…
…
…
← Back to …
…
…
FIRST CONTACT … · …
…
…
CAUSE
…
WHO
…
HOW WE MET
…
WHERE WE'RE AT
…
v2
…
Transact likelihood
next 12 months
CALIBRATING
…/100
…
v2
Momentum
24-month weekly contact
CALIBRATING
needs 5+ touch records
…
v2
Market pulse
latency · market events
CALIBRATING
…
…
…
v2
…
Difficulty
lower is smoother
CALIBRATING
…/100
…
Personality
…
……
tap bars for quadrant
Quadrant · inspect depth
HideHealth since first contact
Hatched = degradation · dots open the epoch
…
…
…
EPOCH · … …
…
…
…
AI THINKING
…
tap a run to see how the read changed
BEFORE · …
…
THIS RUN · …
…
Touchpoint heat
365 DAYS · SEP 25 — AUG 26
…
MONWEDFRI
…
message
property view
showing
…
Contact
click a field to edit — writes to pulse_leads
…
…
Tags
…
click to edit — comma-separated · writes to pulse_leads.tags
Additional phones
…
Add / remove additional phones in Pulse for now. Editable list ships in D1b.
Additional emails
…
Add / remove additional emails in Pulse for now. Editable list ships in D1b.
No linked lead record — contact info card unavailable. Create a lead in Pulse to seed contact fields.
Dates & profile
click a date, hook, or notes to edit — writes to pulse_people
…
…
…
…
…
…
…
Memory hook
…
Notes
…
Personality summary + right-column P3 sections render alongside.
Linked people
…
…
…
☎︎ …
✉︎ …
🎂 …
…
…
How can I help
…
Referred by
click free-text to edit
Person
… →
Free-text
…
click to add
Referrals sent our way
… leads
…
…
…
Buyer criteria
mirror of Buying interest tab
Price range
…
Rooms
…
Neighborhoods
…
Criteria notes
…
Personality Snapshot
…
Strategic pin
…
No strategic state pinned. Click to set.
Next step
…
…
No next-step recommendation on file yet. Click to add (or generate a snapshot from Pulse to populate).
Summary
…
No personality summary on file yet. Click to add (or generate one from Pulse to seed this block).
…
Waiting on
…
Edit ships in Phase D8 (Signal-side write RPC).
Status
Lifecycle
…
Status
…
Pipeline stage
…
No lifecycle or status set on the primary lead.
Edit ships in Phase D8 (Signal-side write RPC).
Agreements
No buyer / listing / HoH agreement fields populated on the primary lead.
Scores & dates
…
Health score
…
/100
…
…
Timeline
…
…
No timeline events on file. First contact / agreement / offer / closed dates will appear as they're set.
Communications
No touches on file for this person.
…
…
…
…
…
Documents
No documents on file for this person.
…
…
pulse · documents · read-only in Signal
Properties
No owned properties on file for this person.
…
…
… … …
pulse · owned_properties · read-only in Signal
Appointments
No appointments logged for this person.
…
…
…
…
…
…
pulse · appointments · read-only in Signal
Transactions
No transactions on file for this person.
…
…
GCI …
…
pulse · transactions · read-only in Signal
Offers submitted
No buyer offers on file for this person.
… · submitted …
…
…
STATUS …
SELLER …
…
…
pulse · buyer_offers · read-only in Signal
Tasks
No tasks on file for this person.
…
…
…
Due …
Done …
…
…
…
pulse · client_tasks · read-only in Signal
Buying interest
No buyer criteria on file for this person yet.
…
…
Notes
…
pulse_leads · buyer criteria fields · read-only in Signal (edit via Overview → Contact card for now)
Engagements
No engagements on file for this person.
…
HOH
Created …
…
Updated …
pulse_leads rows linked by person_id · read-only in Signal
House of Hoult
No HoH projects on file for this person. Tab is visible so we can add one later.
HOH
…
…
Next: …
FEE …
INV …
PAID …
…
START …
TARGET …
DONE …
…
pulse_hoh_projects · MVP read-only slice · the full HoH subsystem (moodboard, rooms, expenses, procurement, photos, payments, time, notes) lives in Pulse — Signal will surface those as their own sub-tabs later.
…
nothing sends without your tap
✓
Today is clear
Every relationship that needed judgment today has it. Tomorrow re-ranks.
…
PIPELINE FORECAST · WEIGHTED GCI · v2
…
…
NEXT 90 DAYS
…
…
…
closed GCI
forecast · weighted by stage probability
SAMPLE · MODELED FROM pulse ANALYTICS-MILESTONES
CLOSING NEXT
…
… WEIGHTED
… · …% · est. close …
NEXT 90 DAYS
… weighted deals
…
…
SLIPPING
…
… WEIGHTED
… · …
NAME
BAND
12-WEEK HEALTH
STAGE
FIRST CONTACT
NEXT ACTION
…
…
…
…
…
…
Band distribution
1,224 PEOPLE · v2
84
Optimal
129
Watch
59
At risk
952
Calibrating
952 people lack the touch history to score honestly. Every Update client note moves one out of grey.
Touch volume · 14 weeks
MAY 41AUG 96
Population instruments
…
…
…
…
…
Warm & hot leads by decision stage · … in play
Tap a card → drawer · Tap the stage chip → cycle stage
…
…
…
AD
…
⏱ …
· … …
…
Move stage →
Empty
∅
No warm or hot leads to chase
Pipeline populates as leads move into warm/hot status.
…
…
SEGMENT BANDS · v2
…
…
Sort
Filter
Group
⇅
View
Cards
Rows
Sync Google Contacts → Pulse ↗
Anniversary
…
…
…
…
Click card to add memory hook…
… lifetime
Last touch …
…
No alumni match — clear the filter or widen the search.
Past clients list is empty — import historical transactions or log the first touch to seed the sphere.
…
…
· …
Anniversary
…
…
…
…
Click card to add memory hook…
… lifetime
Last touch …
…
NAME
BAND
…
…
…
…
…
No people match “…” in this Perspective
… SELECTED
…
…
✓ … — queued for ratification on Today. Nothing sends automatically.
…
Response time
you → them, 30d
…h
▼ 0.4h VS MAY
Approve vs edit
last 100 decisions
…% approve
RUBBER STAMPING?
Queue clear rate
last 30 days
…/30 CLEARED
Drift accountability
recovered this quarter
…
moved from Watch / At Risk to Optimal
Model performance
MONDAY SUMMARY · WK 33
… APPROVED
… EDITED
… EDIT RATE VS WK 32
…
Meg’s decisions never train the model directly — they enter a ratify state and appear on your next queue pass with a MEG DRAFTED chip.
← Back to You
Perspectives
saved Database views · sync per user
…
…
Save the current Database filter as a new Perspective from the chip strip.
Field aliases
renders in UI only, never in the database · Meg has her own set
…
Band thresholds
changes preview against 30 days of history before applying — no silent changes
Optimal at≥ …
Watch at≥ …
…
Apply
Reset
Signal-scoped decisions · sorted by priority
…
…
… · … · …
…
…
Undo
Decide
Defer 7d
Delegate to Meg
✓
No Signal decisions pending
Signal will file cards here when it needs your judgment.