Task & deliverable checklist
Built from the July 8 discovery sessions, the Discovery Recap, and the working audit workbook. Maps 1:1 to the Discovery Recap's "Next steps" and seeds the workbook's Phase 1 build plan.
The prize is contacts and white space. Only ~900 of JustiFi's 25,000 companies are scored to ICP today, and there's no systematic contact scoring yet. Every task below points at closing those two gaps. Scope promise: if anything drifts, throw the stop sign — this is a shared starting point, not the final map.
Go deeper on contacts — the focus
| Task | Deliverable | Lane | Effort | Done |
|---|---|---|---|---|
| Map the contact fields in use today (persona + relationship + engagement signals) | Contact field inventory in workbook | Mine | M | |
| Define contact scoring model: persona match × relationship strength × engagement | Contact scoring spec | Together | L | |
| Anchor contact quality base: sends since last engagement, marketing vs non-marketing, bounce, opt-out, NeverBounce | Clean contact base rules | Mine | M | |
| Identify who to target / pull in / action on using standard HubSpot fields + Clay | Target-contact working list | Together | M | |
| Build coverage/whitespace view so contact gaps are visible | HubSpot list/report view | Mine | M |
Fix company scoring inputs
| Task | Deliverable | Lane | Effort | Done |
|---|---|---|---|---|
| Feed business-model corrections back to the BD Agent so fit stops misfiring | Correction loop + log | Together | M | |
| Build company coverage view so white space (900 of 25,000) is finally visible | Whitespace coverage dashboard | Mine | M | |
| Confirm the 3 new company properties + rules (Company Lifecycle Stage, Research Status, Company Context) | Config sign-off note | Your team | S |
Support Brunna on Clay
| Task | Deliverable | Lane | Effort | Done |
|---|---|---|---|---|
| Keep the orchestrations Brunna is building on track | Clay orchestration checklist | Together | M | |
| Point Clay at the 3,000+ whitespace list to surface next ICP accounts | Enriched whitespace batch | Together | M | |
| Confirm Clay → HubSpot sync: fields, direction, cadence | Sync map | Mine | S |
Log meetings, calls & Zoom into HubSpot
| Task | Deliverable | Lane | Effort | Done |
|---|---|---|---|---|
| Map how meetings get booked and calls get made today | Activity-logging map | Mine | S | |
| Get Zoom into HubSpot with call summaries | Zoom↔HubSpot integration live | Together | M | |
| Confirm activity is visible and reviewable in the record | Activity view | Your team | S |
Resolve the two MCP write paths
| Task | Deliverable | Lane | Effort | Done |
|---|---|---|---|---|
| Map what Clay writes vs what the Claude agents write into HubSpot Notes | One clean MCP write map | Mine | M | |
| Set the rule so Clay and the agents don't collide | Write-path guardrail | Together | S |
Speed up the outbound loop
| Task | Deliverable | Lane | Effort | Done |
|---|---|---|---|---|
| Review the "Ready for Outbound" gate; keep the check, remove the bottleneck | Faster-loop recommendation | Together | S |
Decisions to make with the team
| Task | Deliverable | Lane | Effort | Done |
|---|---|---|---|---|
| Apollo: gather plan, pros/cons, renewal date, and who uses it | Apollo decision brief | Mine | S |
Access & logistics — blocks the work
| Task | Owner | Done |
|---|---|---|
| Add Rise & Rooted via HubSpot partner access setting | Your team (admin) | |
| Confirm seat + permission level in portal | Your team (admin) |
Already delivered — July 15
Tech Stack Review (9 tools) + deck
Live in the audit workbook and as a standalone deck on the Documents page.
Flightplan Buyer-Intent Setup Spec (HubSpot)
Scoring spec for buyer intent, feeding the Flight Plan playbook.
Sales Navigator + HubSpot Playbook
Full SOP plus the CSV upload template and one-page quick-start.
Account Research & Enrichment SOP
Standard process for researching and enriching target accounts.
Email Sequence Reporting Template (T1–T4)
Ready-to-use tracking template for sequence performance.