AIHive · Agent World

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A \"0\" with\n// no guidance is indistinguishable from \"broken\" to an operator. This module reads the SAME real\n// data those surfaces read (getMarketingOverview → AIO KPIs + funnel + attribution, plus the CRM\n// counts for deals / contacts / forms / leads / content) and, with PURELY RULE-BASED logic (NO\n// LLM, NO fabricated numbers), returns a structured insight per key area:\n//\n// { area, metric, value, status: \"good\"|\"watch\"|\"action\"|\"nodata\", headline, why, recommendation }\n//\n// Honesty contract:\n// • Every figure cited comes from the live data we read — we never invent a number.\n// • \"nodata\" is a FIRST-CLASS status: when an area has no measurable signal we say so plainly,\n// state the EXACT reason (\"No won deals and no UTM conversions recorded in the window\"), and\n// give the EXACT fix (\"Tag campaigns with UTM links (Tools → UTM builder) and mark a deal\n// Won, or connect GA4 conversions\") — never a hollow 0 with no next step.\n// • Coverage: acquisition (sessions / channels), conversion (CAC / conversion-rate), funnel\n// bottleneck (TOFU/MOFU/BOFU), content velocity, lead flow (forms → leads → MQL).\n//\n// TENANT-SCOPED: every direct count below filters tenant_id = currentTenantId(); the composed\n// feeds (getMarketingOverview / attribution) are themselves tenant-scoped. Each area is guarded\n// independently so one failing read degrades that area to an honest \"nodata\" rather than 500-ing\n// the whole insight bundle.\n\nexport type InsightStatus = \"good\" | \"watch\" | \"action\" | \"nodata\";\n\nexport interface MarketingInsight {\n area: string; // stable key: \"acquisition\" | \"conversion\" | \"funnel\" | \"content\" | \"lead_flow\"\n metric: string; // human label of the headline metric, e.g. \"Sessions (30d)\"\n value: string; // the real value as a display string, or \"—\" when nodata\n status: InsightStatus;\n headline: string; // one-line BA verdict\n why: string; // the data-grounded reason behind the verdict\n recommendation: string; // the exact next action (a play, a builder, a connection)\n}\n\n// ─── number / format helpers ─────────────────────────────────────────────────\nfunction isNum(v: any): v is number {\n return typeof v === \"number\" && Number.isFinite(v);\n}\nfunction fmtInt(n: number): string {\n return Math.round(n).toLocaleString(\"en-US\");\n}\nfunction fmtMoney(n: number): string {\n // Whole-dollar for readability; the underlying figures are estimates from typed inputs.\n return \"$\" + Math.round(n).toLocaleString(\"en-US\");\n}\nfunction fmtPct(ratio: number): string {\n return (ratio * 100).toFixed(1) + \"%\";\n}\n\n// COUNT(*) for a tenant-scoped table with an optional extra WHERE clause. Always parameterized,\n// always tenant-filtered. Returns 0 on any error so a missing table never breaks the feed.\nasync function tenantCount(table: string, extraWhere = \"\", extraArgs: any[] = []): Promise {\n try {\n const tid = currentTenantId();\n const where = \"WHERE tenant_id = ?\" + (extraWhere ? \" AND \" + extraWhere : \"\");\n const r = await sqlite.execute(`SELECT COUNT(*) FROM ${table} ${where}`, [tid, ...extraArgs]);\n return Number((r.rows?.[0] as any[])?.[0]) || 0;\n } catch {\n return 0;\n }\n}\n\n// ─── ACQUISITION (sessions / channels) ───────────────────────────────────────\n// Reads sessions from the AIO KPIs and the per-channel mix from attribution. The verdict is about\n// whether we can SEE traffic and whether it's concentrated in one channel (a diversification risk)\n// or spread (healthy). No traffic at all → nodata with the GA4 connection fix.\nfunction acquisitionInsight(kpis: any, attribution: any): MarketingInsight {\n const sessions = isNum(kpis?.sessions) ? kpis.sessions : 0;\n const channels: any[] = Array.isArray(attribution?.channels) ? attribution.channels : [];\n const sessionedChannels = channels.filter((c) => isNum(c?.sessions) && c.sessions > 0);\n\n if (sessions <= 0 && sessionedChannels.length === 0) {\n return {\n area: \"acquisition\",\n metric: \"Sessions (30d)\",\n value: \"—\",\n status: \"nodata\",\n headline: \"No traffic is being measured yet\",\n why: \"GA4 reported no sessions for the last 30 days, so acquisition volume and the channel mix can't be assessed.\",\n recommendation: \"Connect GA4 in Settings → Integrations so sessions and channel acquisition flow in; until then traffic and CAC can't be computed.\",\n };\n }\n\n // Channel concentration: top channel's share of measured sessions.\n const totalSess = sessionedChannels.reduce((a, c) => a + (c.sessions || 0), 0);\n const top = sessionedChannels.slice().sort((a, b) => (b.sessions || 0) - (a.sessions || 0))[0];\n const topShare = top && totalSess > 0 ? top.sessions / totalSess : 0;\n\n if (top && topShare >= 0.75 && sessionedChannels.length > 1) {\n return {\n area: \"acquisition\",\n metric: \"Sessions (30d)\",\n value: fmtInt(sessions),\n status: \"watch\",\n headline: `Traffic is concentrated in ${top.source}`,\n why: `${top.source} drives ${fmtPct(topShare)} of measured sessions — a single-channel dependency that's risky if that channel softens.`,\n recommendation: \"Diversify acquisition: invest in a second channel (SEO content or a paid platform under Attract → Paid) to reduce single-channel exposure.\",\n };\n }\n\n if (sessionedChannels.length <= 1) {\n return {\n area: \"acquisition\",\n metric: \"Sessions (30d)\",\n value: fmtInt(sessions),\n status: \"watch\",\n headline: \"Only one acquisition channel is visible\",\n why: `${fmtInt(sessions)} sessions are coming through ${top ? top.source : \"a single channel\"}; no other channel has measurable traffic yet.`,\n recommendation: \"Stand up a second channel (publish SEO content under Attract → Content, or connect a paid platform under Attract → Paid) so growth isn't tied to one source.\",\n };\n }\n\n return {\n area: \"acquisition\",\n metric: \"Sessions (30d)\",\n value: fmtInt(sessions),\n status: \"good\",\n headline: \"Traffic is flowing across multiple channels\",\n why: `${fmtInt(sessions)} sessions across ${sessionedChannels.length} channels (top: ${top.source} at ${fmtPct(topShare)}) — a diversified mix.`,\n recommendation: \"Hold the mix and shift budget toward whichever channel shows the best CAC/ROI in Attribution.\",\n };\n}\n\n// ─── CONVERSION (CAC / conversion-rate) ───────────────────────────────────────\n// Two intertwined signals: are there conversions at all, and what does each cost (CAC)?\n// conversions=0 and CAC=null are the canonical \"hollow 0\" cases the contract calls out by name.\nfunction conversionInsight(kpis: any, attribution: any): MarketingInsight {\n const conversions = isNum(kpis?.conversions)\n ? kpis.conversions\n : (isNum(attribution?.total_conversions) ? attribution.total_conversions : 0);\n const sessions = isNum(kpis?.sessions) ? kpis.sessions : 0;\n const cac = isNum(kpis?.cac) ? kpis.cac : null;\n const spend = isNum(kpis?.marketing_spend) ? kpis.marketing_spend : 0;\n\n // No conversions recorded anywhere in the window — the exact nodata case from the contract.\n if (conversions <= 0) {\n return {\n area: \"conversion\",\n metric: \"Conversions (30d)\",\n value: \"0\",\n status: \"nodata\",\n headline: \"No conversions recorded in the window\",\n why: \"No won deals and no UTM conversions were recorded in the last 30 days, so conversion rate and CAC can't be calculated.\",\n recommendation: \"Tag campaigns with UTM links (Tools → UTM builder) and mark a deal Won, or connect GA4 conversions, so conversion and CAC start computing.\",\n };\n }\n\n // We have conversions. Conversion rate needs sessions; CAC needs spend.\n const convRate = sessions > 0 ? conversions / sessions : null;\n\n if (cac == null) {\n // Conversions exist but CAC is null → almost always missing spend input.\n return {\n area: \"conversion\",\n metric: \"CAC\",\n value: \"—\",\n status: \"action\",\n headline: `${fmtInt(conversions)} conversions, but CAC is unknown`,\n why: spend > 0\n ? \"Marketing spend is configured but CAC still resolves to null — conversions aren't being attributed against spend in the window.\"\n : \"No marketing spend is configured, so cost-per-acquisition can't be divided out even though conversions are landing.\",\n recommendation: \"Set marketing spend in campaign budgets (Engage → Campaigns) or the spend estimate in Settings so CAC is computed against real cost.\",\n };\n }\n\n // CAC is known — judge it against LTV when available (LTV:CAC ≥ 3 is the classic healthy bar).\n const ltvCacStatus = String(kpis?.benchmark_status?.ltv_cac || \"unknown\");\n if (ltvCacStatus === \"unhealthy\") {\n return {\n area: \"conversion\",\n metric: \"CAC\",\n value: fmtMoney(cac),\n status: \"action\",\n headline: \"Acquisition cost is outrunning customer value\",\n why: `CAC is ${fmtMoney(cac)} while the LTV:CAC ratio reads unhealthy${isNum(kpis?.ltv_cac_ratio) ? ` (${kpis.ltv_cac_ratio.toFixed(1)}× vs the 3× target)` : \"\"} — each customer costs more than the economics support.`,\n recommendation: \"Cut spend on the worst-CAC channels (see Attribution) and lift conversion rate (CRO → experiments) before scaling budget.\",\n };\n }\n if (ltvCacStatus === \"borderline\") {\n return {\n area: \"conversion\",\n metric: \"CAC\",\n value: fmtMoney(cac),\n status: \"watch\",\n headline: \"Unit economics are borderline\",\n why: `CAC is ${fmtMoney(cac)} with an LTV:CAC ratio that's only borderline${isNum(kpis?.ltv_cac_ratio) ? ` (${kpis.ltv_cac_ratio.toFixed(1)}× vs 3×)` : \"\"} — there's little headroom to scale.`,\n recommendation: \"Improve conversion rate (CRO experiments) or shift spend to lower-CAC channels in Attribution before increasing budget.\",\n };\n }\n\n return {\n area: \"conversion\",\n metric: \"CAC\",\n value: fmtMoney(cac),\n status: \"good\",\n headline: \"Conversions are landing at a healthy cost\",\n why: `${fmtInt(conversions)} conversions at ${fmtMoney(cac)} CAC${convRate != null ? `, a ${fmtPct(convRate)} session→conversion rate` : \"\"}${ltvCacStatus === \"healthy\" ? \" with a healthy LTV:CAC ratio\" : \"\"}.`,\n recommendation: \"Scale spend on the best-performing channels in Attribution while watching CAC for drift.\",\n };\n}\n\n// ─── FUNNEL bottleneck (TOFU / MOFU / BOFU) ──────────────────────────────────\n// The funnel summary already computes a bottleneck + per-stage health. We surface it as the BA\n// verdict and attach the recommended play for whichever stage is the constraint.\nconst STAGE_PLAYS: Record = {\n TOFU: \"Increase top-of-funnel reach: publish SEO content (Attract → Content) and open a second acquisition channel (Attract → Paid).\",\n MOFU: \"Strengthen the middle: capture more leads with forms + landing pages (Convert → Capture) and nurture them with journeys (Engage → Automation).\",\n BOFU: \"Convert the bottom: tighten the marketing→sales handoff (Convert → Handoff) and accelerate qualified deals in the pipeline.\",\n};\nfunction funnelInsight(funnel: any): MarketingInsight {\n const observed = isNum(funnel?.total_metrics_observed) ? funnel.total_metrics_observed : 0;\n const connected = isNum(funnel?.total_integrations_connected) ? funnel.total_integrations_connected : 0;\n\n if (!funnel || (observed <= 0 && connected <= 0)) {\n return {\n area: \"funnel\",\n metric: \"Funnel health\",\n value: \"—\",\n status: \"nodata\",\n headline: \"The funnel has no signal to score yet\",\n why: \"No integrations are connected and no metrics have been observed, so TOFU/MOFU/BOFU health can't be computed.\",\n recommendation: \"Connect at least one funnel data source (GA4, Search Console, or Ahrefs) in Settings → Integrations so the funnel can be measured.\",\n };\n }\n\n const bottleneck = funnel?.bottleneck || null;\n const overall = isNum(funnel?.overall_health) ? funnel.overall_health : null;\n\n if (bottleneck && bottleneck.stage) {\n const stage = String(bottleneck.stage);\n const play = STAGE_PLAYS[stage] || \"Address the weakest stage with the matching marketing play.\";\n return {\n area: \"funnel\",\n metric: \"Bottleneck stage\",\n value: stage,\n status: \"action\",\n headline: `${stage} is the funnel bottleneck`,\n why: bottleneck.reason\n ? String(bottleneck.reason)\n : `${stage} is the weakest stage in the TOFU/MOFU/BOFU funnel and is constraining throughput.`,\n recommendation: play,\n };\n }\n\n return {\n area: \"funnel\",\n metric: \"Funnel health\",\n value: overall != null ? `${Math.round(overall)}/100` : \"—\",\n status: overall != null && overall < 50 ? \"watch\" : \"good\",\n headline: overall != null && overall < 50 ? \"Funnel health is soft but balanced\" : \"Funnel health is balanced\",\n why: overall != null\n ? `Composite funnel health is ${Math.round(overall)}/100 across ${connected} connected source${connected === 1 ? \"\" : \"s\"} with no single dominant bottleneck.`\n : `No single stage is the bottleneck across ${connected} connected source${connected === 1 ? \"\" : \"s\"}.`,\n recommendation: overall != null && overall < 50\n ? \"Lift the lowest-scoring stage first — check per-stage diagnoses in the Intel funnel view.\"\n : \"Maintain balance and watch per-stage health as volume grows.\",\n };\n}\n\n// ─── CONTENT velocity ────────────────────────────────────────────────────────\n// Are we shipping content? We count published items in the last 30 days and the in-flight\n// pipeline (idea/brief/draft/review/scheduled). Zero of everything → nodata with the builder fix.\nasync function contentInsight(): Promise {\n let published30 = 0;\n let inFlight = 0;\n let total = 0;\n try {\n published30 = await tenantCount(\n \"content_items\",\n \"status = 'published' AND COALESCE(published_at, updated_at) >= datetime('now','-30 days')\",\n );\n inFlight = await tenantCount(\"content_items\", \"status IN ('idea','brief','draft','review','scheduled')\");\n total = await tenantCount(\"content_items\");\n } catch {\n /* counts default to 0 → handled as nodata below */\n }\n\n if (total <= 0) {\n return {\n area: \"content\",\n metric: \"Content published (30d)\",\n value: \"0\",\n status: \"nodata\",\n headline: \"No content in the pipeline\",\n why: \"There are no content items at all, so publishing velocity can't be measured.\",\n recommendation: \"Start the editorial engine: create a brief and draft in Attract → Content so content velocity begins accumulating.\",\n };\n }\n\n if (published30 <= 0) {\n return {\n area: \"content\",\n metric: \"Content published (30d)\",\n value: \"0\",\n status: inFlight > 0 ? \"watch\" : \"action\",\n headline: inFlight > 0 ? \"Content is stuck before publish\" : \"Nothing has shipped recently\",\n why: inFlight > 0\n ? `${fmtInt(inFlight)} item${inFlight === 1 ? \"\" : \"s\"} are in the pipeline but none were published in the last 30 days.`\n : \"No content has been published in the last 30 days and nothing is in flight.\",\n recommendation: inFlight > 0\n ? \"Move in-flight drafts to published in Attract → Content — the bottleneck is shipping, not ideation.\"\n : \"Schedule and publish at least one piece in Attract → Content to restart velocity.\",\n };\n }\n\n return {\n area: \"content\",\n metric: \"Content published (30d)\",\n value: fmtInt(published30),\n status: \"good\",\n headline: \"Content is shipping steadily\",\n why: `${fmtInt(published30)} item${published30 === 1 ? \"\" : \"s\"} published in the last 30 days with ${fmtInt(inFlight)} more in the pipeline.`,\n recommendation: \"Keep the cadence and tie new content to the funnel stage that needs it most (see the funnel insight).\",\n };\n}\n\n// ─── LEAD FLOW (forms → leads → MQL) ─────────────────────────────────────────\n// The capture → qualify chain: do forms exist, are they collecting submissions, and how many of\n// those leads reach MQL (lead_status grade A|B)? Each break in the chain has a distinct fix.\nasync function leadFlowInsight(): Promise {\n let forms = 0;\n let submissions30 = 0;\n let mql = 0;\n try {\n forms = await tenantCount(\"marketing_forms\");\n submissions30 = await tenantCount(\"form_submissions\", \"created_at >= datetime('now','-30 days')\");\n mql = await tenantCount(\"lead_status\", \"grade IN ('A','B')\");\n } catch {\n /* counts default to 0 */\n }\n\n if (forms <= 0) {\n return {\n area: \"lead_flow\",\n metric: \"Lead capture forms\",\n value: \"0\",\n status: \"nodata\",\n headline: \"No capture surface exists yet\",\n why: \"There are no lead-capture forms, so the forms → leads → MQL chain has no entry point.\",\n recommendation: \"Build a form (Convert → Capture) and embed it on a landing page so visitors can become leads.\",\n };\n }\n\n if (submissions30 <= 0) {\n return {\n area: \"lead_flow\",\n metric: \"Form submissions (30d)\",\n value: \"0\",\n status: \"action\",\n headline: \"Forms exist but aren't capturing leads\",\n why: `${fmtInt(forms)} form${forms === 1 ? \"\" : \"s\"} are built, but no submissions came in over the last 30 days.`,\n recommendation: \"Drive traffic to the form's landing page (Attract) and verify the form is published and embedded; capture is the broken link.\",\n };\n }\n\n if (mql <= 0) {\n return {\n area: \"lead_flow\",\n metric: \"MQLs (grade A/B)\",\n value: \"0\",\n status: \"watch\",\n headline: \"Leads are captured but none are qualified\",\n why: `${fmtInt(submissions30)} submission${submissions30 === 1 ? \"\" : \"s\"} in 30 days, but no lead has reached MQL (grade A/B) yet.`,\n recommendation: \"Grade incoming leads and route the strong ones with journeys (Engage → Automation), then promote qualified leads in Convert → Handoff.\",\n };\n }\n\n return {\n area: \"lead_flow\",\n metric: \"MQLs (grade A/B)\",\n value: fmtInt(mql),\n status: \"good\",\n headline: \"The capture-to-qualify chain is working\",\n why: `${fmtInt(submissions30)} form submission${submissions30 === 1 ? \"\" : \"s\"} in 30 days and ${fmtInt(mql)} lead${mql === 1 ? \"\" : \"s\"} at MQL (grade A/B).`,\n recommendation: \"Promote MQLs to deals in Convert → Handoff and keep nurturing the rest with journeys.\",\n };\n}\n\n// ─── PUBLIC: getMarketingInsights ────────────────────────────────────────────\n// Compose the five area insights into one ordered list. Reads the SAME real data the analytics\n// surfaces read (getMarketingOverview = AIO KPIs + funnel + attribution) plus the CRM counts, and\n// applies the rule-based BA/DA logic above. Each area is independently guarded — a failing feed\n// yields an honest \"nodata\" for that area, never a 500 for the whole bundle. Tenant-scoped.\nexport async function getMarketingInsights(): Promise<{\n insights: MarketingInsight[];\n summary: { good: number; watch: number; action: number; nodata: number };\n generatedAt: string;\n}> {\n // Pull the composed overview once (KPIs + funnel + attribution). Guarded: on failure each area\n // still produces its own honest nodata from null inputs / its own counts.\n const overview = await getMarketingOverview().catch(() => null as any);\n const kpis = overview?.kpis ?? null;\n const funnel = overview?.funnel ?? null;\n const attribution = overview?.attribution ?? null;\n\n const insights: MarketingInsight[] = [];\n\n // Synchronous (pure) area insights — wrapped so a thrown rule never aborts the bundle.\n const safe = (fn: () => MarketingInsight, area: string, metric: string): MarketingInsight => {\n try {\n return fn();\n } catch {\n return {\n area,\n metric,\n value: \"—\",\n status: \"nodata\",\n headline: \"This area couldn't be evaluated\",\n why: \"The underlying data for this area was unavailable in this request.\",\n recommendation: \"Retry shortly; if it persists, check the connected integrations in Settings.\",\n };\n }\n };\n\n insights.push(safe(() => acquisitionInsight(kpis, attribution), \"acquisition\", \"Sessions (30d)\"));\n insights.push(safe(() => conversionInsight(kpis, attribution), \"conversion\", \"Conversions (30d)\"));\n insights.push(safe(() => funnelInsight(funnel), \"funnel\", \"Funnel health\"));\n\n // Async area insights (own tenant-scoped counts) — each already internally guarded.\n insights.push(await contentInsight().catch((): MarketingInsight => ({\n area: \"content\",\n metric: \"Content published (30d)\",\n value: \"—\",\n status: \"nodata\",\n headline: \"Content velocity couldn't be read\",\n why: \"The content pipeline data was unavailable in this request.\",\n recommendation: \"Retry shortly; if it persists, check Attract → Content.\",\n })));\n insights.push(await leadFlowInsight().catch((): MarketingInsight => ({\n area: \"lead_flow\",\n metric: \"Lead flow\",\n value: \"—\",\n status: \"nodata\",\n headline: \"Lead flow couldn't be read\",\n why: \"The forms / leads data was unavailable in this request.\",\n recommendation: \"Retry shortly; if it persists, check Convert → Capture.\",\n })));\n\n const summary = { good: 0, watch: 0, action: 0, nodata: 0 };\n for (const i of insights) summary[i.status]++;\n\n return { insights, summary, generatedAt: new Date().toISOString() };\n}\n","createdAt",["D",1780481466268],"branchVersion","branchId","ecb58646-56c9-11f1-abd8-ee650bb23af1","id","ecb4ccf6-56c9-11f1-abd8-ee650bb23af1","aihivecommand",["D",1779556068488],"deletedAt","legacyEnvVars","privacy","public","httpPrivacy","description","AIHive Command 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interface Integration {\n id: string;\n name: string; // 'ahrefs'|'ga4'|'gsc'|'linkedin'|'outlook'|'wordpress'|'youtube'|'producthunt'\n api_key?: string;\n api_secret?: string;\n access_token?: string;\n refresh_token?: string;\n extra_config?: string; // JSON string\n connected_at?: string;\n updated_at?: string;\n}\n\nexport interface LLMConfig {\n id: string;\n // QA fix: gemini was already routed in callLLM but missing from the union, causing TS noise.\n provider: 'anthropic' | 'openai' | 'gemini' | 'custom';\n api_key: string;\n endpoint?: string;\n model: string;\n updated_at?: string;\n // Per-provider key presence flags (computed from the 4 api_key_ columns) —\n // used by Settings UI to render \"(saved)\" pills without leaking the actual key.\n has_key?: { anthropic: boolean; openai: boolean; gemini: boolean; custom: boolean };\n}\n\nexport interface Agent {\n id: string;\n name: string;\n workspace: 'marketing' | 'sales';\n description: string;\n system_prompt: string;\n 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(INTEGER id, ICE fields, OKR/experiment links). If a\n // legacy table exists, rename it so the new CREATE further down can build the right shape.\n try {\n const cols = await sqlite.execute(\"PRAGMA table_info(tasks)\");\n const have = new Set((cols.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n // Old schema is identifiable by `agent_id` + `input` + no `priority`. 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PRAGMA-guarded ALTER (re-run safe).\n try {\n const cols = await sqlite.execute(\"PRAGMA table_info(llm_config)\");\n const have = new Set((cols.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n for (const col of [\"api_key_anthropic\", \"api_key_openai\", \"api_key_gemini\", \"api_key_custom\"]) {\n if (!have.has(col)) await sqlite.execute(`ALTER TABLE llm_config ADD COLUMN ${col} TEXT DEFAULT ''`);\n }\n if (!have.has(\"endpoint_custom\")) {\n await sqlite.execute(\"ALTER TABLE llm_config ADD COLUMN endpoint_custom TEXT DEFAULT ''\");\n }\n } catch { /* non-critical: legacy single-key still works */ }\n\n // Agent budget tracking — real monthly LLM-cost cap per agent.\n // current_spend incremented on each LLM call, reset at period_start rollover.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS agent_budgets (\n agent_id TEXT PRIMARY KEY,\n monthly_cap REAL DEFAULT 250,\n current_spend REAL DEFAULT 0,\n period_start TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n\n // C3: agent execution log. One row per run (manual or scheduled). Latest 50 power the\n // AgentCard timeline. status: queued → running → completed | failed | cancelled.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS agent_runs (\n id TEXT PRIMARY KEY,\n agent_id TEXT NOT NULL,\n status TEXT NOT NULL,\n trigger TEXT DEFAULT 'manual',\n started_at TEXT DEFAULT (datetime('now')),\n finished_at TEXT,\n duration_ms INTEGER,\n input TEXT,\n output TEXT,\n error TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_agent_runs_agent ON agent_runs(agent_id, started_at DESC)`);\n\n // D1: customer cohorts. One row per cohort (e.g. signup month). Powers cohort-survival LTV\n // beyond the simple avg_deal × retention_months heuristic. retention_curve is a JSON array\n // [m1, m2, m3 ...] of retained customer counts. arpu = average revenue per user (monthly).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS customer_cohorts (\n id TEXT PRIMARY KEY,\n cohort_label TEXT NOT NULL,\n cohort_size INTEGER NOT NULL,\n arpu REAL NOT NULL,\n retention_curve TEXT NOT NULL,\n created_at TEXT DEFAULT (datetime('now'))\n )\n `);\n\n // D3: lead state changes — every MQL→SQL transition gets a row so we can compute\n // engagement velocity (avg days lead spent in each stage).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS lead_state_changes (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n lead_email TEXT NOT NULL,\n from_state TEXT,\n to_state TEXT NOT NULL,\n changed_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_lead_state_email ON lead_state_changes(lead_email, changed_at)`);\n\n // D5: utm_conversions — channel attribution log. Populated when a conversion fires\n // (manually pushed via POST /api/attribution or scraped from GA4 in a later phase).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS utm_conversions (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n utm_source TEXT,\n utm_medium TEXT,\n utm_campaign TEXT,\n conversion_value REAL DEFAULT 0,\n converted_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_utm_source ON utm_conversions(utm_source, converted_at DESC)`);\n\n // ─── FRAMEWORK LAYER (F1-F4): NSM, OKRs, Experiments, Tasks ─────────────────\n\n // F1: North Star Metric (singleton — only one active row; previous deleted on set)\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS north_star (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n metric_name TEXT NOT NULL,\n metric_source TEXT NOT NULL,\n metric_key TEXT,\n current_value REAL,\n target_value REAL NOT NULL,\n target_date TEXT NOT NULL,\n unit TEXT DEFAULT 'count',\n description TEXT,\n set_at TEXT DEFAULT (datetime('now')),\n set_by TEXT DEFAULT 'admin'\n )\n `);\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS nsm_history (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n nsm_id INTEGER REFERENCES north_star(id) ON DELETE CASCADE,\n value REAL NOT NULL,\n recorded_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_nsm_history_id ON nsm_history(nsm_id, recorded_at DESC)`);\n\n // F2: OKRs (Objectives + Key Results)\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS objectives (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n title TEXT NOT NULL,\n description TEXT,\n quarter TEXT NOT NULL,\n workspace TEXT DEFAULT 'marketing',\n owner TEXT,\n status TEXT DEFAULT 'active',\n progress REAL DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS key_results (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n objective_id INTEGER NOT NULL REFERENCES objectives(id) ON DELETE CASCADE,\n title TEXT NOT NULL,\n metric_source TEXT,\n metric_key TEXT,\n start_value REAL DEFAULT 0,\n current_value REAL DEFAULT 0,\n target_value REAL NOT NULL,\n unit TEXT DEFAULT 'count',\n confidence REAL DEFAULT 0.5,\n progress REAL DEFAULT 0,\n updated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_kr_objective ON key_results(objective_id)`);\n\n // F3: ICE Experiments (ice_score + uplift_pct computed in app code — sqlite GENERATED\n // column support is uneven; safer to project them client-side from impact/confidence/ease).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS experiments (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n title TEXT NOT NULL,\n hypothesis TEXT,\n objective_id INTEGER REFERENCES objectives(id) ON DELETE SET NULL,\n funnel_stage TEXT,\n aarrr_lever TEXT,\n status TEXT DEFAULT 'idea',\n impact REAL DEFAULT 5,\n confidence REAL DEFAULT 5,\n ease REAL DEFAULT 5,\n owner TEXT,\n start_date TEXT,\n end_date TEXT,\n channel TEXT,\n success_metric TEXT,\n baseline_value REAL,\n result_value REAL,\n outcome TEXT,\n learnings TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_exp_status ON experiments(status, updated_at DESC)`);\n\n // F4: Tasks (linked to OKRs / KRs / experiments — at least one for governance).\n // NOTE: the gap-closure prompt also referred to a \"tasks\" table — the older one (string id,\n // status enum 'pending|running|done|failed') is replaced by this richer schema. The two\n // were never wired to a shared UI so the swap is safe.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS tasks (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n title TEXT NOT NULL,\n description TEXT,\n status TEXT DEFAULT 'todo',\n priority TEXT DEFAULT 'medium',\n workspace TEXT DEFAULT 'marketing',\n assignee TEXT,\n due_date TEXT,\n objective_id INTEGER REFERENCES objectives(id) ON DELETE SET NULL,\n key_result_id INTEGER REFERENCES key_results(id) ON DELETE SET NULL,\n experiment_id INTEGER REFERENCES experiments(id) ON DELETE SET NULL,\n ice_score REAL,\n impact REAL,\n confidence REAL,\n ease REAL,\n tags TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n completed_at TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_tasks_status ON tasks(status, due_date)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_tasks_links ON tasks(experiment_id, key_result_id, objective_id)`);\n\n // OKR→Campaign→Task link: a task can belong to a campaign (the higher-level container).\n // Completing the task rolls progress up through the campaign to its objective. PRAGMA-guarded\n // ALTER so existing tasks tables gain the column without failing on re-run.\n try {\n const tc = await sqlite.execute(\"PRAGMA table_info(tasks)\");\n const tHave = new Set((tc.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!tHave.has(\"campaign_id\")) await sqlite.execute(\"ALTER TABLE tasks ADD COLUMN campaign_id TEXT\");\n } catch { /* non-critical: tasks without a campaign link still work */ }\n\n // ─── INTELLIGENCE LAYER EXTENSIONS (I1, I4): Signals + Digests ──────────────\n\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS intent_signals (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n lead_email TEXT NOT NULL,\n lead_name TEXT,\n company TEXT,\n signal_type TEXT NOT NULL,\n signal_source TEXT NOT NULL,\n signal_strength INTEGER DEFAULT 1,\n raw_data TEXT,\n detected_at TEXT DEFAULT (datetime('now')),\n actioned INTEGER DEFAULT 0,\n actioned_at TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_signals_email ON intent_signals(lead_email, detected_at DESC)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_signals_actioned ON intent_signals(actioned, detected_at DESC)`);\n\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS growth_digests (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n week_of TEXT NOT NULL,\n payload TEXT NOT NULL,\n nsm_value_at_generation REAL,\n generated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_digest_week ON growth_digests(week_of DESC)`);\n\n // ─── UNIFIED CALENDAR (CAL1): standalone custom calendar entries ────────────\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS calendar_entries (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n title TEXT NOT NULL,\n description TEXT,\n event_date TEXT NOT NULL,\n event_time TEXT,\n end_date TEXT,\n end_time TEXT,\n event_type TEXT DEFAULT 'custom',\n workspace TEXT DEFAULT 'marketing',\n color TEXT DEFAULT 'blue',\n all_day INTEGER DEFAULT 0,\n recurrence TEXT,\n created_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_calendar_date ON calendar_entries(event_date)`);\n\n // Knowledge files — growth playbooks/frameworks/formulas injected into AI features (see api/knowledge.ts).\n // This table was missing from initDB, so the knowledge UI + /api/knowledge endpoints failed (\"no such table\").\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS knowledge_files (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n name TEXT NOT NULL,\n kind TEXT DEFAULT 'playbook',\n content TEXT NOT NULL,\n summary TEXT,\n targets TEXT DEFAULT '[]',\n source TEXT DEFAULT 'user',\n tokens_estimate INTEGER DEFAULT 0,\n enabled INTEGER DEFAULT 1,\n uploaded_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_knowledge_enabled ON knowledge_files(enabled, uploaded_at DESC)`);\n\n // Action queue — human-in-the-loop execution. The AI/agents PREPARE external actions\n // (send email, publish post, post to LinkedIn, create calendar event) here; nothing is\n // sent until a human approves, at which point the integration call runs and the result\n // is recorded. status: prepared → approved → executing → done | failed | rejected.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS action_queue (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n source_type TEXT DEFAULT 'chat',\n source_id TEXT,\n integration TEXT NOT NULL,\n endpoint TEXT NOT NULL,\n payload TEXT NOT NULL,\n preview TEXT,\n title TEXT,\n workspace TEXT DEFAULT 'marketing',\n status TEXT DEFAULT 'prepared',\n result TEXT,\n task_id TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n approved_at TEXT,\n executed_at TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_action_queue_status ON action_queue(status, created_at DESC)`);\n\n // CRM: sales pipeline deals. Hybrid model — rows are auto-seeded from qualified leads\n // (getLeadScores) via POST /api/deals/sync AND can be created/edited/dragged by the user.\n // stage ∈ lead | qualified | proposal | negotiation | won | lost. lead_email links a deal back\n // to its source lead so the detail view can show that contact's intent_signals as activity.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS deals (\n id TEXT PRIMARY KEY,\n title TEXT,\n company TEXT,\n contact_name TEXT,\n contact_email TEXT,\n stage TEXT NOT NULL DEFAULT 'lead',\n amount REAL DEFAULT 0,\n currency TEXT DEFAULT 'USD',\n probability INTEGER DEFAULT 0,\n owner TEXT,\n close_date TEXT,\n source TEXT DEFAULT 'manual',\n lead_email TEXT,\n notes TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n last_activity_at TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_deals_stage ON deals(stage, updated_at DESC)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_deals_lead ON deals(lead_email)`);\n\n // ─── RELATIONAL CRM FOUNDATION (WAVE 1): Accounts + Contacts ────────────────\n // First-class company (accounts) and person (contacts) records. Deals link to them via\n // account_id + primary_contact_id, plus a many-to-many deal_contacts join (role per contact).\n // Backfilled NON-DESTRUCTIVELY from the legacy deals.company/contact_name/contact_email text\n // columns by the mig_crm_relational_v1 migration below. All tenant-scoped (tenant_id on every\n // row; every query filters/sets it). The legacy deal text columns are KEPT for back-compat.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS accounts (\n id TEXT PRIMARY KEY,\n name TEXT,\n domain TEXT,\n industry TEXT,\n size TEXT,\n website TEXT,\n owner TEXT,\n tags TEXT DEFAULT '[]',\n custom_fields TEXT DEFAULT '{}',\n notes TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_accounts_name ON accounts(tenant_id, name)`);\n\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS contacts (\n id TEXT PRIMARY KEY,\n account_id TEXT,\n first_name TEXT,\n last_name TEXT,\n email TEXT,\n phone TEXT,\n title TEXT,\n owner TEXT,\n tags TEXT DEFAULT '[]',\n custom_fields TEXT DEFAULT '{}',\n notes TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_contacts_email ON contacts(tenant_id, email)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_contacts_account ON contacts(tenant_id, account_id)`);\n\n // Many-to-many: a deal can involve several contacts, each with a buying-committee role\n // (decision_maker | champion | influencer | user | contact; the migration uses \"primary\"\n // for the deal's primary_contact_id). Composite PK prevents duplicate links.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS deal_contacts (\n deal_id TEXT NOT NULL,\n contact_id TEXT NOT NULL,\n role TEXT DEFAULT 'contact',\n tenant_id TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n PRIMARY KEY (deal_id, contact_id)\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_deal_contacts_contact ON deal_contacts(tenant_id, contact_id)`);\n\n // deals gains account_id + primary_contact_id (guarded ALTER, re-run safe). The legacy\n // company/contact_name/contact_email columns are intentionally KEPT for back-compat.