{
  "client": "FQHC IT",
  "title": "30 days to a clearer pipeline",
  "status": "Working draft — based on supplied priorities; meeting reconciliation pending",
  "schedule": "Relative Days 1–30. Start date, access, capacity and approvals to be confirmed.",
  "execution": "Planning only. No channel publishing, outreach, CRM changes or spend authorized by this page.",
  "phases": [
    {"id":1,"days":"01–07","title":"Build the foundation","outcome":"A clear audience, a clean-list plan and an honest starting line."},
    {"id":2,"days":"08–14","title":"Make expertise useful","outcome":"An AI leadership pillar, a cyber companion and a reusable social package."},
    {"id":3,"days":"15–21","title":"Open the right doors","outcome":"PCA, speaking, webinar and email assets ready for review—not automatically sent."},
    {"id":4,"days":"22–30","title":"Close the follow-up loop","outcome":"A measured handoff, clear next actions and a Day 29–30 next-month decision."}
  ],
  "tasks": [
    {"id":"F01","phase":1,"workstream":"Strategy & approvals","title":"Choose one audience, one offer, one next step","start":1,"end":3,"owner":"FQHC IT sponsor + marketing lead","dependency":"Supplied priorities; sponsor availability","deliverable":"One-page positioning brief for review. Proposed audience: FQHC executive, IT, operations and finance leaders; state Primary Care Associations as education partners. Select one existing, verified offer and one primary CTA before writing conversion copy.","acceptance":"Brief names a single primary audience, its operational concern, an evidence-backed offer, CTA destination, approver, available capacity and budget boundary. Unsupported service and performance claims are removed.","evidence":"Versioned positioning brief and decision log with explicit pending/approved state.","gate":"Client confirms audience, service/offer, CTA, capacity, approver and budget. No invented consultation offer, contact link or pricing."},
    {"id":"F02","phase":1,"workstream":"CRM & list health","title":"Separate clients from prospects before any outreach","start":2,"end":7,"owner":"CRM administrator + sales lead","dependency":"F01; authorized CRM access and field inventory","deliverable":"Proposed CRM data dictionary: record ID, account, client/prospect flag, lifecycle stage, source, owner, last contact, next action, next-action date, consent basis/status, consent timestamp and opt-out/suppression. Proposed prospect stages: new → researched → permission eligible → contacted → engaged → qualified meeting → opportunity → won/lost/nurture. Clients stay in a separate client lifecycle.","acceptance":"Field map and stage exit rules reviewed; duplicates, invalid addresses, stale records, missing consent and opt-outs identified in a dry run. Preserve all suppression records. Export backup and test rollback before any approved import; no destructive merge or deletion in this sprint plan.","evidence":"Redacted field map, backup/restore checklist, dry-run counts and exception queue; no contact-level data on this public page.","gate":"CRM owner approves access, lawful permission rules, suppression logic and any future import. No CRM write or purchased/scraped list activation."},
    {"id":"F03","phase":1,"workstream":"Measurement & SEO","title":"Record the baseline without inventing the numbers","start":3,"end":7,"owner":"Marketing analyst + web/email administrators","dependency":"F01; permissioned read access to relevant systems","deliverable":"Baseline sheet for organic search clicks/impressions, qualified site actions, LinkedIn reach/engagement, deliverability and existing pipeline. Check SPF, DKIM and DMARC with administrator; document sender reputation, bounce/complaint/suppression history and permissioned seed inbox placement where authorized. Review page speed, indexing, titles, content gaps and the actual CTA path.","acceptance":"Each metric has source, date window and owner, or is explicitly not connected. SEO review selects a small AI/cyber topic cluster and two priority fixes. Seed tests use only approved internal addresses; no prospect sending.","evidence":"Baseline worksheet, read-only audit notes, analytics/CRM attribution map and approved seed-test report.","gate":"Access and test permission required. DNS, tracking, website and sender changes need separate approval; no visitor tracking added to this sprint page."},
    {"id":"C01","phase":2,"workstream":"AI & SEO content","title":"Write the AI leadership cornerstone","start":8,"end":12,"owner":"Content strategist + AI/security subject-matter reviewer","dependency":"F01, F03; verified subject-matter input","deliverable":"One proposed pillar article: ‘A practical AI governance starting point for health center leaders.’ Cover non-PHI use-case selection, management accountability, acceptable use, human review, vendor/security questions and a phased implementation checklist. Include title, description, internal-link suggestions and a CTA aligned to the confirmed offer.","acceptance":"One editorial draft with source links for factual claims, usable checklist, clear audience and reviewer comments resolved. No PHI, patient data or compliance guarantees; examples use synthetic, nonclinical scenarios.","evidence":"Versioned article, source ledger, SEO metadata and reviewer sign-off record.","gate":"FQHC IT confirms expertise and service fit; clinical/security/legal review as appropriate before any public publication."},
