Agenda for today
Check items off as we go.
Quick wins (Phase 1, dated)
Set owners and dates in the room. Overdue means a due date before today (Central Time) and not Done.
Longer-term projects
Review only. No dates in this section.
GTM run review
Read-only status from Agent Orbit, checked live this morning. No research results are shown here.
Run status
Date fired
Research sections returned
Gaps
- Execution workbook not generated yet (24 sections pending)
- 17 review flags open, none cleared:
- 9 funnel figures need a verified source
- 1 offer price needs a verified source
- 5 open ethics flags
- 2 vertical-fit checks
Decisions needed
- Who clears the 17 review flags, and by when
- Whether the strategy board is reviewed with ILS before or after the flags are cleared
- When to generate the execution workbook
Source: Agent Orbit intake session 1b3958d8, read-only check at 9:46 AM CT on Oct 15, 2026.
Chemical distribution process (live capture)
Work backwards: start at the finished, paid order, then step back until the need first shows up.
| # | Step | Who | System or document used | Time it takes | Pain point | Automation idea |
|---|
Workflows and wireframes
Mapped in the Oct 14 working session. Both workflows were reverse engineered from the finish line; they read here in the order the work happens.
Workflow A: ag and residential prospect to signed client
Gap named in the room: nothing structured happens between quote acceptance and job day, and no written checklist exists for a new salesperson.
Workflow B: RFP from opportunity to award
Steps 2 through 7 are where the week goes. Email triage, scope extraction and drafting agents land there first.