\n try {\n const dc = await sqlite.execute(\"PRAGMA table_info(deals)\");\n const dHave = new Set((dc.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!dHave.has(\"account_id\")) await sqlite.execute(\"ALTER TABLE deals ADD COLUMN account_id TEXT\");\n if (!dHave.has(\"primary_contact_id\")) await sqlite.execute(\"ALTER TABLE deals ADD COLUMN primary_contact_id TEXT\");\n } catch { /* non-critical: relational links added next warm start */ }\n\n // ─── ENGAGEMENT + PIPELINE DEPTH (WAVE 2): Activities + Line Items + Stages ──\n // Unified activity timeline (logged calls/meetings/notes/emails/tasks) attachable to a\n // contact, account, and/or deal. The getTimeline() feed MERGES these rows with intent_signals\n // (by contact email) and linked tasks. All tenant-scoped (tenant_id on every row).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS activities (\n id TEXT PRIMARY KEY,\n type TEXT,\n subject TEXT,\n body TEXT,\n contact_id TEXT,\n account_id TEXT,\n deal_id TEXT,\n owner TEXT,\n due_date TEXT,\n completed INTEGER DEFAULT 0,\n occurred_at TEXT,\n created_at TEXT,\n updated_at TEXT,\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_activities_deal ON activities(tenant_id, deal_id)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_activities_contact ON activities(tenant_id, contact_id)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_activities_account ON activities(tenant_id, account_id)`);\n\n // Deal LINE ITEMS — products/services on a deal. The deal amount rolls up as SUM(amount) when\n // line items exist (else the manual deals.amount is kept). amount is persisted = quantity * unit_price.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS deal_products (\n id TEXT PRIMARY KEY,\n deal_id TEXT,\n name TEXT,\n quantity REAL DEFAULT 1,\n unit_price REAL DEFAULT 0,\n amount REAL DEFAULT 0,\n tenant_id TEXT,\n created_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_deal_products_deal ON deal_products(tenant_id, deal_id)`);\n\n // Configurable PIPELINE STAGES (label + win-probability per stage). Seeded once below with the\n // 6 existing stages so deal stage probabilities/labels become editable per tenant.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS pipeline_stages (\n id TEXT PRIMARY KEY,\n stage_key TEXT,\n label TEXT,\n probability INTEGER,\n sort_order INTEGER,\n is_won INTEGER DEFAULT 0,\n is_lost INTEGER DEFAULT 0,\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_pipeline_stages_tenant ON pipeline_stages(tenant_id, sort_order)`);\n\n // deals gains next_step + win/loss REASONS + recurring/MRR (guarded ALTER, re-run safe).\n try {\n const d2 = await sqlite.execute(\"PRAGMA table_info(deals)\");\n const d2Have = new Set((d2.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n for (const [col, def] of [\n [\"next_step\", \"TEXT\"], [\"win_reason\", \"TEXT\"], [\"lost_reason\", \"TEXT\"],\n [\"recurring_type\", \"TEXT\"], [\"mrr\", \"REAL DEFAULT 0\"],\n ] as Array<[string, string]>) {\n if (!d2Have.has(col)) await sqlite.execute(`ALTER TABLE deals ADD COLUMN ${col} ${def}`);\n }\n } catch { /* non-critical: deal next-step/reasons/MRR added next warm start */ }\n\n // tasks gains CRM links (deal_id / contact_id / account_id) so an existing Task can be a CRM\n // follow-up attached to a deal/contact/account — preserves ALL current task behavior.\n try {\n const t2 = await sqlite.execute(\"PRAGMA table_info(tasks)\");\n const t2Have = new Set((t2.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n for (const col of [\"deal_id\", \"contact_id\", \"account_id\"]) {\n if (!t2Have.has(col)) await sqlite.execute(`ALTER TABLE tasks ADD COLUMN ${col} TEXT`);\n }\n } catch { /* non-critical: CRM task links added next warm start */ }\n\n // ONE-TIME seed of the 6 default pipeline stages, gated by app_config \"mig_pipeline_stages_v1\".\n // Seeds for every tenant that already has pipeline_stages-eligible data (any present tenant_id\n // across tenants) OR at least the default tenant. Idempotent: INSERT OR IGNORE on a deterministic\n // id (tenant + stage_key) + an existence check, so a re-run never duplicates rows.\n try {\n const flag = await sqlite.execute(\"SELECT value FROM app_config WHERE key = 'mig_pipeline_stages_v1'\");\n if (flag.rows.length === 0) {\n const STAGE_SEEDS: Array<[string, string, number, number, number, number]> = [\n // stage_key, label, probability, sort_order, is_won, is_lost\n [\"lead\", \"Lead\", 10, 0, 0, 0],\n [\"qualified\", \"Qualified\", 30, 1, 0, 0],\n [\"proposal\", \"Proposal\", 50, 2, 0, 0],\n [\"negotiation\", \"Negotiation\", 70, 3, 0, 0],\n [\"won\", \"Won\", 100, 4, 1, 0],\n [\"lost\", \"Lost\", 0, 5, 0, 1],\n ];\n // Collect the set of tenants to seed: every distinct tenant on the tenants table, always\n // including t_default. Falls back to just t_default if the tenants table is empty/missing.\n const tenantIds = new Set([\"t_default\"]);\n try {\n const tns = await sqlite.execute(\"SELECT id FROM tenants\");\n for (const r of (tns.rows || [])) {\n const tid = String(Array.isArray(r) ? r[0] : (r as any).id ?? \"\").trim();\n if (tid) tenantIds.add(tid);\n }\n } catch { /* tenants table may not exist on a very fresh DB — default tenant still seeded */ }\n for (const tid of tenantIds) {\n for (const [key, label, prob, sort, isWon, isLost] of STAGE_SEEDS) {\n await sqlite.execute(\n `INSERT OR IGNORE INTO pipeline_stages (id, stage_key, label, probability, sort_order, is_won, is_lost, tenant_id)\n VALUES (?, ?, ?, ?, ?, ?, ?, ?)`,\n [\"ps_\" + tid + \"_\" + key, key, label, prob, sort, isWon, isLost, tid]\n );\n }\n }\n await sqlite.execute(\n \"INSERT OR REPLACE INTO app_config (key, value, tenant_id, updated_at) VALUES ('mig_pipeline_stages_v1', 'done', 't_default', datetime('now'))\"\n );\n }\n } catch { /* non-critical: stage seed retried next warm start (flag only set on success) */ }\n\n // ─── SALES ANALYTICS + LEAD OPS + PRODUCTIVITY (WAVE 3) ─────────────────────\n // Eight new tenant-scoped tables overlaid on the existing deals/contacts/intent_signals/users\n // foundation. All carry tenant_id on every row (every query filters/sets it) and are also added\n // to TENANT_SCOPED_TABLES below so the mig_tenant_v1 backfill covers them on legacy DBs.\n\n // A) SALES ANALYTICS ────────────────────────────────────────────────────────\n // deal_stage_history: one row per deal stage change (deals.ts logs it). Powers stage-conversion,\n // deal-velocity (time in stage), and the funnel/leaderboard analytics.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS deal_stage_history (\n id TEXT PRIMARY KEY,\n deal_id TEXT,\n from_stage TEXT,\n to_stage TEXT,\n owner TEXT,\n changed_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_deal_stage_history_deal ON deal_stage_history(tenant_id, deal_id)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_deal_stage_history_to ON deal_stage_history(tenant_id, to_stage)`);\n\n // sales_quotas: per-owner revenue target for a period. period_type ∈ month|quarter|year; period is\n // the label (e.g. 2026-Q2 or 2026-06). Powers quota-attainment (won vs target).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS sales_quotas (\n id TEXT PRIMARY KEY,\n owner TEXT,\n period TEXT,\n period_type TEXT,\n target_amount REAL DEFAULT 0,\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_sales_quotas_owner ON sales_quotas(tenant_id, owner, period)`);\n\n // pipeline_snapshots: one row PER STAGE per snapshot_date (point-in-time pipeline state). Powers\n // pipeline trend over time. weighted_amount = total_amount × stage probability at capture time.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS pipeline_snapshots (\n id TEXT PRIMARY KEY,\n snapshot_date TEXT,\n stage TEXT,\n deal_count INTEGER DEFAULT 0,\n total_amount REAL DEFAULT 0,\n weighted_amount REAL DEFAULT 0,\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_pipeline_snapshots_date ON pipeline_snapshots(tenant_id, snapshot_date)`);\n\n // B) LEAD OPS ─────────────────────────────────────────────────────────────────\n // lead_status: grade/owner/SLA overlay keyed by lead_email (one row per lead per tenant). grade ∈\n // A|B|C|D; status ∈ new|working|qualified|disqualified. sla_due_at = first-response deadline,\n // first_response_at = when the SLA clock was stopped. Indexed (tenant_id, lead_email) for upsert.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS lead_status (\n id TEXT PRIMARY KEY,\n lead_email TEXT,\n grade TEXT,\n owner TEXT,\n status TEXT DEFAULT 'new',\n first_response_at TEXT,\n sla_due_at TEXT,\n assigned_at TEXT,\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n // UNIQUE so the one-row-per-(tenant,lead) overlay can't be duplicated by a concurrent grade/assign race.\n await sqlite.execute(`CREATE UNIQUE INDEX IF NOT EXISTS idx_lead_status_email ON lead_status(tenant_id, lead_email)`);\n\n // C) PRODUCTIVITY ─────────────────────────────────────────────────────────────\n // email_templates: reusable subject/body with {{merge_field}} placeholders; rendered then handed\n // to the existing Gmail/Outlook draft path.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS email_templates (\n id TEXT PRIMARY KEY,\n name TEXT,\n subject TEXT,\n body TEXT,\n category TEXT,\n owner TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_email_templates_tenant ON email_templates(tenant_id, category)`);\n\n // sequences: a named multi-step cadence (active=1 by default).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS sequences (\n id TEXT PRIMARY KEY,\n name TEXT,\n description TEXT,\n active INTEGER DEFAULT 1,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_sequences_tenant ON sequences(tenant_id, active)`);\n\n // sequence_steps: ordered steps of a sequence. channel ∈ email|task|call. delay_days = wait after\n // the prior step. template_id optionally references an email_templates row; else inline subject/body.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS sequence_steps (\n id TEXT PRIMARY KEY,\n sequence_id TEXT,\n step_order INTEGER DEFAULT 0,\n channel TEXT DEFAULT 'email',\n delay_days INTEGER DEFAULT 0,\n template_id TEXT,\n subject TEXT,\n body TEXT,\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_sequence_steps_seq ON sequence_steps(tenant_id, sequence_id, step_order)`);\n\n // sequence_enrollments: a contact (and optionally deal) enrolled in a sequence. current_step is the\n // 0-based pointer; status ∈ active|paused|completed; next_action_at drives the cadence runner.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS sequence_enrollments (\n id TEXT PRIMARY KEY,\n sequence_id TEXT,\n contact_id TEXT,\n deal_id TEXT,\n current_step INTEGER DEFAULT 0,\n status TEXT DEFAULT 'active',\n enrolled_at TEXT DEFAULT (datetime('now')),\n next_action_at TEXT,\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_seq_enroll_seq ON sequence_enrollments(tenant_id, sequence_id, status)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_seq_enroll_contact ON sequence_enrollments(tenant_id, contact_id)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_seq_enroll_next ON sequence_enrollments(tenant_id, next_action_at)`);\n\n // ─── MARKETING WORKSPACE (WAVE 1) ─────────────────────────────────────────\n // Persona/ICP/segment library for the Marketing Audiences view. kind ∈ icp|persona|segment;\n // attributes is a JSON blob; source ∈ enrichment|manual (importPersonasFromEnrichment writes\n // 'enrichment' rows non-destructively). All tenant-scoped (tenant_id on every row).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS marketing_personas (\n id TEXT PRIMARY KEY,\n name TEXT,\n kind TEXT,\n description TEXT,\n attributes TEXT,\n source TEXT DEFAULT 'manual',\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_marketing_personas_kind ON marketing_personas(tenant_id, kind)`);\n\n // utm_links: saved campaign-tagged URLs for the UTM builder. full_url is the composed\n // base_url + utm params. All tenant-scoped (tenant_id on every row).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS utm_links (\n id TEXT PRIMARY KEY,\n name TEXT,\n base_url TEXT,\n utm_source TEXT,\n utm_medium TEXT,\n utm_campaign TEXT,\n utm_term TEXT,\n utm_content TEXT,\n full_url TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_utm_links_tenant ON utm_links(tenant_id)`);\n\n // brand_kit: one row per tenant (upsert) — voice/tone/values/dos/donts/boilerplate plus a JSON\n // palette and logo_url for the Brand Kit editor. tenant_id on every row.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS brand_kit (\n id TEXT PRIMARY KEY,\n voice TEXT,\n tone TEXT,\n brand_values TEXT,\n dos TEXT,\n donts TEXT,\n boilerplate TEXT,\n palette TEXT,\n logo_url TEXT,\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_brand_kit_tenant ON brand_kit(tenant_id)`);\n\n // ─── MARKETING CAPTURE + AUDIENCES (WAVE 2) ─────────────────────────────────\n // Six new tenant-scoped tables giving Marketing a place to CONVERT traffic (forms +\n // landing pages) and people to TARGET (segments + lists). All carry tenant_id on every\n // row (every query filters/sets it) EXCEPT the two PUBLIC read paths, which resolve the\n // owning tenant explicitly by id/slug. Added to TENANT_SCOPED_TABLES below so the\n // mig_tenant_v1 backfill covers them on legacy DBs. NEVER name a column with a SQL\n // reserved word (e.g. values/order/group) — a prior bug came from exactly that.\n\n // marketing_forms: a lead-capture form definition. fields is JSON [{name,label,type,required}].\n // asset_url = gated lead-magnet download; redirect_url = post-submit redirect. submit_count is\n // bumped on each public submission (by the form-owning tenant).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS marketing_forms (\n id TEXT PRIMARY KEY,\n name TEXT,\n fields TEXT,\n success_message TEXT,\n asset_url TEXT,\n redirect_url TEXT,\n submit_count INTEGER DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_marketing_forms_tenant ON marketing_forms(tenant_id)`);\n\n // form_submissions: one row per public submit. data is JSON of the raw posted fields.\n // tenant_id is the OWNING tenant of form_id (resolved by id at submit time — never the\n // anonymous caller's session). Indexed (tenant_id, form_id) for the submissions table.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS form_submissions (\n id TEXT PRIMARY KEY,\n form_id TEXT,\n data TEXT,\n lead_email TEXT,\n lead_name TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_form_submissions_form ON form_submissions(tenant_id, form_id)`);\n\n // landing_pages: a public landing page. slug is GLOBALLY unique (used for the public\n // /api/marketing/p/:slug render across tenants). blocks is JSON [{type,...}]. form_id\n // optionally embeds a marketing_forms form. published=1 gates the public render; view_count\n // is bumped on each public view (by the page-owning tenant).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS landing_pages (\n id TEXT PRIMARY KEY,\n slug TEXT,\n title TEXT,\n subtitle TEXT,\n blocks TEXT,\n form_id TEXT,\n theme TEXT,\n published INTEGER DEFAULT 0,\n view_count INTEGER DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_landing_pages_tenant ON landing_pages(tenant_id)`);\n // slug is GLOBALLY unique (public render resolves a page by slug across all tenants).\n await sqlite.execute(`CREATE UNIQUE INDEX IF NOT EXISTS idx_landing_pages_slug ON landing_pages(slug)`);\n\n // segments: a saved audience definition. kind ∈ dynamic|static. rules is JSON\n // [{field,op,value}] evaluated over contacts + lead_status + intent_signals within the tenant.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS segments (\n id TEXT PRIMARY KEY,\n name TEXT,\n description TEXT,\n kind TEXT,\n rules TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_segments_tenant ON segments(tenant_id)`);\n\n // marketing_lists: a named contact list. kind ∈ static|dynamic. For dynamic lists, segment_id\n // references the segment whose rules materialize the membership.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS marketing_lists (\n id TEXT PRIMARY KEY,\n name TEXT,\n kind TEXT,\n segment_id TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_marketing_lists_tenant ON marketing_lists(tenant_id)`);\n\n // list_members: membership join (a contact in a list). lead_email is the stable key when a\n // contact_id is unavailable. Indexed (tenant_id, list_id) for the members view.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS list_members (\n id TEXT PRIMARY KEY,\n list_id TEXT,\n contact_id TEXT,\n lead_email TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_list_members_list ON list_members(tenant_id, list_id)`);\n\n // ─── CONTENT + CAMPAIGN PRODUCTION ENGINE (WAVE 3) ──────────────────────────\n // Four new tenant-scoped tables powering the editorial calendar, SEO briefs, asset\n // library, and campaign budgeting/performance. All carry tenant_id on every row (every\n // query filters/sets it) and are added to TENANT_SCOPED_TABLES below so the mig_tenant_v1\n // backfill covers them on legacy DBs. NEVER name a column with a SQL reserved word.\n\n // content_items: a piece of marketing content moving through the pipeline. type ∈\n // blog|social|video|email|landing|ad; status ∈ idea|brief|draft|review|scheduled|published.\n // campaign_id links to campaigns; brief_id links to content_briefs; asset_ids is JSON of\n // marketing_assets ids. scheduled_at drives the editorial calendar; body holds the draft.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS content_items (\n id TEXT PRIMARY KEY,\n title TEXT,\n type TEXT,\n status TEXT DEFAULT 'idea',\n channel TEXT,\n campaign_id TEXT,\n brief_id TEXT,\n body TEXT,\n asset_ids TEXT DEFAULT '[]',\n owner TEXT,\n scheduled_at TEXT,\n published_at TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_content_items_status ON content_items(tenant_id, status)`);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_content_items_scheduled ON content_items(tenant_id, scheduled_at)`);\n\n // content_briefs: an SEO brief backing a content_item. outline/competitors/internal_links are\n // JSON or free text; word_count_target is the writer's target. content_id links back to the item.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS content_briefs (\n id TEXT PRIMARY KEY,\n content_id TEXT,\n target_keyword TEXT,\n search_intent TEXT,\n outline TEXT,\n competitors TEXT,\n internal_links TEXT,\n word_count_target INTEGER,\n notes TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_content_briefs_tenant ON content_briefs(tenant_id)`);\n\n // marketing_assets: the media/asset registry. asset_type ∈ image|video|doc|pdf|other;\n // source ∈ upload|wordpress|drive|link; tags is JSON or CSV; bytes is the file size.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS marketing_assets (\n id TEXT PRIMARY KEY,\n name TEXT,\n url TEXT,\n asset_type TEXT,\n tags TEXT,\n source TEXT DEFAULT 'upload',\n bytes INTEGER,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_marketing_assets_tenant ON marketing_assets(tenant_id)`);\n\n // campaign_budgets: planned vs actual spend per channel per period for a campaign. period is a\n // label (e.g. 2026-Q2 or 2026-06). actual_amount accrues as spend is recorded; powers pacing.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS campaign_budgets (\n id TEXT PRIMARY KEY,\n campaign_id TEXT,\n channel TEXT,\n period TEXT,\n planned_amount REAL DEFAULT 0,\n actual_amount REAL DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_campaign_budgets_campaign ON campaign_budgets(tenant_id, campaign_id)`);\n\n // ─── ACQUISITION CHANNELS + AUTOMATION DEPTH (WAVE 4) ───────────────────────\n // Six new tenant-scoped tables: paid media (ad_campaigns), triggered automation\n // (journeys + journey_runs), account-based marketing (abm_targets), email broadcasts\n // (broadcasts), and partner/referral channels (partners). All carry tenant_id on every\n // row (every query filters/sets it) and are added to TENANT_SCOPED_TABLES below so the\n // mig_tenant_v1 backfill covers them on legacy DBs. NEVER name a column with a SQL\n // reserved word — all column names here are non-reserved (e.g. no values/order/group).\n\n // ad_campaigns: paid-media spend rows. platform ∈ google_ads|meta|linkedin|other. external_id is\n // the platform's own campaign id; campaign_id links to an internal campaigns row. period is a label\n // (e.g. 2026-Q2 or 2026-06). Real data only — manual entry or (future) connected creds. Indexed\n // (tenant_id, platform) for the per-platform table.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS ad_campaigns (\n id TEXT PRIMARY KEY,\n platform TEXT,\n external_id TEXT,\n name TEXT,\n status TEXT,\n spend REAL DEFAULT 0,\n impressions INTEGER DEFAULT 0,\n clicks INTEGER DEFAULT 0,\n conversions INTEGER DEFAULT 0,\n campaign_id TEXT,\n period TEXT,\n synced_at TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_ad_campaigns_platform ON ad_campaigns(tenant_id, platform)`);\n\n // journeys: triggered-automation rules. trigger_type ∈ form_submit|intent_signal|deal_stage|\n // list_added|manual; trigger_config is JSON matched against the runtime ctx. action_type ∈\n // enroll_sequence|add_to_list|create_task|notify|grade_lead; action_config is JSON for the action.\n // active=1 gates execution; run_count bumps on each match. Indexed (tenant_id, trigger_type, active)\n // for the runtime lookup in runJourneyTriggers.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS journeys (\n id TEXT PRIMARY KEY,\n name TEXT,\n description TEXT,\n trigger_type TEXT,\n trigger_config TEXT,\n action_type TEXT,\n action_config TEXT,\n active INTEGER DEFAULT 1,\n run_count INTEGER DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_journeys_trigger ON journeys(tenant_id, trigger_type, active)`);\n\n // journey_runs: execution log. One row per journey evaluation. trigger_type mirrors the journey's;\n // entity_ref is the triggering entity (e.g. lead_email or deal_id). status ∈ matched|acted|skipped|\n // error; detail holds a short outcome message. Indexed (tenant_id, journey_id) for the run log.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS journey_runs (\n id TEXT PRIMARY KEY,\n journey_id TEXT,\n trigger_type TEXT,\n entity_ref TEXT,\n status TEXT,\n detail TEXT,\n ran_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_journey_runs_journey ON journey_runs(tenant_id, journey_id)`);\n\n // abm_targets: account-based marketing target accounts. account_id links to a CRM accounts row.\n // tier ∈ 1|2|3 (stored as text); engagement_score computed from real signals/activities/deals.\n // status ∈ target|engaged|opportunity|won|dropped. Indexed (tenant_id, account_id) for upsert/board.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS abm_targets (\n id TEXT PRIMARY KEY,\n account_id TEXT,\n tier TEXT,\n engagement_score REAL DEFAULT 0,\n status TEXT DEFAULT 'target',\n owner TEXT,\n notes TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_abm_targets_account ON abm_targets(tenant_id, account_id)`);\n\n // broadcasts: one-off/scheduled email sends. audience_type ∈ list|segment|all_contacts; audience_id\n // references the chosen list/segment (NULL for all_contacts). channel ∈ gmail|outlook. status ∈\n // draft|scheduled|sending|sent. sent_count accrues as the send resolves. Indexed (tenant_id, status).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS broadcasts (\n id TEXT PRIMARY KEY,\n name TEXT,\n subject TEXT,\n body TEXT,\n audience_type TEXT,\n audience_id TEXT,\n channel TEXT,\n status TEXT DEFAULT 'draft',\n scheduled_at TEXT,\n sent_count INTEGER DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_broadcasts_status ON broadcasts(tenant_id, status)`);\n\n // partners: referral/affiliate/reseller/agency channel partners. type ∈ referral|affiliate|reseller|\n // agency. referral_code is the code carried on a referred deal/contact source. status ∈ active|paused.\n // deals_referred + revenue accrue from referral attribution. Indexed (tenant_id).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS partners (\n id TEXT PRIMARY KEY,\n name TEXT,\n type TEXT,\n contact_email TEXT,\n referral_code TEXT,\n status TEXT DEFAULT 'active',\n deals_referred INTEGER DEFAULT 0,\n revenue REAL DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_partners_tenant ON partners(tenant_id)`);\n\n // ── Wave 5: analytics / optimization / market-intel layer ──\n // competitors — tracked rival domains. metrics is a JSON snapshot (domain_rating/backlinks/\n // ref_domains/organic_keywords) refreshed from the Ahrefs integration. tracked_keywords is a\n // JSON array. Tenant-scoped, indexed (tenant_id).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS competitors (\n id TEXT PRIMARY KEY,\n name TEXT,\n domain TEXT,\n notes TEXT,\n tracked_keywords TEXT,\n metrics TEXT,\n last_checked TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_competitors_tenant ON competitors(tenant_id)`);\n\n // cro_tests — conversion-rate-optimization tests linking an experiment + a landing_page.\n // status ∈ draft|running|complete. winner names the winning arm once resolved. Results read\n // from the linked experiment (stat-significance reused from api/experiments.ts). Indexed\n // (tenant_id, status).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS cro_tests (\n id TEXT PRIMARY KEY,\n name TEXT,\n hypothesis TEXT,\n experiment_id INTEGER,\n landing_page_id TEXT,\n status TEXT DEFAULT 'draft',\n winner TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_cro_tests_tenant ON cro_tests(tenant_id, status)`);\n\n // market_digests — caches the AI market-intel digest. summary is the synthesized text; signals\n // is a JSON list of the real sources used (ProductHunt/YouTube/intent_signals/competitor metrics).\n // Indexed (tenant_id).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS market_digests (\n id TEXT PRIMARY KEY,\n period TEXT,\n summary TEXT,\n signals TEXT,\n generated_at TEXT DEFAULT (datetime('now')),\n tenant_id TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_market_digests_tenant ON market_digests(tenant_id)`);\n\n // I3: agents.role column for Listener/Topic/Creator/Analyst/General roles (ALTER guarded)\n try {\n const ac = await sqlite.execute(\"PRAGMA table_info(agents)\");\n const aHave = new Set((ac.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!aHave.has(\"role\")) await sqlite.execute(\"ALTER TABLE agents ADD COLUMN role TEXT DEFAULT 'general'\");\n } catch { /* non-critical */ }\n\n // Part 15.3: persistent business memory (evolving learned facts). Additive on v551.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS memory (\n id INTEGER PRIMARY KEY AUTOINCREMENT,\n type TEXT DEFAULT 'fact',\n content TEXT NOT NULL,\n source TEXT DEFAULT 'manual',\n confidence REAL DEFAULT 0.7,\n pinned INTEGER DEFAULT 0,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n\n // Part 1: skills (marketing playbooks) STATE table — enabled/pinned + custom skills.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS skills (\n name TEXT PRIMARY KEY,\n enabled INTEGER DEFAULT 1,\n pinned INTEGER DEFAULT 0,\n source TEXT DEFAULT 'builtin',\n category TEXT,\n description TEXT,\n body TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now'))\n )\n `);\n\n // Part 3 fix 7: experiment significance + sample_size (PRAGMA-guarded ALTER).\n try {\n const ec = await sqlite.execute(\"PRAGMA table_info(experiments)\");\n const eHave = new Set((ec.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!eHave.has(\"sample_size\")) await sqlite.execute(\"ALTER TABLE experiments ADD COLUMN sample_size INTEGER\");\n if (!eHave.has(\"significance\")) await sqlite.execute(\"ALTER TABLE experiments ADD COLUMN significance REAL\");\n } catch { /* non-critical */ }\n\n // Part 14.2: agent_runs.trace JSON column (structured TraceStep[]).\n try {\n const rc = await sqlite.execute(\"PRAGMA table_info(agent_runs)\");\n const rHave = new Set((rc.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!rHave.has(\"trace\")) await sqlite.execute(\"ALTER TABLE agent_runs ADD COLUMN trace TEXT\");\n } catch { /* non-critical */ }\n\n // Multi-agent CAMPAIGNS — the higher-level container the user wants: a campaign has many\n // inputs + MANY member agents that cooperate. A campaign RUN is the Director orchestrating\n // its member agents (sequential handoff or parallel) and synthesizing a final output.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS campaigns (\n id TEXT PRIMARY KEY,\n name TEXT NOT NULL,\n workspace TEXT NOT NULL DEFAULT 'marketing',\n description TEXT,\n goal TEXT,\n channel TEXT,\n audience TEXT,\n mode TEXT DEFAULT 'sequential',\n status TEXT DEFAULT 'active',\n objective_id INTEGER,\n created_at TEXT DEFAULT (datetime('now')),\n updated_at TEXT DEFAULT (datetime('now')),\n created_by TEXT DEFAULT 'user'\n )\n `);\n // Ordered membership: which agents are in the campaign + their pipeline order + role.\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS campaign_agents (\n campaign_id TEXT NOT NULL,\n agent_id TEXT NOT NULL,\n sequence INTEGER DEFAULT 0,\n role TEXT,\n PRIMARY KEY (campaign_id, agent_id)\n )\n `);\n // One coordinated pipeline execution (the Director run).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS campaign_runs (\n id TEXT PRIMARY KEY,\n campaign_id TEXT NOT NULL,\n status TEXT NOT NULL DEFAULT 'running',\n input TEXT,\n final_output TEXT,\n trace TEXT,\n started_at TEXT DEFAULT (datetime('now')),\n finished_at TEXT\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_campaign_runs ON campaign_runs(campaign_id, started_at DESC)`);\n // Campaign TRIGGERS + LOOP (run continuously, not just on/off). trigger_type: manual | interval\n // | schedule | event. trigger_config: JSON (e.g. {minutes:60} or {event:\"new_lead\"}). loop=1 ⇒\n // reschedule after each run. next_run_at drives the cron-based runner. (Guarded ALTER, re-run safe.)\n try {\n const cc = await sqlite.execute(\"PRAGMA table_info(campaigns)\");\n const cHave = new Set((cc.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n for (const [col, def] of [[\"trigger_type\", \"TEXT DEFAULT 'manual'\"], [\"trigger_config\", \"TEXT\"], [\"next_run_at\", \"TEXT\"], [\"last_run_at\", \"TEXT\"], [\"loop\", \"INTEGER DEFAULT 0\"]] as Array<[string, string]>) {\n if (!cHave.has(col)) await sqlite.execute(`ALTER TABLE campaigns ADD COLUMN ${col} ${def}`);\n }\n } catch { /* non-critical */ }\n // agent_runs gains campaign context: which campaign run + the handed-off context from prior agents.\n try {\n const arc = await sqlite.execute(\"PRAGMA table_info(agent_runs)\");\n const arHave = new Set((arc.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!arHave.has(\"campaign_run_id\")) await sqlite.execute(\"ALTER TABLE agent_runs ADD COLUMN campaign_run_id TEXT\");\n if (!arHave.has(\"received_input\")) await sqlite.execute(\"ALTER TABLE agent_runs ADD COLUMN received_input TEXT\");\n // task_id links an agent_run back to the task it executed (POST /api/tasks/:id/run).\n if (!arHave.has(\"task_id\")) await sqlite.execute(\"ALTER TABLE agent_runs ADD COLUMN task_id TEXT\");\n } catch { /* non-critical */ }\n\n // ─── AUTH / MULTI-TENANCY FOUNDATION ───────────────────────────────────────\n // New auth tables. These have NO tenant_id (they ARE the tenant/identity layer).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS tenants (\n id TEXT PRIMARY KEY,\n name TEXT NOT NULL,\n slug TEXT UNIQUE,\n plan TEXT DEFAULT 'trial',\n status TEXT DEFAULT 'active',\n created_at TEXT DEFAULT (datetime('now'))\n )\n `);\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS users (\n id TEXT PRIMARY KEY,\n email TEXT UNIQUE NOT NULL,\n name TEXT,\n password_hash TEXT,\n avatar_url TEXT,\n created_at TEXT DEFAULT (datetime('now')),\n last_login_at TEXT\n )\n `);\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS memberships (\n tenant_id TEXT NOT NULL,\n user_id TEXT NOT NULL,\n role TEXT DEFAULT 'owner',\n created_at TEXT DEFAULT (datetime('now')),\n PRIMARY KEY (tenant_id, user_id)\n )\n `);\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS sessions (\n id TEXT PRIMARY KEY,\n user_id TEXT NOT NULL,\n tenant_id TEXT NOT NULL,\n created_at TEXT DEFAULT (datetime('now')),\n expires_at TEXT,\n user_agent TEXT,\n revoked INTEGER DEFAULT 0\n )\n `);\n await sqlite.execute(`CREATE INDEX IF NOT EXISTS idx_sessions_user ON sessions(user_id)`);\n\n // Phase D: read-only impersonation (\"view as tenant\"). A platform admin toggles this flag on\n // THEIR OWN session row; resolveSessionToken then redirects currentTenantId() to this target\n // tenant for reads only (all writes blocked by the main.ts guard). NULL = not impersonating.\n // PRAGMA-guarded ALTER (idempotent, re-run safe — same pattern as the other ALTERs above).\n try {\n const sc = await sqlite.execute(\"PRAGMA table_info(sessions)\");\n const sHave = new Set((sc.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!sHave.has(\"impersonate_tenant_id\")) await sqlite.execute(\"ALTER TABLE sessions ADD COLUMN impersonate_tenant_id TEXT\");\n } catch { /* non-critical: impersonation disabled until column exists; added next warm start */ }\n\n // ─── PLATFORM SUPERADMIN LAYER (above tenants) ─────────────────────────────\n // The single, audited exception to per-tenant isolation: a platform owner who can read\n // ACROSS all tenants. users gains is_platform_admin (the master flag) + status (active/…).\n // PRAGMA-guarded ALTERs (idempotent, re-run safe — same pattern as the other ALTERs above).\n try {\n const uc = await sqlite.execute(\"PRAGMA table_info(users)\");\n const uHave = new Set((uc.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (!uHave.has(\"is_platform_admin\")) await sqlite.execute(\"ALTER TABLE users ADD COLUMN is_platform_admin INTEGER DEFAULT 0\");\n if (!uHave.has(\"status\")) await sqlite.execute(\"ALTER TABLE users ADD COLUMN status TEXT DEFAULT 'active'\");\n } catch { /* non-critical: master flag set by migration below on next warm start */ }\n\n // platform_audit — append-only log of every master-only action (suspend/delete/impersonate in\n // LATER phases). Created now so the audit surface exists from the start. No tenant_id: it spans\n // all tenants by design (this is the cross-tenant exception).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS platform_audit (\n id TEXT PRIMARY KEY,\n actor_user_id TEXT,\n actor_email TEXT,\n action TEXT,\n target_type TEXT,\n target_id TEXT,\n detail TEXT,\n created_at TEXT DEFAULT (datetime('now'))\n )\n `);\n\n // tenant_id column on EVERY existing business table. PRAGMA-guarded ALTER (idempotent, same\n // pattern used for other ALTERs above). Do NOT add to tenants/users/memberships/sessions.\n const TENANT_SCOPED_TABLES = [\n \"integrations\", \"llm_config\", \"agents\", \"conversations\", \"tasks\", \"tasks_legacy\",\n \"notes\", \"metric_baselines\", \"intelligence_cache\", \"app_config\", \"metric_history\",\n \"agent_budgets\", \"agent_runs\", \"customer_cohorts\", \"lead_state_changes\", \"utm_conversions\",\n \"north_star\", \"nsm_history\", \"objectives\", \"key_results\", \"experiments\", \"intent_signals\",\n \"growth_digests\", \"calendar_entries\", \"knowledge_files\", \"action_queue\", \"deals\", \"memory\",\n \"skills\", \"campaigns\", \"campaign_agents\", \"campaign_runs\",\n \"accounts\", \"contacts\", \"deal_contacts\",\n \"activities\", \"deal_products\", \"pipeline_stages\",\n \"deal_stage_history\", \"sales_quotas\", \"pipeline_snapshots\", \"lead_status\",\n \"email_templates\", \"sequences\", \"sequence_steps\", \"sequence_enrollments\",\n \"marketing_personas\", \"utm_links\", \"brand_kit\",\n \"marketing_forms\", \"form_submissions\", \"landing_pages\",\n \"segments\", \"marketing_lists\", \"list_members\",\n \"content_items\", \"content_briefs\", \"marketing_assets\", \"campaign_budgets\",\n \"ad_campaigns\", \"journeys\", \"journey_runs\", \"abm_targets\", \"broadcasts\", \"partners\",\n ];\n for (const tbl of TENANT_SCOPED_TABLES) {\n try {\n const cols = await sqlite.execute(`PRAGMA table_info(${tbl})`);\n const have = new Set((cols.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n // Only ALTER if the table actually exists (PRAGMA returns 0 cols for missing tables) and lacks tenant_id.\n if (have.size > 0 && !have.has(\"tenant_id\")) {\n await sqlite.execute(`ALTER TABLE ${tbl} ADD COLUMN tenant_id TEXT`);\n }\n } catch { /* non-critical: table may not exist yet (e.g. tasks_legacy) */ }\n }\n\n // ONE-TIME backfill + seed, gated by app_config \"mig_tenant_v1\" so it runs once. Backfill\n // every business table's tenant_id to \"t_default\" and insert the default tenant row. Owner\n // user creation is left to api/auth.ts bootstrapOwner (no password seeded here).