# AGM Enterprise CRM + Command Center Execution Plan (Q2-Q4 2026)

## Purpose
This plan operationalizes AGM's enterprise CRM, lead intelligence, automation hub, service delivery governance, and content factory into one controlled execution program with measurable milestones.

## Scope Alignment
- Primary lead generation engine: CRM web scraper platform in ../crm
- Enterprise orchestration plane: Strategic Command Center in this repository
- Unified KPI/SLA/ticketing and project governance: API layer under api/
- Sales operations engine: vertical ownership, target-account execution, and deal-tier routing
- Revenue intelligence engine: lead scoring, outreach sequence telemetry, and forecast controls

## Strategic Architecture Decision (Approved)
- Decision file: AGM_ZERO_LICENSE_DECISION_FILE_30_60_90_2026-04-18.md
- Decision: zero-license-cost, self-hosted, proprietary AGM platform architecture.
- Enforcement: all future platform additions must pass zero-license and self-hostability gates unless explicitly waived by architecture board.

## 30/60/90 Execution Control Pack
- Workpackage blueprint: AGM_30_60_90_ENTERPRISE_EXECUTION_WORKPACKAGES_2026-04-18.md
- Environment bootstrap runbook: AGM_PHASE1_ENV_BOOTSTRAP_RUNBOOK_2026-04-18.md
- Governance audit automation: scripts/run-30-60-90-governance-audit.ps1
- Canonical data contract spec: AGM_CANONICAL_DATA_CONTRACT_SPEC_2026-04-18.md
- API baseline test matrix: AGM_API_CONTRACT_BASELINE_TEST_MATRIX_2026-04-18.md
- API baseline automation: scripts/run-api-contract-baseline.ps1

## Program Outcomes
- Establish reliable end-to-end lead-to-revenue workflows.
- Enforce SLA and service governance with auditable actions.
- Scale on-page and off-page content operations with approval gates.
- Stabilize role-based automation and cross-module command-center controls.

## Operating Principles
- Automation-first, human-validated.
- Every workflow must have observability and rollback.
- No critical action without role, owner, due date, and evidence artifact.
- Production decisions must be traceable to logs, APIs, and persistent data.

## Timeline Summary
- Phase 1: Stabilize and baseline (Days 1-14)
- Phase 2: Unify operations and data contracts (Days 15-30)
- Phase 3: Expand enterprise modules (Days 31-60)
- Phase 4: Intelligence, governance, and scale (Days 61-90+)

## Phase 1 (Days 1-14): Stabilize and Baseline

### Objectives
- Remove execution ambiguity between CRM and command-center systems.
- Stabilize critical UI controls and action buttons.
- Baseline API health, workflow integrity, and role routing behavior.
- Start security hardening for secrets and privileged endpoints.
- Integrate CRM engine vertical model (Healthcare, Manufacturing, Private Equity) into live workflows.
- Establish deal-size segmentation and lead-routing policies for dual-engine revenue motion.

### Workstream A: Platform Stabilization
- Task A1: Confirm system-of-record boundaries (CRM vs Command Center).
- Task A2: Validate strategic command center tab and action wiring.
- Task A3: Harden initialization to prevent one module failure from disabling control actions.
- Task A4: Validate API/SOAP/REST audit button behavior and planning-tab transitions.

### Workstream B: Data and Workflow Baseline
- Task B1: Verify workflow log persistence path and API parity.
- Task B2: Verify lead intelligence summary parity with table rows.
- Task B3: Verify SLA escalation and acknowledgement event lifecycle.
- Task B4: Verify project pipeline and milestone update persistence.

### Workstream C: Security and Compliance Baseline
- Task C1: Inventory hardcoded secrets and map to environment variable targets.
- Task C2: Validate secure-mode and public-mode behavior for lead and SLA endpoints.
- Task C3: Define minimum auth requirements for automation actions.
- Task C4: Execute secrets migration backlog in AGM_PHASE1_SECRETS_MIGRATION_BACKLOG_2026-04-18.md.

