Phase 1.5 · V1
Every flow on one surface.
See what's running, what's queued, what's blocked. The actual work lives in Odoo, Drive, and the brain folder; this app makes it visible.
Total flows
41
Phase 1.5 queue
16
Live elsewhere
10
Deferred / killed
15
Next to build
council-locked priority
Order is revenue load + dependency chain. Tap to open the runbook. To change the order, name the flow.
Sales
13 flowsF01QUEUEDWeek 2 (Tue-Thu)
Quote Follow-Up Cadence (6-Touch)
Six-touch automated follow-up after a quote is sent (d2 / d5 / d10 / d21 / d45 / d90).
AED 800K-1.2M / 90 days
F02QUEUEDWeek 3
Hot Lead Visibility & Routing
Kanban color + 9am Telegram digest of score>=80 leads.
Same-day touch on score>=80
F05QUEUEDWeek 5
Pre-Discovery Call Prospect Brief
Auto-generates a 1-pager brief on the prospect 30 minutes before the call.
Higher discovery-to-quote conversion
F06GATED
Quote Auto-Draft from Scope
Claude drafts quote from scope notes; tier-respecting pricing.
Quote turnaround under 24h
F07QUEUEDWeek 5-6
LinkedIn Owner-ICP Outbound (Ivan)
Ivan's owner-to-owner outbound.
20 connects/week, 5 conversations/week
F08GATED
Inbound Reply 7-Bucket Routing
Classifies inbound replies into 7 buckets and routes to right owner.
Zero dropped replies
F11QUEUEDWeek 7
On-Hold Lead Revival (267 segment)
Revives 267 on-hold leads via segment-tailored re-engagement.
AED 400-700K recovered / quarter
F17QUEUEDWeek 5
Sales Call Voice Note Extractor
Transcribes Yazan's WA voice notes from calls, files in Odoo lead.
Zero lost call notes
F20QUEUEDWeek 7 (Twilio-gated)
WhatsApp Quarantine Revival (378 segment)
Revives 378 cold WA leads with quarantine-safe re-engagement.
AED 600-900K dormant pipeline
F24GATED
Dream 100 Account-Based Outreach
Account-based outreach to the curated Dream 100 list.
5 Dream-100 accounts engaged / month
F25GATED
KSA Market Entry Engine
KSA market entry; paused until first real KSA lead unlocks ZATCA onboarding.
First KSA win
F26KILLED
GCC Tender/RFP Monitor
Monitors GCC tender portals; alerts on Equipt-fit RFPs.
Zero missed RFPs
F28GATED
Customer Voice Note Triage (WA Inbound)
Transcribes inbound WA voice notes, classifies intent, routes.
Zero dropped voice notes
Marketing
8 flowsF12QUEUEDWeek 8
Won-Deal Case Study Auto-Draft
Auto-drafts case study from won-deal data; Kosta polishes.
1 case study per won deal
F18QUEUEDWeek 4 (with F03)
GEO/AEO Citation Pages (6 manual)
Six manual landing pages targeting AI Overviews + paid-ad destinations.
6 landing pages live; gates F30 paid ads
F21LIVE
Daily Multi-Platform Content Auto-Publish
Auto-publishes Kosta's drafts to IG, LinkedIn, TikTok with platform-specific edits.
Daily IG + LinkedIn + TikTok post
F22QUEUEDWeek 7
Designer/Architect/PM Partnership Channel
Builds architect / designer / PM partner channel for project referrals.
5 referral partners signed / quarter
F27GATED
GCC Signal Aggregator (MEED+Apify+JLL)
Aggregates GCC property/development signals from MEED + Apify + JLL.
Weekly signal digest
F30QUEUEDWeek 9 (capped pilot)
Paid Ads (LinkedIn + Google + Meta)
CAPPED PILOT per council 2026-05-13.
AED 25K cap first 2 weeks; weekly CAC review
F31QUEUEDWeek 8
AI Ad Creative Lab (Higgsfield/Seedance)
Generates AI ad creative variations using Higgsfield + Seedance + AdCreative.
9 variants per brief (3 hooks x 3 visuals)
F32QUEUEDWeek 10
Equipt Blog + LinkedIn Newsletter
Long-form content engine: weekly blog + LinkedIn newsletter.
Weekly long-form
Operations
2 flowsFinance
3 flowsF13GATED
Intercompany Imbalance Detector
Flags QAR/AED/SAR intercompany imbalances older than 30 days.
Zero unreconciled IC > 30d
F14GATED
License/Visa/VAT Renewal Countdown
Tracks 3-company licenses/visas/VAT renewals; T-30 alerts.
Zero expired
F16GATED
Bank Statement Auto-Reconciliation
Auto-matches bank lines against Odoo invoices; flags mismatches.
Reconciliation in <30 min/week
AMC
3 flowsF09GATED
AMC Visit Scheduler & Reminder
Schedules AMC visits, fires customer reminders 48h + 24h before.
AMC retention >=85%
F10GATED
AMC Visit Upgrade Capture
Captures upsell opportunities from AMC visits, routes to Yazan.
AED 50K-150K upsell / quarter
F19QUEUEDWeek 9
Won-Deal Onboarding & Referral
Post-deal-won onboarding sequence + referral ask at delivery+30d.
Referrals per quarter
Internal
3 flowsF03QUEUEDWeek 4
Skill Quality Eval Gate
Hamel rule.
>=95% agreement on 50 samples
F04QUEUEDWeek 4 (parallel)
Internal Data Conversational Access (MCP)
Read-only conversational access to Odoo and Gmail via MCP.
Talk to the business in natural language
F29GATED
Mission Control Conversational Query (MCP)
MCP layer to ask Mission Control questions in natural language.
Talk to MC in natural language
Infrastructure
9 flowsFI01LIVE
GCC Developer Radar
GCC development tracker; surfaces new property launches, hotel announcements, large fitness/wellness facility news in UAE/Qatar/KSA.
New property + hotel + fitness announcements
FI02LIVE
First-Touch Drafter
Triggered by Odoo crm.
1-3 message touch over 5 working days
FI03LIVE
Inbound Lead Intake
Normalize inbound leads from any channel (web form, IG DM, WhatsApp, LinkedIn message, email, manual referral) into a single Odoo crm.
Single canonical Odoo crm.lead per inbound
FI04LIVE
Lead Qualifier (Signal+Fit+Access+Ask)
Score an Equipt Odoo crm.
ICP score 0-100 + hot/warm/cool/cold tag
FI05LIVE
Meeting Booker (Cal.com)
Generate a per-lead Cal.
Per-lead Cal.com link, Tier B approved
FI06LIVE
Ivan Notifier (Telegram)
Send a Tier B approval card or Tier C info notification to Ivan via Telegram (@Ivan_james_bot).
Tier B + Tier C notification primitive
FI07LIVE
Outbound Preflight Gate
Final gate before any outbound message ships.
Voice + dash + rate-limit + proof-pack + Tier B
FI08LIVE
Voice Audit
Validate any outbound draft (email, WhatsApp, LinkedIn, Odoo Discuss) against Equipt voice rules: Hormozi with 10y GCC fit-out experience, BLUF, no AI-tells, no dashes, no fluff.
Pass/fail + specific fixes
FI09LIVE
James (Equipt subagent)
James's Equipt sub-agent (gym equipment distributor, GCC).
Routes all Equipt/Odoo/supplier/margin queries