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📅 Meeting notes & agenda
Log a note any time during the week — a mistake, a fix, a question. Each card below builds that meeting's discussion list automatically. Shared between you, Sharon and Miki.
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✏️ Metrics & commission split below are manually updated (last: Jul 8), not yet auto-synced to real deal data.
🎯 Pipeline: Intro → Qualify → Convert → Onboard 🟢 Live
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Real, live data from deals/deal_substeps, the new EPIC Suite pipeline, not the old GoHighLevel/Sales Hub leads. % = share of all deals that have reached that checkpoint. This will read mostly empty until the Nurture/Closer/Client Success tools are built out to actually record progress here. That's expected on a brand-new system, not a bug.
💵 Commission: how each closed membership's $500 setup splits
$100
$100
$100
$200
RP leg · Referral Partner / TLA ads$100
SDR leg · qualified → closer cal$100
Closer: 3B booked $100
Closer: membership $200
Commissions realize on close (when the $500 setup is collected), attributed to whoever did each step. Warm referrals that skip the SDR leave that $100 with the house. Client Success is not in the setup-fee split.
📋 What's new across the Suite
Every hub's release notes in one place, newest first. Read straight from each tool, so this is never a stale copy.
🔐 Real owner-only access (2026-07-04). Gated by Supabase Auth + a profiles.role='owner' check, not a shared code anymore. Manage who else gets in from Team, in the dock below. Agents, the affiliation hierarchy, payouts and the Sales Hub/Fathom sync tools live in Marketing & Sales (dock below); TLA's own closers, CSRs and admins are managed in Team.