Flip360 CRM · Live Sign in
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Flip360 CRM
Reports up to: CMO (Corrina McGowan)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to executive_handoffs
Escalate to Corrina McGowan
Writes to executive_handoffs · activity_ledger
Community Manager · Workflow
CM-A (interview candidate placeholder) · Sydney Inner West · 9 postcodes · D-228 ambient-warming canonical

 Community Manager — CM-A / CM-B / CM-C (interviewing week of 2026-07-05) + state CMs

I am
the Community Manager for my exclusive postcode territory. My job is sales conversion of pre-warmed conversations — not cold calling. Corrina's marketing funnel warms my territory ambiently (national brand + local campaigns + social proof + recency engagement), producing a Territory Warmth Index (WI 0-100) I can see on my dashboard. Once WI ≥ 40 (Warm+) I run informed outreach leveraging the CMO-curated asset locker (case studies, testimonials, one-pagers, community-hero narrative) and close service providers through the 8-step onboarding wizard. Providers refer other providers and earn a referral fee (set per-provider in their wizard, RRP-guided) when the referred provider activates.
I need
Lane A — Territory Warmth Dashboard showing WI per postcode with 5-band traffic-light (Cold / Warming / Warm / Primed / Hot) and the 4 sub-component contributors (national 20% + local campaign 30% + social proof 25% + recency 25%), plus the CMO asset locker filtered to my territory + profession-mix so I know exactly which asset to cite in each conversation. Lane B — In-flight onboarding wizards where providers are stuck at a step and need a nudge. Lane C — Provider→provider referral chain with unclaimed fees ready to pay. Plus a request-new-asset button that raises a peer handoff to Corrina when I need something the locker doesn't yet have.
So I can
run a productive day of INFORMED outreach, not cold calling. My territory is exclusive so no other CM touches it (90-day prove-it activation floor keeps it that way). Industry-best-practice targets: informed-outreach conversion ≥ 35%, 4-6 activations per month, 80% of activations cite ≥ 1 asset from the locker (closed-loop attribution). Provider retention ≥ 90% at 3 months. Every conversation carries the community-of-origin narrative that only makes sense if the marketing funnel warmed the territory first.
So that (financial outcome)
community-of-origin attribution stays the structural moat — every provider tagged to the postcode that recruited them, every asset traceable to the conversation that closed a deal, every conversion measured against the ambient WI at the moment of activation. The provider→provider referral chain becomes supply-side compounding growth ON TOP of an already-warmed territory. Corrina sees closed-loop asset ROI in her exec cockpit; Matt sees the go-live pilot working in real postcodes with real people.
You are on the New Business lane
Doctrine v1.1 · Two-lane operating model
New Business →
cmo → community-manager ← you → compliance-officer
Retained Business →
customer-success
Shared ·
finance-operator founder pmo-director-cfo cto data-analyst legal people-ops
Your AI colleague · [email protected]
Last action · suggest on af1-cma-sarah-chen__af1-cmc-james-pham (05 July, 09:33 pm)
Contract
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
Good early morning, CM-A.
It’s Thursday 9 July, 04:17. I’ve been up ahead of you — here’s what I’m seeing.
Today’s priority tasks
Ranked by downstream impact, not inbox order. If you only did these three, today would be a win.
1
Chase provider stalled mid-wizard
Downstream impact: When you close today, Compliance gets a clean file — saves Sam 20 min per activation
2
Warm lead from existing provider referral
Downstream impact: Referred providers activate 2x faster and retain 3x longer — pure LTV win
3
Close provider at wizard step 8
Downstream impact: Same-day close = provider feels valued; sets up their year-1 retention
Here’s what I’ve already done for you this morning
My 1, 2, 3 — all held for your tap where a send goes to a human.
James Pham activated overnight (referred by Sarah Chen). Fee $1,950 per Sarah's wizard slider RRP.
CM-A output vs CFO expected input: 5 activations logged this month, membership revenue queued $7,500 of $8,700 CFO target. One activation sh
Marcus Webb idle at step 6 for 4 days. Pattern match: 3 of last 5 stalls at step 6 resolved via 30-second call, not email.
Drafted a message and held it for your tap
Postcode 2050 has zero active providers. Territory density target 5 per postcode. Suggest cold-outreach campaign this week.
What only you can do — you do human-with-human best
Your 4, 5, 6 for today. These are the moves that convert.
Phone call; read the room — Send the SMS OR make the call (call converts 4x at this stage)
Personal warm-intro call — Make the intro call — you get 4x conversion warm vs cold
Final tap + welcome greeting — Tap Send; ring the provider to say welcome
Why this matters to your team
You’re not alone — your OUTPUT is somebody’s INPUT. Here’s who benefits when you land these.
