Flip360 CRM · Live Sign in
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Flip360 CRM
Reports up to: CEO (Matt Punter)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to executive_handoffs
Escalate to Matt Punter
Writes to executive_handoffs · activity_ledger
Data Analyst · Workflow
Insight per hour · Correct decisions unlocked · Feed both lanes with reconciliation + patterns

 Data Analyst — Data Analyst (Phase 1: AI + shared with PMO; Phase 2: dedicated hire)

I am
the Data Analyst of Flip360. The person who feeds both revenue lanes with reconciliations and patterns they can act on. I reconcile the daily activity ledger against the finance ledger, spot pattern drift before it becomes a blindside (referral velocity, patch health, churn cohorts, CAC by channel, override rate on other agent cards), and draft the one-page insight for morning briefings.
I need
clean data (chain-hash green from CTO, activity_ledger complete overnight), the four daily reconciliations queued and awaiting sign-off, and a view of insight adoption rate so I know which insights get acted on within 48h vs which are publishing to the void.
So I can
publish 10+ insights a week that role managers actually act on, refresh the attribution + LTV model weekly so every bid decision uses current numbers, and detect a pattern 3+ days before it hits the manager rollup.
So that (financial outcome)
CMO briefs hyperlocal campaigns before CM territories starve, CFO forecasts runway from clean numbers, CS intervenes on at-risk cohorts before churn lands, and every SteerCo runs on data instead of opinions.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
cmo → community-manager → compliance-officer
Retained Business →
customer-success
Shared ·
finance-operator founder pmo-director-cfo cto data-analyst ← you legal people-ops
Your AI colleague · [email protected]
Last action · reconcile on data-analyst (06 July, 12:06 am)
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, Data-A.
It’s Thursday 9 July, 02:24. 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
Reconcile activity_ledger vs commission_ledger
Downstream impact: Finance forecasts from a clean ledger. A silent mismatch = payout to the wrong person.
2
Feed insights into every cockpit's briefing
Downstream impact: Every warm briefing depends on this feed. Weak signals in briefings = human trust erodes fast.
3
Daily referral chain velocity + drop-offs
Downstream impact: Referral chains stalling = revenue tomorrow at risk. Data spots it before Sales/CM smells it.
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.
reconcile on data-analyst
flag on google-search-cpl-34pct-wow
draft on referral-velocity-inner-west
observe on postcode-2050-below-floor
What only you can do — you do human-with-human best
Your 4, 5, 6 for today. These are the moves that convert.
Ratify reconciliation — Sign off; investigate anomalies
Own quality; kill weak signals — Sign off per pack; publish to briefings
Read; call CM lead if red — Route drop-offs to CM cockpit; brief CM manager
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 Reconcile activity_ledger vs commission_ledger well, finance-operator gets a clean input. Finance forecasts from a clean ledger. A silent mismatch = payout to the wrong person.
When you land Feed insights into every cockpit's briefing well, community-manager gets a clean input. Every warm briefing depends on this feed. Weak signals in briefings = human trust erodes fast.
You’ve got this. I’m right here — tap anything above and I’ll help you finish it. · 4 more tasks queued below.
No blockages. Flow is healthy.
1
INPUT — what arrived in your patch
Handoffs routed to you from other roles. AI has scanned each one and noted patterns.
0 pending
No new inbound handoffs. Your patch is up to date.
2
PROCESS — turn data into decisions today
Reconcile + anomaly watch · Insight authoring + adoption · Attribution + cohort deep dives. AI observations attach inline.
Reconcile + anomaly watch
3 items
Overnight reconciliations between the activity ledger and finance ledger · anomalies routed downstream.
3d
Patch starvation — Postcode 2050 · 3 days below floor
Pending count = 2 vs floor = 5. CM-B has zero conversations queued for tomorrow. AI routed to CMO cockpit; awaiting bid tap.
Track
AI observeconfidence 98%
today
Google Search CAC drift — CPL up 34% WoW
CVR flat, so this is bid-side pressure. If uncorrected 2 more weeks, blended CAC breaches target. Routed to CMO; PMO briefed on runway impact.
Track
AI flagconfidence 92%
today
Ledger reconcile — activity vs commission — GREEN
Zero mismatches across 850+ events overnight. Sign off.
Sign off
Insight authoring + adoption
3 items
One-page insights authored and published to briefings · adoption tracked to keep signal honest.
today
Inner West referral velocity up 22% WoW — refer-and-celebrate playbook landing with CMA cohort
AI drafted one-pager. Ready to publish to SteerCo channel + CM manager briefing. Confidence 88%.
Publish
AI draftconfidence 88%
today
Insight adoption rate (7d) = 64% · target 60%
Above target. Two insights stalled: Nextdoor early-signal (audience too niche) and Q3 vertical cross-sell (waiting on CS reply).
Chase
today
Morning briefing feed shipped to 5 cockpits
CM/CS/CMO/Compliance/Finance all warmed with top-3 signals. AI reconciled per role; awaiting Data-A sign-off.
Sign off
Attribution + cohort deep dives
3 items
Weekly attribution refresh · monthly cohort story · the models that steer every CAC and LTV decision.
today
Attribution model v1.4 — draft ready for CMO + CFO review
CAC/LTV table updated. Google Search shifts down 6%, Meta community shifts up 4%. Bid impact non-trivial.
Brief
today
Aged-care CMA cohort (12mo) — LTV 3.2x acquisition cost
Cohort story for SteerCo pack. Refer-and-celebrate is the compounding play; this is the evidence.
Publish
today
DQ scorecard — GREEN across all domains
Zero broken rules this week. Sign off; move on.
Sign off
3
OUTPUT — what you delivered downstream
Handoffs you emitted to the next role. AI reconciles against expected input at the receiving end.
2 in flight
to cmo
camp-google-search
CAC drift signal packaged; CMO cockpit ready to action
— overdue 3d
to community-manager
postcode-2050
Patch starvation packaged; downstream to CMO already routed
— overdue 3d
AI reconcile · your output vs Finance expected input
What good looks like
Data-A opens the cockpit Monday. 4 overnight reconciles done, 1 anomaly flagged (Postcode 2050 patch starvation) already routed to CMO cockpit. Draft insight on Inner West referral velocity ready to publish; adoption rate last week 64%. Attribution model v1.4 briefed to CMO + CFO Wednesday. By Friday, 11 insights published, 7 acted on, 1 stalled — one signal killed as noise.
What bad looks like
Data-A publishes insights nobody reads. Reconciles miss a ledger mismatch that shows up as a wrong payout. Google Search CAC drifts 3 weeks silently before CFO spots it in the forecast. Attribution model stale for a month — bids on wrong numbers. DQ scorecard hidden.
Matt's page