    {"id":"C02","phase":2,"workstream":"Cyber & grants","title":"Pair cyber education with a verified grants brief","start":9,"end":14,"owner":"Security reviewer + content lead; grant advisor if available","dependency":"F01, F03; authoritative grant sources supplied for grant-specific copy","deliverable":"One cyber article draft: ‘Questions to ask before choosing an IT support model.’ Focus on access, incident responsibilities, vendor oversight and continuity—not absolute security or cost comparisons. Prepare one grant-readiness brief template; populate program, eligibility, allowable costs, current deadline and source only if authoritative current sources are provided.","acceptance":"Cyber draft has evidence-linked claims and a balanced checklist. Grant brief is fact-checked against supplied authoritative sources, or remains explicitly a source-needed template with no named funding opportunity. Grant advisory scope is separate from promises of awards or eligibility.","evidence":"Cyber draft and claim ledger; grant-source verification sheet or clearly marked blank template.","gate":"Reviewer and client approval before publication. No reuse of unverified 2–4× cost comparisons, security absolutes or grant guarantees."},
    {"id":"C03","phase":2,"workstream":"Social distribution","title":"Build one small, reusable social package","start":10,"end":14,"owner":"Social editor + FQHC IT reviewer","dependency":"C01/C02 draft material; F01 audience and CTA","deliverable":"Planned: six LinkedIn master posts; adapt four for Facebook and four for X. Themes span AI use cases, governance/management, cyber questions, grant readiness (only verified facts), webinar education and an approved next step. Create a relative publishing grid with one owner and review state per asset.","acceptance":"All 14 planned copy assets identify platform, audience, source article, CTA and approval status. Confirm platform limits at scheduling time; include accessible image/alt-text guidance. LinkedIn is the proposed priority; Facebook/X are adaptations, not separate content programs.","evidence":"Copy deck and distribution matrix; account access and scheduling readiness checklist.","gate":"Channel access and copy approval required. No posts scheduled or published by this page; no paid amplification."},
    {"id":"P01","phase":3,"workstream":"PCA & speaking","title":"Research five priority PCA relationships","start":15,"end":18,"owner":"Partnerships lead + researcher","dependency":"F01; client confirms geographic/service fit","deliverable":"Proposed research target: five state Primary Care Associations. Record audience fit, official website, program/contact route, education format, current submission window, deadline and date verified. Prioritize fit over volume; do not assume an open conference opportunity.","acceptance":"Five evidence-backed candidate records, or a documented research gap. Any deadline/open call is checked on the official source at time of use. Named contacts remain in an approved private working file, not this page.","evidence":"Private shortlist with official source links, verification dates and next-action owner.","gate":"Client approves shortlist and outreach angle before any contact, sponsorship, registration or submission."},
    {"id":"P02","phase":3,"workstream":"PCA & speaking","title":"Draft two speaking abstracts with a useful takeaway","start":16,"end":20,"owner":"Content strategist + proposed speaker","dependency":"C01, C02; P01 audience fit; speaker availability","deliverable":"Two abstract drafts: ‘AI governance that health center teams can actually use’ and ‘A leadership checklist for IT vendor oversight.’ Each includes learning objectives, practical audience takeaways, adaptable length, session format and a speaker-bio placeholder awaiting verified credentials.","acceptance":"Two complete review drafts; claims traced to sources; titles/objectives tailored to the shortlisted PCA formats. Submission requirements and current deadlines are verified before any actual application.","evidence":"Abstract packet and speaker credential/capacity checklist.","gate":"Speaker, claims and client approval before submission. No invented credentials, accepted sessions or event commitments."},
    {"id":"P03","phase":3,"workstream":"Webinar & course","title":"Design the education path—not a full course launch","start":17,"end":21,"owner":"Education lead + AI/security reviewer","dependency":"C01; F01 CTA; approved presenter availability","deliverable":"One webinar brief plus registration/follow-up blueprint: learning objectives, run-of-show, proposed registration fields, consent language for review, reminder and post-event routing. One AI implementation course outline: use-case inventory → risk/governance → safe non-PHI pilot → human evaluation → operating ownership. Outline only, not a claim that a course exists.","acceptance":"Webinar blueprint defines presenter, attendee value, approval checkpoints, CRM mapping and follow-up responsibilities. Course outline has five modules with one practical non-PHI exercise each; delivery effort and resourcing remain to be confirmed.","evidence":"Webinar brief, registration field/consent specification and course outline.","gate":"Approve platform, privacy language, dates, presenter and resources before building registration, announcing an event or publishing a course."},