### Workstream D: CRM Engine Sales Operations Baseline
- Task D1: Import target-account set and segment by vertical ownership (Healthcare, Manufacturing, Private Equity).
- Task D2: Configure mandatory CRM fields: vertical, revenue range, tech stack, urgency trigger, decision-maker role, deal tier.
- Task D3: Implement scoring model and threshold routing: Industry +10, Role +15, Trigger +20, Response +25; route >=40 for active outreach.
- Task D4: Activate 14-day outreach sequence blueprint by vertical with enforceable cadence checkpoints.
- Task D5: Publish vertical messaging and packaged offers aligned to AGM service tiers.
- Task D6: Stand up revenue-ops dashboard views for pipeline velocity, rep utilization, close-rate by vertical, and forecast variance.

### Phase 1 Deliverables
- D1: Stabilized command-center interaction model.
- D2: Validation checklist and evidence log template.
- D3: Secret migration backlog with priority labels.
- D4: Baseline health report for critical APIs.
- D5: CRM engine integration pack (vertical ownership matrix, routing rules, outreach sequence, deal packaging map).

### Phase 1 Acceptance Criteria
- All critical command-center buttons complete expected action or provide explicit failure messaging.
- All priority APIs return expected auth/status behavior.
- Workflow log, SLA, and lead updates are persisted and queryable.
- Phase 1 evidence file is complete and signed off.

## Phase 2 (Days 15-30): Unify Operations and Data Contracts

### Objectives
- Connect CRM scraper outputs into command-center lead intelligence and outreach workflows.
- Standardize schema contracts for lead, SLA, and status transitions.

### Tasks
- Define canonical lead schema and mapping table.
- Implement ingestion validation and deduplication controls.
- Standardize lifecycle states across CRM and command-center modules.
- Add automated reconciliation report for summary-vs-detail consistency.
- Connect scraper-trigger signals (hiring, funding, website redesign, expansion) into lead-routing workflow.
- Launch vertical-specific outreach template library with A/B variants and response logging.
- Establish target-account penetration tracking by rep and vertical.

### Acceptance Criteria
- Single canonical lead record can be traced from scraper output to service-delivery workflow.
- State transitions are deterministic and role-constrained.
- Reconciliation report has zero critical drift.
- Outreach cadence completion and response telemetry are visible at rep and vertical levels.

## Phase 3 (Days 31-60): Expand Enterprise Modules

### Objectives
- Introduce enterprise CPQ and campaign controls into existing workflow architecture.
- Add formal content approval/staging process for on-page and off-page output.

### Tasks
- Add quote and opportunity lifecycle model (CPQ baseline) with explicit AGM deal ladders:
	- Tier A: SMB/Growth projects ($2.5K-$25K) for SEO, web, design, branding.
	- Tier B: Mid-market transformation ($50K-$100K+) for managed services, SDLC, ERP implementation.
	- Tier C: Full-service transformation ($100K+) with phased delivery and managed run-state.
- Add campaign object model (channel, spend, response, attribution).
- Implement content staging and approval workflow before publish.
- Add dashboard tiles and drill-throughs for conversion and operational throughput.
- Integrate quote gating by vertical fit, urgency trigger, and stakeholder role.

### Acceptance Criteria
- CPQ workflow supports quote creation, revision, approval, and handoff.
- Campaign and content lifecycle states are auditable.
- Staging-to-production promotion has approval evidence.

## Phase 4 (Days 61-90+): Intelligence, Governance, and Scale

### Objectives
- Introduce learning and optimization with governance controls.
- Operationalize weekly and quarterly governance routines.

### Tasks
- Add lead scoring model calibration and monitoring.
- Add anomaly detection for SLA breaches and pipeline stalls.
- Publish weekly governance digest and quarterly scorecard package.
- Promote highest-performing workflows into always-on automations.
- Operationalize win/loss intelligence loop with objection taxonomy and competitor signal tracking.
- Add territory, quota, and compensation analytics for rep productivity governance.
- Add lead-to-revenue attribution from off-page content and outreach sequence touchpoints.

### Acceptance Criteria
- Model and anomaly outputs are actionable and tied to owner workflows.
- Governance digest and scorecard are generated on schedule.
- Operational KPIs remain stable or improving for 4 consecutive weeks.
- Vertical performance, forecast accuracy, and attribution signals are board-review ready.

## CRM Engine Integration Addendum (Approved 2026-04-19)

### Primary Revenue Verticals
- Healthcare groups and multi-location clinics (recurring engine + enterprise upsell).
- Manufacturing and distribution (high-ticket modernization and ERP motion).
- Private equity portfolio companies (relationship multiplier model).

