoff.zip
Last indexed: June–July 2026 handoff documents
Sales operating view
Pipeline, without the fog.
Search the 15-prospect working set, filter by close temperature, and open a prospect for its recommended next move.
15 prospects
| Business | Signal | Score | Package | Value | Owner | Next move |
|---|
Execution timeline
The next 30 days, in order.
A source-backed operating clock for launch, outreach, close, delivery, and proof. Check off the local view as work is actually verified.
30-day blueprint · source-backed
Move from activation to a repeatable operating rhythm.
The first three days come from the handoff’s 72-hour execution plan. Days 4–30 use the documented agent cadence and the six-touch outreach sequence. A signed client can enter the separate 9–14 day Catalyst delivery clock without changing the sales clock.
30calendar days
6outreach touches
9–14delivery days if triggered
Local completion
0 / 30Evidence-based checkoffs only0%
Guardrail: this is an operating plan, not a claim that the work is complete. Founder gates, client approvals, payments, permissions, and external sends stay human-reviewed.
30 days
72-HOUR-EXECUTION-PLAN.mdDays 1–3 launch sequence and Day 4+ cadence
SOP-003-Outreach-Sequence.mdDay 1 / 3 / 7 / 14 / 21 / 30+ touches
SOP-004-Project-Delivery.mdSigned contract + 50% deposit trigger
Catalyst-R1-Delivery-System.mdDiscovery through launch in 9–14 days
Client delivery substack
From signed scope to clean handoff.
A conditional fulfillment lane for a real client project. Activate it only after the contract is signed and the 50% deposit is verified; every external, payment, credential, and publication gate stays human-reviewed.
Catalyst · project clock
Six phases, one accountable delivery spine.
Use the stack to track Discovery, Design, Build, Revisions, Launch, and Handoff without confusing a proposed workflow for an active client project.
Trigger: signed contract + 50% depositLocal phase completion
Checklist only · no external actions0 / 6
Delivery substack
Source-backed windows and gates from SOP-004 and Catalyst R1
Scope rule: client delays, missing content, scope creep, extra revisions, final payment, launch approval, and public proof permissions pause the relevant phase until the owner or client decision is recorded.
Keystone + Sage · Friday review
Close the week with evidence.
A founder-scannable weekly review based on the handoff tracker: revenue, pipeline movement, delivery, proof, agent performance, founder time, risks, and the next priority set.
Ten review categories
Check a category only when its evidence is present in the report.
Agent performance baseline
Inherited Round 1 scores, not live performance for this local report window
| Agent | Lane | Baseline signal | Review note |
|---|---|---|---|
| Vox | Outreach | 235 pts · 55 touchpoints | Strongest volume signal; verify sends before treating as current. |
| Sage | Closing | 210 pts · 4 hot prospects | Protect the founder close window. |
| Atlas | Offer + proposals | 54 pts · 3 proposals | Founder review required for price and claims. |
| Keystone | Documentation + ops | 20 pts · reporting spine | Reconcile dated snapshots before live use. |
Supporting agent system
Eight roles. One operating rhythm.
The handoff’s swarm is now legible: each agent has a lane, a score, a state, and a clear handoff into the next decision.
How work moves
From signal to proof, with founder approval where it matters
01Ember finds and scores
02Atlas packages the offer
03Vox and Sage move the deal
04Catalyst and Prism turn it into proof
Proof and delivery library
Everything ready to show.
The handoff contains a strong proof base: 10 personalized proposals, 10 self-contained demos, and a full agency site ready for the next controlled move.
Prospect kits
Each kit pairs a proposal with a demo
Delivery foundation
Supporting material already in the handoff
5 SOPsScoring, proposal, outreach, delivery, report
Ready5 Round 1 outputsEmber · Atlas · Vox · Forge · Sage
ReadySupabase schemaTables, RLS policies, indexes, seeds
BlockedDeployment guideCloudflare Pages paths and SPA rules
ReadyCare-plan offersBasic $99 · Growth $199 · Authority $399+
ReadyOperating policy
Keep the system trustworthy.
The dashboard makes the source rules visible so an agent can advance work without silently crossing a business or ethical boundary.
Policy board
These rules apply before any downstream action
No money without permission
Do not purchase domains, upgrade hosting, subscribe to software, run ads, pay filing fees, or incur any business expense without Matt’s approval.
Morning summary first
Start every day with the personal assistant morning summary. It is the first operating task, not an afterthought.
Evidence over claims
Do not invent business data, reviews, testimonials, client status, or performance results. Flag human review when proof is missing.
Respect the founder window
Escalate only the moves that justify Matt’s limited 2-hour close window. Keep calls, approvals, and unusual terms concrete.
Keep outreach human
Personalize messages, honor do-not-contact requests, avoid duplicate outreach, and flag legal or sensitive situations.
Never launch placeholders
Client-facing work needs real content, tested forms, mobile checks, and a completed handoff checklist before launch.
Handoff provenance
Know what this view is built from.
Every number and lane here is a compact reading of the local Crestlake Studio handoff—not a live CRM, inbox, payment system, or deployment control plane.
Indexed source map
Read-only inputs used to seed this dashboard
| Source | What it powers | Confidence |
|---|---|---|
| README.mdHandoff root | Mission, architecture, deployment status, 8-agent model, brand tokens | Primary |
| 08-Operations/Dashboard.mdLive dashboard snapshot | Pipeline stages, founder queue, weekly metrics, blockers | Primary |
| 08-Operations/SCOREBOARD.mdRound 1 results | Agent scores, outputs, forecasts, competition state | Primary |
| 11-Pending-Tasks/PENDING-TASKS.mdRoadmap + prospect list | 10-prospect quick reference, task priorities, blockers | Primary |
| 01-Brand/Brand-Guidelines.mdIdentity system | Ink, Paper, Signal, Slate, Gold; Bricolage + Inter; voice guardrails | Primary |
| 03-Proposals + 04-Client-DemosProof library | 10 personalized proposal files and 10 demo sites | Indexed |
| 08-Operations/plan + sops30-day blueprint | 72-hour launch, 30-day outreach, delivery clock, and review boundaries | Primary |
Source archive: /Users/matthewnolan/Downloads/Crestlake-Studio-Handoff.zip
Dashboard build: output/crestlake-handoff-dashboard/index.html