\n try {\n const flag = await sqlite.execute(\"SELECT value FROM app_config WHERE key = 'mig_tenant_v1'\");\n if (flag.rows.length === 0) {\n for (const tbl of TENANT_SCOPED_TABLES) {\n try {\n const cols = await sqlite.execute(`PRAGMA table_info(${tbl})`);\n const have = new Set((cols.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n if (have.has(\"tenant_id\")) {\n await sqlite.execute(`UPDATE ${tbl} SET tenant_id = 't_default' WHERE tenant_id IS NULL`);\n }\n } catch { /* non-critical: skip missing tables */ }\n }\n await sqlite.execute(\n \"INSERT OR IGNORE INTO tenants (id, name, slug) VALUES ('t_default', 'Default Workspace', 'default')\"\n );\n // NOTE: app_config now has tenant_id; write the migration flag scoped to t_default so the\n // gate read above (no tenant filter) still finds it on subsequent boots.\n await sqlite.execute(\n \"INSERT OR REPLACE INTO app_config (key, value, tenant_id, updated_at) VALUES ('mig_tenant_v1', 'done', 't_default', datetime('now'))\"\n );\n }\n } catch { /* non-critical: migration retried next warm start */ }\n\n // ─── PLATFORM MASTER PROMOTION (mig_platform_admin_v1) ──────────────────────\n // ONE-TIME: promote the platform owner (PLATFORM_OWNER_EMAIL env, default the bootstrapped\n // master) to is_platform_admin=1. Gated by app_config \"mig_platform_admin_v1\" so it runs once.\n // api/auth.ts bootstrapOwner ALSO sets the flag at signup time; this covers the already-existing\n // master row. Idempotent: re-running the UPDATE is harmless even if the flag write ever fails.\n try {\n const flag = await sqlite.execute(\"SELECT value FROM app_config WHERE key = 'mig_platform_admin_v1'\");\n if (flag.rows.length === 0) {\n const masterEmail = (Deno.env.get(\"PLATFORM_OWNER_EMAIL\") || \"hoangnh@arrowhitech.com\").trim().toLowerCase();\n await sqlite.execute(\n \"UPDATE users SET is_platform_admin = 1 WHERE lower(email) = ?\",\n [masterEmail]\n );\n await sqlite.execute(\n \"INSERT OR REPLACE INTO app_config (key, value, tenant_id, updated_at) VALUES ('mig_platform_admin_v1', 'done', 't_default', datetime('now'))\"\n );\n }\n } catch { /* non-critical: promotion retried next warm start (flag only set on success) */ }\n\n // ─── INTEGRATIONS UNIQUENESS → PER-TENANT (mig_integrations_v2) ──────────────\n // The original integrations table has `name TEXT NOT NULL UNIQUE` (a GLOBAL unique\n // constraint). Multi-tenant needs each tenant to own its OWN 'google'/'outlook'/etc.\n // row, so uniqueness must be PER TENANT: UNIQUE(tenant_id, name). SQLite cannot ALTER a\n // UNIQUE constraint in place, so we do a ONE-TIME guarded table rebuild gated by an\n // app_config flag (\"mig_integrations_v2\"). Idempotent + safe on the live DB: we only\n // rebuild when the flag is absent AND the live table still carries the global UNIQUE(name)\n // index. By this point Stage 1's ALTER + backfill guarantee every existing integrations\n // row already has tenant_id='t_default', so the copy preserves correct ownership.\n try {\n const flag = await sqlite.execute(\"SELECT value FROM app_config WHERE key = 'mig_integrations_v2'\");\n if (flag.rows.length === 0) {\n // Confirm the table exists before rebuilding. A FRESH DB already gets the per-tenant\n // shape from the top-level CREATE (tenant_id present), so detect the OLD shape — the\n // global UNIQUE(name) index lacks the tenant_id column — and only rebuild then.\n const icols = await sqlite.execute(\"PRAGMA table_info(integrations)\");\n const iHave = new Set((icols.rows || []).map((r: any) => String(Array.isArray(r) ? r[1] : r.name)));\n let needsRebuild = false;\n if (iHave.size > 0) {\n // index_list → for each unique index, index_info tells us its columns. The legacy global\n // constraint indexes only (name); the new one indexes (tenant_id, name).\n try {\n const idxList = await sqlite.execute(\"PRAGMA index_list(integrations)\");\n for (const row of (idxList.rows || [])) {\n const idxName = String(Array.isArray(row) ? row[1] : row.name);\n const idxUnique = Number(Array.isArray(row) ? row[2] : row.unique);\n if (!idxUnique) continue;\n const info = await sqlite.execute(`PRAGMA index_info(${idxName})`);\n const idxCols = (info.rows || []).map((r: any) => String(Array.isArray(r) ? r[2] : r.name));\n // Old-shape: a unique index over exactly [name] with no tenant_id ⇒ rebuild required.\n if (idxCols.includes(\"name\") && !idxCols.includes(\"tenant_id\")) needsRebuild = true;\n }\n } catch { needsRebuild = true; /* if we can't introspect, rebuild to be safe */ }\n }\n if (needsRebuild) {\n // Build v2 with the SAME columns (now including tenant_id) but UNIQUE(tenant_id, name).\n await sqlite.execute(`\n CREATE TABLE IF NOT EXISTS integrations_v2 (\n id TEXT PRIMARY KEY,\n name TEXT NOT NULL,\n api_key TEXT,\n api_secret TEXT,\n access_token TEXT,\n refresh_token TEXT,\n extra_config TEXT,\n connected_at TEXT,\n updated_at TEXT,\n tenant_id TEXT,\n UNIQUE(tenant_id, name)\n )\n `);\n // Copy every row (existing rows already carry tenant_id='t_default' from Stage 1).\n await sqlite.execute(`\n INSERT OR IGNORE INTO integrations_v2\n (id, name, api_key, api_secret, access_token, refresh_token, extra_config, connected_at, updated_at, tenant_id)\n SELECT id, name, api_key, api_secret, access_token, refresh_token, extra_config, connected_at, updated_at,\n COALESCE(tenant_id, 't_default')\n FROM integrations\n `);\n await sqlite.execute(\"DROP TABLE integrations\");\n await sqlite.execute(\"ALTER TABLE integrations_v2 RENAME TO integrations\");\n }\n await sqlite.execute(\n \"INSERT OR REPLACE INTO app_config (key, value, tenant_id, updated_at) VALUES ('mig_integrations_v2', 'done', 't_default', datetime('now'))\"\n );\n }\n } catch { /* non-critical: rebuild retried next warm start (flag only set on success) */ }\n\n // ─── RELATIONAL CRM BACKFILL (mig_crm_relational_v1) ────────────────────────\n // ONE-TIME, gated by app_config \"mig_crm_relational_v1\". For EVERY existing deal, derive the\n // relational records NON-DESTRUCTIVELY from its legacy text fields:\n // • upsert an account by (tenant_id, lower(company)) [skip if company empty]\n // • upsert a contact by (tenant_id, lower(contact_email)) [skip if email empty], name from\n // contact_name, linked to that account\n // • set deal.account_id + deal.primary_contact_id, and insert a deal_contacts(role='primary') row\n // Runs at boot under the default ctx, so it is a GLOBAL pass: it reads each deal's OWN tenant_id\n // and writes the new rows carrying THAT tenant_id (never the boot ctx's). Fully idempotent —\n // existence checks + INSERT OR IGNORE — and never deletes/edits existing deal data.\n try {\n const flag = await sqlite.execute(\"SELECT value FROM app_config WHERE key = 'mig_crm_relational_v1'\");\n if (flag.rows.length === 0) {\n // Pull every deal with its own tenant_id + legacy text fields. SELECT * keeps this robust\n // regardless of column order; we read fields by name from the row object.\n const dealsRes = await sqlite.execute(\n \"SELECT id, tenant_id, company, contact_name, contact_email FROM deals\"\n );\n const dealRows = (dealsRes.rows || []) as any[];\n for (const row of dealRows) {\n // libSQL returns array OR object rows depending on driver — read defensively by index/name.\n const dealId = String(Array.isArray(row) ? row[0] : row.id ?? \"\");\n const tenantId = String((Array.isArray(row) ? row[1] : row.tenant_id) ?? \"t_default\") || \"t_default\";\n const company = String((Array.isArray(row) ? row[2] : row.company) ?? \"\").trim();\n const contactName = String((Array.isArray(row) ? row[3] : row.contact_name) ?? \"\").trim();\n const contactEmail = String((Array.isArray(row) ? row[4] : row.contact_email) ?? \"\").trim();\n if (!dealId) continue;\n\n let accountId: string | null = null;\n let contactId: string | null = null;\n\n // ── ACCOUNT upsert by (tenant_id, lower(company)) ──\n if (company) {\n const existAcct = await sqlite.execute(\n \"SELECT id FROM accounts WHERE tenant_id = ? AND lower(name) = lower(?) LIMIT 1\",\n [tenantId, company]\n );\n if (existAcct.rows.length > 0) {\n const ar = existAcct.rows[0] as any;\n accountId = String(Array.isArray(ar) ? ar[0] : ar.id);\n } else {\n accountId = crypto.randomUUID();\n await sqlite.execute(\n `INSERT INTO accounts (id, name, tags, custom_fields, created_at, updated_at, tenant_id)\n VALUES (?, ?, '[]', '{}', datetime('now'), datetime('now'), ?)`,\n [accountId, company, tenantId]\n );\n }\n }\n\n // ── CONTACT upsert by (tenant_id, lower(contact_email)) ──\n if (contactEmail) {\n const existContact = await sqlite.execute(\n \"SELECT id, account_id FROM contacts WHERE tenant_id = ? AND lower(email) = lower(?) LIMIT 1\",\n [tenantId, contactEmail]\n );\n if (existContact.rows.length > 0) {\n const cr = existContact.rows[0] as any;\n contactId = String(Array.isArray(cr) ? cr[0] : cr.id);\n const existingAcctId = Array.isArray(cr) ? cr[1] : cr.account_id;\n // Backfill the contact's account link if it has none yet and we found one here.\n if (accountId && (existingAcctId === null || existingAcctId === undefined || existingAcctId === \"\")) {\n await sqlite.execute(\n \"UPDATE contacts SET account_id = ?, updated_at = datetime('now') WHERE id = ? AND tenant_id = ?\",\n [accountId, contactId, tenantId]\n );\n }\n } else {\n // Split contact_name into first / last (first token = first name, remainder = last).\n let firstName = \"\", lastName = \"\";\n if (contactName) {\n const parts = contactName.split(/\\s+/);\n firstName = parts.shift() || \"\";\n lastName = parts.join(\" \");\n }\n contactId = crypto.randomUUID();\n await sqlite.execute(\n `INSERT INTO contacts (id, account_id, first_name, last_name, email, tags, custom_fields, created_at, updated_at, tenant_id)\n VALUES (?, ?, ?, ?, ?, '[]', '{}', datetime('now'), datetime('now'), ?)`,\n [contactId, accountId, firstName, lastName, contactEmail, tenantId]\n );\n }\n }\n\n // ── Link the deal: set account_id / primary_contact_id only if still empty (idempotent) ──\n if (accountId || contactId) {\n await sqlite.execute(\n `UPDATE deals\n SET account_id = COALESCE(NULLIF(account_id, ''), ?),\n primary_contact_id = COALESCE(NULLIF(primary_contact_id, ''), ?)\n WHERE id = ? AND tenant_id = ?`,\n [accountId, contactId, dealId, tenantId]\n );\n }\n\n // ── deal_contacts(role='primary') join row (INSERT OR IGNORE on composite PK) ──\n if (contactId) {\n await sqlite.execute(\n `INSERT OR IGNORE INTO deal_contacts (deal_id, contact_id, role, tenant_id, created_at)\n VALUES (?, ?, 'primary', ?, datetime('now'))`,\n [dealId, contactId, tenantId]\n );\n }\n }\n await sqlite.execute(\n \"INSERT OR REPLACE INTO app_config (key, value, tenant_id, updated_at) VALUES ('mig_crm_relational_v1', 'done', 't_default', datetime('now'))\"\n );\n }\n } catch { /* non-critical: relational backfill retried next warm start (flag only set on success) */ }\n\n // Seed default LLM config if not exists\n const existing = await sqlite.execute(\"SELECT id FROM llm_config WHERE id = 'default'\");\n if (existing.rows.length === 0) {\n await sqlite.execute(\n \"INSERT INTO llm_config (id, provider, api_key, model, updated_at) VALUES ('default', 'anthropic', '', 'claude-sonnet-4-6', ?)\",\n [new Date().toISOString()]\n );\n }\n\n // Demo-agent seeding disabled — starting from a clean agents table.\n // Re-enable by uncommenting the call below.\n // await seedDefaultAgents();\n}\n\nasync function seedDefaultAgents() {\n const existing = await sqlite.execute(\"SELECT id FROM agents LIMIT 1\");\n if (existing.rows.length > 0) return;\n\n const now = new Date().toISOString();\n for (const agent of DEFAULT_AGENT_SEEDS) {\n await sqlite.execute(\n `INSERT INTO agents (id, name, workspace, description, system_prompt, tools, model, enabled, created_at, updated_at, created_by)\n VALUES (?, ?, ?, ?, ?, ?, ?, 1, ?, ?, ?)`,\n [crypto.randomUUID(), agent.name, agent.workspace, agent.description, agent.system_prompt, agent.tools, agent.model, now, now, \"user\"]\n );\n }\n}\n",[189],"0cd8e370-5f15-11f1-bf54-1607ee4eb77e","router.ts","30479b74-56ca-11f1-a296-ee650bb23af1",1010,["D",1780467943919],126,"import { sqlite, initDB, DEFAULT_AGENT_SEEDS, currentRole, currentTenantId, currentCtx } from \"./db.ts\";\nimport { registerUser, loginUser, getMe, upsertOAuthUser, bootstrapOwner } from \"./api/auth.ts\";\nimport { resolveSession, sessionSetCookie, sessionClearCookie } from \"./api/session.ts\";\nimport { newOAuthState, CLEAR_OAUTH_STATE, redirectWithCookie, oauthStateValid, identityLoginStart, identityLoginCallback } from \"./api/oauth_login.ts\";\nimport { listAgents, createAgent, updateAgent, deleteAgent } from \"./api/agents.ts\";\nimport { getLLMConfig, saveLLMConfig } from \"./api/llm.ts\";\nimport { handleChat, handleChatStream, listConversations, getConversationById, deleteConversation } from \"./api/chat.ts\";\nimport { handleIntegrationProxy, getCredentials, GOOGLE_SERVICES, MICROSOFT_SCOPES, getIntegrationSchema, listDescriptorNames } from \"./api/integrations.ts\";\nimport { serveAppModule } from \"./app_modules.ts\";\nimport { getFunnelSummary, getCorrelations, getRecommendations, getLeadScores, getAIOKpis, getIntelligenceFeed } from \"./api/intelligence.ts\";\nimport { listSignals, recordSignal, actionSignal, getHotLeads, getHotLeadsCount } from \"./api/signals.ts\";\nimport { listObjectives, createObjective, updateObjective, deleteObjective, createKeyResult, updateKeyResult, getOKRDashboard, syncObjectivesFromFunnel } from \"./api/okrs.ts\";\nimport { getNSM, setNSM, recordNSMValue, getNSMProgress } from \"./api/nsm.ts\";\nimport { listCohorts, createCohort, deleteCohort, getCohortSummary, getEngagementVelocity, getAttributionSummary, recordConversion, getRetention, getRevenueModel } from \"./api/aio.ts\";\nimport { getLatestDigest, generateDigest, getDigestHistory } from \"./api/digest.ts\";\nimport { listExperiments, createExperiment, updateExperiment, deleteExperiment, runExperiment, completeExperiment, getExperimentStats, suggestICE } from \"./api/experiments.ts\";\nimport { getUnifiedCalendar, getCalendarSummary, createCalendarEntry, updateCalendarEntry, deleteCalendarEntry } from \"./api/calendar_unified.ts\";\nimport { getGraphify } from \"./api/graphify.ts\";\nimport { listTasks, createTask, updateTask, deleteTask, listIceRankedTasks, generateTasksFromSource, runTask } from \"./api/tasks.ts\";\nimport { listDeals, getDeal, createDeal, updateDeal, deleteDeal, syncDealsFromLeads, listCandidates, importDeals } from \"./api/deals.ts\";\nimport { listKnowledgeFiles, getKnowledgeFile, createKnowledgeFile, updateKnowledgeFile, deleteKnowledgeFile, summarizeKnowledgeFile, buildKnowledgeGraph, AI_FEATURES } from \"./api/knowledge.ts\";\nimport { getCompanyProfile, setCompanyProfile, getBrandContext, setBrandContext } from \"./api/company.ts\";\nimport { enrichCompanyProfile } from \"./api/company-enrichment.ts\";\nimport { listMemory, addMemory, updateMemory, deleteMemory } from \"./api/memory.ts\";\nimport { listSkills, getSkill, setSkillState, createCustomSkill } from \"./api/skills.ts\";\nimport { getMethodConfig, saveMethodConfig, getMethodsMetadata } from \"./api/method_config.ts\";\nimport { listActions, enqueueAction, getAction, approveAction, rejectAction } from \"./api/actions.ts\";\nimport { processPendingRuns } from \"./cron.ts\";\nimport { getExecutedWorkCounts } from \"./api/propagate.ts\";\nimport { listCampaigns, getCampaign, getCampaignAgents, createCampaign, deleteCampaign, listCampaignRuns, orchestrateCampaignRun, updateCampaign, setCampaignTrigger } from \"./api/campaigns.ts\";\nimport { getWorldActivity, getWorldBoard, getWorldProject } from \"./api/world.ts\";\nimport { handlePlatformRoutes } from \"./api/platform.ts\";\nimport { isCrmPath, handleCrmRoutes } from \"./api/crm_routes.ts\";\nimport { isMarketingPath, handleMarketingRoutes } from \"./api/marketing_routes.ts\";\n\nconst corsHeaders = {\n \"Access-Control-Allow-Origin\": \"*\",\n \"Access-Control-Allow-Methods\": \"GET, POST, PUT, DELETE, OPTIONS\",\n \"Access-Control-Allow-Headers\": \"Content-Type, Authorization\",\n};\n\n// App version for the data-free health probe. Prefer the val.town deploy id (DENO_DEPLOYMENT_ID\n// is set by the runtime per deploy); fall back to a hardcoded release tag when running locally.\nconst APP_VERSION = (() => {\n try { return Deno.env.get(\"DENO_DEPLOYMENT_ID\") || \"p3-s3\"; } catch { return \"p3-s3\"; }\n})();\n\nfunction json(data: unknown, status = 200): Response {\n return new Response(JSON.stringify(data), {\n status,\n headers: {\n \"Content-Type\": \"application/json\",\n ...corsHeaders,\n },\n });\n}\n// JSON response that also carries a Set-Cookie header (session set/clear on auth endpoints).\nfunction jsonWithCookie(data: unknown, setCookie: string, status = 200): Response {\n const res = json(data, status);\n res.headers.append(\"Set-Cookie\", setCookie);\n return res;\n}\n// Best-effort client IP for per-IP rate limiting (val.town/Cloudflare forwarded headers).\nfunction clientIp(req: Request): string {\n return req.headers.get(\"x-forwarded-for\")?.split(\",\")[0].trim() || req.headers.get(\"cf-connecting-ip\") || \"\";\n}\n\n// Mask an integration row before returning it: NO endpoint may return secrets in cleartext\n// — only presence flags + a short masked hint.\nfunction maskIntegration(obj: any, googleConnected = false) {\n return {\n ...obj,\n connected: !!(obj.api_key || obj.access_token) ||\n (GOOGLE_SERVICES.includes(String(obj.name)) && googleConnected),\n has_api_key: !!obj.api_key,\n has_api_secret: !!obj.api_secret,\n has_access_token: !!obj.access_token,\n api_key: obj.api_key ? String(obj.api_key).slice(0, 4) + \"***\" : undefined,\n api_secret: obj.api_secret ? \"***\" : undefined,\n access_token: obj.access_token ? \"***\" : undefined,\n refresh_token: obj.refresh_token ? \"***\" : undefined,\n };\n}\n\n\nexport async function handleRequest(req: Request, url: URL): Promise {\n const { pathname } = url;\n const method = req.method;\n const tid = currentTenantId(); // tenant scope for every business query (stable within request)\n\n // CORS preflight\n if (method === \"OPTIONS\") {\n return new Response(null, { status: 204, headers: corsHeaders });\n }\n\n try {\n // GET /api/health — data-free liveness probe: { ok, version } (+ legacy status/timestamp).\n if (pathname === \"/api/health\" && method === \"GET\") {\n return json({ ok: true, version: APP_VERSION, status: \"ok\", timestamp: new Date().toISOString() });\n }\n\n // GET /api/health/auth - gated token verifier. Reaching this (past the main.ts gate) means the\n // APP_TOKEN is valid; the login screen uses it to confirm the password.\n if (pathname === \"/api/health/auth\" && method === \"GET\") {\n return json({ ok: true });\n }\n\n // --- Auth: email/password + session ----\n // Thin handlers — logic lives in api/auth.ts; the \"nexus_session\" cookie via api/session.ts.\n if (pathname === \"/api/auth/register\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const r = await registerUser({ email: body.email, password: body.password, name: body.name, honeypot: body.honeypot ?? body.company_url, turnstileToken: body.turnstileToken, ip: clientIp(req) });\n if (!r.ok) return json({ ok: false, error: r.error }, 400);\n return jsonWithCookie({ ok: true }, sessionSetCookie(r.ctxToken!));\n }\n if (pathname === \"/api/auth/login\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const r = await loginUser({ email: body.email, password: body.password, ip: clientIp(req) });\n if (!r.ok) return json({ ok: false, error: r.error }, 401);\n return jsonWithCookie({ ok: true }, sessionSetCookie(r.ctxToken!));\n }\n if (pathname === \"/api/auth/logout\" && method === \"POST\") {\n return jsonWithCookie({ ok: true }, sessionClearCookie());\n }\n if (pathname === \"/api/auth/me\" && method === \"GET\") {\n const ctx = await resolveSession(req);\n if (!ctx) return json({ ok: false, user: null }, 200);\n return json({ ok: true, ...(await getMe(ctx)) });\n }\n\n // GET /api/config - LLM runtime config + all app_config key/values\n if (pathname === \"/api/config\" && method === \"GET\") {\n const llmConfig = await getLLMConfig();\n const merged: Record = {\n provider: llmConfig.provider,\n model: llmConfig.model,\n has_key: (llmConfig as any).has_key,\n };\n try {\n const r = await sqlite.execute(\"SELECT key, value FROM app_config WHERE tenant_id = ?\", [tid]);\n for (const row of (r.rows || []) as any[]) {\n const k = String(row[0]);\n let v: any = row[1];\n if (typeof v === \"string\") { try { v = JSON.parse(v); } catch { /* keep raw string */ } }\n merged[k] = v;\n }\n } catch { /* app_config missing → just return LLM fields */ }\n return json(merged);\n }\n // POST /api/config - upsert arbitrary key/value into app_config (Settings toggles, ROI inputs…).\n if (pathname === \"/api/config\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const updated: Record = {};\n try {\n for (const [k, v] of Object.entries(body)) {\n if (k === \"provider\" || k === \"model\" || k === \"has_key\") continue;\n const value = typeof v === \"string\" ? v : JSON.stringify(v);\n await sqlite.execute(\n \"INSERT INTO app_config (key, value, tenant_id) VALUES (?, ?, ?) ON CONFLICT(key) DO UPDATE SET value = excluded.value, tenant_id = excluded.tenant_id, updated_at = datetime('now')\",\n [k, value, tid],\n );\n updated[k] = v;\n }\n return json({ success: true, updated });\n } catch (e: any) {\n return json({ error: String(e?.message || e) }, 500);\n }\n }\n\n // --- Frontend JS module routes (table lives in app_modules.ts to keep router under 80KB) ----\n if (method === \"GET\") {\n const _moduleSrc = serveAppModule(pathname);\n if (_moduleSrc !== null) {\n return new Response(_moduleSrc, {\n headers: {\n \"Content-Type\": \"application/javascript\",\n \"Cache-Control\": \"no-cache, no-store, must-revalidate\",\n ...corsHeaders,\n },\n });\n }\n }\n\n // --- Intelligence routes ----\n if (pathname === \"/api/intelligence/funnel-summary\" && method === \"GET\") {\n const force = url.searchParams.get(\"force\") === \"1\";\n const days = parseInt(url.searchParams.get(\"days\") ?? \"30\", 10);\n return json(await getFunnelSummary(force, days));\n }\n if (pathname === \"/api/intelligence/correlations\" && method === \"GET\") {\n const force = url.searchParams.get(\"force\") === \"1\";\n return json(await getCorrelations(force));\n }\n if (pathname === \"/api/intelligence/recommendations\" && method === \"GET\") {\n return json(await getRecommendations());\n }\n if (pathname === \"/api/intelligence/leads\" && method === \"GET\") {\n return json(await getLeadScores());\n }\n if (pathname === \"/api/intelligence/kpis\" && method === \"GET\") {\n return json(await getAIOKpis());\n }\n if (pathname === \"/api/intelligence/feed\" && method === \"GET\") {\n return json(await getIntelligenceFeed());\n }\n // Execution-aware metric: how much real work was completed (tasks/experiments).\n if (pathname === \"/api/intelligence/executed-work\" && method === \"GET\") {\n const days = parseInt(url.searchParams.get(\"days\") ?? \"30\", 10);\n return json(await getExecutedWorkCounts(days));\n }\n\n // --- Signals routes ----\n if (pathname === \"/api/signals\" && method === \"GET\") {\n const actioned = url.searchParams.get(\"actioned\");\n const lead_email = url.searchParams.get(\"lead_email\") ?? undefined;\n return json(await listSignals({ lead_email, actioned: actioned === \"true\" ? true : actioned === \"false\" ? false : undefined }));\n }\n if (pathname === \"/api/signals\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (!body.lead_email || !body.signal_type) {\n return json({ error: \"lead_email and signal_type are required\" }, 400);\n }\n return json(await recordSignal(body), 201);\n }\n const signalActionMatch = pathname.match(/^\\/api\\/signals\\/([^/]+)\\/action$/);\n if (signalActionMatch && method === \"PUT\") {\n const result = await actionSignal(signalActionMatch[1]);\n return result ? json(result) : json({ error: \"Signal not found\" }, 404);\n }\n if (pathname === \"/api/signals/hot-leads\" && method === \"GET\") {\n return json(await getHotLeads());\n }\n if (pathname === \"/api/signals/hot-leads/count\" && method === \"GET\") {\n return json({ count: await getHotLeadsCount() });\n }\n\n // --- OKR / Objectives routes ----\n if (pathname === \"/api/okrs\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n return json(await listObjectives({ workspace }));\n }\n if (pathname === \"/api/okrs\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createObjective(body), 201);\n }\n if (pathname === \"/api/okrs/dashboard\" && method === \"GET\") {\n return json(await getOKRDashboard());\n }\n // Explicit funnel→OKR sync — refreshes stored KR/objective progress on demand.\n if (pathname === \"/api/okrs/sync\" && method === \"POST\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n return json(await syncObjectivesFromFunnel({ workspace }));\n }\n const okrIdMatch = pathname.match(/^\\/api\\/okrs\\/([^/]+)$/);\n if (okrIdMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n return json(await updateObjective(okrIdMatch[1], body));\n }\n if (okrIdMatch && method === \"DELETE\") {\n const ok = await deleteObjective(okrIdMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n const okrKrMatch = pathname.match(/^\\/api\\/okrs\\/([^/]+)\\/key-results$/);\n if (okrKrMatch && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createKeyResult(okrKrMatch[1], body), 201);\n }\n const krIdMatch = pathname.match(/^\\/api\\/okrs\\/key-results\\/([^/]+)$/);\n if (krIdMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n return json(await updateKeyResult(krIdMatch[1], body));\n }\n\n // --- NSM routes ----\n if (pathname === \"/api/nsm\" && method === \"GET\") {\n return json(await getNSM());\n }\n if (pathname === \"/api/nsm\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await setNSM(body));\n }\n if (pathname === \"/api/nsm/record\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n await recordNSMValue(body.value);\n return json({ success: true });\n }\n if (pathname === \"/api/nsm/progress\" && method === \"GET\") {\n return json(await getNSMProgress());\n }\n\n // --- AIO / Cohort routes ----\n if (pathname === \"/api/aio/cohorts\" && method === \"GET\") {\n return json(await listCohorts());\n }\n if (pathname === \"/api/aio/cohorts\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createCohort(body), 201);\n }\n const cohortIdMatch = pathname.match(/^\\/api\\/aio\\/cohorts\\/([^/]+)$/);\n if (cohortIdMatch && method === \"DELETE\") {\n return json({ success: await deleteCohort(cohortIdMatch[1]) });\n }\n if (pathname === \"/api/aio/cohort-summary\" && method === \"GET\") {\n return json(await getCohortSummary());\n }\n if (pathname === \"/api/aio/engagement-velocity\" && method === \"GET\") {\n return json(await getEngagementVelocity());\n }\n\n // --- Frontend-expected aliases (cohorts/attribution/key-results) ----\n if (pathname === \"/api/cohorts\" && method === \"GET\") {\n return json(await getCohortSummary());\n }\n if (pathname === \"/api/cohorts\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createCohort(body), 201);\n }\n const cohortAliasMatch = pathname.match(/^\\/api\\/cohorts\\/([^/]+)$/);\n if (cohortAliasMatch && method === \"DELETE\") {\n return json({ success: await deleteCohort(cohortAliasMatch[1]) });\n }\n if (pathname === \"/api/attribution\" && method === \"GET\") {\n return json(await getAttributionSummary());\n }\n // retention (GRR/NRR + curve) + revenue model endpoints.\n if (pathname === \"/api/intelligence/retention\" && method === \"GET\") {\n return json(await getRetention());\n }\n if (pathname === \"/api/intelligence/revenue-model\" && method === \"GET\") {\n return json(await getRevenueModel());\n }\n if (pathname === \"/api/attribution\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n await recordConversion(body);\n return json({ success: true }, 201);\n }\n const krAliasMatch = pathname.match(/^\\/api\\/key-results\\/([^/]+)$/);\n if (krAliasMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n return json(await updateKeyResult(krAliasMatch[1], body));\n }\n\n // --- Digest routes ----\n if (pathname === \"/api/digest\" && method === \"GET\") {\n return json(await getLatestDigest());\n }\n if (pathname === \"/api/digest/generate\" && method === \"POST\") {\n return json(await generateDigest());\n }\n if (pathname === \"/api/digest/history\" && method === \"GET\") {\n const limit = parseInt(url.searchParams.get(\"limit\") ?? \"10\", 10);\n return json(await getDigestHistory(limit));\n }\n\n // --- Experiments routes ----\n if (pathname === \"/api/experiments\" && method === \"GET\") {\n const status = url.searchParams.get(\"status\") ?? undefined;\n const funnel_stage = url.searchParams.get(\"stage\") ?? url.searchParams.get(\"funnel_stage\") ?? undefined;\n const aarrr_lever = url.searchParams.get(\"aarrr_lever\") ?? undefined;\n return json(await listExperiments({ status, funnel_stage, aarrr_lever }));\n }\n if (pathname === \"/api/experiments\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createExperiment(body), 201);\n }\n if (pathname === \"/api/experiments/stats\" && method === \"GET\") {\n return json(await getExperimentStats());\n }\n // suggest-ice: alias of ice-suggest (same handler).\n if ((pathname === \"/api/experiments/ice-suggest\" || pathname === \"/api/experiments/suggest-ice\") && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await suggestICE(body));\n }\n // GET /api/experiments/:id/stats — sub-resource form; getExperimentStats() is tenant-aggregate (portfolio-wide).\n // Declared before the run|complete and bare :id matchers so \"stats\" isn't read as an id.\n const expStatsMatch = pathname.match(/^\\/api\\/experiments\\/([^/]+)\\/stats$/);\n if (expStatsMatch && method === \"GET\") {\n return json(await getExperimentStats());\n }\n const expActionMatch = pathname.match(/^\\/api\\/experiments\\/([^/]+)\\/(run|complete)$/);\n if (expActionMatch && method === \"POST\") {\n const id = expActionMatch[1];\n const body = await req.json().catch(() => ({}));\n const result = expActionMatch[2] === \"run\"\n ? await runExperiment(id, Number(body.baseline_value) || 0)\n : await completeExperiment(id, {\n result_value: Number(body.result_value) || 0,\n outcome: body.outcome ?? \"inconclusive\",\n learnings: body.learnings,\n control: body.control,\n variant: body.variant,\n sample_size: body.sample_size,\n });\n return result ? json(result) : json({ error: \"Experiment not found\" }, 404);\n }\n const expIdMatch = pathname.match(/^\\/api\\/experiments\\/([^/]+)$/);\n if (expIdMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n const updated = await updateExperiment(expIdMatch[1], body);\n return updated ? json(updated) : json({ error: \"Experiment not found\" }, 404);\n }\n if (expIdMatch && method === \"DELETE\") {\n const ok = await deleteExperiment(expIdMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // --- Calendar unified route ----\n if (pathname === \"/api/calendar/unified\" && method === \"GET\") {\n const today = new Date().toISOString().slice(0, 10);\n const from = url.searchParams.get(\"from\") ?? url.searchParams.get(\"start\") ?? today;\n const to = url.searchParams.get(\"to\") ?? url.searchParams.get(\"end\") ?? from;\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n const sourcesParam = url.searchParams.getAll(\"source\");\n return json(await getUnifiedCalendar({ from, to, workspace, sources: sourcesParam.length ? sourcesParam as any : undefined }));\n }\n if (pathname === \"/api/calendar/summary\" && method === \"GET\") {\n const date = url.searchParams.get(\"date\") ?? new Date().toISOString().slice(0, 10);\n return json(await getCalendarSummary(date));\n }\n if (pathname === \"/api/calendar/entries\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createCalendarEntry(body), 201);\n }\n const calEntryMatch = pathname.match(/^\\/api\\/calendar\\/entries\\/([^/]+)$/);\n if (calEntryMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n const updated = await updateCalendarEntry(calEntryMatch[1], body);\n return updated ? json(updated) : json({ error: \"Not found\" }, 404);\n }\n if (calEntryMatch && method === \"DELETE\") {\n const ok = await deleteCalendarEntry(calEntryMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // --- Knowledge files (AI knowledge injection + graph view) ----\n if (pathname === \"/api/knowledge\" && method === \"GET\") {\n return json(await listKnowledgeFiles());\n }\n if (pathname === \"/api/knowledge\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const created = await createKnowledgeFile(body);\n return created ? json(created, 201) : json({ error: \"content required\" }, 400);\n }\n if (pathname === \"/api/knowledge/graph\" && method === \"GET\") {\n return json(await buildKnowledgeGraph());\n }\n if (pathname === \"/api/knowledge/features\" && method === \"GET\") {\n return json(AI_FEATURES);\n }\n const knSummarizeMatch = pathname.match(/^\\/api\\/knowledge\\/([^/]+)\\/summarize$/);\n if (knSummarizeMatch && method === \"POST\") {\n const summary = await summarizeKnowledgeFile(knSummarizeMatch[1]);\n const file = await getKnowledgeFile(knSummarizeMatch[1]);\n return json({ summary, tokens_estimate: file?.tokens_estimate ?? 0 });\n }\n const knIdMatch = pathname.match(/^\\/api\\/knowledge\\/([^/]+)$/);\n if (knIdMatch && method === \"GET\") {\n const f = await getKnowledgeFile(knIdMatch[1]);\n return f ? json(f) : json({ error: \"Not found\" }, 404);\n }\n if (knIdMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n const updated = await updateKnowledgeFile(knIdMatch[1], body);\n return updated ? json(updated) : json({ error: \"Not found\" }, 404);\n }\n if (knIdMatch && method === \"DELETE\") {\n const ok = await deleteKnowledgeFile(knIdMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // --- Company Profile + Brand Context (Part 15.2) — the business identity ---\n if (pathname === \"/api/company-profile\" && method === \"GET\") {\n return json(await getCompanyProfile());\n }\n if (pathname === \"/api/company-profile\" && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n return json(await setCompanyProfile(body));\n }\n if (pathname === \"/api/company-profile/enrich\" && method === \"POST\") {\n try {\n const enriched = await enrichCompanyProfile();\n return json({ enriched, message: \"AI enrichment complete — review and save.\" });\n } catch (e) {\n return json({ error: String(e?.message ?? e) }, 500);\n }\n }\n if (pathname === \"/api/brand-context\" && method === \"GET\") {\n return json({ text: await getBrandContext() });\n }\n if (pathname === \"/api/brand-context\" && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n await setBrandContext(String(body.text ?? \"\"));\n return json({ ok: true });\n }\n\n // --- Memory (Part 15.3) — persistent evolving business facts ----\n if (pathname === \"/api/memory\" && method === \"GET\") {\n return json(await listMemory());\n }\n if (pathname === \"/api/memory\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const m = await addMemory(body);\n return m ? json(m, 201) : json({ error: \"content required\" }, 400);\n }\n const memIdMatch = pathname.match(/^\\/api\\/memory\\/([0-9]+)$/);\n if (memIdMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n const m = await updateMemory(Number(memIdMatch[1]), body);\n return m ? json(m) : json({ error: \"Not found\" }, 404);\n }\n if (memIdMatch && method === \"DELETE\") {\n const ok = await deleteMemory(Number(memIdMatch[1]));\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // --- Skills (Playbooks) — marketing skill catalog + per-skill state ----\n if (pathname === \"/api/skills\" && method === \"GET\") {\n return json(await listSkills());\n }\n if (pathname === \"/api/skills\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const created = await createCustomSkill(body);\n return created.ok ? json(created, 201) : json({ error: created.error || \"invalid skill\" }, 400);\n }\n const skillNameMatch = pathname.match(/^\\/api\\/skills\\/([^/]+)$/);\n if (skillNameMatch && method === \"GET\") {\n const s = await getSkill(decodeURIComponent(skillNameMatch[1]));\n return s ? json(s) : json({ error: \"Not found\" }, 404);\n }\n if (skillNameMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n const ok = await setSkillState(decodeURIComponent(skillNameMatch[1]), body);\n return ok ? json({ ok: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // --- Method config (prioritization methodology: ICE/RICE/WSJF) ----\n if (pathname === \"/api/method-config/methods\" && method === \"GET\") {\n return json(getMethodsMetadata());\n }\n if (pathname === \"/api/method-config\" && method === \"GET\") {\n return json(await getMethodConfig());\n }\n if (pathname === \"/api/method-config\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await saveMethodConfig(body));\n }\n\n // --- Action queue (human-in-the-loop execution) ----\n if (pathname === \"/api/actions\" && method === \"GET\") {\n const status = url.searchParams.get(\"status\") ?? undefined;\n return json(await listActions(status));\n }\n if (pathname === \"/api/actions\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const created = await enqueueAction(body);\n return created ? json(created, 201) : json({ error: \"integration + endpoint required\" }, 400);\n }\n const actionApproveMatch = pathname.match(/^\\/api\\/actions\\/([^/]+)\\/approve$/);\n if (actionApproveMatch && method === \"POST\") {\n const a = await approveAction(actionApproveMatch[1]);\n return a ? json(a) : json({ error: \"Not found\" }, 404);\n }\n const actionRejectMatch = pathname.match(/^\\/api\\/actions\\/([^/]+)\\/reject$/);\n if (actionRejectMatch && method === \"POST\") {\n const a = await rejectAction(actionRejectMatch[1]);\n return a ? json(a) : json({ error: \"Not found\" }, 404);\n }\n const actionIdMatch = pathname.match(/^\\/api\\/actions\\/([^/]+)$/);\n if (actionIdMatch && method === \"GET\") {\n const a = await getAction(actionIdMatch[1]);\n return a ? json(a) : json({ error: \"Not found\" }, 404);\n }\n\n // Manual trigger for the execution engine (the interval val also calls processPendingRuns).