When you land Chase provider stalled mid-wizard well, compliance-officer gets a clean input. When you close today, Compliance gets a clean file — saves Sam 20 min per activation
When you land Close provider at wizard step 8 well, compliance-officer gets a clean input. Same-day close = provider feels valued; sets up their year-1 retention
You’ve got this. I’m right here — tap anything above and I’ll help you finish it. · 4 more tasks queued below.
Blockages — unblock first, then work the queue
1 blocked
AI has already pinged the receiving role. You may need to escalate.
blocked at compliance-officer
af1-cma-marcus-webb
Reason: awaiting_compliance_response · Marcus stalled at consent step. Needs compliance clarification on ABN verification prior. · stalled 4d
overdue 5d
1
INPUT — what arrived in your patch
Handoffs routed to you from other roles. AI has scanned each one and noted patterns.
3 pending
from customer-success
cs-fed-lead-broker-2041-01
customer-success · warmth: warm · Warm lead fed back from retained-lane to new-business-lane — the flywheel
overdue 2d
from data-analyst
postcode-2050
data-analyst · warmth: — · Patch starvation packaged; downstream to CMO already routed
overdue 3d
from cmo
lead-cma-2050-cold-01
Vol 5 campaign · postcode 2050 · warmth: cold · Lead scored 4/5 — high fit
overdue 2d
2
PROCESS — what you’re doing now
D-228 ambient-warming canonical. Lane A: territory warmth + asset locker. Lane B: in-flight wizards. Lane C: referral chain.
Lane A · Territory Warmth Dashboard + Asset Locker
100% asset-leverage 4/6 Warm+ (≥40)
D-228 canonical: ambient warming from Corrina's marketing funnel produces a per-postcode WI (0-100 across 5 bands). Warm+ (≥40) is the gate — below that, request a local-campaign push before real outreach. Every activation cites the asset(s) that closed it (target ≥ 80% leverage rate).
HOT (80-100)
2088 · NSW · Sydney North
AF-1 sample: peak territory · Carla-referred case study + Corrina LinkedIn thought leadership landed
86
WI Score
cm-b
Nat. · 20%
55
Local · 30%
95
Social · 25%
92
Recency · 25%
88
PRIMED (60-79)
2000 · NSW · Sydney CBD
AF-1 sample: 2 LinkedIn campaigns live · 4 case studies · warm
78
WI Score
cm-a
Nat. · 20%
55
Local · 30%
90
Social · 25%
80
Recency · 25%
82
PRIMED (60-79)
3141 · VIC · Melbourne Inner
AF-1 sample: full campaign active · case studies dropping this week
64
WI Score
cm-c
Nat. · 20%
55
Local · 30%
80
Social · 25%
55
Recency · 25%
65
WARM (40-59)
2038 · NSW · Sydney Inner-West
AF-1 sample: local campaign primed · 3 more providers needed for density
52
WI Score
cm-a
Nat. · 20%
55
Local · 30%
65
Social · 25%
45
Recency · 25%
45
WARMING (20-39)
2010 · NSW · Sydney East
AF-1 sample: national brand only · needs local campaign investment
31
WI Score
cm-b
Nat. · 20%
55
Local · 30%
25
Social · 25%
15
Recency · 25%
30
COLD (0-19)
3000 · VIC · Melbourne CBD
AF-1 sample: territory not yet worked · marketing funnel not warmed
12
WI Score
Unassigned
Nat. · 20%
55
Local · 30%
5
Social · 25%
0
Recency · 25%
0
Asset locker preview · top 4 of 8
Open full asset locker
Sarah Chen: 12 provider referrals in 90 days
How a Sydney North mortgage broker built a 5-figure referral income leveraging Flip360's hash-linked handshakes
Standard case-study Terr: 2088, 2000, 2038 Prof: broker
0
Uses
Marcus Webb testimonial · 2min audio
Video-audio testimonial from mortgage broker Marcus Webb (Sydney) — activation to first commission in 3 weeks
Standard testimonial Terr: * Prof: broker
0
Uses
Flip360 for Lawyers · one-page explainer
Single-page PDF explaining Rule 4 consent, RCTI, and Trust Account integration for legal professionals
Standard one-pager Terr: * Prof: lawyer
0
Uses
Intro email · broker cold-warm (post-national-campaign)
Copy-ready intro email for CMs to send brokers in a territory with WI>=40 · references community brand
Standard email-template Terr: * Prof: broker, accountant
0
Uses
Closed-loop attribution: when you close a provider, cite the asset(s) that helped you close in the onboarding note. Corrina sees which assets convert in her CMO exec cockpit. Missing an asset? Raise a peer handoff — she curates the locker.
