00-Index.md

00-Index.md

1. ---
2. type: moc
3. scope: project-root
4. tags: [outreach, moc, index]
5. created: 2026-06-16
6. updated: 2026-08-12
7. ---
9. # 00 Index: Quarterly Outreach
11. Bird's-eye view of the client database. Orientation and process live in [[README]];
12. how Claude works here is in [[CLAUDE]].
14. ## At a glance
16. This repo ships a **generated sample**, not a real client book: `07-Automation/sample/generate_sample.py`
17. invents it and `run_sample.py` replays two Monday runs (2026-09-14 and 2026-09-21). See [[README]].
18. State after the 2026-09-21 run:
20. - **130 client stubs** in `03-Clients/client-stubs/`: the partner base (Palladium and up by
21. lifetime spend). Palladium 86, Platinum 29, Iridium 8, Rhodium 7.
22. - **381 Plinth accounts** in the local order history, from which the 130 partner clients are classified.
23. - **130 chunks** in the XML census (`partner-client-master-list.xml`); **43 clients sit in at
24. least one outreach pipeline** (45 pipeline blocks, so 2 sit in more than one).
25. - **54 deals** across the four audited funnels, 28 of them with a verified touch.
26. - Last routing pass: Winback 50, cat 24 first touch 31, Dormant queue 4, excluded 45.
27. - Maintained by the **Weekly Partner Client Pipeline**, Mondays 06:00 CT.
28. Details in [[Weekly-Partner-Pipeline-SOP]]; current working state in [[HEARTBEAT]].
30. ## Open tasks
32. Every unchecked task in the vault, wherever it lives. Add a `- [ ]` anywhere and it appears here.
34. ```dataview
35. TASK
36. WHERE !completed
37. GROUP BY file.link
38. ```
40. ## Tier mix
42. ```dataview
43. TABLE WITHOUT ID user_group_correct AS "Tier", length(rows) AS "Clients"
44. FROM "03-Clients/client-stubs"
45. GROUP BY user_group_correct
46. SORT length(rows) DESC
47. ```
49. ## Placements by tier × pipeline
51. Cells count **placements**, not people: a client in two funnels is counted in both.
52. The `Clients` column counts each person once. A pipeline block only counts if it carries a
53. real `stage`; empty scaffolding is ignored, which is what used to inflate this table.
55. ```dataviewjs
56. // Client tier × outreach pipeline. Cells are PLACEMENTS; `Clients` is distinct people.
57. // A block with no `stage` is scaffolding, not a placement. A batch of such shells was removed
58. // on 2026-08-12 and this guard stops any future ones inflating the counts.
59. const order = ["Retail","Palladium Partner","Platinum Partner","Iridium Partner","Rhodium Partner"];
60. const cols = [["Check-In","quarterly_checkin"],["Winback","winback"],["Partner Tier Upgrade","partner_outreach"]];
61. const placed = (op, key) => {
62. const b = op?.[key];
63. return !!(b && String(b.stage ?? "").trim());
64. };
66. const counts = {}, people = {};
67. const totals = { quarterly_checkin: 0, winback: 0, partner_outreach: 0 };
68. let distinct = 0;
69. for (const p of dv.pages('"03-Clients/client-stubs"')) {
70. const op = p.outreach_pipelines;
71. if (!op) continue;
72. const hits = cols.filter(([, key]) => placed(op, key));
73. if (!hits.length) continue;
74. const tier = (p.user_group_correct || p.user_group || "(unset)").toString();
75. if (!counts[tier]) { counts[tier] = { quarterly_checkin: 0, winback: 0, partner_outreach: 0 }; people[tier] = 0; }
76. people[tier]++; distinct++;
77. for (const [, key] of hits) { counts[tier][key]++; totals[key]++; }
78. }
80. const extra = Object.keys(counts).filter(k => !order.includes(k));
81. const rows = [...order, ...extra].filter(t => counts[t]).map(t => {
82. const c = counts[t];
83. return [t, people[t], c.quarterly_checkin, c.winback, c.partner_outreach,
84. c.quarterly_checkin + c.winback + c.partner_outreach];
85. });
86. const grand = totals.quarterly_checkin + totals.winback + totals.partner_outreach;
87. rows.push(["**Total**", distinct, totals.quarterly_checkin, totals.winback,
88. totals.partner_outreach, grand]);
90. dv.table(["Tier", "Clients", "Check-In", "Winback", "Partner Tier Upgrade", "Placements"], rows);
91. ```
93. ## Email pipeline standing
95. Where every drafted email sits. Stage definitions in [[README]].
97. ```dataviewjs
98. const stages = ["01 - Drafted","02 - Audit Result/audit-PASS","02 - Audit Result/audit-FAIL",
99. "03 - Unsent","04 - Sent","05 - Archive","06 - Parked"];
100. const pipes = ["First Email","Second Email"];
101. const rows = stages.map(s => [s, ...pipes.map(p => dv.pages(`"05-Outputs/${p}/${s}"`).length)]);
102. dv.table(["Stage", "First Email", "Second Email"], rows);
103. ```