\n if (pathname === \"/api/agents/run-pending\" && method === \"POST\") {\n const limit = parseInt(url.searchParams.get(\"limit\") ?? \"3\", 10);\n return json(await processPendingRuns(limit));\n }\n\n // GET /api/agents/activity?limit=N — cross-agent run feed; before the /api/agents/:id matchers.\n if (pathname === \"/api/agents/activity\" && method === \"GET\") {\n const limit = parseInt(url.searchParams.get(\"limit\") ?? \"20\", 10);\n const r = await sqlite.execute(\n `SELECT r.id, r.agent_id, a.name, a.workspace, r.status, r.started_at, r.finished_at, r.output\n FROM agent_runs r LEFT JOIN agents a ON a.id = r.agent_id AND a.tenant_id = ?\n WHERE r.tenant_id = ?\n ORDER BY r.started_at DESC LIMIT ?`,\n [tid, tid, limit]\n );\n return json({ activity: r.rows.map((row) => rowToObject(r.columns, row)) });\n }\n\n // --- Agent runs ----\n const agentRunsMatch = pathname.match(/^\\/api\\/agents\\/([^/]+)\\/runs$/);\n if (agentRunsMatch && method === \"GET\") {\n const agent_id = agentRunsMatch[1];\n const limit = parseInt(url.searchParams.get(\"limit\") ?? \"20\", 10);\n const result = await sqlite.execute(\n \"SELECT * FROM agent_runs WHERE agent_id = ? AND tenant_id = ? ORDER BY started_at DESC LIMIT ?\",\n [agent_id, tid, limit]\n );\n return json(result.rows.map((row) => rowToObject(result.columns, row)));\n }\n if (agentRunsMatch && method === \"POST\") {\n const agent_id = agentRunsMatch[1];\n const body = await req.json().catch(() => ({}));\n const id = crypto.randomUUID();\n const now = new Date().toISOString();\n await sqlite.execute(\n \"INSERT INTO agent_runs (id, agent_id, trigger, status, started_at, tenant_id) VALUES (?, ?, ?, ?, ?, ?)\",\n [id, agent_id, body.trigger ?? \"manual\", \"pending\", now, tid]\n );\n // App-level automation (no cron): run the queued job in-request. Fire-and-forget; status='running' claim guards dupes.\n processPendingRuns(1).catch(() => {});\n return json({ id, agent_id, trigger: body.trigger ?? \"manual\", status: \"pending\", started_at: now }, 201);\n }\n\n // Integrations routes\n // GET /api/integrations - list all integrations\n if (pathname === \"/api/integrations\" && method === \"GET\") {\n const result = await sqlite.execute(\"SELECT * FROM integrations WHERE tenant_id = ? ORDER BY name ASC\", [tid]);\n const rows = result.rows.map((row) => rowToObject(result.columns, row));\n // Google-family services inherit the central 'google' OAuth token, so they are \"connected\"\n // whenever google is — even without their own api_key/access_token row.\n const googleConnected = rows.some((o) => o.name === \"google\" && o.access_token);\n const integrations = rows.map((obj) => maskIntegration(obj, googleConnected));\n return json(integrations);\n }\n\n // POST /api/integrations/:name - upsert integration credentials\n const integrationUpsertMatch = pathname.match(/^\\/api\\/integrations\\/([^/]+)$/);\n if (integrationUpsertMatch && method === \"POST\") {\n const name = integrationUpsertMatch[1];\n const body = await req.json().catch(() => ({}));\n const now = new Date().toISOString();\n\n const existing = await sqlite.execute(\n \"SELECT id, api_key, api_secret, access_token, refresh_token, extra_config FROM integrations WHERE name = ? AND tenant_id = ?\",\n [name, tid]\n );\n\n // Keep the existing secret when the incoming value is blank/missing/masked (\"***\"),\n // so saving the masked Settings form does not wipe stored credentials.\n const keepSecret = (incoming: any, current: any) => {\n if (incoming == null) return current ?? null;\n const s = String(incoming);\n if (s === \"\" || s.includes(\"***\")) return current ?? null;\n return incoming;\n };\n\n if (existing.rows.length > 0) {\n const cur = existing.rows[0] as any[]; // [id, api_key, api_secret, access_token, refresh_token, extra_config]\n await sqlite.execute(\n `UPDATE integrations SET\n api_key = ?,\n api_secret = ?,\n access_token = ?,\n refresh_token = ?,\n extra_config = ?,\n updated_at = ?\n WHERE name = ? AND tenant_id = ?`,\n [\n keepSecret(body.api_key, cur[1]),\n keepSecret(body.api_secret, cur[2]),\n keepSecret(body.access_token, cur[3]),\n keepSecret(body.refresh_token, cur[4]),\n body.extra_config != null ? JSON.stringify(body.extra_config) : (cur[5] ?? null),\n now,\n name,\n tid,\n ]\n );\n } else {\n // Insert\n const id = crypto.randomUUID();\n await sqlite.execute(\n `INSERT INTO integrations (id, name, api_key, api_secret, access_token, refresh_token, extra_config, connected_at, updated_at, tenant_id)\n VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,\n [\n id,\n name,\n body.api_key ?? null,\n body.api_secret ?? null,\n body.access_token ?? null,\n body.refresh_token ?? null,\n body.extra_config != null ? JSON.stringify(body.extra_config) : null,\n now,\n now,\n tid,\n ]\n );\n }\n\n const updated = await sqlite.execute(\n \"SELECT * FROM integrations WHERE name = ? AND tenant_id = ?\",\n [name, tid]\n );\n const raw = rowToObject(updated.columns, updated.rows[0]);\n // NEVER return the just-saved secrets in cleartext — mask like the list endpoint.\n const googleConnected = raw.name === \"google\"\n ? !!raw.access_token\n : !!(await getCredentials(\"google\"))?.access_token;\n return json({ success: true, integration: maskIntegration(raw, googleConnected) });\n }\n\n // DELETE /api/integrations/:name\n const integrationDeleteMatch = pathname.match(/^\\/api\\/integrations\\/([^/]+)$/);\n if (integrationDeleteMatch && method === \"DELETE\") {\n const name = integrationDeleteMatch[1];\n await sqlite.execute(\"DELETE FROM integrations WHERE name = ? AND tenant_id = ?\", [name, tid]);\n return json({ success: true, message: `Integration '${name}' deleted` });\n }\n\n // Part 13: GET /api/integrations/:name/schema — descriptor-generated action/trigger schema\n // (UI form fields + AI tool hints). null when the integration is still hand-written.\n const integrationSchemaMatch = pathname.match(/^\\/api\\/integrations\\/([^/]+)\\/schema$/);\n if (integrationSchemaMatch && method === \"GET\") {\n const schema = getIntegrationSchema(integrationSchemaMatch[1]);\n return schema ? json(schema) : json({ error: \"no descriptor for this integration yet\", descriptor_integrations: listDescriptorNames() }, 404);\n }\n\n // GET|POST /api/integrations/:name/data - proxy to integration API\n const integrationDataMatch = pathname.match(/^\\/api\\/integrations\\/([^/]+)\\/data$/);\n if (integrationDataMatch && (method === \"GET\" || method === \"POST\")) {\n const name = integrationDataMatch[1];\n const credentials = await getCredentials(name);\n if (!credentials) {\n return json({ error: `Integration '${name}' not found or not configured` }, 404);\n }\n return handleIntegrationProxy(req, name, url.searchParams, credentials);\n }\n\n // Agents routes\n // GET /api/agents - list agents (optional ?workspace= query param)\n if (pathname === \"/api/agents\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n const agents = await listAgents(workspace);\n return json(agents);\n }\n\n // POST /api/agents - create agent\n if (pathname === \"/api/agents\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const agent = await createAgent(body);\n return json(agent, 201);\n }\n\n // PUT /api/agents/:id - update agent\n const agentUpdateMatch = pathname.match(/^\\/api\\/agents\\/([^/]+)$/);\n if (agentUpdateMatch && method === \"PUT\") {\n const id = agentUpdateMatch[1];\n const body = await req.json().catch(() => ({}));\n const agent = await updateAgent(id, body);\n if (!agent) {\n return json({ error: `Agent '${id}' not found` }, 404);\n }\n return json(agent);\n }\n\n // DELETE /api/agents/:id - delete agent\n const agentDeleteMatch = pathname.match(/^\\/api\\/agents\\/([^/]+)$/);\n if (agentDeleteMatch && method === \"DELETE\") {\n const id = agentDeleteMatch[1];\n const deleted = await deleteAgent(id);\n if (!deleted) {\n return json({ error: `Agent '${id}' not found` }, 404);\n }\n return json({ success: true, message: `Agent '${id}' deleted` });\n }\n\n // LLM config routes\n // GET /api/llm/config - get LLM config (mask api_key)\n if (pathname === \"/api/llm/config\" && method === \"GET\") {\n const config = await getLLMConfig();\n if (!config) {\n return json({ error: \"LLM config not found\" }, 404);\n }\n // Mask api_key: show first 8 chars + ***\n const masked = {\n ...config,\n api_key: config.api_key\n ? config.api_key.slice(0, 8) + \"***\"\n : \"\",\n };\n return json(masked);\n }\n\n // POST /api/llm/config - save LLM config\n if (pathname === \"/api/llm/config\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const config = await saveLLMConfig(body);\n // Mask api_key in response\n const masked = {\n ...config,\n api_key: config.api_key\n ? config.api_key.slice(0, 8) + \"***\"\n : \"\",\n };\n return json(masked);\n }\n\n // Chat route\n // POST /api/chat - AI chat handler\n if (pathname === \"/api/chat\" && method === \"POST\") {\n return handleChat(req);\n }\n\n // POST /api/chat/stream - SSE streaming chat\n if (pathname === \"/api/chat/stream\" && method === \"POST\") {\n return handleChatStream(req);\n }\n\n // --- Conversation history routes ----\n if (pathname === \"/api/conversations\" && method === \"GET\") {\n return json(await listConversations());\n }\n const convIdMatch = pathname.match(/^\\/api\\/conversations\\/([^/]+)$/);\n if (convIdMatch && method === \"GET\") {\n const conv = await getConversationById(convIdMatch[1]);\n return conv ? json(conv) : json({ error: \"Not found\" }, 404);\n }\n if (convIdMatch && method === \"DELETE\") {\n const ok = await deleteConversation(convIdMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // Tasks routes\n // GET /api/tasks - list tasks (optional ?workspace= query param)\n if (pathname === \"/api/tasks\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n const status = url.searchParams.get(\"status\") ?? undefined;\n return json(await listTasks({ workspace, status }));\n }\n\n // POST /api/tasks - create task\n if (pathname === \"/api/tasks\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createTask(body), 201);\n }\n\n // GET /api/tasks/ice - ICE-ranked backlog (sorted by ICE score desc).\n // Declared before the /api/tasks/:id matchers so \"ice\" isn't read as an id.\n if (pathname === \"/api/tasks/ice\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n const limit = parseInt(url.searchParams.get(\"limit\") ?? \"50\", 10);\n return json(await listIceRankedTasks({ workspace, limit }));\n }\n\n // POST /api/tasks/generate - LLM-plan tasks from an experiment/KR/objective/campaign.\n if (pathname === \"/api/tasks/generate\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (!body.source_type || !body.source_id) {\n return json({ error: \"source_type and source_id are required\" }, 400);\n }\n return json(await generateTasksFromSource(body), 201);\n }\n\n // POST /api/tasks/:id/run - execute the task with an agent (sub-resource; before the bare :id matchers).\n const taskRunMatch = pathname.match(/^\\/api\\/tasks\\/([^/]+)\\/run$/);\n if (taskRunMatch && method === \"POST\") {\n const result = await runTask(taskRunMatch[1]);\n if (!result.task) return json({ error: result.error || \"Not found\" }, 404);\n return json(result);\n }\n\n // PUT /api/tasks/:id - update task (e.g. toggle status)\n const taskUpdateMatch = pathname.match(/^\\/api\\/tasks\\/([^/]+)$/);\n if (taskUpdateMatch && method === \"PUT\") {\n const id = taskUpdateMatch[1];\n const body = await req.json().catch(() => ({}));\n const updated = await updateTask(id, body);\n if (!updated) return json({ error: \"Not found\" }, 404);\n return json(updated);\n }\n\n // DELETE /api/tasks/:id - delete task\n const taskDeleteMatch = pathname.match(/^\\/api\\/tasks\\/([^/]+)$/);\n if (taskDeleteMatch && method === \"DELETE\") {\n const ok = await deleteTask(taskDeleteMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // --- Relational CRM (accounts + contacts + deal↔contact links) ----\n // Delegate to api/crm_routes.ts; tenant context is already set by main.ts. Kept thin to stay under the 80KB file limit.\n if (isCrmPath(pathname)) return handleCrmRoutes(req, url, method);\n if (isMarketingPath(pathname)) return handleMarketingRoutes(req, url, method);\n\n // --- CRM Deals (sales pipeline) ----\n if (pathname === \"/api/deals\" && method === \"GET\") {\n return json(await listDeals(url.searchParams.get(\"stage\") ?? undefined));\n }\n if (pathname === \"/api/deals\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createDeal(body), 201);\n }\n // Seed deals from qualified leads (explicit; checked before the :id matcher).\n if (pathname === \"/api/deals/sync\" && method === \"POST\") {\n return json(await syncDealsFromLeads());\n }\n // Interactive import: candidate leads to review, then import the selected emails.\n if (pathname === \"/api/deals/candidates\" && method === \"GET\") {\n return json(await listCandidates());\n }\n if (pathname === \"/api/deals/import\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await importDeals(Array.isArray(body.emails) ? body.emails : []));\n }\n const dealIdMatch = pathname.match(/^\\/api\\/deals\\/([^/]+)$/);\n if (dealIdMatch && dealIdMatch[1] !== \"sync\" && method === \"GET\") {\n const d = await getDeal(dealIdMatch[1]);\n return d ? json(d) : json({ error: \"Not found\" }, 404);\n }\n if (dealIdMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n const updated = await updateDeal(dealIdMatch[1], body);\n return updated ? json(updated) : json({ error: \"Not found\" }, 404);\n }\n if (dealIdMatch && method === \"DELETE\") {\n const ok = await deleteDeal(dealIdMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // --- Data export (CSV) ----\n if (pathname === \"/api/export/signals\" && method === \"GET\") {\n const r = await sqlite.execute(\"SELECT id, lead_email, lead_name, signal_type, signal_source, signal_strength, actioned, detected_at FROM intent_signals WHERE tenant_id = ? ORDER BY detected_at DESC\", [tid]);\n const cols = r.columns;\n let csv = cols.join(\",\") + \"\\n\";\n for (const row of r.rows) {\n csv += (row as any[]).map((v) => `\"${String(v ?? \"\").replace(/\"/g, '\"\"')}\"`).join(\",\") + \"\\n\";\n }\n return new Response(csv, { headers: { \"Content-Type\": \"text/csv\", \"Content-Disposition\": 'attachment; filename=\"signals.csv\"', ...corsHeaders } });\n }\n if (pathname === \"/api/export/okrs\" && method === \"GET\") {\n const objR = await sqlite.execute(\"SELECT id, title, description, workspace, status, progress, quarter, created_at FROM objectives WHERE tenant_id = ? ORDER BY created_at DESC\", [tid]);\n const krR = await sqlite.execute(\"SELECT id, objective_id, title, target_value, current_value, unit, progress, updated_at FROM key_results WHERE tenant_id = ? ORDER BY updated_at DESC\", [tid]);\n let csv = \"type,\" + objR.columns.join(\",\") + \"\\n\";\n for (const row of objR.rows) {\n csv += \"objective,\" + (row as any[]).map((v) => `\"${String(v ?? \"\").replace(/\"/g, '\"\"')}\"`).join(\",\") + \"\\n\";\n }\n if (krR.rows.length > 0) {\n csv += \"\\ntype,\" + krR.columns.join(\",\") + \"\\n\";\n for (const row of krR.rows) {\n csv += \"key_result,\" + (row as any[]).map((v) => `\"${String(v ?? \"\").replace(/\"/g, '\"\"')}\"`).join(\",\") + \"\\n\";\n }\n }\n return new Response(csv, { headers: { \"Content-Type\": \"text/csv\", \"Content-Disposition\": 'attachment; filename=\"okrs.csv\"', ...corsHeaders } });\n }\n if (pathname === \"/api/export/tasks\" && method === \"GET\") {\n const r = await sqlite.execute(\"SELECT id, title, description, status, priority, workspace, due_date, created_at, updated_at FROM tasks WHERE tenant_id = ? ORDER BY created_at DESC\", [tid]);\n const cols = r.columns;\n let csv = cols.join(\",\") + \"\\n\";\n for (const row of r.rows) {\n csv += (row as any[]).map((v) => `\"${String(v ?? \"\").replace(/\"/g, '\"\"')}\"`).join(\",\") + \"\\n\";\n }\n return new Response(csv, { headers: { \"Content-Type\": \"text/csv\", \"Content-Disposition\": 'attachment; filename=\"tasks.csv\"', ...corsHeaders } });\n }\n\n // --- LinkedIn OAuth flow (legacy aliases) ----\n if (pathname === \"/api/oauth/linkedin/start\" && method === \"GET\") {\n return Response.redirect(`${url.origin}/api/auth/linkedin`);\n }\n if (pathname === \"/api/oauth/linkedin/callback\" && method === \"GET\") {\n return Response.redirect(`${url.origin}/api/auth/linkedin/callback?${url.search.slice(1)}`);\n }\n\n // --- Graphify - app map for MCP / AI-native navigation ----\n if (pathname === \"/api/graphify\" && method === \"GET\") {\n return json(await getGraphify());\n }\n\n // --- Calendar today shortcut (TodayPanel widget) ----\n if (pathname === \"/api/calendar/today\" && method === \"GET\") {\n const today = new Date().toISOString().slice(0, 10);\n return json(await getUnifiedCalendar({ from: today, to: today }));\n }\n\n // --- Digest latest alias ----\n if (pathname === \"/api/digest/latest\" && method === \"GET\") {\n return json(await getLatestDigest());\n }\n\n // --- PLATFORM SUPERADMIN (master-only; the single audited exception to tenant isolation) ----\n // GATE first, then delegate all /api/platform/* routes to handlePlatformRoutes (api/platform.ts).\n if (pathname.startsWith(\"/api/platform/\")) {\n if (!currentCtx().isPlatformAdmin) return json({ error: \"Forbidden: platform admin only\" }, 403);\n return handlePlatformRoutes(req, url, method);\n }\n\n // --- ADMIN LOCKDOWN: every destructive /api/admin/* route is owner-only (plus per-route confirm\n // tokens below). No-op under default SYSTEM_CTX (role \"owner\"); locks out trial members. ----\n if (pathname.startsWith(\"/api/admin/\") && currentRole() !== \"owner\") {\n return json({ error: \"Forbidden: owner role required\" }, 403);\n }\n\n // Owner bootstrap (owner-only): create/attach the platform owner to t_default for email+password login. Idempotent.\n if (pathname === \"/api/admin/bootstrap-owner\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (!body.email || !body.password) return json({ ok: false, error: \"email + password required\" }, 400);\n const r = await bootstrapOwner(String(body.email), String(body.password));\n return json({ ok: r.ok, created: r.created });\n }\n\n // Admin backup/export (owner-only): read-only, tenant-scoped (WHERE tenant_id=?) JSON snapshot of this tenant's rows.\n // Confirm is optional: pass { confirm: \"EXPORT\" } to be explicit, otherwise it just runs.\n if (pathname === \"/api/admin/export\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm != null && body.confirm !== \"EXPORT\") {\n return json({ ok: false, error: \"Send confirm: EXPORT (or omit confirm)\" }, 400);\n }\n const EXPORT_TABLES = [\n \"tasks\", \"deals\", \"campaigns\", \"objectives\", \"key_results\", \"experiments\",\n \"agents\", \"action_queue\", \"calendar_entries\", \"knowledge_files\", \"notes\",\n ];\n const data: Record = {};\n const counts: Record = {};\n for (const table of EXPORT_TABLES) {\n try {\n const r = await sqlite.execute(`SELECT * FROM ${table} WHERE tenant_id = ?`, [tid]);\n const rows = (r.rows || []).map((row) => rowToObject(r.columns, row));\n data[table] = rows;\n counts[table] = rows.length;\n } catch {\n // Missing table (e.g. not yet created): record empty rather than failing the whole export.\n data[table] = [];\n counts[table] = 0;\n }\n }\n const snapshot = {\n ok: true,\n tenant_id: tid,\n version: APP_VERSION,\n exported_at: new Date().toISOString(),\n tables: EXPORT_TABLES,\n counts,\n data,\n };\n const filename = `aihive-backup-${tid}-${new Date().toISOString().slice(0, 10)}.json`;\n return new Response(JSON.stringify(snapshot, null, 2), {\n headers: {\n \"Content-Type\": \"application/json\",\n \"Content-Disposition\": `attachment; filename=\"${filename}\"`,\n \"Cache-Control\": \"no-store\",\n ...corsHeaders,\n },\n });\n }\n\n // --- Admin purge (clear intelligence cache) ----\n if (pathname === \"/api/admin/purge\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm !== \"PURGE\") return json({ error: \"Send confirm: PURGE\" }, 400);\n await sqlite.execute(\"DELETE FROM intelligence_cache WHERE tenant_id = ?\", [tid]).catch(() => {});\n await sqlite.execute(\"UPDATE app_config SET value=NULL WHERE key='funnel_cache' AND tenant_id = ?\", [tid]).catch(() => {});\n return json({ success: true, message: \"Cache purged\" });\n }\n\n // Remove demo/seed data: starter agents matched exactly on (name, description, system_prompt) so edits are never touched.\n if (pathname === \"/api/admin/seed-status\" && method === \"GET\") {\n let agents = 0;\n for (const seed of DEFAULT_AGENT_SEEDS) {\n const r = await sqlite.execute(\n \"SELECT COUNT(*) FROM agents WHERE name = ? AND description = ? AND system_prompt = ? AND tenant_id = ?\",\n [seed.name, seed.description, seed.system_prompt, tid],\n ).catch(() => null);\n if (r?.rows?.length) agents += Number((r.rows[0] as any[])[0]) || 0;\n }\n return json({ ok: true, total: agents, counts: { agents } });\n }\n if (pathname === \"/api/admin/cleanup-mock\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm !== \"CLEANUP\") return json({ ok: false, error: \"Send confirm: CLEANUP\" }, 400);\n let removed = 0;\n for (const seed of DEFAULT_AGENT_SEEDS) {\n const r = await sqlite.execute(\n \"DELETE FROM agents WHERE name = ? AND description = ? AND system_prompt = ? AND tenant_id = ?\",\n [seed.name, seed.description, seed.system_prompt, tid],\n ).catch(() => null);\n removed += Number((r as any)?.rowsAffected ?? 0) || 0;\n }\n return json({ ok: true, total: removed });\n }\n\n // Bulk reset: wipe ALL agents (= agents + campaigns, same table) plus related\n // run/budget/conversation rows that deleteAgent() does not cascade. Confirm-guarded.\n if (pathname === \"/api/admin/reset-agents\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm !== \"CLEANUP\") return json({ ok: false, error: \"Send confirm: CLEANUP\" }, 400);\n const counts: Record = {};\n for (const table of [\"agents\", \"agent_runs\", \"agent_budgets\", \"conversations\"]) {\n const r = await sqlite.execute(`DELETE FROM ${table} WHERE tenant_id = ?`, [tid]).catch(() => null);\n counts[table] = Number((r as any)?.rowsAffected ?? 0) || 0;\n }\n return json({ ok: true, counts });\n }\n\n // Factory reset (this app + tenant only): wipe the data tables below, keeping integrations/llm_config/knowledge_files. Confirm-guarded.\n if (pathname === \"/api/admin/reset-data\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm !== \"CLEANUP\") return json({ ok: false, error: \"Send confirm: CLEANUP\" }, 400);\n const WIPE_TABLES = [\n \"agents\", \"conversations\", \"agent_budgets\", \"agent_runs\",\n \"objectives\", \"key_results\", \"north_star\", \"nsm_history\",\n \"experiments\", \"tasks\", \"tasks_legacy\", \"notes\",\n \"intent_signals\", \"growth_digests\", \"calendar_entries\", \"action_queue\",\n \"customer_cohorts\", \"lead_state_changes\", \"utm_conversions\",\n \"metric_baselines\", \"metric_history\", \"intelligence_cache\", \"app_config\",\n ];\n const counts: Record = {};\n for (const table of WIPE_TABLES) {\n const r = await sqlite.execute(`DELETE FROM ${table} WHERE tenant_id = ?`, [tid]).catch(() => null);\n counts[table] = Number((r as any)?.rowsAffected ?? 0) || 0;\n }\n return json({ ok: true, kept: [\"integrations\", \"llm_config\", \"knowledge_files\"], counts });\n }\n\n // Precise working-data wipe (KEEPS knowledge_files/skills/memory/app_config/integrations/llm_config). Confirm-guarded.\n if (pathname === \"/api/admin/wipe-working-data\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm !== \"WIPE\") return json({ ok: false, error: \"Send confirm: WIPE\" }, 400);\n const WIPE = [\n \"agents\", \"agent_runs\", \"agent_budgets\", \"conversations\", \"deals\",\n \"experiments\", \"tasks\", \"tasks_legacy\", \"objectives\", \"key_results\",\n \"north_star\", \"nsm_history\", \"intent_signals\", \"growth_digests\",\n \"calendar_entries\", \"action_queue\", \"customer_cohorts\", \"lead_state_changes\",\n \"utm_conversions\", \"metric_baselines\", \"metric_history\", \"intelligence_cache\", \"notes\",\n ];\n const counts: Record = {};\n for (const table of WIPE) {\n const r = await sqlite.execute(`DELETE FROM ${table} WHERE tenant_id = ?`, [tid]).catch(() => null);\n counts[table] = Number((r as any)?.rowsAffected ?? 0) || 0;\n }\n return json({\n ok: true,\n kept: [\"knowledge_files\", \"skills\", \"memory\", \"app_config\", \"integrations\", \"llm_config\"],\n counts,\n });\n }\n\n // --- Targeted wipe: tasks + run history + agents/budgets + campaign↔agent links ONLY ----\n // Keeps campaigns/objectives/everything else. Confirm-guarded.\n if (pathname === \"/api/admin/wipe-tasks-agents\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm !== \"WIPE\") return json({ ok: false, error: \"Send confirm: WIPE\" }, 400);\n const WIPE = [\"tasks\", \"tasks_legacy\", \"agent_runs\", \"agent_budgets\", \"campaign_agents\", \"agents\", \"campaign_runs\"];\n const counts: Record = {};\n for (const table of WIPE) {\n const r = await sqlite.execute(`DELETE FROM ${table} WHERE tenant_id = ?`, [tid]).catch(() => null);\n counts[table] = Number((r as any)?.rowsAffected ?? 0) || 0;\n }\n // Also clear internal completion events (metric_history integration='internal') and task-done\n // calendar markers (event_type='completion'); keep real integration metric history intact.\n const mh = await sqlite.execute(\"DELETE FROM metric_history WHERE integration = 'internal' AND tenant_id = ?\", [tid]).catch(() => null);\n counts[\"metric_history(internal)\"] = Number((mh as any)?.rowsAffected ?? 0) || 0;\n const cm = await sqlite.execute(\"DELETE FROM calendar_entries WHERE event_type = 'completion' AND tenant_id = ?\", [tid]).catch(() => null);\n counts[\"calendar_entries(completion)\"] = Number((cm as any)?.rowsAffected ?? 0) || 0;\n return json({ ok: true, wiped: [...WIPE, \"metric_history(internal)\", \"calendar_entries(completion)\"], counts });\n }\n\n // --- Targeted wipe: action_queue (approvals / prepared+sent action history) ONLY ----\n if (pathname === \"/api/admin/wipe-actions\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n if (body.confirm !== \"WIPE\") return json({ ok: false, error: \"Send confirm: WIPE\" }, 400);\n const r = await sqlite.execute(\"DELETE FROM action_queue WHERE tenant_id = ?\", [tid]).catch(() => null);\n return json({ ok: true, wiped: [\"action_queue\"], counts: { action_queue: Number((r as any)?.rowsAffected ?? 0) || 0 } });\n }\n\n // --- Google OAuth redirect flow ----\n if (pathname === \"/api/auth/google\" && method === \"GET\") {\n const creds = await getCredentials(\"google\");\n // OAuth client is env-driven by design (GOOGLE_CLIENT_ID/SECRET); fall back to the DB row.\n const clientId = Deno.env.get(\"GOOGLE_CLIENT_ID\") || creds?.extra_config?.client_id || creds?.extra_config?.clientId;\n const redirectUri = creds?.extra_config?.redirect_uri || creds?.extra_config?.redirectUri || `${url.origin}/api/auth/google/callback`;\n if (!clientId) {\n return new Response(\"Google OAuth not configured. Add Client ID in Settings - Google.\", { status: 400 });\n }\n const scopes = [\n \"https://www.googleapis.com/auth/userinfo.email\",\n \"https://www.googleapis.com/auth/analytics.readonly\",\n \"https://www.googleapis.com/auth/webmasters.readonly\",\n \"https://www.googleapis.com/auth/gmail.modify\",\n \"https://www.googleapis.com/auth/drive.readonly\",\n \"https://www.googleapis.com/auth/spreadsheets.readonly\",\n \"https://www.googleapis.com/auth/documents.readonly\",\n \"https://www.googleapis.com/auth/calendar\",\n \"https://www.googleapis.com/auth/youtube.readonly\",\n \"https://www.googleapis.com/auth/yt-analytics.readonly\",\n ].join(\" \");\n const { state, setCookie } = newOAuthState();\n const params = new URLSearchParams({\n client_id: clientId,\n redirect_uri: redirectUri,\n response_type: \"code\",\n scope: scopes,\n access_type: \"offline\",\n prompt: \"consent\",\n state,\n });\n return redirectWithCookie(`https://accounts.google.com/o/oauth2/v2/auth?${params}`, setCookie);\n }\n\n if (pathname === \"/api/auth/google/callback\" && method === \"GET\") {\n const code = url.searchParams.get(\"code\");\n const error = url.searchParams.get(\"error\");\n if (error || !code) {\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(error || \"no_code\")}`);\n }\n if (!oauthStateValid(req, url)) {\n return Response.redirect(`${url.origin}/?auth_error=state_mismatch`);\n }\n const creds = await getCredentials(\"google\");\n // Trim env/DB values to avoid whitespace producing a malformed (invalid_request) token request.\n const clientId = (Deno.env.get(\"GOOGLE_CLIENT_ID\") || creds?.extra_config?.client_id || creds?.extra_config?.clientId || \"\").trim();\n const clientSecret = (Deno.env.get(\"GOOGLE_CLIENT_SECRET\") || creds?.api_secret || \"\").trim();\n const redirectUri = (creds?.extra_config?.redirect_uri || creds?.extra_config?.redirectUri || `${url.origin}/api/auth/google/callback`).trim();\n\n // Fail fast with a clear cause if a required param is empty (Google would return invalid_request).\n if (!clientId || !clientSecret) {\n const missing = !clientId && !clientSecret ? \"client_id_and_secret\"\n : !clientId ? \"client_id\" : \"client_secret\";\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(\"missing_\" + missing)}`);\n }\n\n const tokenRes = await fetch(\"https://oauth2.googleapis.com/token\", {\n method: \"POST\",\n headers: { \"Content-Type\": \"application/x-www-form-urlencoded\" },\n body: new URLSearchParams({ code, client_id: clientId, client_secret: clientSecret, redirect_uri: redirectUri, grant_type: \"authorization_code\" }),\n });\n const tokens = await tokenRes.json() as any;\n if (!tokenRes.ok || !tokens.access_token) {\n const detail = [tokens.error, tokens.error_description].filter(Boolean).join(\": \") || \"token_exchange_failed\";\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(detail)}`);\n }\n\n const now = new Date().toISOString();\n const newExtraConfig = { ...(creds?.extra_config || {}), token_expiry: Date.now() + (tokens.expires_in || 3600) * 1000 };\n const existing = await sqlite.execute(\"SELECT id FROM integrations WHERE name = ? AND tenant_id = ?\", [\"google\", tid]);\n if (existing.rows.length > 0) {\n await sqlite.execute(\n \"UPDATE integrations SET access_token=?, refresh_token=?, extra_config=?, updated_at=? WHERE name='google' AND tenant_id = ?\",\n [tokens.access_token, tokens.refresh_token || creds?.refresh_token || null, JSON.stringify(newExtraConfig), now, tid]\n );\n } else {\n await sqlite.execute(\n \"INSERT INTO integrations (id, name, access_token, refresh_token, extra_config, connected_at, updated_at, tenant_id) VALUES (?,?,?,?,?,?,?,?)\",\n [crypto.randomUUID(), \"google\", tokens.access_token, tokens.refresh_token || null, JSON.stringify(newExtraConfig), now, now, tid]\n );\n }\n return redirectWithCookie(`${url.origin}/?auth=google_ok`, CLEAR_OAUTH_STATE);\n }\n\n // --- LinkedIn OAuth flow ----\n if (pathname === \"/api/auth/linkedin\" && method === \"GET\") {\n const creds = await getCredentials(\"linkedin\");\n const clientId = creds?.extra_config?.clientId || creds?.extra_config?.client_id;\n const redirectUri = `${url.origin}/api/auth/linkedin/callback`;\n if (!clientId) {\n return new Response(\"LinkedIn OAuth not configured. Add Client ID in Settings - LinkedIn.\", { status: 400 });\n }\n const { state, setCookie } = newOAuthState();\n const params = new URLSearchParams({\n response_type: \"code\",\n client_id: clientId,\n redirect_uri: redirectUri,\n scope: \"openid profile email w_member_social r_basicprofile\",\n state,\n });\n return redirectWithCookie(`https://www.linkedin.com/oauth/v2/authorization?${params}`, setCookie);\n }\n\n if (pathname === \"/api/auth/linkedin/callback\" && method === \"GET\") {\n const code = url.searchParams.get(\"code\");\n const error = url.searchParams.get(\"error\");\n if (error || !code) {\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(error || \"no_code\")}`);\n }\n if (!oauthStateValid(req, url)) {\n return Response.redirect(`${url.origin}/?auth_error=state_mismatch`);\n }\n const creds = await getCredentials(\"linkedin\");\n const clientId = creds?.extra_config?.clientId || creds?.extra_config?.client_id || \"\";\n const clientSecret = creds?.api_secret || \"\";\n const redirectUri = `${url.origin}/api/auth/linkedin/callback`;\n\n const tokenRes = await fetch(\"https://www.linkedin.com/oauth/v2/accessToken\", {\n method: \"POST\",\n headers: { \"Content-Type\": \"application/x-www-form-urlencoded\" },\n body: new URLSearchParams({ grant_type: \"authorization_code\", code, redirect_uri: redirectUri, client_id: clientId, client_secret: clientSecret }),\n });\n const tokens = await tokenRes.json() as any;\n if (!tokenRes.ok || !tokens.access_token) {\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(tokens.error || \"linkedin_token_failed\")}`);\n }\n\n // Fetch LinkedIn profile to get the author URN needed for posts endpoint.\n let authorId = creds?.extra_config?.author_id || \"\";\n try {\n const profileRes = await fetch(\"https://api.linkedin.com/v2/me\", {\n headers: { Authorization: `Bearer ${tokens.access_token}` },\n });\n if (profileRes.ok) {\n const profile = await profileRes.json() as any;\n if (profile.id) authorId = `urn:li:person:${profile.id}`;\n }\n } catch { /* non-fatal - author_id can be set manually later */ }\n\n const now = new Date().toISOString();\n const newExtraConfig = { ...(creds?.extra_config || {}), token_expiry: Date.now() + (tokens.expires_in || 5184000) * 1000, author_id: authorId };\n const existing = await sqlite.execute(\"SELECT id FROM integrations WHERE name = ? AND tenant_id = ?\", [\"linkedin\", tid]);\n if (existing.rows.length > 0) {\n await sqlite.execute(\n \"UPDATE integrations SET access_token=?, extra_config=?, updated_at=? WHERE name='linkedin' AND tenant_id = ?\",\n [tokens.access_token, JSON.stringify(newExtraConfig), now, tid]\n );\n } else {\n await sqlite.execute(\n \"INSERT INTO integrations (id, name, access_token, extra_config, connected_at, updated_at, tenant_id) VALUES (?,?,?,?,?,?,?)\",\n [crypto.randomUUID(), \"linkedin\", tokens.access_token, JSON.stringify(newExtraConfig), now, now, tid]\n );\n }\n return redirectWithCookie(`${url.origin}/?auth=linkedin_ok`, CLEAR_OAUTH_STATE);\n }\n\n // Microsoft (Outlook) OAuth: env-first client (MICROSOFT_CLIENT_ID/SECRET), `common` tenant, DB fallback. Mirrors Google.\n if (pathname === \"/api/auth/microsoft\" && method === \"GET\") {\n const mcreds = await getCredentials(\"outlook\");\n const clientId = (Deno.env.get(\"MICROSOFT_CLIENT_ID\") || mcreds?.extra_config?.client_id || mcreds?.extra_config?.clientId || \"\").trim();\n if (!clientId) {\n return new Response(\"Microsoft OAuth not configured. Set MICROSOFT_CLIENT_ID (env) or add the Client ID in Settings → Outlook.\", { status: 400 });\n }\n const redirectUri = `${url.origin}/api/auth/microsoft/callback`;\n const scopes = MICROSOFT_SCOPES;\n const { state, setCookie } = newOAuthState();\n const params = new URLSearchParams({\n client_id: clientId,\n response_type: \"code\",\n redirect_uri: redirectUri,\n response_mode: \"query\",\n scope: scopes,\n state,\n });\n return redirectWithCookie(`https://login.microsoftonline.com/common/oauth2/v2.0/authorize?