Reports up to: CMO (Corrina McGowan)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to
executive_handoffsEscalate to Corrina McGowan
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 →
Retained Business →
Your AI colleague ·
[email protected]Last action · suggest on af1-cma-sarah-chen__af1-cmc-james-pham (05 July, 09:33 pm)
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
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
overdue 5d
af1-cma-marcus-webb
Reason: awaiting_compliance_response ·
Marcus stalled at consent step. Needs compliance clarification on ABN verification prior.
· stalled 4d
Activations this month
5 / 6
83%
target 4–6 providers
Retention @ 3mo
94%
94%
target ≥ 90%
Territory coverage
13 / 60
22%
9 postcodes in patch
Manager rollup — all CMs (CMO / PMO / Founder view)
Aggregate default · click a CM to drill into their queue. Transparent 2-way visibility per EA doctrine.
| CM | Territory | Activations this mo. | Retention | Coverage | |
|---|---|---|---|---|---|
| CM-A | Sydney Inner West | 5/6 (83%) | 94% | 13/60 | Drill in |
| CM-B | Melbourne Inner North | 3/6 (50%) | 88% | 9/60 | Drill in |
| CM-C | Brisbane Inner West | 6/6 (100%) | 92% | 11/60 | Drill in |
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
—
overdue 3d
kate-singh
All 4 artefacts submitted; wizard 8/8
to finance-operator
$15
overdue 3d
af1-cma-kate-singh
Kate at wizard step 8. Will complete today.
to customer-success
—
overdue 3d
af1-cma-sarah-chen
Warm handover completed; provider knows CS-A by name
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.