    {"id":"P04","phase":3,"workstream":"Email & nurture","title":"Prepare a permissioned three-touch email sequence","start":18,"end":21,"owner":"Email strategist + CRM/compliance owner","dependency":"F02/F03; approved C01 asset; F01 confirmed CTA","deliverable":"Draft only: touch 1 offers the AI governance checklist; touch 2 shares the cyber leadership questions; touch 3 offers the confirmed next step or a preference update. Proposed relative cadence: initial touch, +4 days, +9 days after an approved launch—not automatically within this sprint. Stop on reply, opt-out, invalid address or stage change.","acceptance":"Three complete email drafts with subject, preview, body, single CTA, sender identity, required footer/opt-out, eligibility criteria, suppression logic and reply owner. Gate on permission, sender readiness and jurisdiction-appropriate review; no bought/scraped or unpermissioned blast.","evidence":"Sequence copy, eligibility/suppression specification, QA checklist and test plan.","gate":"DO NOT SEND. Client must separately approve copy, permission basis, audience, sender checks, timing and any authorized seed test before activation."},
    {"id":"L01","phase":4,"workstream":"CRM & list health","title":"Give every conversation a next action","start":22,"end":26,"owner":"Sales lead + proposed account owners","dependency":"F02; approved CRM workflow; actual authorized conversation records","deliverable":"Follow-up playbook: distinguish client service follow-up from prospect sales follow-up; define where a record is held, who owns it and the next action/date. Proposed internal SLA: review new replies within one business day; confirm feasibility. Meeting template captures decisions, open questions, follow-up owner and date without PHI.","acceptance":"Reviewed stage/owner map and redacted or synthetic examples show meeting → follow-up → qualified opportunity or nurture. Weekly list-health review queue includes stale follow-ups, consent changes, invalid addresses and duplicate exceptions. No prospect or client records exposed here.","evidence":"Follow-up SOP, meeting template and private exception-report specification.","gate":"CRM and sales owners approve workflow and SLA before operational changes; no automated follow-up enabled."},
    {"id":"L02","phase":4,"workstream":"Measurement & SEO","title":"Measure what happened, not what was promised","start":22,"end":28,"owner":"Marketing analyst + sales lead","dependency":"F03; approved activity actually executed separately; connected data","deliverable":"Reporting template separates planned, drafted, approved, published and sent. Track content output, organic engagement/clicks, eligible email delivery/replies, qualified meetings and sourced/influenced opportunities with documented attribution. If nothing has launched, report asset readiness and missing data—not performance.","acceptance":"Source and date window per metric; lead→meeting and meeting→opportunity conversion only with defined populations and denominators. Bounces/complaints and opt-outs inform deliverability; opens are diagnostic only, not a primary KPI. Record two SEO fixes for future authorized implementation.","evidence":"Readiness/performance report with source links, attribution definitions and next-action notes.","gate":"No invented baseline, conversion lift or lead target. Publishing, sending, SEO edits and tracking installations remain separate approvals."},
    {"id":"L03","phase":4,"workstream":"Strategy & approvals","title":"Days 29–30: decide what earns month two","start":29,"end":30,"owner":"FQHC IT sponsor + marketing/sales leads","dependency":"All available drafts; L01/L02; documented outstanding approvals","deliverable":"Two-day closeout: Day 29 reviews deliverable evidence, list/sender health, approval backlog and any connected results. Day 30 selects next month’s single offer/content focus, channel cadence, partnership follow-ups, owners and approved resources.","acceptance":"Closeout packet lists each item as drafted, reviewed, approved, published/sent only with evidence—or deferred with reason. Record continue/change/stop decisions, missing meeting reconciliation and owner acceptance. No unfinished task silently rolls over as done.","evidence":"Day 29 review packet and Day 30 decision log with next-month backlog.","gate":"Client accepts closeout and explicitly approves any next-month launch, scope, budget or resourcing. This page itself does not constitute approval."}
  ],
  "plannedDeliverables": {"aiPillarArticles":1,"cyberArticles":1,"conditionalGrantReadinessBriefs":1,"linkedInMasterPosts":6,"facebookAdaptations":4,"xAdaptations":4,"emailDraftTouches":3,"pcaResearchCandidates":5,"speakingAbstractDrafts":2,"webinarBlueprints":1,"aiCourseOutlines":1},
  "provenance": {"verifiedInputs":["User-supplied topical priorities: AI, grants, cyber, social, SEO, email/list hygiene, PCAs/speaking/webinars/course outline and prospect/client follow-up.","Supplied FQHC IT infographic used for logo and navy/orange brand reference only."],"unavailable":"Meeting transcript not available; no meeting decisions represented as verified.","assumptions":["Audience and channel priority are proposed, not meeting decisions.","Owners are proposed roles, not assigned people.","Services, offer, CTA/contact path, access, capacity, start date, budget and approver need confirmation."],"excluded":["Unverified infographic cost/security assertions","PHI or personal contact data","Private transcript content","Marketing executions, CRM writes or paid spend"]}
}