${params}`, setCookie);\n }\n\n if (pathname === \"/api/auth/microsoft/callback\" && method === \"GET\") {\n const code = url.searchParams.get(\"code\");\n const error = url.searchParams.get(\"error\");\n if (error || !code) {\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(error || \"no_code\")}`);\n }\n if (!oauthStateValid(req, url)) {\n return Response.redirect(`${url.origin}/?auth_error=state_mismatch`);\n }\n const creds = await getCredentials(\"outlook\");\n const clientId = (Deno.env.get(\"MICROSOFT_CLIENT_ID\") || creds?.extra_config?.client_id || creds?.extra_config?.clientId || \"\").trim();\n const clientSecret = (Deno.env.get(\"MICROSOFT_CLIENT_SECRET\") || creds?.api_secret || \"\").trim();\n const redirectUri = `${url.origin}/api/auth/microsoft/callback`;\n if (!clientId || !clientSecret) {\n const missing = !clientId && !clientSecret ? \"client_id_and_secret\" : !clientId ? \"client_id\" : \"client_secret\";\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(\"missing_microsoft_\" + missing)}`);\n }\n const scopes = MICROSOFT_SCOPES;\n const tokenRes = await fetch(\"https://login.microsoftonline.com/common/oauth2/v2.0/token\", {\n method: \"POST\",\n headers: { \"Content-Type\": \"application/x-www-form-urlencoded\" },\n body: new URLSearchParams({ client_id: clientId, client_secret: clientSecret, code, redirect_uri: redirectUri, grant_type: \"authorization_code\", scope: scopes }),\n });\n const tokens = await tokenRes.json() as any;\n if (!tokenRes.ok || !tokens.access_token) {\n const detail = [tokens.error, tokens.error_description].filter(Boolean).join(\": \") || \"token_exchange_failed\";\n return Response.redirect(`${url.origin}/?auth_error=${encodeURIComponent(detail)}`);\n }\n\n const now = new Date().toISOString();\n const newExtraConfig = { ...(creds?.extra_config || {}), token_expiry: Date.now() + (tokens.expires_in || 3600) * 1000 };\n const existing = await sqlite.execute(\"SELECT id FROM integrations WHERE name = ? AND tenant_id = ?\", [\"outlook\", tid]);\n if (existing.rows.length > 0) {\n await sqlite.execute(\n \"UPDATE integrations SET access_token=?, refresh_token=?, extra_config=?, updated_at=? WHERE name='outlook' AND tenant_id = ?\",\n [tokens.access_token, tokens.refresh_token || creds?.refresh_token || null, JSON.stringify(newExtraConfig), now, tid]\n );\n } else {\n await sqlite.execute(\n \"INSERT INTO integrations (id, name, access_token, refresh_token, extra_config, connected_at, updated_at, tenant_id) VALUES (?,?,?,?,?,?,?,?)\",\n [crypto.randomUUID(), \"outlook\", tokens.access_token, tokens.refresh_token || null, JSON.stringify(newExtraConfig), now, now, tid]\n );\n }\n return redirectWithCookie(`${url.origin}/?auth=outlook_ok`, CLEAR_OAUTH_STATE);\n }\n\n // Identity login OAuth (sign-in, NOT data scopes): scope \"openid email profile\"; callback mints an app session.\n const loginMatch = pathname.match(/^\\/api\\/login\\/(google|microsoft)(\\/callback)?$/);\n if (loginMatch && method === \"GET\") {\n const provider = loginMatch[1] as \"google\" | \"microsoft\";\n return loginMatch[2]\n ? await identityLoginCallback(provider, req, url)\n : identityLoginStart(provider, url);\n }\n\n // --- Notes routes (TeamHub collaborative notes) ----\n if (pathname === \"/api/notes\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? \"marketing\";\n const result = await sqlite.execute(\n \"SELECT * FROM notes WHERE workspace=? AND tenant_id = ? ORDER BY pinned DESC, created_at DESC\",\n [workspace, tid]\n );\n return json(result.rows.map((r) => rowToObject(result.columns, r)));\n }\n if (pathname === \"/api/notes\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n const id = crypto.randomUUID();\n const now = new Date().toISOString();\n await sqlite.execute(\n \"INSERT INTO notes (id, content, pinned, workspace, created_at, updated_at, tenant_id) VALUES (?,?,?,?,?,?,?)\",\n [id, body.content ?? \"\", body.pinned ? 1 : 0, body.workspace ?? \"marketing\", now, now, tid]\n );\n return json({ id, content: body.content ?? \"\", pinned: !!body.pinned, workspace: body.workspace ?? \"marketing\", created_at: now, updated_at: now }, 201);\n }\n const noteMatch = pathname.match(/^\\/api\\/notes\\/([^/]+)$/);\n if (noteMatch && method === \"PUT\") {\n const id = noteMatch[1];\n const body = await req.json().catch(() => ({}));\n const now = new Date().toISOString();\n const setParts: string[] = [\"updated_at=?\"];\n const setArgs: any[] = [now];\n if (body.pinned !== undefined) { setParts.push(\"pinned=?\"); setArgs.push(body.pinned ? 1 : 0); }\n if (body.content !== undefined) { setParts.push(\"content=?\"); setArgs.push(body.content); }\n await sqlite.execute(\n `UPDATE notes SET ${setParts.join(\", \")} WHERE id=? AND tenant_id = ?`,\n [...setArgs, id, tid]\n );\n const r = await sqlite.execute(\"SELECT * FROM notes WHERE id=? AND tenant_id = ?\", [id, tid]);\n if (!r.rows.length) return json({ error: \"Not found\" }, 404);\n return json(rowToObject(r.columns, r.rows[0]));\n }\n if (noteMatch && method === \"DELETE\") {\n await sqlite.execute(\"DELETE FROM notes WHERE id=? AND tenant_id = ?\", [noteMatch[1], tid]);\n return json({ success: true });\n }\n\n // --- World dashboard rollups (logs / kanban / project panels) ----\n // /api/world/activity — cross-agent runs; ?campaign[_id]=ID scopes to that campaign, bare ?campaign = legacy filter.\n if (pathname === \"/api/world/activity\" && method === \"GET\") {\n const limit = parseInt(url.searchParams.get(\"limit\") ?? \"40\", 10);\n const status = url.searchParams.get(\"status\") ?? undefined;\n const agent_id = url.searchParams.get(\"agent_id\") ?? undefined;\n const campaignParam = url.searchParams.get(\"campaign_id\") ?? url.searchParams.get(\"campaign\");\n const campaign_id = campaignParam ? campaignParam : undefined;\n const campaign = url.searchParams.get(\"campaign\") != null && !campaign_id;\n return json(await getWorldActivity({ limit, status, agent_id, campaign, campaign_id }));\n }\n // /api/world/board — tasks grouped into the 4 kanban columns; ?campaign[_id]=ID scopes them.\n if (pathname === \"/api/world/board\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n const campaign_id = url.searchParams.get(\"campaign_id\") ?? url.searchParams.get(\"campaign\") ?? undefined;\n return json(await getWorldBoard({ workspace, campaign_id: campaign_id || undefined }));\n }\n // /api/world/project — active campaign brief + real run-usage rollup; ?campaign[_id]=ID focuses it.\n if (pathname === \"/api/world/project\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n const campaign_id = url.searchParams.get(\"campaign_id\") ?? url.searchParams.get(\"campaign\") ?? undefined;\n return json(await getWorldProject({ workspace, campaign_id: campaign_id || undefined }));\n }\n\n // --- Campaigns (Director: multi-agent orchestrated pipelines) ----\n if (pathname === \"/api/campaigns\" && method === \"GET\") {\n const workspace = url.searchParams.get(\"workspace\") ?? undefined;\n return json(await listCampaigns(workspace));\n }\n if (pathname === \"/api/campaigns\" && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await createCampaign(body), 201);\n }\n // Sub-resources (:id/runs, :id/agents, :id/trigger) before the bare :id matcher.\n const campaignRunsMatch = pathname.match(/^\\/api\\/campaigns\\/([^/]+)\\/runs$/);\n if (campaignRunsMatch && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n // Runs the Director pipeline synchronously and returns the run result.\n return json(await orchestrateCampaignRun(campaignRunsMatch[1], body.input));\n }\n if (campaignRunsMatch && method === \"GET\") {\n return json(await listCampaignRuns(campaignRunsMatch[1]));\n }\n const campaignAgentsMatch = pathname.match(/^\\/api\\/campaigns\\/([^/]+)\\/agents$/);\n if (campaignAgentsMatch && method === \"GET\") {\n return json(await getCampaignAgents(campaignAgentsMatch[1]));\n }\n // Clicking a campaign returns its tasks (OKR→Campaign→Task link).\n const campaignTasksMatch = pathname.match(/^\\/api\\/campaigns\\/([^/]+)\\/tasks$/);\n if (campaignTasksMatch && method === \"GET\") {\n return json(await listTasks({ campaign_id: campaignTasksMatch[1] }));\n }\n const campaignTriggerMatch = pathname.match(/^\\/api\\/campaigns\\/([^/]+)\\/trigger$/);\n if (campaignTriggerMatch && method === \"POST\") {\n const body = await req.json().catch(() => ({}));\n return json(await setCampaignTrigger(campaignTriggerMatch[1], body));\n }\n const campaignIdMatch = pathname.match(/^\\/api\\/campaigns\\/([^/]+)$/);\n if (campaignIdMatch && method === \"GET\") {\n const c = await getCampaign(campaignIdMatch[1]);\n return c ? json(c) : json({ error: \"Not found\" }, 404);\n }\n if (campaignIdMatch && method === \"PUT\") {\n const body = await req.json().catch(() => ({}));\n return json(await updateCampaign(campaignIdMatch[1], body));\n }\n if (campaignIdMatch && method === \"DELETE\") {\n const ok = await deleteCampaign(campaignIdMatch[1]);\n return ok ? json({ success: true }) : json({ error: \"Not found\" }, 404);\n }\n\n // No route matched\n return json({ error: \"Not found\", path: pathname }, 404);\n } catch (err) {\n const message = err instanceof Error ? err.message : String(err);\n console.error(`[router] Error handling ${method} ${pathname}:`, message);\n return json({ error: \"Internal server error\", detail: message }, 500);\n }\n}\n\n/**\n * Converts a sqlite result row (array of values) to a plain object\n * using the columns array from the result set.\n */\nfunction rowToObject(columns: string[], row: unknown[]): Record {\n const obj: Record = {};\n for (let i = 0; i < columns.length; i++) {\n obj[columns[i]] = row[i];\n }\n return obj;\n}\n",[197],"093e1b2c-5f15-11f1-85c6-1607ee4eb77e","main.ts",1005,["D",1780467937905],22,"http","import { initDB, tenantStore, SYSTEM_CTX } from \"./db.ts\";\nimport { handleRequest } from \"./router.ts\";\nimport { getFrontendHTML, getWorldHTML } from \"./frontend.ts\";\nimport { seedKnowledge } from \"./api/knowledge_seed.ts\";\nimport { resolveSession } from \"./api/session.ts\";\n\n// Foundation tenant context: a session resolves to a TenantCtx; absent one we fall back to the\n// system/default SYSTEM_CTX (imported from db.ts, typed as TenantCtx) so all existing\n// (t_default-backfilled) data keeps working exactly as today.\n\nlet initialized = false;\n\n// Shared-secret gate. Set APP_TOKEN in the val's environment. Every /api/* route\n// requires `Authorization: Bearer ` (or `?token=` for download links),\n// EXCEPT the public paths below. Fail-closed: if APP_TOKEN is unset, data routes 503.\nconst APP_TOKEN = (Deno.env.get(\"APP_TOKEN\") || \"\").trim();\n\n// Auth ENABLED (Phase 3): /api/* requires a valid nexus_session cookie OR the APP_TOKEN bearer\n// (recovery hatch). Public paths (app modules, /api/auth/*, /api/login/*, /api/health) stay open so\n// the login screen always loads. Verified: owner session authorizes, anonymous → 401 → login screen.\nconst AUTH_DISABLED = false;\n\n// Public /api paths that must stay reachable without the app token:\n// - /api/app-* : the frontend's own JS modules (static code, no secrets; loaded by \n \n \n \n \n \n \n \n \n\n\n

\n \n\n`;\n}\n\n// Part 10: the Agent World shell — a \"the-delegation\" simulation DASHBOARD at /world. Same origin\n// (shares nexus_token + every /api/* route), so the agents + panels run over the REAL backend.\n// This shell is the SOLE creator of every fixed DOM id the world modules target. It is a CSS-grid\n// dashboard (light theme): a top bar, a LEFT logs panel, a CENTER stage (scene header + a BOUNDED\n// canvas + a kanban under it) and a RIGHT project panel. The canvas is NOT fullscreen — it lives\n// inside #world-canvas-wrap and the scene sizes to that wrapper. three.js (+ addons) load from a\n// CDN via the importmap; the 3D + panel logic is in /api/app-world (the entry) and its sub-modules.\nexport function getWorldHTML(): string {\n return `\n\n\n \n \n AIHive · Agent World\n \n \n \n \n\n\n

\n \n

\n \n\n`;\n}\n",[481],"731798f6-5f2f-11f1-ae87-1607ee4eb77e","db.ts","2f68e1b8-56ca-11f1-b821-ee650bb23af1",1048,["D",1780479282410],55,"import { sqlite as _sqlite } from \"https://esm.town/v/std/sqlite\";\n\n// ── DB BACKEND (portable across hosts) ───────────────────────────────────────\n// AIHive runs on val.town today (std/sqlite) but is migrating to Firebase Hosting + Cloud Run, where\n// the database is a real Turso libSQL (no shared rate limit, runs on any host). This selects the\n// backend from ENV without changing a single caller: when TURSO_DATABASE_URL is set we use the Turso\n// libSQL client; otherwise we fall back to val.town's std/sqlite. Both expose the SAME\n// execute(string | {sql, args}) → {rows, columns, rowsAffected} shape, so the rest of the app and the\n// rate-limit retry wrapper below are unchanged. On val.town (no TURSO_* env) this is a no-op: the\n// libSQL client is never even imported.\nfunction _env(k: string): string | undefined {\n try {\n const g = globalThis as any;\n return g.Deno?.env?.get?.(k) ?? g.process?.env?.[k];\n } catch {\n return undefined;\n }\n}\nconst _tursoUrl = _env(\"TURSO_DATABASE_URL\");\nlet _exec: (stmt: any) => Promise;\nif (_tursoUrl) {\n // Lazy import so std-only (val.town) deploys never load the libSQL client.\n const { createClient } = await import(\"https://esm.sh/@libsql/client@0.14.0/web\");\n const _client = createClient({ url: _tursoUrl, authToken: _env(\"TURSO_AUTH_TOKEN\") });\n _exec = (stmt: any) => _client.execute(stmt);\n} else {\n // Compatibility shim: std/sqlite accepts execute(string) or execute({sql, args}).\n const _bound = _sqlite.execute.bind(_sqlite);\n _exec = (stmt: any) => _bound(stmt);\n}\n\n// RATE-LIMIT RESILIENCE: std/sqlite enforces a shared rate limit. A cold-boot initDB fires ~170\n// CREATE/ALTER/INDEX calls in a burst and can exceed the window MID-init — which used to wedge the\n// whole app in a permanent 500 loop (init fails part-way → memo resets → next request re-bursts →\n// fails again, never converging). We retry rate-limited calls with backoff so init (and any runtime\n// query) PACES THROUGH the limit and completes. Non-rate-limit errors are rethrown immediately.\nconst _isRateLimit = (e: any): boolean => /rate limit|too many request|429/i.test(String((e && e.message) || e));\nconst _backoffMs = (e: any, attempt: number): number => {\n const m = String((e && e.message) || e).match(/retry in (\\d+)\\s*second/i);\n if (m) return Math.min(8000, (Number(m[1]) + 1) * 1000); // honor the server's hint when given\n return Math.min(4000, 500 * Math.pow(2, attempt));\n};\nconst _execRetry = async (stmt: any): Promise => {\n for (let attempt = 0; ; attempt++) {\n try {\n return await _exec(stmt);\n } catch (e) {\n if (attempt < 10 && _isRateLimit(e)) {\n await new Promise((r) => setTimeout(r, _backoffMs(e, attempt)));\n continue;\n }\n throw e;\n }\n }\n};\nexport const sqlite = {\n ..._sqlite,\n execute: async (stmt: string | { sql: string; args?: any[] }, args?: any[]): Promise => {\n if (typeof stmt === \"string\" && args !== undefined) {\n return _execRetry({ sql: stmt, args });\n }\n return _execRetry(stmt as any);\n },\n};\n\n// ─── TENANT CONTEXT (AUTH/TENANT FOUNDATION) ────────────────────────────────\n// Per-request tenant/user/role context carried via AsyncLocalStorage. main.ts wraps each\n// handleRequest in tenantStore.run(ctx, ...). When there is no active store (cron, system\n// boot, recovery APP_TOKEN path) we DEFAULT to t_default/system/owner so all existing data\n// (backfilled to tenant_id=\"t_default\") keeps working exactly as today.\nimport { AsyncLocalStorage } from \"node:async_hooks\";\n\n// impersonating / realTenantId are set ONLY for read-only \"view as tenant\" (Phase D): when a\n// platform admin toggles sessions.impersonate_tenant_id, resolveSessionToken redirects tenantId to\n// the target tenant while keeping userId/email/role/isPlatformAdmin = the master. realTenantId holds\n// the master's OWN membership tenant. Optional so every existing ctx literal stays valid.\nexport type TenantCtx = { tenantId: string; userId: string; email: string; role: \"owner\" | \"admin\" | \"member\"; isPlatformAdmin: boolean; impersonating?: boolean; realTenantId?: string };\n// SYSTEM_CTX is the platform-trusted recovery context (APP_TOKEN / cron / boot). It IS platform admin.\nexport const SYSTEM_CTX: TenantCtx = { tenantId: \"t_default\", userId: \"system\", email: \"system\", role: \"owner\", isPlatformAdmin: true };\n\nexport const tenantStore = new AsyncLocalStorage();\nexport function currentCtx(): TenantCtx {\n // The bare no-store default is intentionally NOT platform admin (safe-by-default). Only the\n // explicit SYSTEM_CTX (used by main.ts for cron/recovery) carries isPlatformAdmin:true.\n return tenantStore.getStore() || { tenantId: \"t_default\", userId: \"system\", email: \"system\", role: \"owner\", isPlatformAdmin: false };\n}\nexport function currentTenantId(): string { return currentCtx().tenantId; }\nexport function currentUserId(): string { return currentCtx().userId; }\nexport function currentRole(): \"owner\" | \"admin\" | \"member\" { return currentCtx().role; }\n\n// MEMOIZED: run the full schema setup ONCE per warm instance, not on every request. initDB was\n// awaited per-request, firing dozens of CREATE/ALTER sqlite calls each time → std/sqlite 429\n// \"Too Many Requests\" → intermittent 500s across the app (the \"too many requests\" symptom). The\n// cached promise makes every subsequent call free; on failure we reset so the next request retries.\nlet _initPromise: Promise | null = null;\nexport function initDB(): Promise {\n if (!_initPromise) {\n _initPromise = _initDBImpl().catch((e) => { _initPromise = null; throw e; });\n }\n return _initPromise;\n}\nasync function _initDBImpl(): Promise {\n // Schema lives in ./schema.ts to keep db.ts under val.town's 80KB/file cap. Lazy import\n // avoids a static cycle (schema.ts imports sqlite from db.ts).\n const { runSchema } = await import(\"./schema.ts\");\n await runSchema();\n}\n\n// The starter \"demo\" agents seeded on first boot. Exported so the admin \"Remove demo data\"\n// route can identify + remove untouched seed rows (matched by name+description+system_prompt,\n// so a user-renamed/edited agent is never deleted).\nexport const DEFAULT_AGENT_SEEDS = [\n {\n name: \"SEO Analyst\",\n workspace: \"marketing\",\n description: \"Analyzes SEO performance using Ahrefs and Google Search Console data\",\n system_prompt: \"You are an expert SEO analyst. Analyze search performance data, identify opportunities, and provide actionable recommendations to improve organic search rankings.\",\n tools: JSON.stringify([\"ahrefs\", \"gsc\", \"ga4\"]),\n model: \"claude-sonnet-4-6\",\n },\n {\n name: \"Content Creator\",\n workspace: \"marketing\",\n description: \"Creates and manages content for WordPress, YouTube, and social media\",\n system_prompt: \"You are a creative content strategist. Help plan, write, and optimize content for blogs, videos, and social media platforms to drive engagement and conversions.\",\n tools: JSON.stringify([\"wordpress\", \"youtube\", \"ga4\"]),\n model: \"claude-sonnet-4-6\",\n },\n {\n name: \"Analytics Reporter\",\n workspace: \"marketing\",\n description: \"Generates reports from GA4 and Search Console data\",\n system_prompt: \"You are a data analyst specializing in digital marketing analytics. Create insightful reports from GA4 and Search Console data to track KPIs and identify growth opportunities.\",\n tools: JSON.stringify([\"ga4\", \"gsc\", \"ahrefs\"]),\n model: \"claude-sonnet-4-6\",\n },\n {\n name: \"LinkedIn Outreach\",\n workspace: \"sales\",\n description: \"Manages LinkedIn prospecting and connection campaigns\",\n system_prompt: \"You are a sales development expert specializing in LinkedIn outreach. Help craft personalized connection requests, follow-up messages, and engagement strategies to build pipeline.\",\n tools: JSON.stringify([\"linkedin\", \"outlook\"]),\n model: \"claude-sonnet-4-6\",\n },\n {\n name: \"Lead Researcher\",\n workspace: \"sales\",\n description: \"Researches prospects using LinkedIn and web data\",\n system_prompt: \"You are a research specialist who finds and qualifies sales leads. Analyze LinkedIn profiles, company data, and online presence to identify ideal prospects and gather intelligence for sales outreach.\",\n tools: JSON.stringify([\"linkedin\"]),\n model: \"claude-sonnet-4-6\",\n },\n {\n name: \"Email Composer\",\n workspace: \"sales\",\n description: \"Drafts and sends personalized sales emails via Outlook\",\n system_prompt: \"You are a sales email expert who crafts compelling, personalized outreach emails. Write emails that are concise, value-focused, and drive response rates while maintaining brand voice.\",\n tools: JSON.stringify([\"outlook\", \"linkedin\"]),\n model: \"claude-sonnet-4-6\",\n },\n];\n\n\n",[489],"cf768a30-5e7b-11f1-a326-1607ee4eb77e","cron_entry.ts","fb10767e-5b1a-11f1-b807-ee650bb23af1",925,["D",1780402127969],"// Scheduled entrypoint — deploy this file as a Val Town INTERVAL/CRON trigger (separate from\n// the HTTP val in main.ts). A single file can't be both the HTTP handler AND the scheduled\n// trigger, which is why the execution engine never ran on its own before: cron.ts had a default\n// export but nothing scheduled it.\n//\n// What it does each tick:\n// 1) processPendingRuns() — runs the LLM tool-loop for any agent_runs with status='pending'\n// (external sends still go to the human-approval action_queue; nothing auto-sends).\n// 2) syncObjectivesFromFunnel() — refreshes + persists KR/objective progress from live funnel\n// data (the GET /api/okrs list no longer writes on read, so this keeps stored progress fresh).\n//\n// Schedule: set the interval in the Val Town dashboard (Triggers → e.g. every 5 minutes).\nimport { initDB } from \"./db.ts\";\nimport { processPendingRuns } from \"./cron.ts\";\nimport { syncObjectivesFromFunnel } from \"./api/okrs.ts\";\nimport { processCampaignTriggers } from \"./api/campaigns.ts\";\n\n// Crash-proof scheduled tick. A single failure (DB 429, a bad run, a flaky integration)\n// must be logged and swallowed so the default export NEVER throws to the Val Town runtime\n// (an uncaught throw kills the tick silently and can disable the trigger). initDB() and each\n// unit of work are guarded INDEPENDENTLY so one failing does not skip the others.\nexport default async function (): Promise {\n // 1) Ensure the DB is ready. If this fails (e.g. DB 429), we cannot safely run the\n // tenant-scoped work below, so log and return — but never throw.\n try {\n await initDB();\n } catch (err) {\n console.error(\"[cron] initDB failed; skipping this tick:\", err);\n return;\n }\n\n // 2) Process pending agent runs (external sends still go to the human-approval queue).\n let runs = { processed: 0, failed: 0 };\n try {\n runs = await processPendingRuns(5);\n } catch (err) {\n console.error(\"[cron] processPendingRuns failed:\", err);\n }\n\n // 3) Fire scheduled/looping campaigns on the cron tick (after agent runs are processed).\n try {\n await processCampaignTriggers(2);\n } catch (err) {\n console.error(\"[cron] processCampaignTriggers failed:\", err);\n }\n\n // 4) Refresh + persist KR/objective progress from live funnel data.\n let okr = { objectives: 0, key_results: 0 };\n try {\n okr = await syncObjectivesFromFunnel();\n } catch (err) {\n console.error(\"[cron] syncObjectivesFromFunnel failed:\", err);\n }\n\n console.log(\n `[cron] runs processed=${runs.processed} failed=${runs.failed}; ` +\n `okr synced objectives=${okr.objectives} key_results=${okr.key_results}`,\n );\n}\n",[497],"cfec26aa-5e7b-11f1-a9e2-1607ee4eb77e","cron.ts","50e655da-5a69-11f1-ab8c-ee650bb23af1",926,["D",1780402128741],"// Execution engine — the missing piece that makes agents actually RUN.\n// Deploy as a val.town interval val (default export runs on a schedule, e.g. every 1–5 min),\n// or trigger manually via POST /api/agents/run-pending (wired in router.ts).\n//\n// It polls agent_runs for status='pending', loads the agent config, and runs an LLM\n// tool-loop reusing chat.ts's buildTools()/executeTool(). External sends still go to the\n// human-approval action_queue (the tools enqueue, they don't send) — so the engine is safe.\nimport { sqlite, tenantStore } from \"./db.ts\";\nimport { getLLMConfig, callLLM } from \"./api/llm.ts\";\nimport { getAgent } from \"./api/agents.ts\";\nimport { buildTools, executeTool } from \"./api/chat.ts\";\nimport { getSkillsIndex } from \"./api/skills.ts\";\nimport { captureMemoryFromConversation } from \"./api/memory.ts\";\nimport { getCompanyContextString } from \"./api/company.ts\";\n\nconst ENGINE_SYSTEM_SUFFIX =\n \"\\n\\nYou can ACT using tools. External sends (email / LinkedIn / WordPress) are QUEUED for human \" +\n \"approval — prepare them and they will appear in Approvals; they will NOT send until a human approves. \" +\n \"Create tasks and schedule calendar events directly. Take the single next-best action toward the goal.\";\n\nexport async function processPendingRuns(limit = 3): Promise<{ processed: number; failed: number }> {\n let processed = 0;\n let failed = 0;\n let rows: any[] = [];\n // Fetch the marketing skills index once per invocation; append to the agent system prompt\n // so the autonomous agent can apply_skill on a match. Empty index = no-op.\n const skillsIdx = await getSkillsIndex({ maxChars: 5000 }).catch(() => \"\");\n const skillsSuffix = skillsIdx\n ? \"\\n\\n\" + skillsIdx + \"\\n\\nWhen a request matches a skill above, call apply_skill with that skill name before acting.\"\n : \"\";\n // Unified business context: prepended to every autonomous agent's system prompt so each run\n // knows the company. Cheap single app_config read; empty string on any error = no-op.\n const companyCtx = await getCompanyContextString(2000).catch(() => \"\");\n try {\n const r = await sqlite.execute(\n \"SELECT id, agent_id, input, tenant_id FROM agent_runs WHERE status = 'pending' ORDER BY started_at ASC LIMIT ?\",\n [limit],\n );\n rows = (r.rows || []) as any[];\n } catch {\n return { processed, failed };\n }\n\n for (const row of rows) {\n const runId = String(row[0]);\n const agentId = String(row[1]);\n const input = row[2] ? String(row[2]) : \"\";\n // MULTI-TENANT CORRECTNESS: cron runs with NO active tenant store, so currentTenantId()\n // would default to t_default and every tenant's pending runs would be processed (and their\n // tool calls / data reads/writes scoped) under t_default. Read THIS row's tenant_id and run\n // the whole processing body inside tenantStore.run so the agent executes in ITS OWN tenant\n // scope. Backfilled/legacy rows with NULL tenant_id fall back to t_default (current behavior).\n const tenantId = row[3] ? String(row[3]) : \"t_default\";\n const ctx = { tenantId, userId: \"system\", email: \"system\", role: \"owner\" as const };\n // Per-run result so the outer counters update after the scoped body returns.\n const r = await tenantStore.run(ctx, async (): Promise<{ ok: boolean }> => {\n // Wrapped so one run's UPDATE failure can't abort the drain.\n try {\n await sqlite.execute(\"UPDATE agent_runs SET status='running' WHERE id=?\", [runId]);\n } catch { /* status flip best-effort; continue processing */ }\n // Part 14.2: structured execution trace (TraceStep[]) — hoisted so a partial trace can be\n // persisted in the catch block on failure. Reset per run.\n const trace: any[] = [];\n try {\n const agent = await getAgent(agentId);\n const llmConfig = await getLLMConfig();\n if (!(llmConfig as any).api_key) throw new Error(\"No LLM API key configured\");\n\n const systemPrompt =\n (companyCtx ? companyCtx + \"\\n\\n---\\n\\n\" : \"\") +\n (agent?.system_prompt || \"You are an autonomous marketing & sales agent.\") + ENGINE_SYSTEM_SUFFIX + skillsSuffix;\n const messages: any[] = [{\n role: \"user\",\n content: input || `Run agent \"${agent?.name || agentId}\". Decide and prepare the next best action toward its goal.`,\n }];\n\n const tools = buildTools();\n let llm = await callLLM(llmConfig, messages, { systemPrompt, tools, maxTokens: 2048 });\n const actionLog: string[] = [];\n let rounds = 0;\n while (llm.tool_calls && llm.tool_calls.length > 0 && rounds < 4) {\n rounds++;\n trace.push({ t: \"round\", n: rounds, ts: new Date().toISOString() });\n messages.push({ role: \"assistant\", content: llm.content || \"\", tool_calls: llm.tool_calls });\n for (const tc of llm.tool_calls) {\n let args: Record = {};\n try {\n args = typeof tc.function.arguments === \"string\"\n ? JSON.parse(tc.function.arguments)\n : (tc.function.arguments || {});\n } catch { args = {}; }\n const toolStart = performance.now();\n const res = await executeTool(tc.function.name, args, llmConfig);\n const ms = Math.round(performance.now() - toolStart);\n actionLog.push(`${tc.function.name}: ${res}`);\n trace.push({\n t: \"tool\",\n name: tc.function.name,\n args_preview: JSON.stringify(args).slice(0, 300),\n result_preview: String(res).slice(0, 300),\n ok: true,\n ms,\n ts: new Date().toISOString(),\n });\n messages.push({ role: \"tool\", tool_call_id: tc.id, content: res });\n }\n llm = await callLLM(llmConfig, messages, { systemPrompt, tools, maxTokens: 2048 });\n }\n\n const output = ((llm.content || \"\") + (actionLog.length ? \"\\n\\n[actions]\\n\" + actionLog.join(\"\\n\") : \"\")).slice(0, 8000);\n trace.push({ t: \"message\", role: \"assistant\", preview: String(output).slice(0, 300), ts: new Date().toISOString() });\n // Per-run status UPDATE in its own try/catch so one failure does not abort the drain.\n try {\n await sqlite.execute(\n \"UPDATE agent_runs SET status='completed', finished_at=datetime('now'), output=?, trace=? WHERE id=?\",\n [output, JSON.stringify(trace), runId],\n );\n } catch { /* completion write best-effort; run already executed */ }\n // Fire-and-forget: distill durable business facts from this completed run into memory.\n captureMemoryFromConversation([\n { role: \"user\", content: messages[0]?.content || input },\n { role: \"assistant\", content: llm.content || output },\n ]).catch(() => {});\n return { ok: true };\n } catch (e: any) {\n // Part 14.2: persist the partial trace captured before the failure.\n await sqlite.execute(\n \"UPDATE agent_runs SET status='failed', finished_at=datetime('now'), error=?, trace=? WHERE id=?\",\n [String(e?.message || e), JSON.stringify(trace), runId],\n ).catch(() => {});\n return { ok: false };\n }\n });\n if (r.ok) processed++; else failed++;\n }\n return { processed, failed };\n}\n\n// val.town interval-val entrypoint.\nexport default async function (): Promise {\n const result = await processPendingRuns(3);\n console.log(`[cron] agent runs processed=${result.processed} failed=${result.failed}`);\n}\n",[504],"baf84aa0-5f2d-11f1-a8fa-1607ee4eb77e","app_modules.ts","09d7b534-5f15-11f1-9609-1607ee4eb77e",1046,["D",1780478544008],"// Frontend ES-module route table — extracted from router.ts to keep router under val.town's\n// 80000-byte/file hard cap. Each /api/app-* path maps to a get*JS() that returns the browser\n// ES-module source string; the SPA shell lazy-imports these. Add new frontend modules HERE\n// (one import + one map entry) so router.ts never grows. serveAppModule() returns the module\n// source for a known path, or null when the path is not a frontend module route.\nimport { getAppJS } from \"./frontend_js.ts\";\nimport { getUIJS } from \"./frontend_ui.ts\";\nimport { getChartsJS } from \"./frontend_charts.ts\";\nimport { getRenderersJS } from \"./frontend_renderers.ts\";\nimport { getRenderers2JS } from \"./frontend_renderers2.ts\";\nimport { getCRMJS } from \"./frontend_crm.ts\";\nimport { getCRM2JS } from \"./frontend_crm2.ts\";\nimport { getMarketing2JS } from \"./frontend_marketing2.ts\";\nimport { getMarketing3JS } from \"./frontend_marketing3.ts\";\nimport { getMarketing4JS } from \"./frontend_marketing4.ts\";\nimport { getMarketing5JS } from \"./frontend_marketing5.ts\";\nimport { getMarketing6JS } from \"./frontend_marketing6.ts\";\nimport { getMarketingWorkspaceJS } from \"./frontend_marketing.ts\";\nimport { getPagesJS } from \"./frontend_pages.ts\";\nimport { getCommandJS } from \"./frontend_command.ts\";\nimport { getIntelligenceJS } from \"./frontend_intelligence.ts\";\nimport { getSettingsJS } from \"./frontend_settings.ts\";\nimport { getWidgetsJS } from \"./frontend_widgets.ts\";\nimport { getObjectivesJS } from \"./frontend_objectives.ts\";\nimport { getCalendarJS } from \"./frontend_calendar.ts\";\nimport { getExperimentsJS } from \"./frontend_experiments.ts\";\nimport { getSkillsJS } from \"./frontend_skills.ts\";\nimport { getWorldJS } from \"./frontend_world.ts\";\nimport { getWorldSceneJS } from \"./frontend_world_scene.ts\";\nimport { getWorldOfficeJS } from \"./frontend_world_office.ts\";\nimport { getWorldAgentsJS } from \"./frontend_world_agents.ts\";\nimport { getWorldUIJS } from \"./frontend_world_ui.ts\";\nimport { getWorldDashJS } from \"./frontend_world_dash.ts\";\nimport { getCampaignsJS } from \"./frontend_campaigns.ts\";\nimport { getTasksJS } from \"./frontend_tasks.ts\";\nimport { getKnowledgeGraphJS } from \"./frontend_knowledge_graph.ts\";\nimport { getApprovalsJS } from \"./frontend_approvals.ts\";\nimport { getPlatformJS } from \"./frontend_platform.ts\";\n\nconst MODULE_ROUTES: Record string> = {\n \"/api/app-js\": getAppJS,\n \"/api/app-ui\": getUIJS,\n \"/api/app-charts\": getChartsJS,\n \"/api/app-renderers\": getRenderersJS,\n \"/api/app-renderers2\": getRenderers2JS,\n \"/api/app-pages\": getPagesJS,\n \"/api/app-command\": getCommandJS,\n \"/api/app-intelligence\": getIntelligenceJS,\n \"/api/app-settings\": getSettingsJS,\n \"/api/app-widgets\": getWidgetsJS,\n \"/api/app-objectives\": getObjectivesJS,\n \"/api/app-calendar\": getCalendarJS,\n \"/api/app-experiments\": getExperimentsJS,\n \"/api/app-campaigns\": getCampaignsJS,\n \"/api/app-tasks\": getTasksJS,\n \"/api/app-knowledge-graph\": getKnowledgeGraphJS,\n \"/api/app-approvals\": getApprovalsJS,\n \"/api/app-crm\": getCRMJS,\n \"/api/app-crm2\": getCRM2JS,\n \"/api/app-marketing2\": getMarketing2JS,\n \"/api/app-marketing3\": getMarketing3JS,\n \"/api/app-marketing4\": getMarketing4JS,\n \"/api/app-marketing5\": getMarketing5JS,\n \"/api/app-marketing6\": getMarketing6JS,\n \"/api/app-marketing\": getMarketingWorkspaceJS,\n \"/api/app-skills\": getSkillsJS,\n \"/api/app-world\": getWorldJS,\n \"/api/app-world-scene\": getWorldSceneJS,\n \"/api/app-world-office\": getWorldOfficeJS,\n \"/api/app-world-agents\": getWorldAgentsJS,\n \"/api/app-world-ui\": getWorldUIJS,\n \"/api/app-world-dash\": getWorldDashJS,\n \"/api/app-platform\": getPlatformJS,\n};\n\n// Return the browser module source for a frontend route, or null if pathname is not one.\nexport function serveAppModule(pathname: string): string | null {\n const fn = MODULE_ROUTES[pathname];\n return fn ? fn() : 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State (enabled/pinned/custom) lives in the\n// 'skills' DB table; this module is the immutable builtin content.\nimport { SKILLS_PART_1 } from \"./catalog/part_1.ts\";\nimport { SKILLS_PART_2 } from \"./catalog/part_2.ts\";\nimport { SKILLS_PART_3 } from \"./catalog/part_3.ts\";\nimport { SKILLS_PART_4 } from \"./catalog/part_4.ts\";\nimport { SKILLS_PART_5 } from \"./catalog/part_5.ts\";\nimport { SKILLS_PART_6 } from \"./catalog/part_6.ts\";\nimport { SKILLS_PART_7 } from \"./catalog/part_7.ts\";\nimport { SKILLS_PART_8 } from \"./catalog/part_8.ts\";\nimport { SKILLS_PART_9 } from \"./catalog/part_9.ts\";\nimport { REFS_PART_1 } from \"./refs/ref_1.ts\";\nimport { REFS_PART_2 } from \"./refs/ref_2.ts\";\nimport { REFS_PART_3 } from \"./refs/ref_3.ts\";\nimport { REFS_PART_4 } from \"./refs/ref_4.ts\";\nimport { REFS_PART_5 } from \"./refs/ref_5.ts\";\nimport { REFS_PART_6 } from \"./refs/ref_6.ts\";\nimport { REFS_PART_7 } from \"./refs/ref_7.ts\";\nimport { REFS_PART_8 } from \"./refs/ref_8.ts\";\nimport { REFS_PART_9 } from \"./refs/ref_9.ts\";\nimport { REFS_PART_10 } from \"./refs/ref_10.ts\";\nimport { REFS_PART_11 } from \"./refs/ref_11.ts\";\nimport { REFS_PART_12 } from \"./refs/ref_12.ts\";\nimport { REFS_PART_13 } from \"./refs/ref_13.ts\";\nimport { REFS_PART_14 } from \"./refs/ref_14.ts\";\nimport { REFS_PART_15 } from \"./refs/ref_15.ts\";\nimport { REFS_PART_16 } from \"./refs/ref_16.ts\";\n\nexport interface SkillDef { name: string; category: string; description: string; version: string; body: string }\nexport interface SkillRef { skill: string; ref: string; body: string }\n\nexport const BUILTIN_SKILLS: SkillDef[] = [...SKILLS_PART_1, ...SKILLS_PART_2, ...SKILLS_PART_3, ...SKILLS_PART_4, ...SKILLS_PART_5, ...SKILLS_PART_6, ...SKILLS_PART_7, ...SKILLS_PART_8, ...SKILLS_PART_9];\nconst REFS: SkillRef[] = [...REFS_PART_1, ...REFS_PART_2, ...REFS_PART_3, ...REFS_PART_4, ...REFS_PART_5, ...REFS_PART_6, ...REFS_PART_7, ...REFS_PART_8, ...REFS_PART_9, ...REFS_PART_10, ...REFS_PART_11, ...REFS_PART_12, ...REFS_PART_13, ...REFS_PART_14, ...REFS_PART_15, ...REFS_PART_16];\n\nconst BY_NAME = new Map(BUILTIN_SKILLS.map((s) => [s.name, s]));\n\nexport function getSkillDef(name: string): SkillDef | undefined { return BY_NAME.get(name); }\nexport function getSkillBody(name: string): string | null { return BY_NAME.get(name)?.body ?? null; }\nexport function listReferences(name: string): string[] { return REFS.filter((r) => r.skill === name).map((r) => r.ref); }\nexport function getReference(name: string, ref: string): string | null {\n const hit = REFS.find((r) => r.skill === name && r.ref === ref);\n return hit ? hit.body : null;\n}\n",[],[518,860],"ff025a0e-5d6d-11f1-b895-1607ee4eb77e","ref_9.ts","ff025aea-5d6d-11f1-b895-1607ee4eb77e","c9768083-9936-4697-a4d4-80b7978fe701",668,["D",1780286243627],"// GENERATED by deploy/gen_skills_catalog.mjs — do not edit by hand.