Lane B · In-flight wizards
4 items
Providers stuck at a wizard step needing a nudge
4d idle
Marcus Webb — wizard step 6 (consent)
Idle 4 days at step 6. Wizard slider set to $1,950 (broker referral rate). Chase before step drops out.
Send SMS nudge
AI observeconfidence 82%
Marcus Webb idle at step 6 for 4 days. Pattern match: 3 of last 5 stalls at step 6 resolved via 30-second call, not email.
AI draft Draft · waiting for your tap
"Hi Marcus — noticed you got as far as the consent step in signing up to Flip360 but haven't confirmed. Anything I can help with? Happy to walk it through in 5 minutes. — [CM]"
2d idle
Liam Foster — wizard step 4 (Business details)
ABN entry stuck. Provider called yesterday needing help.
Schedule call
1d idle
Priya Nair — wizard step 7 (Referral fee slider)
Provider undecided on fee. RRP for conveyancer is $150; she's hovering at $250. Nudge to confirm.
Log call outcome
today
Kate Singh — wizard step 8 (Confirmation)
One tap from activation. All prior steps green.
Send confirmation link
Lane C · Referral chain
3 items
Provider-to-provider referrals — supply-side compounding growth
today
Sarah Chen → James Pham
James activated overnight. Sarah's wizard slider set fee at $1,950 (MFAA RRP). Fee unclaimed.
Pay referral fee
AI suggestconfidence 98%
James Pham activated overnight (referred by Sarah Chen). Fee $1,950 per Sarah's wizard slider RRP.
4d idle
Sarah Chen → Marcus Webb
Marcus in wizard step 6. Fee will activate on his step 8 completion. Chase Marcus (Lane B above).
Chase referred
AI observeconfidence 82%
Marcus Webb idle at step 6 for 4 days. Pattern match: 3 of last 5 stalls at step 6 resolved via 30-second call, not email.
AI draft Draft · waiting for your tap
"Hi Marcus — noticed you got as far as the consent step in signing up to Flip360 but haven't confirmed. Anything I can help with? Happy to walk it through in 5 minutes. — [CM]"
1d idle
Felix Murray → Anya (buyer's conveyancer)
Anya's wizard not started. Felix asked yesterday if there's a template email he can send. Give him one.
Send referrer toolkit
3
OUTPUT — what you delivered downstream
Handoffs you emitted to the next role. AI reconciles against expected input at the receiving end.
3 in flight
to compliance-officer
kate-singh
All 4 artefacts submitted; wizard 8/8
— overdue 3d
to finance-operator
af1-cma-kate-singh
Kate at wizard step 8. Will complete today.
$15 overdue 3d
to customer-success
af1-cma-sarah-chen
Warm handover completed; provider knows CS-A by name
— overdue 3d
AI reconcile · your output vs Finance expected input
CM-A output vs CFO expected input: 5 activations logged this month, membership revenue queued $7,500 of $8,700 CFO target. One activation short.
Kate Singh is one wizard tap from step 8. Chase today closes the gap.
What good looks like
CM opens Lane A at 8am. Territory 2088 (Sydney North) glows hot (WI 86) — national brand + LinkedIn thought-leadership + 4 case studies all firing. Three provider conversations queued today, all informed leads referred by an activated broker in that same postcode. CM opens the asset locker, cites the Marcus Webb testimonial (audio) and the community-hero reinvestment narrative in one conversation, the trust-architecture pillar in another. All 3 sign up before lunch — asset_leveraged_json captured against each activation. Live gauge: 5 of 6 monthly activations logged, 100% asset-cited, retention 94%. Territory 2010 (WI 31, warming only) shows amber — CM raises a peer handoff to Corrina requesting a local-campaign push before running any outreach there. Corrina sees the closed-loop attribution in her exec cockpit and greenlights extra spend on 2010.
What bad looks like
CM cold-calls brokers in a territory the marketing funnel hasn't warmed. Every conversation is an "uninformed sales call" (CEO T20). Conversion rate is 8%, not 35%. CM works off a spreadsheet. Two CMs both chase the same broker in postcode 2000 because there's no territory exclusivity or WI dashboard. Assets live in Dropbox — CM uses whatever they remember, closed-loop attribution is broken, Corrina can't tell which asset actually closed a deal. Referral fees paid inconsistently. Providers churn silently because no retention gauge exists. Manager can't see who's ahead or behind until the monthly meeting.
Matt's page