### Sales Structure
- Rep 1 ownership: Healthcare.
- Rep 2 ownership: Manufacturing and distribution.
- Rep 3 ownership: Private equity and portfolio expansion.

### Sequenced Outreach Model
- Day 1: pain-point message.
- Day 3: value-add follow-up.
- Day 5: social-proof insertion.
- Day 7: direct ask.
- Day 9: insight drop.
- Day 11: soft close.
- Day 14: final touch and disposition.

### Trigger-Based Prospecting Inputs
- Hiring activity for engineering/ops teams.
- Funding or M&A events.
- ERP/system migration announcements.
- Website redesign and expansion signals.

### Operating Artifacts (Required)
- AGM_CRM_ENGINE_INTEGRATION_ROADMAP_2026-04-19.md
- AGM_CRM_ENGINE_EXECUTION_BACKLOG_30_60_90_2026-04-19.md
- AGM_SALES_DASHBOARD_SQL_BASELINE_2026-04-19.sql

## RACI (Program-Level)
- Executive Sponsor: Chief Marketing Director
- Platform Governance: Enterprise Architect
- Revenue Execution: Sales Director
- Engineering Delivery: Platform and DevOps Teams
- Quality and Controls: Service Delivery Operations

## Risk Register (Initial)
- R1: Environment mismatch between repositories and active runtime context.
- R2: Initialization failure disables high-visibility command-center controls.
- R3: Endpoint auth inconsistency between public and secure modes.
- R4: Hardcoded secret exposure across app and API files.
- R5: Workflow-state divergence between tables, summaries, and logs.

## Metrics and Reporting Cadence
- Daily: API health checks, SLA breaches, ingestion outcomes.
- Weekly: Workflow pass rate, conversion latency, action completion rate.
- Bi-weekly: Data contract drift and reconciliation report.
- Monthly: Program milestone scorecard and risk review.

## Phase 1 Execution Log (Started)
- Status: COMPLETE (Gate A PASS)
- Start Date: 2026-04-18

### Completed in this sprint
- Created this master execution plan.
- Integrated this plan into active off-page strategy plan.
- Implemented resilient command-center initialization guardrails for critical action wiring.
- Created Phase 1 validation checklist artifact.
- Published zero-license-cost architecture decision file with 30/60/90 migration best practices.
- Started Phase 1 security workstream with secrets migration backlog artifact.
- Published full 30/60/90 enterprise workpackage blueprint with gate criteria and KPI targets.
- Added governance audit automation script for weekly artifact and signal checks.
- Executed governance audit report: AGM_30_60_90_GOVERNANCE_AUDIT_REPORT_2026-04-18_2044.md (PASS).
- Published canonical data contract specification for lead/SLA/project/workflow entities.
- Added API contract baseline matrix and executable validation script.
- Executed API baseline report: AGM_API_CONTRACT_BASELINE_REPORT_2026-04-18_2049.md (14 PASS / 0 FAIL).
- Executed updated governance audit report: AGM_30_60_90_GOVERNANCE_AUDIT_REPORT_2026-04-18_2050.md (PASS).
- Upgraded CRM ingestion adapter with canonical contract validation, deterministic dedup keys, and reconciliation reporting automation (WP-005).
- Added service-audit network fallback for local-host execution and improved operator diagnostics when endpoints are unreachable.
- Initiated WP-006 with CPQ lifecycle baseline API and transition controls.
- Added WP-005/WP-006 cadence automation scripts and runbook for daily/weekly scheduling.
- Executed Day-30 high-priority execution package runner with full validation and audit chain.
- Achieved A+ 10/10 gate score with all validation controls passing.
- Executed Day-60 execution package runner and achieved A+ 10/10 with WP-005 through WP-008 controls passing.
- Executed Day-90 execution package runner and achieved A+ 10/10 with scoring calibration, anomaly baseline, governance digest, scorecard, and rollback drill evidence.

### Next immediate steps
- Maintain weekly rerun cadence for Day-30/Day-60/Day-90 package checks and governance publication.
- Maintain executive scorecard publication cadence with composite 10/10 target retention.
- Continue anomaly, calibration, and rollback drill trend tracking for quarterly board reporting.