\nimport type { SkillRef } from \"../index.ts\";\nexport const REFS_PART_9: SkillRef[] = [\n {\"skill\":\"marketing-plan\",\"ref\":\"example-quietude\",\"body\":\"# Example — Quietude Marketing Plan v1\\n\\n**This is the canonical reference example for the `/marketing-plan` skill.** It's based on a real fCMO engagement for a hybrid hardware-and-software wellness platform. **Names, domains, and identifying details have been changed** — the client is called \\\"Quietude\\\" here, and the team members have been renamed (Alex / Sam / Casey / Devon). The funnel numbers, budget, and structural lessons preserve the shape of the original engagement so the example retains its teaching value.\\n\\nUse this as the \\\"what good looks like\\\" reference when drafting a new plan. The structure, tone, depth, and operational specificity are the bar to clear.\\n\\n**Quietude's archetype:** Hybrid hardware + software with deep-tech / clinical credibility layer. See `references/client-types.md` for archetype patterns.\\n\\n**Funding-stage context:** Pre-seed-close (mid-raise on $3M seed). Tier 1 per `references/funding-stage-unlocks.md`. $0 paid budget; organic + lifecycle + ambassador only.\\n\\n**What was strong about this plan:**\\n- Strategic frame (Section 2) leaned on the founder's own meditation-vs-regulation framing as the content pillar\\n- Current state (Section 3) included the 17-section audit rubric scored against existing materials (no formal audit run)\\n- 90-day roadmap (Section 9) had owner-assigned moves, not just actions\\n- Ops stack (Section 11) included a concrete operational proof-point (Customer.io MCP used live by non-technical founder on the kickoff call)\\n- Tactical idea bank (Section 12) cross-referenced all 139 marketing-ideas to AARRR + Quietude-specific status, including 23 explicit skips with rationale\\n\\n---\\n\\n# Quietude — Marketing Plan v1\\n\\n**Prepared by:** Casey Reed (fCMO)\\n**For:** Alex, Sam, and the Quietude team\\n**Date:** 2026-05-27\\n**Status:** Draft v1 — for team review\\n\\n## 1. Executive summary\\n\\nQuietude has built something rare: a clinically validated, brand-coherent, founder-led product in a category that doesn't yet have a name. The opportunity in the next twelve months is not to invent a marketing engine from scratch — it's to **convert the existing organic gravity into a measurable, repeatable funnel**, then layer paid acquisition on top of that funnel once the seed round closes.\\n\\n**Three big bets, ranked by leverage:**\\n\\n1. **Fix the leak before pouring water in.** The Day 1 → Day 35 funnel shape (1.34% → 5.46%) tells us the product converts given time and contact. What it's missing is a working first-session moment (the headphone gate is killing conversion) and a lifecycle layer to deliver the contact. These two pieces — onboarding rebuild and Customer.io flows shipped — are the unlock for everything else.\\n2. **Compound the moats Quietude already has.** Peer-reviewed clinical study, longevity-influencer PR, 15K live event participants, Alex's founder voice — these are link generators, content pillars, and credibility anchors that most wellness brands would kill for. They're under-leveraged. SEO, content, and App Store optimization translate them into search and discovery surface area.\\n3. **Build the founder-and-fCMO operating system that lets a 4-person team market like a 20-person one.** This is what makes the plan actually executable at Quietude's team size and burn rate — agentic tooling on top of Customer.io, Shopify, App Store, Stripe, GitHub, and the marketing skill library means we ship without hiring.\\n\\n**What twelve months looks like, plausibly:**\\n\\n- App goes from beta to GA. Onboarding converts at meaningful lift over today's baseline.\\n- 4 SEO content pillars staked, with Pillar 1 (Nervous System Regulation) and Pillar 2 (Sleep + Eye Mask) ranking on Tier-1 keywords.\\n- Full lifecycle live in Customer.io: onboarding, lapsed re-engagement, hardware post-purchase, subscription-center opt-ins.\\n- Ambassador program live with 15–25 active hosts. First Quietude Guides cert pilot run.\\n- Eye mask wedge selling at scale via Shopify with a clean hardware → app activation path. Blended CAC measured and tracked.\\n- Paid acquisition firing post-seed-close at $5–10K/mo initial test budget, scaling to $20–50K/mo if unit economics validate.\\n- Series A narrative writes itself: clinical evidence + activation lift + lifecycle compounding + first B2B install reference cases.\\n\\n**The 90-day priorities** (which the rest of this doc operationalizes):\\n\\n1. Kill the headphones gate. Ship the bedrock fix this week.\\n2. Run the three-variant onboarding test. Find the activation winner.\\n3. Ship Customer.io Flows 6 (eye mask post-purchase) and 4 (lapsed user) — hold Flow 2 (onboarding) until app UI stabilizes.\\n4. Rewrite the App Store listing in Quietude's brand voice. Highest-leverage non-site asset right now.\\n5. Stake the SEO foundation: consolidate to `quietude.app`, publish Pillar 1 hub + 3 spokes, publish the peer-reviewed psychophysiology study landing page.\\n6. Launch the ambassador program with the ~5 inbound waiting.\\n\\nEverything else compounds on top of those six.\\n\\n---\\n\\n## 2. Strategic frame\\n\\nThis section distills positioning, ICP, and brand voice into what the team needs to keep in mind while executing. Full detail lives in `marketing-os.md`, `icp.md`, and `sound-philosophy.md`.\\n\\n### What Quietude is, in one sentence\\n\\nA nervous system intelligence platform — clinically validated spatial audio + AI reflection companion (Mira) + hardware + venue installations + practitioner network. *\\\"We start with sound. We expand to every sense. We end with cities.\\\"*\\n\\n### The category we're claiming (and defending)\\n\\nQuietude doesn't fit the meditation app category, the focus audio category, or the sleep tech category. The brand makes a stronger claim: **bottom-up nervous system regulation through spatial audio**, with clinical evidence as proof and somatic credibility as defense.\\n\\nThe category-defining frame, per Alex (2026-05-19): **Meditation is top-down. Quietude is bottom-up.** Meditation uses the mind to command the body — mental kung fu that fails the very people most likely to need help, because the prefrontal cortex is offline when stressed. Quietude enters through the brainstem, before the thinking mind. The body responds before it has to try. (Full content-pillar treatment in `meditation-vs-regulation.md`.)\\n\\nThis is the single most important strategic message. It belongs in App Store copy, onboarding, lifecycle email, SEO content, ambassador talking points, and the seed deck.\\n\\n### Who we're for (D2C ICP, distilled)\\n\\nOverstimulated high-achieving professionals, 25–45, urban (Bay Area, NYC, London, Berlin, Austin). Tech workers, founders, creators, academics, designers, consultants. Often neurodivergent (ADHD, HSP, gifted). Sophisticated wellness buyers — already invested heavily in their inner life.\\n\\n**Their stated problem:** *\\\"I can't shut my brain off. I've tried meditation apps. They don't work.\\\"*\\n\\n**Their real problem:** Overstimulation, not under-motivation. Their gift (quick thinking) became a curse. They need permission to stop optimizing — including their rest.\\n\\n**What they're actually buying:** the *feeling* of stability, sensory indulgence, beautiful rituals, effortless effectiveness, a luxurious shortcut to the genius they can't access in chaos.\\n\\n### The business model logic (per seed deck)\\n\\n**B2B seeds the market. D2C harvests.** A venue install puts Quietude in front of ~20K people/year at ~$17K cost → 5% convert to subs → ~$430K/year per venue. Six compound channels (referral, Guides, content, home hosting, PR, community) make CAC approach zero by Year 3. Year 5: 75% of new subs come from near-zero-cost channels.\\n\\n**fCMO scope per kickoff: D2C-led.** Alex owns B2B sales through events/network/founder credibility. The fCMO leverage is on the app/hardware D2C side. This plan reflects that split — B2B is acknowledged as the harvest engine but not treated as primary work surface.\\n\\n### Brand voice (the non-negotiable)\\n\\nPer Marketing OS:\\n- **Tone.** Authoritative yet accessible. Intimate yet professional. Revolutionary yet grounded. Authority comes from lived experience, not explanation.\\n- **Speak from the body, not the mind.** Every sentence restores somatic safety and orientation. Language opens space rather than closing meaning.\\n- **YES vocabulary:** Aliveness, inner life, nervous system, spatial sound, resonance, somatic safety, embodied clarity, natural rhythm, orientation, initiation, truth-telling.\\n- **NO vocabulary:** Zen, chill, vibes, \\\"high-vibe,\\\" spiritual bypass, meditation clichés, didactic/explainer language, \\\"let me explain why this works.\\\"\\n- **Core method: Initiatory Reflection.** Writing's purpose isn't to explain or convince — it's to shift the reader's internal state. The result should be *\\\"something in me moved,\\\"* not *\\\"I understand this concept.\\\"*\\n- **CTA rule:** Never pressure. \\\"We do not remind. We invite.\\\"\\n\\nThis rule constrains every piece of copy across every AARRR stage. When in doubt: rewrite from the body.\\n\\n---\\n\\n## 3. Current state\\n\\nThis is what we're starting from — team, budget, what's already in motion, what's stuck, scored against the CF Marketing Audit 17-section rubric.\\n\\n### Team composition (marketing surface area)\\n\\n| Person | Role | Marketing surface area |\\n|---|---|---|\\n| **Alex** | Co-founder, CEO | Owns: personal LinkedIn, live events, B2B sales, founder narrative, investor relations, brand voice authorship |\\n| **Sam** | Co-founder, CXO | Owns: clinical/somatic credibility, brand-voice stewardship, somatic angle on copy review, practitioner network |\\n| **Devon** | Lead Dev | Owns: product/UI build, instrumentation, Customer.io event wiring, App Store deployment |\\n| **Ed Dorsey** | Design Advisor | Advisory cadence (ex-Apple/Airbnb/Strava) |\\n| **Emily Babich** | Creative Strategy | Advisory cadence |\\n| **Matt Mikkelsen** | Field Recording | Audio library, not marketing |\\n| **Casey Reed** | fCMO | Strategy, lifecycle, SEO, onboarding tests, content, ambassador program, ops stack |\\n\\n**No dedicated marketing hire yet.** First hire likely post-seed close (Q3 2026 candidate): a lifecycle + content marketing manager who owns Customer.io, SEO content production, and ambassador operations day-to-day.\\n\\n### Marketing budget (current)\\n\\n- **Paid acquisition:** $0. Confirmed by Alex, 2026-05-20: *\\\"D2C UA so far: My personal LinkedIn posts, live Quietude events, organic word of mouth, and organic app store discovery.\\\"* No paid layer.\\n- **Tooling stack:** Customer.io subscription, Shopify (eye mask storefront), App Store Connect, GA4 (or pending), Stripe, Notion, Dub.co (ambassador attribution). Estimate ~$500–1,500/mo combined.\\n- **fCMO retainer:** Casey Reed engagement.\\n- **PR:** No paid PR. Organic longevity-influencer tailwind, consumer-tech angels + foundation-model lab network.\\n\\n**Implication:** The 90-day plan must produce gains without any paid lever pulled. Everything in the next 12 weeks is organic, lifecycle, or product-level. Paid is a Q2–Q3 unlock.\\n\\n### What's already done (acknowledge, then build on)\\n\\n| Asset | Status | Marketing leverage |\\n|---|---|---|\\n| Peer-reviewed peer-reviewed psychophysiology study (2025) | Published | Anchor of clinical authority. Most undermarketed asset Quietude owns. |\\n| longevity-influencer eye-mask endorsement | Live, generating Shopify sales | Press hook. Underused for landing-page social proof. |\\n| consumer-tech angels + foundation-model lab investment | Closed | Investor PR opportunity. \\\"Why I invested\\\" Substack/Medium pieces. |\\n| 15K+ live event participants over a decade | Real | Email list potential, ambassador pool, testimonial bank, B2B reference. |\\n| Quietude eye mask (5K in stock) | Selling | The wedge product. Hardware → app activation path. |\\n| 38% 12-month retention (vs. category avg 20%) | Real | Headline metric. Belongs everywhere. |\\n| Customer.io + Shopify integration | Wired | The lifecycle infrastructure exists. Flows just need to ship. |\\n| 4 GitHub repos for context + product | Set up | `quietude-context` (shared brain), `quietude-promo`, `quietude-app` (app), `mira` (AI), `quietude-api` |\\n| Alex's Sound Philosophy doc | Working doc | Linkable position paper once polished and published. |\\n| ~5 inbound ambassadors waiting | Inbound | Referral program ready to launch — no demand-gen needed for v1. |\\n| Aurora B2B install (~€250K, July deadline) | In-flight | First flagship venue. Reference case once installed. |\\n| Notion Knowledge Directory | Live | Internal context. |\\n| Customer.io MCP (Claude integration) | Validated on kickoff | Non-technical team can ship flows independently. |\\n\\n### What's in-flight (drafted but not shipped)\\n\\n| Item | Status | Blocker |\\n|---|---|---|\\n| Flow 2 — App Onboarding (8 emails / 14 days) | Draft | App UI in flux; copy references screens that may change |\\n| Flow 4 — Lapsed User Re-engagement (5 emails / 38 days) | Draft | None — ship-ready |\\n| Flow 6 — Eye Mask Post-Purchase | Draft | None — ship-ready |\\n| Onboarding rebuild (3-variant test plan) | Strategy doc done | Eng scoping + headphone-gate removal |\\n| SEO 90-day plan + keyword research | Done | Awaiting domain consolidation decision + content production start |\\n\\n### What's stuck (and needs to unstick this quarter)\\n\\n| Issue | Cost of inaction | Action |\\n|---|---|---|\\n| Headphones hard-gate in onboarding | Confirmed conversion drop post-launch | Kill this week (bedrock fix) |\\n| 4 domains unconsolidated (quietude.app, quietude.space, quietude.audio, quietude.center) | SEO authority fragmenting, transactional email confusion | Consolidate to `quietude.app` per SEO data |\\n| App Store listing copy not in brand voice | Highest-traffic Quietude surface; off-brand experience for arriving users | Rewrite in voice (Pillar 1) |\\n| Domain consolidation requires 301 plan + email sender migration | Risk of traffic loss if mishandled | Plan in weeks 1–2, execute weeks 3–4 |\\n| `quietude-promo` repo hasn't shipped since March 2026 | Marketing site is stale | Confirm whether it's live; rewrite or replace |\\n| 29% monthly App Store churn vs. 38% 12-month retention claim | Metric definition mismatch confusing the team | Reconcile with Devon + Customer.io data |\\n| Mira post-session reflection scope unknown | Blocks Variant B and Variant C onboarding tests | Resolve with Devon |\\n\\n### Audit rubric snapshot (17-section)\\n\\nScored 0–5 from materials, using the embedded rubric in `references/current-state-rubric.md`. Marked \\\"scored from materials\\\" rather than \\\"formal audit\\\" — Alex can push back on any score where they have better data.\\n\\n| # | Section | Score | Note |\\n|---|---|---|---|\\n| 1 | Positioning | **4** | Clear, original category claim. The bottom-up frame is the strongest piece. Needs broader external articulation. |\\n| 2 | Customer research | **4** | Deep founder-led research, decade of live participants. Could be more systematically captured. |\\n| 3 | Homepage | **2** | `quietude-promo` hasn't shipped since March. Off-brand voice in places. |\\n| 4 | Sales / product pages | **2** | Eye mask page exists on Shopify but isn't optimized for SEO or sales narrative. No app-product landing page in brand voice. |\\n| 5 | Conversion pages | **2** | `/partner` exists on `quietude.app`. No `/science`, `/eye-mask`, `/ambassadors`, `/guides` pages live. |\\n| 6 | Competitor comparison | **1** | Nothing exists. Big SEO + sales opportunity (own \\\"Quietude vs. Calm/Headspace/Brain.fm/Endel\\\" SERPs). |\\n| 7 | Resources / content | **1** | Sound Philosophy not yet public. peer-reviewed psychophysiology study not yet on a dedicated page. No blog. |\\n| 8 | Onboarding | **2** | Headphones gate killing conversion. Hold-and-fix project this quarter. |\\n| 9 | Email lifecycle | **1** | All three flows drafted, none live. Ship-order set. |\\n| 10 | Sales material | **3** | Seed deck is strong (investor-facing). B2B sales material more founder-led than asset-led. |\\n| 11 | Messaging | **5** | Alex + Sam have authored the most distinctive brand voice in the wellness category. This is a moat. |\\n| 12 | Pricing | **3** | $30/mo app, $45 eye mask, $7,500 speakers, $50–200K B2B. Hasn't been pressure-tested for D2C conversion lift. |\\n| 13 | CRO | **2** | App Store conversion rate trackable but no A/B history. Headphones gate is the obvious first test removal. |\\n| 14 | GTM / launches | **2** | App in throttled beta. Major launches (eye mask, Mira public) haven't had structured GTM. |\\n| 15 | Ads | **0** | No paid layer. Reflects the current organic strategy — not a weakness, but the budget unlock means this will move. |\\n| 16 | SEO | **1** | Current state: 7 organic visits/mo. Plan exists; execution not yet started. |\\n| 17 | Internationalization | **1** | Finland HQ + global ICP, but EN-only and US-centric copy. Defer until Q4+. |\\n\\n**Total: 36 / 85 (42%).** The shape matters more than the score: high in Positioning + Messaging + Customer research, low in Conversion pages + Email lifecycle + SEO + Resources + Ads. That's the gap this plan closes.\\n\\n---\\n\\n## 4. Acquisition\\n\\n> *\\\"How do strangers become aware of Quietude?\\\"*\\n\\n### Current state\\n\\n100% organic. Four real channels: Alex's personal LinkedIn, live Quietude events, organic word of mouth, organic App Store discovery. Plus passive PR drag from longevity-influencer endorsement + clinical study.\\n\\nThis is good news, not bad. Every dollar of revenue earned to date has been earned without paid acquisition. The bar to exceed it isn't high; the upside on top of an organic base is significant.\\n\\n### The plan\\n\\n**Channel 1 — SEO (primary 90-day investment).**\\nThe full 90-day plan lives in `seo/plan.md`. Summary: consolidate to `quietude.app`, target three asymmetric clusters (nervous-system regulation KD 14–32, weighted/blackout sleep mask KD 6–30, WELL + social-wellness-club B2B KD 5–34), publish 4 content pillars. 90-day target: 500–1,500 organic visits/mo, 80+ ranking keywords. 12-month target: 10,000/mo, 1,000+ keywords.\\n\\n**Channel 2 — App Store optimization (highest-leverage non-site asset).**\\nThe App Store listing is currently the most-visited Quietude URL by Apple's algorithm. Fixing the copy is higher-leverage this quarter than fixing the marketing site. Rewrite in brand voice. Add the meditation-vs-regulation framing. Lead with the clinical anchor. Test screenshot variations.\\n\\n**Channel 3 — Alex's LinkedIn (productize the channel).**\\nToday it's ad-hoc founder posting. The next move is structured: a 2–3x/week cadence, post categories that map to the content pillars (nervous system, sound science, founder journey, clinical evidence, behind-the-scenes), trackable links via Dub, follower → email subscriber → app install funnel measured. This is Alex's voice — the channel only works if he's the one writing. fCMO + Typefully scheduling makes the cadence sustainable.\\n\\n**Channel 4 — PR amplification.**\\nlongevity-influencer tailwind is real but underused on owned surfaces. Add a `/notable-users` or `/in-the-press` page. Pitch the peer-reviewed psychophysiology study to 5 outlets (wellness press: Well+Good, MindBodyGreen; tech-adjacent: Wired with the longevity-influencer hook; mainstream: Outside, Forbes Wellness). HARO/Help-A-B2B-Writer responses citing Quietude's data. Investor PR moments (\\\"Why I invested in Quietude\\\" Substack pieces from consumer-tech angels — push for these with backlinks).\\n\\n**Channel 5 — Event-to-app instrumentation.**\\nLive events are the highest-converting ICP exposure Quietude has (15K+ participants, decade of trust). They're un-instrumented. Add: per-event QR code → app install + email capture, post-event lifecycle (Customer.io Flow 7?), event ROI tracking. Goal: turn an event from a one-night conversion moment into a 30-day funnel.\\n\\n**Channel 6 — Eye mask wedge (consumer entry product).**\\n5K masks in stock. Shopify storefront exists but isn't optimized. Improvements: SEO-optimize the product page (target \\\"weighted sleep mask,\\\" \\\"blackout sleep mask,\\\" \\\"silk sleep mask\\\"), add reviews via Judge.me (per kickoff decision), 30-day return policy (US-market expectation, per kickoff), build the listicle (\\\"Quietude vs. Manta vs. Nodpod vs. Lumon\\\"). Consider Amazon listing as a v2 distribution play.\\n\\n**Channel 7 — B2B venue installs (kept lean per kickoff).**\\nAlex owns this. Marketing supports with: case studies after each install, `/partner` page rewrite in voice (already exists on quietude.app), Pillar 4 content (\\\"The Missing Sound Feature in WELL\\\"), reciprocal links from partner venues baked into contracts.\\n\\n**Channel 8 — Paid layer (unlocked post-seed close).**\\nHeld until seed funding lands. Initial test budget: $5–10K/mo split across Apple Search Ads (highest-intent for App Store), Meta (Instagram + Facebook for eye mask), LinkedIn (B2B venue buyers). Don't fire until: (a) onboarding bedrock fix is shipped, (b) Flow 6 is live, (c) at least one Pillar landing page is in voice. Paid amplifies what already works — premature paid amplifies what's broken.\\n\\n### 90-day acquisition moves\\n\\n- Weeks 1–2: Domain consolidation decision + 301 plan. App Store listing rewrite first pass.\\n- Weeks 3–4: Domain 301s executed. GSC migration. SEO Pillar 1 hub drafted.\\n- Weeks 5–8: Pillar 1 hub + 3 spokes published. Pillar 2 (Eye Mask) hub + listicle published. Alex's LinkedIn cadence operationalized via Typefully. peer-reviewed psychophysiology study lands on dedicated `/science` page.\\n- Weeks 9–12: Pillar 4 (WELL/B2B) cornerstone published. Sound Philosophy goes public at `/research/sound-philosophy`. First PR push: pitch study + longevity-influencer hook to 5 outlets.\\n\\n### 12-month acquisition outlook\\n\\n- Q1 (Months 1–3): Foundation. SEO pillars staked. App Store rewrite shipped. LinkedIn cadence stable. PR push launched.\\n- Q2 (Months 4–6, post-seed close): Paid acquisition pilot at $5–10K/mo. SEO compounding — Pillar 1 ranking. First B2B install reference case live.\\n- Q3 (Months 7–9): Paid scales to $20–30K/mo if unit economics hold. All four pillars producing. App GA — new GTM moment.\\n- Q4 (Months 10–12): Compound channels live. 50+ pieces of pillar content. First Quietude Guides program pilot creating local SEO + earned media.\\n\\n### Skills + tools\\n\\n- **Skills:** `seo-audit`, `ai-seo`, `programmatic-seo`, `schema`, `content-strategy`, `competitors`, `launch`, `ads`, `ad-creative`, `social`, `typefully`, `analytics`, `copywriting`, `marketing-website-design`, `free-tools`\\n- **MCPs / APIs:** Ahrefs API, DataForSEO API, Typefully MCP (LinkedIn scheduling), GA4 MCP (when wired), GitHub MCP (`quietude-promo` repo work), Notion (knowledge directory), Stripe MCP (LTV / paid-CAC math), `agent-browser` (LinkedIn drafting + testing), `defuddle` (research)\\n\\n---\\n\\n## 5. Activation\\n\\n> *\\\"Once someone tries Quietude, do they have an experience that converts?\\\"*\\n\\n### Current state\\n\\nDay 1 → paid: **1.34%**. Day 7 → paid: **3.73%**. Day 35 → paid: **5.46%**. *The funnel shape is the signal.* The ~4× lift over 35 days means the product converts given time and contact — both of which the current onboarding undermines and the lifecycle layer doesn't yet provide.\\n\\nCaveats: app is in throttled beta. Metrics are noisy. Don't optimize against absolutes; optimize against funnel *shape* and *cohort comparison*.\\n\\n### The plan\\n\\n**Move 1 — Kill the headphones hard-gate (bedrock fix, this week).**\\nConfirmed conversion drop after the gate shipped. The fix isn't better copy on the gate — it's removing the gate. Replace with passive headphone detection + soft single-line nudge. No regret change. Full reasoning in `onboarding-recommendation.md`.\\n\\n**Move 2 — Run the three-variant onboarding test.**\\nThree variants, each a pure expression of one belief about what drives activation in this ICP:\\n- **Variant 1 — Trust First.** Bold promise + clinical anchor + testimonial wall + 1-line mechanism. Tests whether the saturated ICP needs framing before they'll invest.\\n- **Variant 2 — Seen First.** Multi-step diagnostic → AI-generated \\\"we see you\\\" summary → personalized session. Tests whether being accurately named is the conversion event.\\n- **Variant 3 — Felt First.** Audio starts on app open. ~15 words on screen. The session IS the onboarding. Tests whether the product can carry it cold.\\n\\nTest sequence (sequential, ~7 weeks to a winner): bedrock baseline → V3 vs. baseline → winner vs. V1 → winner vs. V2. Full system in `onboarding-recommendation.md`.\\n\\n**Move 3 — App Store listing rewrite.**\\nHighest-leverage non-site asset. Rewrite in brand voice. Lead with meditation-vs-regulation. Screenshot variations to test. This is also an Acquisition move (organic discovery) but it lives here because it's the threshold to the trial.\\n\\n**Move 4 — Customer.io Flow 2 (held until UI stable).**\\nThe 8-email / 14-day onboarding sequence is drafted and on-brand. Holding the ship because the emails reference in-app screens that will change during the onboarding rebuild. Once a winning onboarding variant ships, Flow 2 gets a copy refresh against the final UI and goes live.\\n\\n**Move 5 — Paywall + pricing review (cross-cuts to Revenue).**\\nWhat's the current trial structure? Length, paywall trigger, intro pricing? When the funnel shape is \\\"lift over 35 days,\\\" extending trial may convert better than aggressively gating earlier. To be audited in Q1.\\n\\n### 90-day activation moves\\n\\n- Week 1: Headphones gate removed. Baseline established.\\n- Weeks 2–3: Variant 3 (Felt First) prototyped, instrumented, shipped to a test cohort.\\n- Weeks 4–5: Read Variant 3 vs. baseline. Decide ship/iterate. Begin Variant 1 build.\\n- Weeks 6–7: Variant 1 (Trust First) live.\\n- Weeks 8–9: Read V1 vs. winner. Begin Variant 2 build.\\n- Weeks 10–11: Variant 2 (Seen First) live.\\n- Week 12: Final read. Winning variant scheduled for permanent ship. Flow 2 unblocked.\\n\\n### 12-month activation outlook\\n\\n- Q1: Winning variant identified and shipped.\\n- Q2: Flow 2 ships. Paywall A/B tests start.\\n- Q3: GA launch — onboarding re-validated at higher traffic. Cohort segmentation by acquisition source (Shopify/eye-mask vs. direct vs. ambassador vs. paid) starts to drive variant forks.\\n- Q4: Onboarding is no longer the bottleneck. Focus moves to Activation → Retention transition (sessions 2–7).\\n\\n### Skills + tools\\n\\n- **Skills:** `onboarding`, `signup`, `cro`, `cro`, `paywalls`, `popups`, `copywriting`, `copy-editing`, `copycraft`, `marketing-website-design`, `ab-testing`, `marketing-psychology`\\n- **MCPs / APIs:** App Store Connect (manual + `dev-browser` for screenshot automation), GitHub MCP (`quietude-app` app repo for onboarding code), Figma / Pencil MCP (for onboarding screen design), Customer.io MCP (for any in-app/email coordination), GA4 MCP (activation events)\\n\\n---\\n\\n## 6. Retention\\n\\n> *\\\"Once someone converts, do they stay — and deepen?\\\"*\\n\\n### Current state\\n\\n**Headline metric (per seed deck): 38% 12-month retention** — nearly double the category average (~20%). This is the strongest single retention signal in the deck and one of the most undermarketed claims Quietude owns.\\n\\n**App Store snapshot, 2026-05-16:** 145 paid, 42 churned (~29% monthly churn). Definition mismatch with the 38% claim — to reconcile. Possibly: 38% is annual cohort retention (people who paid month 1 and still pay month 12), 29% is gross monthly churn (people who paid this month who didn't pay next month). Both can be true. Need to clarify which metric is reported externally and which is the actual product health signal.\\n\\n### The plan\\n\\n**Move 1 — Ship Flow 6 first (Eye Mask Post-Purchase).**\\nPer kickoff decision and the onboarding-recommendation doc: this is the ship-ready flow. Hardware-anchored, doesn't reference in-app screens, can ship today. Wires the hardware → app activation path (eye mask buyers should get a free 6-month Premium trial — formalize this as part of the flow).\\n\\n**Move 2 — Ship Flow 4 second (Lapsed User Re-engagement).**\\nFive emails over 38 days. Language is universal — doesn't depend on app UI state. Ship after Flow 6 is live.\\n\\n**Move 3 — Hold Flow 2 (Onboarding).**\\nEight emails over 14 days. Holds until app UI stabilizes post-onboarding-rebuild. Don't ship copy that will need rewriting in 8 weeks.\\n\\n**Move 4 — Customer.io subscription center with opt-in topics.**\\nPer kickoff decision. Topics: events, app updates, somatics & nervous system, eye mask promotions. Users self-segment. Improves deliverability (lower complaint rates) and gives lifecycle a richer segmentation surface.\\n\\n**Move 5 — Mira post-session reflection (when scoped).**\\nMost powerful retention move medium-term. After a session, Mira asks *\\\"What did you notice?\\\"* Optional preset chips + free text. Two payoffs: (a) gives Mira priors for personalization on session 2+, (b) reflection responses become a content + segmentation goldmine for the team. Scope question for Devon — does Mira currently support this, or is it new build?\\n\\n**Move 6 — Hardware → app activation flow.**\\nThe eye-mask-buyer-becomes-Premium-subscriber path is hinted in the seed deck (blended CAC via hardware) but isn't visible in the App Store dashboard. Audit the existing flow: does an eye mask Shopify purchase actually deliver a free Premium code? How is it redeemed? What's the conversion rate? This is foundational to the \\\"B2C wedge\\\" thesis.\\n\\n**Move 7 — Reconcile the retention metric.**\\nWhat's the actual definition of \\\"38% 12-month retention\\\"? Cohort? Plan type (monthly vs. annual)? Survives this even if the answer is uncomfortable — the team and investors need to be talking about the same metric.\\n\\n**Move 8 — Annual plan as default (cross-cuts to Revenue).**\\nIndustry pattern: defaulting to annual reduces churn anxiety and improves LTV. To test in Q2.\\n\\n### 90-day retention moves\\n\\n- Weeks 1–2: Flow 6 (eye mask post-purchase) ships. Address fixes from kickoff review (study link line break, CAN-SPAM footer, founder face-bubble signature, Judge.me reviews).\\n- Weeks 3–4: Flow 4 (lapsed user re-engagement) ships.\\n- Weeks 5–6: Customer.io subscription center built and live.\\n- Weeks 7–8: Hardware → app activation flow audited and documented. Fix any leaks.\\n- Weeks 9–10: Retention metric reconciliation (with Devon).\\n- Weeks 11–12: Win-back campaign for churned cohort — test re-activation copy.\\n\\n### 12-month retention outlook\\n\\n- Q1: Flows 6 + 4 firing. Subscription center live.\\n- Q2: Flow 2 ships (post-onboarding-rebuild). Mira post-session reflection in production. Annual plan default tested.\\n- Q3: GA launch — retention metrics re-baselined at higher volume. Cohort-based lifecycle flows (eye mask vs. direct app install).\\n- Q4: Full lifecycle compound. Retention is no longer a top-three concern — focus moves to Referral and Revenue.\\n\\n### Skills + tools\\n\\n- **Skills:** `emails`, `churn-prevention`, `copywriting`, `copy-editing`, `paywalls`, `ab-testing`\\n- **MCPs / APIs:** **Customer.io MCP** (validated on kickoff — non-technical team can ship flows), Shopify (eye mask buyers as event source), Stripe MCP (subscription state, churn cohort pulls), GA4 MCP (session events, retention curves)\\n\\n---\\n\\n## 7. Referral\\n\\n> *\\\"Do retained users bring more users — and at what cost?\\\"*\\n\\n### Current state\\n\\n~5 inbound ambassadors waiting (per kickoff). Dub.co set up. No formal program yet. WOM happens naturally per Alex's UA breakdown.\\n\\nThis is one of the strongest leading indicators in the business: 5 unaffiliated people have raised their hand asking to bring Quietude to their network *before any program exists*. That signal doesn't show up in apps with weaker product-market fit.\\n\\n### The plan\\n\\n**Move 1 — Launch the ambassador program with the 5 inbound.**\\nTier 1 of the program. Per-ambassador landing pages (e.g., `quietude.app/with/sarah`). Dub.co tracks attribution. Commission structure to determine (per kickoff, $/sub or rev-share TBD). Soft-launch with the 5 — treat as pilot cohort, gather feedback, refine before opening applications.\\n\\n**Move 2 — Build the share-after-shift moment.**\\nThe Mira post-session reflection (see Retention) is the natural moment to surface a share prompt. After a user reports a felt shift, offer: *\\\"Want to share Quietude with someone who needs this?\\\"* Single-line, never pushy. Most powerful WOM mechanism: gift-a-month flow where the recipient gets a discounted or free intro.\\n\\n**Move 3 — Founder amplification (Alex + Sam as ambassador-zero).**\\nAlex mentioning the fCMO engagement in fundraise pitches (permission granted). Reciprocal mentions in fCMO-side content. Sam's clinical network → practitioner ambassador pool.\\n\\n**Move 4 — Quietude Guides cert pilot (long-term, Q3+).**\\nThe Guides program is the Phase-2 referral compound (per seed deck). 500–1,000 Guides across 50+ cities by Y3–5. First cert pilot: 3–5 hosts who run live sessions, get a rev-share + co-marketing. Builds local SEO + earned media + ambassador-of-ambassadors flywheel. Hold until paid + lifecycle are firing — Guides is a multi-quarter build.\\n\\n**Move 5 — Eye mask gifting flow.**\\nHardware referral is rare and powerful. *\\\"Send a friend an Quietude eye mask. They get the mask + a free 3-month Premium. You get a credit toward your next thing.\\\"* Holiday/gifting peak windows are the test.\\n\\n### 90-day referral moves\\n\\n- Weeks 1–4: Ambassador program scoped, commission structure decided, per-ambassador landing page template built, 5 inbound onboarded.\\n- Weeks 5–8: First ambassador-driven sales tracked via Dub. Attribution and payout flow validated.\\n- Weeks 9–12: Open applications for next 10–15 ambassadors. Begin Quietude Guides scoping.\\n\\n### 12-month referral outlook\\n\\n- Q1: Ambassador program live with 5–10 active.\\n- Q2: 15–25 active ambassadors. Share-after-shift moment in production (post-Mira reflection).\\n- Q3: Guides cert pilot launched (3–5 hosts). Eye mask gifting flow live for holiday peak.\\n- Q4: 50+ ambassadors + 5–10 Guides. Referral driving 15–25% of new D2C subs.\\n\\n### Skills + tools\\n\\n- **Skills:** `referrals`, `social`, `copywriting`, `marketing-website-design` (per-ambassador landing pages)\\n- **MCPs / APIs:** Dub.co (attribution — already in stack), Stripe MCP (commission accounting + payouts), GitHub MCP (landing page deployment in `quietude-promo` or new `quietude-ambassadors` repo), Customer.io MCP (ambassador lifecycle: onboarding, monthly performance digest, payout notification)\\n\\n---\\n\\n## 8. Revenue\\n\\n> *\\\"What do we charge, who pays, and how does that compound?\\\"*\\n\\n### Current state\\n\\n| Product | Price | Volume signal |\\n|---|---|---|\\n| Quietude App + Mira | ~$30/mo | 145 paid subs (App Store snapshot 2026-05-16) |\\n| Quietude Eye Mask | ~$45 | 5K in stock, longevity-influencer PR-driven sales |\\n| Quietude Audio (speakers) | ~$7,500 | Niche, founder-led |\\n| Quietude Spaces (B2B install) | $50–200K | Aurora flagship in-flight (~€250K), pipeline of 4 venues |\\n| Quietude Experiences (events) | Varies | 15K+ historical participants |\\n| Quietude Guides | Rev share | Not yet operational |\\n\\n**Revenue to date: ~$500K on ~$250K raised.** Capital-efficient. Hardware + B2B + app subs all contributing.\\n\\n**MRR (App Store snapshot): $592.