Northr

Client Journey & Loop Board

Updated 2026-06-22 after Ivo + Elena review
source: the journey-state spine + confirmed facts
Internal operating board. Single authoritative view of where every client is. Human-confirmed facts now sit ABOVE the agents (confirmed-facts), so a thing you explain once is not re-raised. Every item is a record or an alert; a person acts (owner tagged). Refreshes twice daily.
#1 blocker - payment rail. Elena's personal card / money account is suspended, so cash collected (Kapitanovi, Food Addiction) and the Boyzone gift sub cannot reach the company, and Rambo's instalments have no clean route. Deals are closing; the money cannot land. DECIDED 22 Jun: Elena nets her commission from the cash she collects and remits the surplus to Ivo as monthly petty cash; the books record gross collected, commission, and net remitted. To activate: confirm the monthly handover + an accountant check. Boyzone gift sub still needs its link recreated on Bobby's card.
11
Won / care clients
~€200
Care contracted /mo
blocked
Reaching company (rail)
~15
In-flight
7
Open items

Loop health - did the agents run

Nightly reconcile
Ran 2026-06-22 06:33 BG. Now reads confirmed-facts first (anti-repeat). Rebuilds the spine nightly.
Reply capture
Ran 2026-06-21 21:23 BG. Next 13:22 today. Client replies / outcomes into the spine.
Care-delivery audit
Ran 2026-06-22 07:30 BG. Next Mon. Care paid-but-not-delivered + partner remittance.
NEW 22 Jun: confirmed-facts.md = human ground truth above the agents. Authority order: confirmed-facts > payments platform > ledger > client channels > memory.

Needs action - open items (owner tagged)

Payment rail (binding). No working route for cash to reach the company. Pick a rail (company account / a non-suspended provider) - everything cash-side waits on this. Ivo
Boyzone - recreate the €5/mo link on Bobby's own card (Elena's card suspended, sub broke). Elena triggers this herself + updates Slack. Elena
Kameli - collect the first €29 care month (went live, now chasing - the dynamic the new go-live rule prevents). Ivo
Champions Lab - send domain choices + fine-tune photos + social; care link fires on her pick. Ivo
Brilliantin - father (owner) sign-off before go-live; sold at 350 + 20. Elena
Follow-up cadence - DECIDED. Sent demo with no reply: nudge +2 / +5 / +10 days, then Park. Agents draft, owner sends. Now live in the reply-capture agent. Elena/Ivo send
Demo assignment - DECIDED: sheet-per-rep. Each demo assigned to a rep who works it from their own sheet; the sweep folds status back here. Activation: name the reps + assign demos. Ivo/Elena

Revenue base - won / care

ClientStageBuildCare /moOwnerNext
Kapitanovi (Kiten)Care200 paid19 cash (seasonal)ElenaOff-season rate; remit cash (rail)
Food AddictionCareinstalmentspaying (cash)Ivo/ElenaGreen; only cash-to-company (rail)
Kameli ClubCare400 paid29 chasingIvoCollect first care month
Champions LabWon200 paid19 pendingIvoDomains + photos + social
BrilliantinWon350 sold20ElenaFather sign-off, then live
Rambo (mobile service)Won5×2015ElenaCollecting; mint links (rail)
TMB Smart (consult)Won300/600n/aIvoCollect 2nd 300 on value
RakadikoWonunpaid15ElenaAnnual upfront; mint + send
Coffee DelmarClosing20015ElenaBrother of Rakadiko; annual upfront
BusinessTax (Niki)Wonfree19 or 29IvoHis choice; domain transfer
Terzieva IvanchevaWonfree19 or 29IvoHer choice; not triggered

In-flight - deployed / sent

ClientStageOwnerNext
Amari Park ResidenceSentIvo/ElenaBuild 300 (from 500); partner sign-off. 3% deal is separate
Elegance AsenovgradSent, no replyElenaApply follow-up cadence, then park
TeachyPlanetSent via NikiIvoGet POC number from Niki
Malkiya YavorDemoed, likedIvoBottleneck: Ivo send the email
BogdanoviSentIvo/ElenaAwaiting his yes to go live
Iskash da hapneshClosingElenaFinal follow-up
Life Partners PlovdivCase studyPeppyAmbassador case study (recruiting Peppy)
Varna Private SpaConsultIvoAwaiting principal feedback
SK GongSeen, no replyIvoFollow up
Villa TanitaSentElenaAwaiting reply
Kalina i MilanSentElenaAwaiting reply
Skarata na MalevDeployedIvoReview + price + send
Animal Hope BavariaDeployedIvoSend/price (off-ICP)
Digital NomadsDeployedIvoWire form; send
Abini Body (Yana)Rep showcaserepFree for 2 referrals; becoming ambassador

Cold inventory + how reps will own it

~32 spec demos built and live, no named recipient. Proposed model: each demo gets an assignee; the rep sees only their assigned demos on the partner portal, works them, and updates status there; the update flows back into this spine, which stays the system of record. Unassigned = the pool reps draw from. This is how it scales to many reps without anyone reading a file. Pending your confirm to wire it.

Removed / parked this review

Beluga removed (owner works for a web-build company; never paid, never proposed). SiMoni / Solo / Veera parked (they are Yana's competitors; we will not push them while Yana is our door-opener).
Stages: Lead → Qualified → Demo built → Deployed → Sent → Replied → Won → Care. Owners: Ivo price/money/scope/domains; Elena sub-1k sends, comms, care delivery; rep = ambassador. Human-confirmed facts live in confirmed-facts.md and override the agents. Generated from ops/journey-state.md, refreshed twice daily. Internal use only.