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← Back to …
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FIRST CONTACT … · …
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CAUSE
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WHO
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HOW WE MET
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WHERE WE'RE AT
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v2
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Transact likelihood
next 12 months
CALIBRATING
…/100
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v2
Momentum
24-month weekly contact
CALIBRATING
needs 5+ touch records
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v2
Market pulse
latency · market events
CALIBRATING
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v2
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Difficulty
lower is smoother
CALIBRATING
…/100
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Personality
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tap bars for quadrant
Quadrant · inspect depth
HideHealth since first contact
Hatched = degradation · dots open the epoch
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EPOCH · … …
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AI THINKING
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tap a run to see how the read changed
BEFORE · …
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THIS RUN · …
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Touchpoint heat
365 DAYS · SEP 25 — AUG 26
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MONWEDFRI
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message
property view
showing
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Contact
click a field to edit — writes to pulse_leads
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Tags
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click to edit — comma-separated · writes to pulse_leads.tags
Additional phones
+ add phone
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×
Additional emails
+ add email
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×
No linked lead record — contact info card unavailable. Create a lead in Pulse to seed contact fields.
Addresses
+ add address
No addresses on file. Click "+ add address" to seed one.
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remove
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Start typing a street to see Mapbox suggestions. Picking a match fills city / state / postal automatically.
Dates & profile
click a date, hook, or notes to edit — writes to pulse_people
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Memory hook
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Notes
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Personality summary + right-column P3 sections render alongside.
Linked people
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No linked people on file. Click "+ add linked person" to seed a spouse / family / business partner.
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remove
☎︎ …
✉︎ …
🎂 …
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How can I help
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Referred by
click free-text to edit
Person
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Free-text
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click to add
Referrals sent our way
… leads
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Buyer criteria
mirror of Buying interest tab
Price range
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Rooms
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Neighborhoods
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Criteria notes
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Personality Snapshot
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AI-suggested state
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Strategic pin
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No strategic state pinned. Click to set.
Next step
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No next-step recommendation on file yet. Click to add (or generate a snapshot from Pulse to populate).
Summary
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No personality summary on file yet. Click to add (or generate one from Pulse to seed this block).
Override notes
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Mindset shifts
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Waiting on
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Edit ships in Phase D8 (Signal-side write RPC).
Status
Lifecycle
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Status
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Pipeline stage
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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
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Health score
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/100
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Timeline
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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.
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Documents
No documents on file for this person.
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pulse · documents · read-only in Signal
Properties
+ add property
No owned properties on file. Click "+ add property" to seed one.
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pulse · owned_properties · click any chip / address / notes to edit. Start typing a street to get Mapbox suggestions.
Appointments
+ add appointment
No appointments on file. Click "+ add appointment" to seed one.
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pulse · appointments · click any chip / title / location / notes to edit. Mapbox autocomplete on location; free-text like "Zoom" or "TBD" also works.
Transactions
No transactions on file for this person.
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GCI …
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pulse · transactions · read-only in Signal
Offers submitted
No buyer offers on file for this person.
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STATUS …
SELLER …
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pulse · buyer_offers · read-only in Signal
Tasks
No tasks on file for this person.
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Due …
Done …
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pulse · client_tasks · read-only in Signal
Buying interest
No buyer criteria on file for this person yet.
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Notes
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pulse_leads · buyer criteria fields · read-only in Signal (edit via Overview → Contact card for now)
Engagements
No engagements on file for this person.
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HOH
Created …
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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
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Next: …
FEE …
INV …
PAID …
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START …
TARGET …
DONE …
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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.
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nothing sends without your tap
✓
Today is clear
Every relationship that needed judgment today has it. Tomorrow re-ranks.
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PIPELINE FORECAST · WEIGHTED GCI · v2
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NEXT 90 DAYS
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closed GCI
forecast · weighted by stage probability
SAMPLE · MODELED FROM pulse ANALYTICS-MILESTONES
CLOSING NEXT
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… WEIGHTED
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NEXT 90 DAYS
… weighted deals
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SLIPPING
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… WEIGHTED
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NAME
BAND
12-WEEK HEALTH
STAGE
FIRST CONTACT
NEXT ACTION
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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
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Warm & hot leads by decision stage · … in play
Tap a card → drawer · Tap the stage chip → cycle stage
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AD
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Move stage →
Empty
∅
No warm or hot leads to chase
Pipeline populates as leads move into warm/hot status.
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SEGMENT BANDS · v2
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Sort
Filter
Group
⇅
View
Cards
Rows
Sync Google Contacts → Pulse ↗
Anniversary
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Click card to add memory hook…
… lifetime
Last touch …
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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.
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Anniversary
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Click card to add memory hook…
… lifetime
Last touch …
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NAME
BAND
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No people match “…” in this Perspective
… SELECTED
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✓ … — queued for ratification on Today. Nothing sends automatically.
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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
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moved from Watch / At Risk to Optimal
Model performance
MONDAY SUMMARY · WK 33
… APPROVED
… EDITED
… EDIT RATE VS WK 32
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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
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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
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Band thresholds
changes preview against 30 days of history before applying — no silent changes
Optimal at≥ …
Watch at≥ …
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Apply
Reset
Signal-scoped decisions · sorted by priority
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Undo
Decide
Defer 7d
Delegate to Meg
✓
No Signal decisions pending
Signal will file cards here when it needs your judgment.