** Beta-throttled, not steady-state. The implied ~$4/sub/mo against $30/mo list suggests heavy annual plan adoption (which compresses monthly revenue but improves LTV) or significant promotional pricing — to reconcile with Alex.\\n\\n### The plan\\n\\n**Move 1 — Pricing audit.**\\nWhat's actually being charged today? List price, common plan mix, intro pricing, churn-recovery offers? The $4/sub/mo implied math doesn't tell a clean story — need ground truth before recommending changes.\\n\\n**Move 2 — Annual plan as default (test).**\\nIndustry pattern, cross-references to Retention. Test in Q2.\\n\\n**Move 3 — Hardware → app bundling formalized.**\\nPer partner-event-business framing in the seed deck: blended CAC via hardware → app subscription is the play. Today an eye mask buyer gets... what, exactly? Free Premium? Trial code? Audit + formalize. The eye mask is the wedge; the app is the LTV.\\n\\n**Move 4 — Eye mask Shopify storefront optimization.**\\nThe current page underperforms what it could. Add: SEO targeting (\\\"weighted sleep mask,\\\" \\\"blackout sleep mask\\\"), Judge.me reviews (kickoff decision), 30-day return policy (kickoff decision), upsell flow into Premium app.\\n\\n**Move 5 — Consider Amazon listing for eye mask.**\\nAmazon takes margin but is its own discovery engine. Test as v2 distribution if Shopify volume validates.\\n\\n**Move 6 — B2B install case studies + sales material.**\\nAlex owns B2B sales but marketing supports with: post-install case studies (Aurora as the flagship), `/partner` page rewrite in voice, Pillar 4 SEO content. Each B2B install is a ~$430K/year recurring + reference-case multiplier.\\n\\n**Move 7 — Data licensing (long-term, flag for ops stack).**\\nPer seed deck Y10–15 value pool: $100–160M/yr. Not immediate revenue. Belongs in the 24-month strategic agenda. Flag here so we don't lose sight.\\n\\n### 90-day revenue moves\\n\\n- Weeks 1–2: Pricing audit. Reconcile implied vs. listed MRR.\\n- Weeks 3–4: Hardware → app activation flow audited (also Retention move 6).\\n- Weeks 5–8: Eye mask Shopify page rewrite + SEO optimization + Judge.me + return policy. Aurora case study scaffolded for post-install.\\n- Weeks 9–12: Annual plan default test scoped.\\n\\n### 12-month revenue outlook\\n\\n- Q1: Pricing audit closes. Hardware → app activation formalized.\\n- Q2: Annual plan default test live. Eye mask Shopify producing measurable lift.\\n- Q3: B2B install case studies (1–2) published. GA launch + new pricing tier consideration (e.g., a higher-tier Mira-heavy plan?).\\n- Q4: Pricing optimized via test results. Hardware → app blended CAC tracked and reported. First numbers on the data-licensing thesis (still very early).\\n\\n### Skills + tools\\n\\n- **Skills:** `pricing`, `paywalls`, `sales-enablement`, `revops`, `ab-testing`, `copywriting`\\n- **MCPs / APIs:** Stripe MCP (pricing tests, subscription analytics, churn cohort, blended CAC math), Customer.io MCP (paywall-related lifecycle), Shopify (eye mask transactions), GA4 MCP (revenue events), Notion (commercial knowledge directory)\\n\\n---\\n\\n## 9. 90-day roadmap\\n\\nTactical execution layer. Each item is AARRR-tagged so priority is visible.\\n\\n### Weeks 1–2 — Unblock\\n\\n| Move | Stage | Owner |\\n|---|---|---|\\n| Kill the headphones hard-gate | Activation | Casey + Devon |\\n| Domain consolidation decision documented | Acquisition | Casey + Alex |\\n| 301 plan drafted (page-by-page) | Acquisition | Casey |\\n| App Store listing rewrite — first pass | Activation + Acquisition | Casey + Alex + Sam (voice review) |\\n| Flow 6 (eye mask post-purchase) ships | Retention | Casey + Customer.io MCP |\\n| Ambassador program scoping doc | Referral | Casey |\\n| Pricing audit kicked off | Revenue | Casey + Alex |\\n\\n### Weeks 3–4 — Foundation\\n\\n| Move | Stage | Owner |\\n|---|---|---|\\n| Domain consolidation 301s executed | Acquisition | Devon + Casey |\\n| GSC + GA4 stood up on `quietude.app` | Acquisition | Casey |\\n| SEO Pillar 1 hub drafted (Nervous System Regulation) | Acquisition | Casey |\\n| `/science` hub built with peer-reviewed psychophysiology study | Acquisition + brand | Casey + Sam |\\n| Variant 3 (Felt First) onboarding prototyped + tested | Activation | Casey + Devon |\\n| Flow 4 (lapsed user) ships | Retention | Casey |\\n| Ambassador program: 5 inbound onboarded | Referral | Casey |\\n| Hardware → app activation flow audited | Retention + Revenue | Casey + Devon |\\n| App Store listing rewrite — final + ship | Activation + Acquisition | Alex + Sam + Casey |\\n\\n### Weeks 5–8 — Velocity\\n\\n| Move | Stage | Owner |\\n|---|---|---|\\n| Pillar 1 hub + 3 spokes published | Acquisition | Casey |\\n| Pillar 2 hub (Eye Mask) + listicle published | Acquisition | Casey |\\n| Alex's LinkedIn cadence operationalized (Typefully) | Acquisition | Alex + Casey |\\n| First PR push: study + longevity-influencer hook to 5 outlets | Acquisition | Casey + Alex |\\n| Variant 3 read; ship or iterate | Activation | Casey |\\n| Variant 1 (Trust First) prototyped + tested | Activation | Casey + Devon |\\n| Customer.io subscription center built | Retention | Casey |\\n| Eye mask Shopify storefront rewrite (SEO + reviews + return) | Acquisition + Revenue | Casey + Alex |\\n| First ambassador attribution verified via Dub | Referral | Casey |\\n\\n### Weeks 9–12 — Compound\\n\\n| Move | Stage | Owner |\\n|---|---|---|\\n| Pillar 4 (WELL/B2B) cornerstone published | Acquisition | Casey |\\n| 3 more Pillar 1 spokes published | Acquisition | Casey |\\n| Sound Philosophy published at `/research/sound-philosophy` | Acquisition + brand | Alex + Casey |\\n| Variant 1 read; begin Variant 2 (Seen First) build (Mira-dependent) | Activation | Casey + Devon |\\n| Win-back campaign for churned cohort | Retention | Casey |\\n| Annual plan default test scoped | Revenue | Casey + Alex |\\n| Open ambassador applications for next 10–15 | Referral | Casey |\\n| 90-day review + Q2 plan recalibration | Cross-cutting | Casey + Alex |\\n\\n---\\n\\n## 10. 12-month outlook\\n\\nQuarterly milestones with funding-stage capability unlocks named explicitly.\\n\\n### Q1 — Months 1–3 (Jun–Aug 2026)\\n\\n**Funding state:** Pre-seed-close. Paid budget = $0. fCMO + founder-led + tool costs only.\\n\\n**Focus:** Foundation. Plug the leaks. Stake the SEO ground. Get lifecycle firing.\\n\\n**Outcomes by end of Q1:**\\n- Headphones gate gone; onboarding winner identified\\n- All four SEO pillars seeded (hub + first spokes)\\n- Lifecycle Flows 4 + 6 live\\n- App Store listing in brand voice\\n- 5 ambassadors active\\n- Pricing audit closed\\n- Domain consolidated\\n\\n**KPI targets:** Onboarding Day 1 → paid lift of 25–50%. Organic traffic 500–1,500/mo. App Store conversion rate +20%.\\n\\n### Q2 — Months 4–6 (Sep–Nov 2026)\\n\\n**Funding state:** Seed close (~Q3 2026 target). First paid budget unlock: $5–10K/mo test.\\n\\n**Focus:** Validate paid. Scale winning onboarding. Add Flow 2.\\n\\n**Outcomes by end of Q2:**\\n- Paid acquisition firing on Apple Search Ads + Meta\\n- Onboarding winner permanently shipped\\n- Flow 2 (onboarding emails) shipped\\n- Mira post-session reflection in production\\n- 15–25 ambassadors active\\n- First B2B install reference case (Aurora) published\\n- Annual plan default tested\\n\\n**KPI targets:** Paid CAC < $50 blended. Organic traffic 1,500–3,500/mo. Retention curves visibly improving.\\n\\n### Q3 — Months 7–9 (Dec 2026–Feb 2027)\\n\\n**Funding state:** Seed deployment. Paid scales to $20–50K/mo if unit economics hold. First marketing hire (lifecycle + content manager).\\n\\n**Focus:** Scale + diversify. App GA. B2B reference cases compound.\\n\\n**Outcomes by end of Q3:**\\n- App GA launched with new GTM moment (PR + ad creative refresh + Pillar 3 spatial-audio-science content cycle)\\n- First Quietude Guides cert pilot (3–5 hosts)\\n- All four pillars producing weekly content\\n- Eye mask gifting flow live for holiday peak\\n- New marketing hire onboarded\\n\\n**KPI targets:** Paid + organic blended CAC stabilizing. App GA conversion +50% from beta baseline. Guides pilot validates rev-share + co-marketing model.\\n\\n### Q4 — Months 10–12 (Mar–May 2027)\\n\\n**Funding state:** Pre–Series A. Paid scaling continues. Series A pitch in motion.\\n\\n**Focus:** Compound. Position for Series A.\\n\\n**Outcomes by end of Q4:**\\n- Compound channels (organic + ambassador + Guides + lifecycle) producing 50%+ of new subs\\n- 50+ ambassadors, 5–10 Guides\\n- 4 SEO pillars + 30+ pieces of content live\\n- Paid scaling to $50–150K/mo if validated\\n- Series A narrative: clinical evidence + activation lift + lifecycle compounding + B2B reference case pipeline\\n\\n**KPI targets:** D2C ARR run-rate trajectory clear. Blended LTV/CAC > 3. Founder narrative + data + reference cases ready for Series A.\\n\\n---\\n\\n## 11. Marketing operations stack\\n\\nThis is what makes the plan executable at Quietude's team size. A 4-person founder team + fCMO + agentic tooling can ship the output of a 15–20-person traditional marketing org — because the marketing skill library and MCP integrations do the orchestration.\\n\\n### The thesis\\n\\nEvery move in the AARRR breakdown above maps to (a) one or more marketing skills that operationalize the work, and (b) one or more MCP/API integrations that let it execute without a dedicated headcount per channel.\\n\\nThe fCMO's job is to:\\n1. Define the strategy and sequencing (this doc)\\n2. Run the skills against the right context at the right time\\n3. Maintain the shared context (`quietude-context`) and tooling so Alex + Sam + future hires can plug in\\n4. Hand off operational work to humans (or future hires) only where the cost of agentic execution > human execution\\n\\n### Skills mapped to AARRR stages\\n\\n| Stage | Primary skills | Supporting skills |\\n|---|---|---|\\n| **Acquisition** | `seo-audit`, `ai-seo`, `programmatic-seo`, `schema`, `content-strategy`, `competitors`, `ads`, `ad-creative`, `social`, `typefully` | `launch`, `free-tools`, `analytics`, `cold-email`, `copywriting`, `marketing-website-design` |\\n| **Activation** | `onboarding`, `signup`, `paywalls`, `cro`, `copywriting`, `copy-editing`, `copycraft` | `marketing-website-design`, `ab-testing`, `marketing-psychology`, `cro`, `popups` |\\n| **Retention** | `emails`, `churn-prevention` | `copywriting`, `copy-editing`, `ab-testing`, `paywalls` |\\n| **Referral** | `referrals`, `social` | `copywriting`, `marketing-website-design`, `emails` |\\n| **Revenue** | `pricing`, `paywalls`, `sales-enablement`, `revops` | `ab-testing`, `copywriting` |\\n| **Cross-cutting** (brand, intelligence) | `product-marketing`, `customer-research`, `marketing-psychology` | `marketing-ideas`, `diagram-maker` |\\n\\n### MCPs / APIs mapped to stages\\n\\n| Stage | Existing connections at Quietude | Tooling layer (Casey's fCMO stack) |\\n|---|---|---|\\n| **Acquisition** | App Store Connect (manual), Shopify, GA4 (in progress), Notion | Ahrefs API, DataForSEO API, Typefully MCP, GitHub MCP (`quietude-promo`), `agent-browser`, `defuddle` |\\n| **Activation** | App Store Connect, Customer.io, Shopify | App Store Connect (via `dev-browser` for screenshot automation), Figma / Pencil MCP, GitHub MCP (`quietude-app` app repo), Stripe MCP |\\n| **Retention** | **Customer.io (with Claude MCP — validated on kickoff)**, Stripe, Shopify | Customer.io MCP, Stripe MCP, GA4 MCP |\\n| **Referral** | Dub.co, Stripe | Dub.co, Stripe MCP, GitHub MCP (per-ambassador landing pages), Customer.io MCP |\\n| **Revenue** | Stripe, Shopify, Customer.io | Stripe MCP, Shopify, GA4 MCP, Notion |\\n| **Cross-cutting** | Notion, GitHub (`quietude-context`) | Notion, GitHub MCP, `defuddle`, `obsidian-cli` (for Casey's working notes) |\\n\\n### The Customer.io MCP unlock (concrete example)\\n\\nPer kickoff call: *\\\"Built live on call — abandoned-cart flow drafted using Customer.io's Claude MCP. Validated that non-technical team can use the skill pattern independently.\\\"*\\n\\nThis is the operational proof that the stack works. Alex, who is not a developer, drafted a working lifecycle flow with Claude + Customer.io MCP in real time on a kickoff call. The same pattern applies to: Flow 4 ship (lapsed user re-engagement), subscription center build, win-back campaign, eye mask gifting flow, ambassador lifecycle. The fCMO's role becomes orchestration + brand-voice QA, not hand-cranking each email.\\n\\n### Capability unlocks by funding stage\\n\\n| Stage | Headcount | Tooling | Channels live |\\n|---|---|---|---|\\n| **Pre-seed-close (now)** | fCMO + founder team | All current tooling + Casey's marketing skill library + MCP layer | Organic only (SEO, content, App Store, LinkedIn, events, WOM, ambassador) |\\n| **Seed close (~Q3 2026)** | + first marketing hire (lifecycle/content) by end of Q3 | + paid ad accounts (Apple Search Ads, Meta, LinkedIn) | + paid acquisition pilot $5–10K/mo |\\n| **Seed deployment (Q3–Q4 2026)** | + designer (potentially fractional) | + analytics expansion (Mixpanel or Amplitude if needed) | + paid scaling $20–50K/mo, + Guides cert pilot |\\n| **Series A (2027)** | + performance marketing lead + content lead | + dedicated tooling spend (~$2–5K/mo software) | + paid scaling $50–150K/mo, + international, + B2B vertical expansion |\\n\\nThe marketing skill library scales these stages. Every channel added doesn't require a 1:1 headcount increase because each skill encodes the workflow.\\n\\n---\\n\\n## 12. Tactical idea bank — 139-idea cross-reference\\n\\nThe `marketing-ideas` skill catalogs 139 proven marketing tactics. Sections 4–8 (AARRR) prescribe what we're *doing*. This section maps the full universe of what's *possible* — every idea cross-referenced to the AARRR stage it primarily serves, with Quietude applicability and timing.\\n\\nThis is the exhaustive menu. The plan above is the curated path. When we move to Q2 / Q3 / Series A and unlock new capacity, this is the inventory we pull from.\\n\\n**Status legend:**\\n\\n- **Now (Q1)** — already in the 90-day plan OR can run alongside it without new capacity\\n- **Q2** — post-bedrock-fix, post-foundation; second-quarter layer-ins\\n- **Q3+** — post-seed-close, post-GA; expansion moves\\n- **Q4+** — long-game / large-investment moves\\n- **Skip / off-brand** — incompatible with Quietude's brand voice, business model, or product category\\n\\n### 12.1 Acquisition ideas (88 mapped)\\n\\n**Now (Q1):**\\n\\n| # | Idea | Quietude note |\\n|---|---|---|\\n| 1 | Easy Keyword Ranking | SEO plan Tier-1 cluster (nervous system, sleep mask, B2B) targets this directly |\\n| 2 | SEO Audit | Run `/seo-audit quietude.app` quarterly; publish findings as content |\\n| 5 | Content Repurposing | Sound Philosophy → essays → LinkedIn posts → newsletter → podcast loop |\\n| 6 | Proprietary Data Content | peer-reviewed psychophysiology study now; anonymized Quietude HRV / sleep dataset later |\\n| 7 | Internal Linking | Built into the pillar/spoke structure of the SEO plan |\\n| 10 | Parasite SEO | Alex's LinkedIn already does this; consider mirror to Substack |\\n| 12 | Marketing Jiu-Jitsu | Meditation-vs-Regulation IS this — turn \\\"meditation works\\\" assumption against itself |\\n| 36 | Quora Marketing | Answer \\\"why meditation doesn't work for me\\\" + HRV + somatic questions |\\n| 37 | Reddit Keyword Research | Mine r/somatic, r/CPTSD, r/HSP, r/ADHD for ICP language (feeds Customer Language #139) |\\n| 39 | LinkedIn Audience | Alex's channel productized — primary D2C top-of-funnel today |\\n| 59 | Article Quotes | HARO / Help-A-B2B-Writer for Alex + Sam — easy press wins |\\n| 70 | Conference Speaking | Alex: WELL Conference, biophilic design events, Mindful Leadership Summit |\\n| 74 | Press Coverage | Pitch peer-reviewed study + longevity-influencer hook to 5 outlets in Q1 |\\n| 109 | Public Demos | Live Quietude events ARE this; instrument the in-person → app conversion |\\n| 114 | Moneyball Marketing | Already practicing — asymmetric SEO keywords, undervalued channels |\\n| 133 | Investor Marketing | Alex's raise — leverage angel backchannel for PR + intros |\\n\\n**Q2:**\\n\\n| # | Idea | Quietude note |\\n|---|---|---|\\n| 3 | Glossary Marketing | Sound + nervous system glossary — \\\"what is polyvagal,\\\" \\\"what is HRV,\\\" \\\"what is somatic listening\\\" |\\n| 8 | Content Refreshing | Revisit Pillar 1 quarterly with new data and search-intent updates |\\n| 11 | Competitor Comparison Pages | Quietude vs. Calm / Headspace / Brain.fm / Endel / Wavepaths — high-intent SERPs |\\n| 13 | Competitive Ad Research | SpyFu + Facebook Ad Library before launching paid |\\n| 17 | Quiz Marketing | \\\"What's your nervous system profile?\\\" — generates personalization seed + lead capture |\\n| 25 | Facebook Ads | Eye mask creative + somatic content + retargeting from event attendees |\\n| 26 | Instagram Ads | Visual product + Reels-native ads (eye mask especially) |\\n| 28 | LinkedIn Ads | B2B venue buyers + investor-adjacent ICP |\\n| 31 | Google Ads | Apple Search Ads first (App Store intent); Google for eye mask + B2B |\\n| 38 | Reddit Marketing | Authentic participation in r/somatic, r/HSP, r/ADHD after content base exists |\\n| 40 | Instagram Audience | Eye mask + somatic creators; Reels-native |\\n| 44 | Comment Marketing | Thoughtful comments on Huberman / the partner-event-business / Tim Ferriss / wellness creators |\\n| 49 | Monthly Newsletters | Either Quietude-branded or sync with Sam's Sam's Substack newsletter |\\n| 54 | Affiliate Discovery via Backlinks | Find who links to Calm/Headspace/Brain.fm — pitch them on Quietude affiliate program |\\n| 58 | Newsletter Swaps | the partner-event-business, founder wellness Substacks, Alex's investor network |\\n| 64 | Community Sponsorship | Somatic newsletters, wellness Substacks, founder communities |\\n| 65 | Live Webinars | Alex + Sam hosting \\\"Sound + the Nervous System\\\" |\\n| 101 | Industry Interviews | Alex + Sam interview category experts (becomes seed of Quietude podcast) |\\n| 102 | Social Screenshots | Mira reflection responses (anonymized, consented) — social proof gold |\\n| 108 | Changelogs | Public changelog at `quietude.app/changes` — product momentum signal |\\n| 115 | Curation as Marketing | Curated \\\"field recordings of the year\\\" feature; Quietude Spaces directory |\\n| 135 | Support as Marketing | Surface customer support / Mira reflection moments as content |\\n| 138 | Podcast Tours | Alex on Huberman, the partner-event-business, Tim Ferriss, Rich Roll, Rangan Chatterjee |\\n\\n**Q3+:**\\n\\n| # | Idea | Quietude note |\\n|---|---|---|\\n| 4 | Programmatic SEO | Quietude Guides city pages once Guides program scales |\\n| 9 | Knowledge Base SEO | When help docs scale enough to have problem-solution coverage |\\n| 14 | Side Projects | Eventually a free Quietude-adjacent tool that lives outside the app |\\n| 15 | Engineering as Marketing | HRV interpretation guide; nervous system self-assessment; sound bath finder directory |\\n| 18 | Calculator Marketing | Sleep latency calculator; overstimulation index |\\n| 20 | Microsites | For specific GTM moments (e.g., Mira GA launch) |\\n| 23 | Podcast Advertising | Huberman, Tim Ferriss, Rich Roll, the partner-event-business — host-read most relevant |\\n| 24 | Pre-targeting Ads | Warm audiences via content before direct-response |\\n| 29 | Reddit Ads | r/HSP, r/ADHD, r/somatic — high ICP density, low advertiser saturation |\\n| 30 | Quora Ads | Intent-rich for \\\"why meditation doesn't work\\\" queries |\\n| 32 | YouTube Ads | Pre-roll on Huberman / Lex Fridman / wellness creator videos |\\n| 33 | Cross-Platform Retargeting | Standard layer once paid is firing |\\n| 35 | Community Marketing | Quietude Spaces community (Discord/Circle); host monthly drop-ins |\\n| 42 | Short Form Video | TikTok / Reels — somatic education + eye mask UGC |\\n| 55 | Influencer Whitelisting | Run ads through ambassador / Guide accounts for authenticity |\\n| 57 | Expert Networks | Quietude Guides program IS this — certified hosts who can market |\\n| 60 | Pixel Sharing | Standard once paid is firing |\\n| 61 | Shared Slack Channels | Partner venue Slacks (Aurora, Lumen, Stillwater) |\\n| 63 | Integration Marketing | Apple Health (HRV data), Oura, Whoop — co-marketing |\\n| 66 | Virtual Summits | Quietude participates or hosts |\\n| 68 | Local Meetups | Cities with high ICP density (SF, NYC, LA, Austin) |\\n| 69 | Meetup Sponsorship | Sponsor wellness / biohacking meetups |\\n| 72 | Conference Sponsorship | Industry conferences once budget unlocks |\\n| 75 | Fundraising PR | \\\"Quietude raises $3M\\\" moment when seed closes |\\n| 78 | Product Hunt Launch | Mira public launch moment |\\n| 79 | Early-Access Referrals | App GA early-access list (cross-references to Referral) |\\n| 81 | Early Access Pricing | App GA — early-access tier locked in for first cohort |\\n| 82 | Product Hunt Alternatives | BetaList, Launching Next, AlternativeTo at GA |\\n| 97 | Playlists as Marketing | Quietude curates Spotify playlists for somatic listening |\\n| 98 | Template Marketing | Free \\\"nervous system reset\\\" protocol PDFs |\\n| 100 | Promo Videos | High-quality brand films — Ed Dorsey advises, Matt Mikkelsen field audio |\\n| 103 | Online Courses | Alex's Sound Philosophy course; Sam's somatic methodology course |\\n| 107 | Podcasts | Quietude podcast — interview format with category experts and customers |\\n| 111 | Challenges as Marketing | \\\"21-day nervous system reset\\\" — tasteful, no fitness-bro tone |\\n| 113 | Controversy as Marketing | Meditation-vs-Regulation IS mild controversy — lean in carefully |\\n| 126 | YouTube Reviews | Pitch Quietude to wellness YouTubers — Huberman fan-creator tier |\\n| 127 | YouTube Channel | Sound design behind-the-scenes; Sam session demos |\\n| 129 | Review Sites | App Store reviews actively managed; Trustpilot for eye mask Shopify |\\n| 130 | Live Audio | Twitter Spaces / LinkedIn Audio with Alex on sound + body |\\n| 134 | Certifications | Quietude Guides cert IS this — Q3+ pilot |\\n\\n**Q4+ / long-game:**\\n\\n| # | Idea | Quietude note |\\n|---|---|---|\\n| 56 | Reseller Programs | Corporate wellness platforms (Modern Health, Lyra) as resellers |\\n| 67 | Roadshows | Quietude Experiences IS this — eye mask + listening session pop-ups in 3 cities |\\n| 71 | Conferences | Quietude-hosted \\\"Sound + the Body\\\" — long-game category-defining moment |\\n| 76 | Documentaries | Alex's story is documentary-grade — long game |\\n| 77 | Black Friday Promotions | Holiday eye mask + Premium bundle |\\n| 80 | New Year Promotions | New Year nervous system reset campaign |\\n| 84 | Giveaways | Eye mask giveaway with brand partner (Wellness Mama tier) |\\n| 85 | Vacation Giveaways | Quietude + retreat partner giveaway (quietude.center could be venue) |\\n| 87 | Powered By Marketing | \\\"Sound system by Quietude\\\" badge in B2B venue installs |\\n| 104 | Book Marketing | Sound Philosophy as a book — long-game positioning anchor |\\n| 105 | Annual Reports | \\\"State of the Nervous System\\\" — Quietude's data + industry commentary |\\n| 106 | End of Year Wraps | \\\"Your nervous system year\\\" — Spotify Wrapped equivalent |\\n| 110 | Awards as Marketing | Quietude founds an award for innovative biophilic acoustic design |\\n| 116 | Grants as Marketing | Free Quietude subscriptions for therapists, social workers, first responders |\\n| 119 | OOH Advertising | SF / NYC billboards if Series A budget unlocks |\\n| 120 | Marketing Stunts | Public sound installation could work — brand-fitting |\\n| 121 | Guerrilla Marketing | Sound installation in subway / airport — interesting but requires care |\\n| 131 | International Expansion | Finland HQ + global ICP — Q4 or post-Series A |\\n\\n**Skip / off-brand for Quietude:**\\n\\n| # | Idea | Why skip |\\n|---|---|---|\\n| 16 | Importers as Marketing | No competitor data to import (consumer wellness, not SaaS) |\\n| 19 | Chrome Extensions | Off-platform (mobile-first product) |\\n| 21 | Scanners | No obvious product fit |\\n| 22 | Public APIs | Not core business |\\n| 27 | Twitter Ads | Lower priority unless Alex's X presence grows |\\n| 34 | Click-to-Messenger Ads | Off-brand (no DM-driven sales pattern) |\\n| 41 | X Audience | Depends on Alex's bandwidth — defer unless he wants to |\\n| 43 | Engagement Pods | Off-brand |\\n| 73 | Media Acquisitions | Too capital-intensive at this stage |\\n| 83 | Twitter Giveaways | Off-brand voice |\\n| 86 | Lifetime Deals | Brand-conflict — pressures the \\\"no pressure\\\" voice and damages LTV math |\\n| 88 | Free Migrations | No competitor data to migrate |\\n| 89 | Contract Buyouts | Not relevant for D2C subs |\\n| 99 | Graphic Novel Marketing | Off-brand |\\n| 112 | Reality TV Marketing | Off-brand |\\n| 117 | Product Competitions | Not a developer product |\\n| 118 | Cameo Marketing | Off-brand |\\n| 122 | Humor Marketing | Brand voice is serious; humor would feel off |\\n| 123 | Open Source as Marketing | Proprietary audio library |\\n| 125 | App Marketplaces | Not relevant for native consumer app (no app-of-app pattern) |\\n| 128 | Source Platforms | G2 / Capterra are B2B-focused; D2C uses App Store reviews |\\n| 132 | Price Localization | Q4+ — tied to international expansion |\\n| 136 | Developer Relations | Not a dev product |\\n\\n### 12.2 Activation ideas (7 mapped)\\n\\n| # | Idea | Status | Quietude note |\\n|---|---|---|---|\\n| 124 | App Store Optimization | Now | Q1 priority — listing rewrite in voice (also Acquisition) |\\n| 90 | One-Click Registration | Now | OAuth (Apple, Google) for app signup — standard activation lift |\\n| 51 | Onboarding Emails | Q2 | Flow 2 — held until UI stable post-onboarding-rebuild |\\n| 96 | Onboarding Optimization | Q1-Q2 | The 3-variant test IS this — primary activation work |\\n| 47 | Founder Welcome Email | Q2 | Personal welcome from Alex or Sam early in Flow 2 |\\n| 48 | Dynamic Email Capture | Q2 | Smart capture on `quietude.app` — exit intent + scroll depth |\\n| 95 | Concierge Setup | Q3+ | High-touch onboarding for B2B venue clients + high-value subscribers |\\n\\n### 12.3 Retention ideas (8 mapped)\\n\\n| # | Idea | Status | Quietude note |\\n|---|---|---|---|\\n| 46 | Reactivation Emails | Now | Flow 4 ships in weeks 3–4 — exactly this |\\n| 52 | Win-back Emails | Q1 (week 11-12) | Standalone campaign on top of Flow 4 |\\n| 53 | Trial Reactivation | Q2 | Expired-trial recovery campaign once paywall is firing |\\n| 45 | Mistake Email Marketing | Q2 | When something genuinely goes wrong, send \\\"oops\\\" — drives engagement |\\n| 50 | Inbox Placement | Q1 | Subdomain silo strategy (`mail.quietude.app` / `commerce.quietude.app`) addresses this |\\n| 91 | In-App Upsells | Q2 | Premium upsell points within app (also Revenue) |\\n| 94 | Offboarding Flows | Q2 | Optimize cancellation flow to retain or learn — feeds churn intel |\\n| 135 | Support as Marketing | Q2 | Customer support stories surface as content (also Acquisition) |\\n\\n### 12.4 Referral ideas (5 mapped)\\n\\n| # | Idea | Status | Quietude note |\\n|---|---|---|---|\\n| 62 | Affiliate Program | Now | Ambassador program v1 is exactly this — launched with the 5 inbound |\\n| 137 | Two-Sided Referrals | Q2 | Reward both referrer and referred — share-after-shift moment + gifting flow |\\n| 92 | Newsletter Referrals | Q3 | If we launch a newsletter, Sparkloop-style referral mechanic |\\n| 93 | Viral Loops | Q3 | Built-in share mechanics post-Mira reflection |\\n| 79 | Early-Access Referrals | Q3 | App GA early-access list referrals (cross-references to Acquisition) |\\n\\n### 12.5 Revenue ideas (3 mapped — most ideas serve top-of-funnel)\\n\\n| # | Idea | Status | Quietude note |\\n|---|---|---|---|\\n| 91 | In-App Upsells | Q2 | Premium upgrade prompts; eye mask cross-sell from app (also Retention) |\\n| 132 | Price Localization | Q4+ | Adjust pricing for local purchasing power once international |\\n| 86 | Lifetime Deals | Skip | Brand-conflict — see Acquisition skip list |\\n\\n### 12.6 Cross-cutting / brand foundation ideas\\n\\n| # | Idea | Status | Quietude note |\\n|---|---|---|---|\\n| 139 | Customer Language | Now | Mira reflection responses + 7 Ds language = the source-of-truth for customer language across all copy |\\n| 114 | Moneyball Marketing | Ongoing | Find undervalued channels at every stage — methodology, not a single tactic |\\n\\n### Idea-bank summary\\n\\n- **88 ideas applicable to Acquisition** (the dominant stage at Quietude's current stage — makes sense, Quietude's product converts well; the bottleneck is the top of funnel)\\n- **7 ideas to Activation, 8 to Retention** (smaller because these stages are about depth, not breadth — execute the right few well rather than running a wide tactic menu)\\n- **5 ideas to Referral** (program-driven, not tactic-driven)\\n- **3 ideas to Revenue** (most revenue work is pricing strategy, not tactical tricks)\\n- **2 cross-cutting**\\n- **23 ideas skipped for brand / business-model fit** — Quietude's category positioning constrains what's available\\n\\n**What this proves:** the plan is roughly 30% of the available tactical surface area, not 100%. That's appropriate at this stage and budget. As capacity unlocks across Q2 → Q3 → Series A, the cross-reference becomes the inventory we pull from to scale activity without losing strategic coherence.\\n\\n---\\n\\n## 13. Measurement, RACI, open decisions, appendix\\n\\n### Measurement — the metrics that matter\\n\\n**North star (proposed):**\\n**Blended-LTV-to-blended-CAC ratio per acquired user**, where:\\n- Blended LTV combines app subscription revenue + hardware revenue (eye mask + speakers) + any cross-sells, per cohort\\n- Blended CAC combines paid spend + content production cost + ambassador commissions + lifecycle tool spend, per cohort\\n\\nThis captures the business model: the eye mask wedge isn't free if it costs $X to make, and the app sub isn't expensive to acquire if a Bryan-Johnson-style PR moment is paying for itself.\\n\\nIf a single metric is preferred for team-level focus, fall back to: **monthly new D2C subscribers from non-paid channels.** This isolates the compound channels the long-game strategy depends on.\\n\\n**Leading indicators by AARRR stage:**\\n\\n| Stage | Leading indicators |\\n|---|---|\\n| Acquisition | Organic visits/mo (overall + per pillar), App Store visit-to-install rate, Alex's LinkedIn engagement → email subscribers, event-to-app conversion rate, ambassador-attributed visits |\\n| Activation | Day 1 / Day 7 / Day 35 → paid conversion, onboarding session-completion rate, first session Mira reflection completion |\\n| Retention | 30 / 60 / 90-day retention, monthly churn, Flow 4 reactivation rate, hardware → app activation rate |\\n| Referral | Ambassador-attributed new subs (Dub), share-after-shift rate, Guides pilot referrals (when live) |\\n| Revenue | Blended MRR, ARPU, annual plan adoption %, LTV by cohort, eye mask attach rate |\\n\\n**Review cadence:**\\n- **Weekly:** fCMO ↔ Alex 30-min sync. AARRR scoreboard + this week's ships.\\n- **Monthly:** Full metrics review (extended sync, Sam included). Compare against quarterly KPI targets.\\n- **Quarterly:** Plan recalibration. What's working, what's not, what funding-stage moves we're triggering.\\n\\n### RACI\\n\\n| Domain | Responsible | Accountable | Consulted | Informed |\\n|---|---|---|---|---|\\n| Strategic plan (this doc) | Casey | Alex | Sam, Emily | Team |\\n| Brand voice | Alex + Sam | Alex + Sam | Casey | Team |\\n| App + onboarding implementation | Devon | Alex | Casey | Team |\\n| Lifecycle flows (Customer.io) | Casey | Alex | Sam (copy QA) | Team |\\n| SEO content | Casey | Casey | Sam, Alex | Team |\\n| App Store copy | Casey | Alex | Sam | Team |\\n| Alex's LinkedIn cadence | Alex | Alex | Casey (orchestration) | Team |\\n| Events | Alex + Sam | Alex | Casey (instrumentation only) | Team |\\n| Ambassador program | Casey | Casey | Alex | Team |\\n| B2B sales | Alex | Alex | Casey (case studies) | Team |\\n| Pricing | Alex | Alex | Casey | Sam |\\n| Investor narrative | Alex | Alex | Casey, Sam | Team |\\n| Quietude Guides program (Q3+) | TBD (likely future hire) | Alex + Sam | Casey | Team |\\n| Future marketing hire (Q3) | Casey | Alex | Sam | Team |\\n\\n### Open decisions blocking the plan\\n\\nMost blocking, ranked by impact:\\n\\n1. **Canonical domain.** SEO data + this plan recommend `quietude.app`. Needs exec sign-off + 301 execution plan. *Blocks: domain consolidation, SEO foundation, email sender migration.*\\n2. **Retention metric definition.** Reconcile 38% 12-month retention claim vs. 29% monthly App Store churn. *Blocks: clean dashboards, investor narrative coherence, lifecycle test reads.*\\n3. **Mira post-session reflection scope.** Does Mira currently support this, or is it new build? *Blocks: Onboarding Variants 1 and 2 (which depend on Mira reflection moment), retention compound moves.*\\n4. **App UI stability timeline.** When does the headphone-gate-removal + onboarding-rebuild allow Flow 2 to ship without rework risk? *Blocks: Flow 2, full lifecycle, paid acquisition timing.*\\n5. **GA launch timeline.** When does the throttled beta become GA? *Blocks: paid acquisition scale, Q3 GTM planning.*\\n6. **Pricing structure ground truth.** What's actually charged today? *Blocks: pricing audit conclusions, annual-plan default test, blended LTV math.*\\n7. **First marketing hire scope.** Lifecycle + content owner, or something else? When does the JD get written? *Blocks: Q3 capacity plan, succession of fCMO operational work.*\\n8. **Ambassador commission structure.** $/sub, rev-share, hybrid? *Blocks: ambassador program launch, attribution dashboards.*\\n\\n### Appendix — deep-dive links\\n\\n**Published to the team via `Quietude-Inc/quietude-context` GitHub repo:**\\n- `marketing/seo/plan.md` — Full 90-day SEO + keyword research plan\\n- `marketing/seo/keyword-shortlist.md` — Tier 1 keyword shortlist\\n- `marketing/seo/raw/` — Ahrefs + DataForSEO API pulls\\n- `marketing/onboarding-recommendation.md` — Three-variant onboarding test plan\\n\\n**Founder-authored strategic context** (in Quietude's internal knowledge base):\\n- Seed deck — Investor narrative\\n- Sound Philosophy — Alex's technical/philosophical working doc\\n- Marketing OS — Brand voice, content rhythm, visual system\\n- ICP doc — D2C audience profile\\n- Meditation-vs-Regulation note (2026-05-19) — Central content pillar\\n- Kickoff call transcript (2026-05-18) — Decisions + open questions\\n- App Store copy snapshot + voice-gap analysis\\n- App Store metrics snapshot (2026-05-16)\\n- Customer.io lifecycle flows inventory\\n\\n---\\n\\n*Marketing Plan v1. Prepared by Casey Reed (fCMO), 2026-05-27. For team review and discussion.*\\n\"}\n];\n",[],[518,876,868],"refs","fe3860be-5d6d-11f1-b1be-1607ee4eb77e","ref_8.ts","fe386168-5d6d-11f1-b1be-1607ee4eb77e",667,["D",1780286242301],"// GENERATED by deploy/gen_skills_catalog.mjs — do not edit by hand.\nimport type { SkillRef } from \"../index.ts\";\nexport const REFS_PART_8: SkillRef[] = [\n {\"skill\":\"marketing-plan\",\"ref\":\"aarrr-framework\",\"body\":\"# AARRR Framework — Primer for Plan Sequencing\\n\\nAARRR (Dave McClure's \\\"pirate metrics\\\") is the spine of every plan produced by this skill. This doc is the primer + the decision rules for when each stage gets prioritized.\\n\\n## The five stages\\n\\n| Stage | Question | Common metrics |\\n|---|---|---|\\n| **A**cquisition | How do strangers become aware of us? | Visits, MQLs, signup-page sessions, app-store visits, CAC by channel |\\n| **A**ctivation | Once they try us, do they have an experience that converts? | Signup completion rate, time-to-value, % completing first key action, trial → paid rate |\\n| **R**etention | Do they stay and deepen? | DAU/WAU/MAU, week-1/4/12 retention, churn |\\n| **R**eferral | Do retained users bring more users? | Viral coefficient, NPS, ambassador attribution |\\n| **R**evenue | What do they pay, who pays, how does it compound? | ARPU, LTV, expansion revenue, ARR / MRR |\\n\\n> **Signup boundary rule.** Signup *intent* (a stranger landing on the signup page) is Acquisition. Signup *completion* and everything after (first key action, trial-to-paid) is Activation. Apply this rule consistently across all docs and the plan template.\\n\\n## Why AARRR for plan sequencing\\n\\nThree reasons.\\n\\n**1. Funnel-stage tagging forces prioritization.** Without AARRR, marketing plans become channel-organized (\\\"here's the SEO plan, here's the social plan, here's the paid plan\\\"). Channels can address multiple stages; tagging by stage instead asks the more useful question: *what stage of the funnel is the binding constraint right now?*\\n\\n**2. Fix the leak before pouring water in.** The Activation/Retention question (\\\"does the funnel convert at acceptable rates given exposure?\\\") is usually higher leverage than the Acquisition question (\\\"how do we get more exposure?\\\"). AARRR sequencing surfaces this naturally.\\n\\n**3. The Revenue / Referral conversation is honest.** Most marketing plans bury monetization under \\\"growth\\\" and treat referral as wishful thinking. AARRR forces explicit treatment of both.\\n\\n## Brand and content — not a stage, cross-cutting\\n\\nA common mistake: making \\\"Brand\\\" or \\\"Content\\\" the sixth bucket. They're not — they serve every stage.\\n\\n- **Brand voice** governs every piece of copy across every stage\\n- **Content** feeds Acquisition (SEO, social), Activation (onboarding copy), Retention (email lifecycle), Referral (ambassador talking points), Revenue (pricing pages, sales material)\\n\\nIn the plan, brand/content shows up as the strategic frame (Section 2) and cross-cutting in Section 11's ops stack — never as its own AARRR section.\\n\\n## Diagnosing the binding constraint — which AARRR stage is highest leverage?\\n\\nFor every client, one or two AARRR stages will be the binding constraint. The plan sequences moves there first.\\n\\n**Decision rules:**\\n\\n### If you don't have any users → start with Acquisition\\n- Pre-launch / day-0 / waitlist stage\\n- No funnel data exists\\n- Leverage = building the first 100 users\\n\\n### If you have users but they bounce → start with Activation\\n- Signups happen but activation rate is low\\n- App Store conversion is poor\\n- Onboarding completion is broken\\n- Day 1 → paid rate is much lower than Day 30 → paid (means product converts given time but onboarding doesn't bridge to it)\\n- Leverage = bridging signup to first felt value\\n\\n### If activation works but users churn → start with Retention\\n- Month 1 retention is below category norms\\n- Activated users stop using within 7–14 days\\n- LTV is short\\n- Leverage = lifecycle, deepening engagement, churn prevention\\n\\n### If retention is strong but growth is slow → start with Referral / Revenue\\n- Retained users love the product but don't share\\n- Inbound referrals come in unstructured\\n- Pricing hasn't been pressure-tested\\n- ARPU is low for the value delivered\\n- Leverage = WOM mechanics + pricing optimization (these often cluster)\\n\\n### If everything works at small scale → start with Acquisition (scaling)\\n- Funnel is healthy\\n- Question is just \\\"more\\\"\\n- This is the \\\"post-fit\\\" scaling problem\\n\\n## Stage-by-stage strategic patterns\\n\\n### Acquisition\\n\\n**The diagnostic question:** Where is the gap between TAM-level awareness and current funnel volume? What channels are saturated by competitors vs. open?\\n\\n**Common Acquisition moves:**\\n- SEO content strategy (organic compounding)\\n- Founder-led channels (LinkedIn, X, Substack for B2B; Instagram/TikTok for D2C)\\n- Paid acquisition (when budget unlocks)\\n- App Store / Play Store / marketplace listing optimization\\n- PR and credibility-anchor amplification\\n- Events (live, webinar, conference speaking)\\n- Partnerships (newsletter swaps, integration co-marketing, reseller / agency partners)\\n- Hardware / commerce surface (Shopify SEO + Amazon for hybrid businesses)\\n- B2B sales support (case studies, partner pages, vertical content)\\n\\n**Sequencing principle:** Build the organic compound first (SEO + founder-led + content + PR amplification + ambassadors). Only layer paid on top of a working organic baseline. Premature paid amplifies what's broken.\\n\\n### Activation\\n\\n**The diagnostic question:** Where in the user's first session do they decide \\\"this works for me\\\" or \\\"this doesn't\\\"? What stops them from reaching that moment?\\n\\n**Common Activation moves:**\\n- Bedrock fixes (broken gates, broken signup steps, broken paywall)\\n- Onboarding tests / rebuild (often the most leveraged single move)\\n- App Store listing rewrite (the threshold to the trial)\\n- Lifecycle Flow ship order (when to ship onboarding emails)\\n- Paywall structure + trial length\\n- Free → paid bridge (in-app upsells, soft paywalls)\\n\\n**Sequencing principle:** Get to first felt value as fast as possible. Everything that adds friction between \\\"user opens app\\\" and \\\"user has the experience that converts them\\\" is a candidate to cut.\\n\\n### Retention\\n\\n**The diagnostic question:** Why do users churn? What would have made them stay? What's the \\\"second moment of value\\\" after the first one?\\n\\n**Common Retention moves:**\\n- Lifecycle email flows: onboarding, lapsed user re-engagement, post-purchase, win-back\\n- Subscription / preference centers\\n- Churn reconciliation (often metric definitions don't match across surfaces)\\n- Hardware → software activation paths (for hybrid businesses)\\n- Annual plan defaults / pricing structure (cross-cuts Revenue)\\n- Support as marketing (high-touch moments that drive stories)\\n- Community + practitioner networks\\n\\n**Sequencing principle:** Ship lifecycle flows in the order their content is most stable. Hardware post-purchase flows ship first (they don't reference in-app screens that might change). Onboarding emails ship last (they reference UI that might change). Win-back is a quarterly campaign, not a one-time flow.\\n\\n### Referral\\n\\n**The diagnostic question:** Is there inbound referral interest that isn't being captured? What's the share-after-value moment that's natural to the product?\\n\\n**Common Referral moves:**\\n- Ambassador / affiliate program (start with inbound interest, not cold recruitment)\\n- Share-after-value moments built into the product (reflection prompts, milestone celebrations)\\n- Founder amplification (founder as referrer-zero)\\n- Long-game expert / Guides / certified-host networks (for category-creating businesses)\\n- Gifting flows (consumer / hardware)\\n- Two-sided referrals (reward both referrer and referred)\\n\\n**Sequencing principle:** Lead with whoever is already raising their hand. If there are 5 inbound ambassadors, launch with those 5 — don't wait for a \\\"complete program.\\\" Iterate based on what they tell you.\\n\\n### Revenue\\n\\n**The diagnostic question:** Is the company underpricing? Underpackaging? Missing an upsell? What's the \\\"right\\\" price discipline given LTV and brand voice?\\n\\n**Common Revenue moves:**\\n- Pricing audit (what's actually charged today vs. listed?)\\n- Annual plan defaults\\n- Hardware → software bundling formalization\\n- Storefront / commerce page optimization\\n- B2B case studies + sales material\\n- Long-term value pool flags (data, expansion, enterprise) — flagged not executed\\n\\n**Sequencing principle:** Run the pricing audit before testing changes. Surprisingly often, the \\\"implied\\\" pricing on the dashboard doesn't match the listed price — discounts, trials, or plan mix distorts the read. Surface the ground truth first.\\n\\n## How to assign a move to a stage\\n\\nSome moves clearly belong to one stage. Others span. The rule:\\n\\n**Assign to the stage where the move's primary measurable impact lands.**\\n\\nExamples:\\n- \\\"Rewrite App Store listing in voice\\\" — spans Acquisition (organic discovery) and Activation (threshold to trial). Primary impact = Activation (trial conversion rate). Assign to Activation, mention crossover.\\n- \\\"Eye mask Shopify page rewrite\\\" — spans Acquisition (organic search for sleep mask) and Revenue (sale conversion). Primary impact = Revenue (transaction). Assign to Revenue, mention crossover.\\n- \\\"Alex's LinkedIn cadence\\\" — Acquisition (top of funnel for D2C subscribers).\\n- \\\"Customer.io Flow 6 (eye mask post-purchase)\\\" — Retention (deepens hardware buyer engagement) with crossover to Activation (hardware → app premium activation path).\\n\\nWhen in doubt: where would removing this move hurt the most? Assign there.\\n\\n## When the AARRR breakdown isn't equal\\n\\nFor most clients, the plan won't have equal volume across stages. That's fine — and worth surfacing as a diagnostic.\\n\\n- **Heavy Acquisition section** = client has product-market fit but top-of-funnel is the bottleneck. Common for early-stage with strong retention metrics.\\n- **Heavy Activation section** = client has traffic but conversion is broken. Often beta-stage products.\\n- **Heavy Retention section** = client has churn problem. Often mid-stage products that scaled past PMF without lifecycle infrastructure.\\n- **Heavy Referral section** = client has loyalty but no WOM mechanics. Often consumer products with passionate users.\\n- **Heavy Revenue section** = client is underpricing or missing monetization layers. Common for tools transitioning from free to paid.\\n\\nIf a plan ends up evenly distributed across all five stages, the diagnostic was probably weak — re-examine the funnel state intake to find where the binding constraint is.\\n\\n## A note on the order of presentation\\n\\nAlways present AARRR in order (Acquisition → Activation → Retention → Referral → Revenue) regardless of priority order.\\n\\nThis is for the reader's mental model. Founders expect the funnel to flow top-to-bottom. If Retention is the most-leveraged stage but you lead with Retention, the reader has to context-switch.\\n\\nTo signal priority, use the executive summary (Section 1) — name the biggest bets there. The AARRR breakdown then walks the funnel in order, with the most leverage-positive section being the longest and most-detailed.\\n\"},\n {\"skill\":\"marketing-plan\",\"ref\":\"budget-planning\",\"body\":\"# Budget Planning — Scientific Methods for Setting the Marketing Budget\\n\\nThe problem with most SaaS marketing budgets is that they're pulled out of thin air — a number that hopefully doesn't constrain growth too much, but doesn't anchor in customer-acquisition economics either. The result: when someone asks \\\"why this number?\\\" there's no answer.\\n\\nTwo scientific methods solve this. Use one (not both) in Section 8 (Revenue) and Section 10 (12-month outlook) of every plan.\\n\\nExcerpted and adapted from *Founding Marketing* by Corey Haines.\\n\\n## Method 1 — Revenue-Based (5–40% of annual revenue)\\n\\n**Direction:** budget → revenue goal.\\n\\nYou start with what the company can comfortably spend on marketing, then forecast what revenue that spend can plausibly generate.\\n\\n### The ranges\\n\\n| Posture | % of ARR | When to use |\\n|---|---|---|\\n| **Conservative (profit-preserving)** | 5% | Established business focused on profit distribution; bootstrapped; founder-paid customer base |\\n| **Standard growth** | 15–25% | Most healthy SaaS in the seed-to-Series-A range |\\n| **Aggressive growth (deploying raised capital)** | up to 40% | Recently funded round, mandate to deploy fast, board accepts burn |\\n\\nFor reference: public SaaS companies routinely report sales-and-marketing spend between 20% and 55% of revenue (Zoom historically ran between 20% and 55% across years).\\n\\n### The math (Conservative example)\\n\\nBusiness at $1M ARR, 5% allocation:\\n\\n- Annual marketing budget: **$50,000**\\n- Blended CAC: $100 → can acquire **500 new customers**\\n- ARPC: $50/mo → adds **$300K** to ARR\\n- Account for 15% annual churn → 85% × $300K = **+$255K net new ARR**\\n- End-of-year goal: **$1.255M ARR**\\n\\n### The math (Aggressive example)\\n\\nBusiness at $1M ARR, 40% allocation:\\n\\n- Annual marketing budget: **$400,000**\\n- Blended CAC: $100 → can acquire **4,000 new customers**\\n- ARPC: $50/mo → adds **$2.4M** to ARR\\n- End-of-year goal: **$3.4M ARR**\\n\\n### Two keys to making this method work\\n\\n1. **Know your blended CAC** (see \\\"Calculating CAC\\\" below)\\n2. **Match the allocation percentage to your actual ambition.** A founder running 5% allocation while telling the board they expect to triple revenue is showing two incompatible signals.\\n\\n## Method 2 — Goal-Based (reverse-engineered from the revenue target)\\n\\n**Direction:** revenue goal → budget.\\n\\nYou start with the revenue goal and work backward through the unit economics to derive the budget required to hit it. Best for:\\n\\n- Companies just starting up (no historical CAC baseline yet, working from first principles)\\n- Companies anticipating outside capital (need to defend the ask)\\n- Companies using revenue-based financing (Pipe, Capchase, Founderpath)\\n\\n### The formula\\n\\n```\\nMarketing budget = [(New ARR / (ARPC × 12)) × CAC] / annual retention rate\\n```\\n\\n### Worked example: $1M ARR → $2M ARR\\n\\nStep 1 — How much new ARR per customer?\\nARPC × 12 = $50 × 12 = **$600 ARR per new customer**\\n\\nStep 2 — How many new customers do we need?\\n$1,000,000 / $600 = **1,667 new customers**\\n\\nStep 3 — What's the raw acquisition cost?\\n1,667 × $100 CAC = **$166,700**\\n\\nStep 4 — Account for churn (15% annual = 85% retention)\\n$166,700 / 0.85 = **$196,118** (round to **$200K**)\\n\\nWhen someone asks how you got to the budget, walk them through the four steps. It's defensible.\\n\\n### Why this formula and not something simpler\\n\\nThe four steps each correspond to a real economic reality:\\n- Step 1 converts MRR-language into the ARR-language a board talks in\\n- Step 2 names the customer count, which is what the funnel actually has to deliver\\n- Step 3 anchors the budget in the cost of acquisition\\n- Step 4 acknowledges that churned customers don't count toward net new ARR, so the budget needs to cover the gap\\n\\n### Required buffer\\n\\n**Always add 10–20% as \\\"experimental budget\\\"** on top of the formula output. CAC is the main dependency; if CAC comes in 50% higher than estimated, the cascading effect is missing the revenue goal. It is much cheaper to overestimate CAC than to underestimate it.\\n\\nThe experimental budget also funds the experiments that find your next channel before your current one plateaus (see `growth-patterns.md` — channel S-curves).\\n\\n## The VC growth path (3-3-2-2-2 rule)\\n\\nOnce a company has crossed $1M ARR and taken a Series A, the implicit benchmark VCs expect is:\\n\\n| Year | ARR multiple | Cumulative ARR (from $1M start) |\\n|---|---|---|\\n| Year 0 | — | $1M |\\n| Year +1 | 3× | $3M |\\n| Year +2 | 3× | $9M |\\n| Year +3 | 2× | $18M |\\n| Year +4 | 2× | $36M |\\n| Year +5 | 2× | $72M |\\n| Year +6 | 2× | $144M |\\n| Year +7 | 2× | $288M |\\n\\nThat's the 3-3-2-2-2 rule. Useful when:\\n\\n- The plan needs to map 12-month and 36-month milestones to VC expectations\\n- The founder is mid-raise and the board needs to see a plausible path to the next round\\n- Section 10 (12-month outlook) needs anchoring against an industry benchmark, not just internal ambition\\n\\nMost companies miss it. That's fine. Knowing the benchmark gives the team a defensible reason to either match it or explicitly choose not to.\\n\\n## Calculating CAC (blended, not paid-only)\\n\\nIf there's no historical CAC, use a baseline: **one year of revenue from the smallest paid plan.** Deploy the budget, capture actual CAC data, replace the baseline with the measured number for the next planning cycle.\\n\\nFor an established CAC calculation, **CAC must be blended.** Include:\\n\\n- Marketing salaries (full loaded cost, not just base)\\n- Advertising spend\\n- Marketing tech stack costs\\n- Content production costs (writers, designers, video editors)\\n- Agency / contractor retainers\\n- SDR / BDR salaries if doing outbound\\n- Tools (CRM, marketing automation, analytics)\\n\\nThen divide by the number of new customers acquired in the period. That blended number is the one to use in either budgeting method.\\n\\nThe mistake to avoid: calculating CAC from paid ad spend alone. A company that \\\"doesn't run ads\\\" still has a CAC — it's just hidden in the content team, the founder's time, the SEO contractor, the conference booth.\\n\\n## The reality check on forecasting\\n\\nThis whole framework derives a budget and a revenue goal — not a 12-month month-by-month forecast accurate to the dollar.\\n\\n**Unless the company is publicly traded, all forecasts are educated guesses.** No startup under $100M ARR reliably hits forecasts to the month. The honest framing for the plan:\\n\\n- The annual goal is a defensible direction-of-travel\\n- The budget is the resource commitment that makes the goal plausible\\n- The 90-day roadmap (Section 9) is what's actionable now\\n- Month-to-month variance is expected; quarterly review is when the plan adjusts\\n\\nWhat's actionable: how to deploy the budget, what concrete moves to execute, what to adjust when real data comes in.\\n\\nWhat's not actionable: trying to forecast traffic, pipeline, retention curves, conversion rates, and channel mix all down to the decimal point and expecting that forecast to hold. Founders who over-engineer the forecast tend to spend the plan period explaining variance instead of executing.\\n\\n**Rule for the plan:** the budget number is honest. The annual goal is honest. The month-by-month projection is illustrative.\\n\\n## How this flows into the plan\\n\\n| Section | What to include |\\n|---|---|\\n| **3 (Current state)** | Current monthly marketing spend broken down by line (paid, tools, content, headcount, retainers). Compute current %-of-ARR allocation. |\\n| **8 (Revenue)** | The unit-economics table (CAC, ARPC, churn) that feeds whichever budget method you're using. |\\n| **10 (12-month outlook)** | Apply Method 1 or Method 2 to derive the 12-month budget and the resulting revenue goal. Anchor against the 3-3-2-2-2 rule if Series A+ and VC-backed. |\\n| **11 (Ops stack)** | Show the budget allocation across the AARRR stages — what % to Acquisition, Activation, etc. The ops-stack mapping informs which line items grow when the next funding tier unlocks. |\\n| **13 (Open decisions)** | If CAC is unknown or contested, flag it as the highest-impact open decision — every other number depends on it. |\\n\\n## When to choose which method\\n\\n- **Method 1 (Revenue-Based)** when the company has historical CAC data, a profit/burn posture, and the question is \\\"given our posture, what's a plausible goal.\\\"\\n- **Method 2 (Goal-Based)** when the company has a specific goal (board mandate, VC milestone, fundraise target) and the question is \\\"what budget do we need to hit it.\\\"\\n\\nFor most plans in the seed-to-Series-A range, Method 2 is more useful — it forces the conversation about whether the goal is funded.\\n\"},\n {\"skill\":\"marketing-plan\",\"ref\":\"client-types\",\"body\":\"# Client Types — Variations by Business Model\\n\\nThe 13-section plan structure stays consistent across client types. What changes is the **content emphasis** within each section. This doc names the dominant patterns by client archetype.\\n\\n## Archetype 1 — B2B SaaS\\n\\n### Core characteristics\\n- Subscription revenue\\n- Often higher ACV ($1K–$100K+ per year)\\n- Sales-assisted or self-serve depending on tier\\n- Buyer often different from user (champion vs. end-user)\\n\\n### AARRR emphasis\\n\\n**Acquisition heavy:**\\n- SEO is the dominant top-of-funnel motion (people search for solutions)\\n- Content marketing (blog, knowledge base, comparison pages) drives MQLs\\n- LinkedIn for both organic founder presence and paid\\n- Outbound (cold email + LinkedIn) often complements inbound\\n- Events (conferences, webinars) for high-ACV products\\n\\n**Activation:**\\n- Signup → trial → first key action (PLG products)\\n- Trial → demo → POC (sales-led products)\\n- Empty states matter — guide users to first value action\\n\\n**Retention:**\\n- Product engagement metrics (DAU, feature adoption)\\n- Customer success motion (CSM team for higher ACV)\\n- Lifecycle emails focused on feature discovery, value moments\\n\\n**Referral:**\\n- Customer advocacy programs\\n- Partner / integration co-marketing\\n- G2 / Capterra reviews\\n- Champion-to-buyer expansion\\n\\n**Revenue:**\\n- Expansion / NRR is often the biggest growth lever\\n- Tier upgrades, seat expansion, usage-based add-ons\\n\\n### Skills emphasis\\n- `cold-email`, `programmatic-seo`, `competitors`, `seo-audit`, `ai-seo`\\n- `ads` weighted toward LinkedIn + Google\\n- `emails` for trial nurture + lifecycle\\n- `pricing` for tier optimization\\n\\n### Tier-1 budget priority\\n- SEO + content > everything else\\n- Founder-led LinkedIn channel\\n- Customer.io / Mailchimp for nurture\\n- HARO + investor backchannel for PR\\n\\n---\\n\\n## Archetype 2 — D2C Consumer App (Subscription)\\n\\n### Core characteristics\\n- Lower ACV ($5–$30/mo typically)\\n- High volume, lower margin per user\\n- App Store / Play Store as the primary acquisition surface\\n- Lifecycle email + push for retention\\n- Often paid-acquisition-driven once budget unlocks\\n\\n### AARRR emphasis\\n\\n**Acquisition:**\\n- App Store Optimization (ASO) is the highest-leverage non-site asset\\n- Paid social (Meta, TikTok) often dominant once budget exists\\n- Apple Search Ads for high-intent App Store traffic\\n- Influencer + content creators\\n- PR + endorsements\\n\\n**Activation:**\\n- Onboarding is the dominant activation surface\\n- Time-to-value must be minutes, not hours\\n- Paywall structure + trial length critical\\n\\n**Retention:**\\n- Lifecycle email + push\\n- In-app reminders (carefully — overuse = churn)\\n- Subscription preference center\\n- Win-back campaigns\\n\\n**Referral:**\\n- Built-in sharing (share-a-month flow)\\n- Two-sided referrals\\n- Influencer / creator ambassadors\\n\\n**Revenue:**\\n- Annual plan default is the biggest single move (compresses MRR but improves LTV)\\n- Tier optimization (Free → Premium → Premium+)\\n- In-app upsells\\n\\n### Skills emphasis\\n- `onboarding`, `paywalls`, `emails`\\n- `ads`, `ad-creative` (heavy creative iteration)\\n- `referrals`\\n- `pricing` for annual default + tier consolidation\\n\\n### Tier-1 budget priority\\n- ASO first (highest organic leverage)\\n- Onboarding rebuild\\n- Lifecycle email shipping\\n- Founder-led social if founder is on-camera\\n\\n---\\n\\n## Archetype 3 — Hybrid Hardware + Software\\n\\n### Core characteristics\\n- Physical product + software companion (e.g., Quietude's eye mask + app)\\n- Hardware as a distribution wedge (lower price, easier first purchase)\\n- Software as the LTV (recurring revenue)\\n- Blended CAC across both surfaces\\n\\n### AARRR emphasis\\n\\n**Acquisition:**\\n- Shopify storefront SEO (hardware product pages target consumer search)\\n- Amazon listing (high-discovery, takes margin)\\n- PR amplification (hardware is photogenic — high-profile influencer endorsements move volume)\\n- Paid social for hardware (Meta + Instagram, eye-catching creative)\\n\\n**Activation:**\\n- Two activations to track: hardware unboxing experience + software signup\\n- Hardware → software activation flow is the bridge\\n- Concierge setup for high-value hardware buyers\\n\\n**Retention:**\\n- Hardware post-purchase lifecycle (different from app onboarding)\\n- Software companion drives stickiness\\n- Community / practitioner network around hardware\\n\\n**Referral:**\\n- Hardware gifting flows (high WOM for physical products)\\n- Eye-catching hardware drives organic social sharing\\n- Reviews on Shopify + Amazon\\n\\n**Revenue:**\\n- Blended LTV math is critical (hardware margin + software recurring)\\n- Bundle strategy (hardware buy → free Premium for X months)\\n- Annual plan default for software\\n\\n### Skills emphasis\\n- `seo-audit` for Shopify product pages\\n- `emails` for both hardware post-purchase and software lifecycle\\n- `referrals` with gifting layer\\n- `pricing` for blended-bundle math\\n- `ads` with creative-heavy Meta presence\\n\\n### Tier-1 budget priority\\n- Shopify product page optimization\\n- Hardware post-purchase lifecycle ship\\n- Bundle strategy formalization\\n- Hardware → app activation audit\\n\\n---\\n\\n## Archetype 4 — Marketplace\\n\\n### Core characteristics\\n- Two-sided product (supply + demand)\\n- Network effects matter\\n- Liquidity is the critical early metric\\n- Take-rate × GMV is the revenue model\\n\\n### AARRR emphasis\\n\\n**Acquisition:**\\n- Two funnels — supply and demand\\n- Supply often acquired through outbound / partnership / cold email\\n- Demand often acquired through SEO / paid / content\\n- City-by-city programmatic SEO common\\n\\n**Activation:**\\n- Supply activation: first listing posted, first response sent\\n- Demand activation: first purchase / first match / first transaction\\n- Both sides need their own onboarding\\n\\n**Retention:**\\n- Repeat transaction frequency\\n- Supply utilization (% of listings active)\\n- Demand habit (DAU / MAU)\\n\\n**Referral:**\\n- Supply → supply (refer other providers)\\n- Demand → demand (refer other buyers)\\n- Cross-side referrals are weaker\\n\\n**Revenue:**\\n- Take-rate optimization\\n- Premium tier (better matching, lower fees)\\n- Lead-gen vs. transaction-fee monetization\\n\\n### Skills emphasis\\n- `programmatic-seo` for city pages, vertical pages\\n- `cold-email` for supply-side recruitment\\n- `referrals` for both sides\\n- `pricing` for take-rate decisions\\n\\n### Tier-1 budget priority\\n- Programmatic SEO build for one side\\n- Cold outbound to seed supply (or demand, whichever is bottleneck)\\n- Lifecycle email for both sides\\n\\n---\\n\\n## Archetype 5 — Developer Tool / Open Source\\n\\n### Core characteristics\\n- Technical buyer (developer or eng leader)\\n- High bar for content quality (developers are skeptical)\\n- DevRel matters more than traditional marketing\\n- Open source layer often funnel into commercial product\\n\\n### AARRR emphasis\\n\\n**Acquisition:**\\n- Technical content + docs SEO\\n- DevRel (conferences, talks, community)\\n- GitHub presence + npm/pip/etc. discovery\\n- Hacker News + Reddit + dev Twitter\\n\\n**Activation:**\\n- First build / first integration is the activation event\\n- Time-to-Hello-World matters\\n- Documentation = onboarding for dev tools\\n\\n**Retention:**\\n- Depth of integration (using more of the product)\\n- Team adoption (one user → entire org)\\n- Active project count\\n\\n**Referral:**\\n- Star count on GitHub (semi-organic)\\n- Recommendation in technical forums\\n- Conference talks mentioning the tool\\n\\n**Revenue:**\\n- Free → paid conversion when usage exceeds limits\\n- Team plans, enterprise tiers\\n- Support / SLA upsells\\n\\n### Skills emphasis\\n- `programmatic-seo` for docs\\n- Less emphasis on traditional `ads`\\n- Heavy `content-strategy` + technical content\\n- `cold-email` to engineering leads at target companies\\n\\n### Tier-1 budget priority\\n- Docs + technical content production\\n- DevRel (founder doing talks)\\n- GitHub presence\\n- HN / Reddit / dev community\\n\\n---\\n\\n## Archetype 6 — Deep-Tech / Scientific / Clinical\\n\\n### Core characteristics\\n- Long sales cycles\\n- Heavy credibility burden (must prove the science)\\n- Highly informed buyers (academics, clinicians, researchers)\\n- Often regulatory considerations\\n\\n### AARRR emphasis\\n\\n**Acquisition:**\\n- Academic publishing + peer-reviewed studies\\n- Conference speaking (academic + industry)\\n- Investor / advisor introductions\\n- PR via credibility hooks\\n\\n**Activation:**\\n- Pilot programs / proof-of-concepts\\n- Concierge setup with high-touch onboarding\\n- Educational webinars / training\\n\\n**Retention:**\\n- Customer success heavily\\n- Co-publication with customers\\n- Community of practice\\n\\n**Referral:**\\n- Academic / clinical references\\n- Conference panel features\\n- Case studies with named institutions\\n\\n**Revenue:**\\n- Pilot → paid expansion\\n- Institutional contracts (multi-seat / multi-year)\\n- Compliance / certification upsells\\n\\n### Skills emphasis\\n- Light traditional marketing\\n- Heavy `product-marketing`, `sales-enablement`, `pricing`\\n- `cold-email` to specific researchers / practitioners\\n- PR + investor marketing\\n\\n### Tier-1 budget priority\\n- Academic outreach + conference speaking\\n- Investor backchannel for institutional warm intros\\n- Pilot deployment with key customers\\n- Case study + scientific publication\\n\\n---\\n\\n## Archetype 7 — Commerce / DTC (non-subscription)\\n\\n### Core characteristics\\n- Physical or digital products sold transactionally\\n- Average Order Value matters\\n- Repeat purchase rate is the key retention metric\\n\\n### AARRR emphasis\\n\\n**Acquisition:**\\n- Paid social (Meta, TikTok) often dominant\\n- Shopify SEO for product pages\\n- Amazon listings\\n- Influencer + creator partnerships\\n\\n**Activation:**\\n- First purchase is the activation event\\n- Cart abandonment recovery\\n- Trust signals on checkout (reviews, returns, shipping)\\n\\n**Retention:**\\n- Post-purchase lifecycle\\n- Loyalty programs\\n- Email + SMS for repeat purchase\\n\\n**Referral:**\\n- Gifting flows\\n- Refer-a-friend programs\\n- Reviews + UGC\\n\\n**Revenue:**\\n- AOV optimization (bundles, upsells)\\n- Customer LTV optimization (repeat purchase frequency)\\n- Subscription option for repeat purchases\\n\\n### Skills emphasis\\n- `ads` + `ad-creative` (heavy weight)\\n- `emails` for post-purchase + abandoned cart\\n- `referrals` with gifting\\n- `pricing` for bundles + subscription option\\n\\n### Tier-1 budget priority\\n- Shopify storefront optimization\\n- Email lifecycle ship\\n- Influencer / UGC seeding\\n- Paid social testing (if minimal budget exists)\\n\\n---\\n\\n## How to use this doc when drafting a plan\\n\\nWhen you start drafting Sections 4–8 (AARRR), identify the client's archetype (or hybrid if applicable) and lean into the patterns above.\\n\\n**Hybrid cases are common.** Quietude is \\\"Hybrid hardware + software\\\" with significant overlap to \\\"Deep-tech / scientific / clinical\\\" (because of the peer-reviewed study + clinical positioning). The plan blends emphases from both archetypes.\\n\\nWhen in doubt, lead with the archetype that best fits the *primary monetization model*. Quietude's primary monetization is software subscription (with hardware as the wedge), so the D2C consumer app + hardware-hybrid patterns dominate, with deep-tech credibility moves layered in.\\n\\n## When the client doesn't fit cleanly\\n\\nSome clients defy archetype:\\n- **Content / media businesses** — neither SaaS nor commerce; ad revenue or subscription model\\n- **Social networks** — own category, network effects dominate\\n- **Real estate / events** — physical + service model\\n\\nFor these, identify the closest archetype and adjust. Don't force-fit — name the deviation in the plan's Strategic Frame.\\n\"},\n {\"skill\":\"marketing-plan\",\"ref\":\"current-state-rubric\",\"body\":\"# Current State Rubric — 17-Section Scoring Lens\\n\\nThis 17-section rubric is the source of truth for Section 3 (\\\"Current State\\\") of every marketing plan. Score each section 0–5 from available materials, then write a 2–4 sentence \\\"shape interpretation\\\" that names where strengths and gaps cluster.\\n\\n## How to score\\n\\n**From rich materials.** When the team has shared decks, prior content audits, a brand voice doc, kickoff transcript, app store and analytics snapshots — score each section from those artifacts. Mark \\\"scored from materials\\\" in the section heading so the team can push back where they have better data.\\n\\n**From a separately scored audit.** If the team has already run a scored current-state assessment (in any format), ingest those scores directly. Don't redo the work — note the date the rubric was scored and flag any sections where material has shifted since.\\n\\nEither way, the output is the same: a 17-row scored table, a total out of 85, and a shape paragraph.\\n\\n## The 17 sections (scored 0–5 each)\\n\\n### 1. Positioning\\n**What's scored:** Clarity of category claim, differentiation, alignment across surfaces (homepage, app store, pitch deck, founder messaging).\\n\\n**Score guide:**\\n- 0 = No positioning anywhere\\n- 2 = Inconsistent across surfaces; team can't articulate it on demand\\n- 4 = Clear, original, mostly consistent; minor surface gaps\\n- 5 = Distinctive, category-defining, every surface aligned\\n\\n**Maps to AARRR:** Cross-cutting — feeds every stage.\\n\\n### 2. Customer research\\n**What's scored:** Depth and recency of customer research, ICP clarity, voice-of-customer capture.\\n\\n**Score guide:**\\n- 0 = No formal research, only founder intuition\\n- 2 = Some research but stale or one-off\\n- 4 = Active research practice, customer language captured\\n- 5 = Continuous research, customer language flows into copy / product / messaging\\n\\n**Maps to AARRR:** Cross-cutting — feeds especially Acquisition (channel choice) and Activation (onboarding voice).\\n\\n### 3. Homepage\\n**What's scored:** Headline clarity, voice alignment, conversion architecture, mobile experience.\\n\\n**Score guide:**\\n- 0 = Generic / broken / off-brand\\n- 2 = Functional but underperforming; voice mostly absent\\n- 4 = Clear, voice-aligned, converting; minor optimization opportunities\\n- 5 = Distinctive, converts strongly, fully voice-aligned\\n\\n**Maps to AARRR:** Acquisition + Activation.\\n\\n### 4. Sales / product pages\\n**What's scored:** Existence and quality of dedicated product / pricing / feature pages. Are SKUs documented? Is pricing scannable? Are upsells visible?\\n\\n**Score guide:**\\n- 0 = No dedicated pages\\n- 2 = Pages exist but are stale or off-voice\\n- 4 = Quality pages for primary products; gaps on secondary\\n- 5 = Every product, tier, and upsell has a high-converting page\\n\\n**Maps to AARRR:** Acquisition + Revenue.\\n\\n### 5. Conversion pages\\n**What's scored:** Landing pages for specific campaigns, channels, or use cases. `/partner`, `/science`, `/ambassadors`, `/eye-mask` types of pages.\\n\\n**Score guide:**\\n- 0 = No conversion pages\\n- 2 = One or two exist; rest of needed pages missing\\n- 4 = Most needed conversion pages exist; quality is good\\n- 5 = Full conversion page library, each high-converting\\n\\n**Maps to AARRR:** Acquisition + Activation.\\n\\n### 6. Competitor comparison\\n**What's scored:** Existence of \\\"vs. {competitor}\\\" pages, comparison content. Does the brand acknowledge alternatives, or pretend they don't exist?\\n\\n**Score guide:**\\n- 0 = Nothing — actively avoiding competitor mentions\\n- 2 = Some content exists but is weak or hidden\\n- 4 = Solid comparison pages for top 2–3 competitors\\n- 5 = Comprehensive comparison library; SEO-targeted; high-converting\\n\\n**Maps to AARRR:** Acquisition (consideration-stage SEO + sales enablement).\\n\\n### 7. Resources / content\\n**What's scored:** Blog, knowledge base, science page, whitepapers, research, founder essays, podcast.\\n\\n**Score guide:**\\n- 0 = No content surface\\n- 2 = Blog exists but is stale or thin\\n- 4 = Active content production; multiple formats\\n- 5 = Content is a moat — proprietary research, named pillars, daily volume\\n\\n**Maps to AARRR:** Acquisition.\\n\\n### 8. Onboarding\\n**What's scored:** New user onboarding (in-app + email). Time-to-value, completion rate, brand-voice alignment.\\n\\n**Score guide:**\\n- 0 = No onboarding flow\\n- 2 = Onboarding exists but is broken, off-voice, or underperforming\\n- 4 = Solid onboarding; clear bottlenecks identified\\n- 5 = Tested, optimized, on-brand; activation rate at category top quartile\\n\\n**Maps to AARRR:** Activation.\\n\\n### 9. Email lifecycle\\n**What's scored:** Existence and quality of lifecycle email programs. Welcome / onboarding / post-purchase / lapsed / win-back.\\n\\n**Score guide:**\\n- 0 = No lifecycle email\\n- 2 = Some flows exist but drafted not live, or live but stale\\n- 4 = Core flows live and performing; gaps on secondary flows\\n- 5 = Full lifecycle live, segmented, performing above category benchmarks\\n\\n**Maps to AARRR:** Retention (+ Activation for onboarding emails).\\n\\n### 10. Sales material\\n**What's scored:** Sales decks, one-pagers, demos, case studies, pricing sheets. (For B2B / hybrid companies — for pure D2C, this can be marked N/A or scored low without implication.)\\n\\n**Score guide:**\\n- 0 = No sales material\\n- 2 = Founder uses a deck but other material is thin\\n- 4 = Solid sales kit; reps can self-serve content\\n- 5 = Comprehensive material; updated quarterly; objection-handling library exists\\n\\n**Maps to AARRR:** Acquisition + Revenue (B2B).\\n\\n### 11. Messaging\\n**What's scored:** Voice, tone, vocabulary, message hierarchy across surfaces. Is the brand voice documented, consistent, distinctive?\\n\\n**Score guide:**\\n- 0 = No voice documented; surfaces inconsistent\\n- 2 = Voice exists in founder's head but isn't operationalized\\n- 4 = Documented voice; mostly consistent across surfaces\\n- 5 = Distinctive voice; documented; every surface respects it; voice is a moat\\n\\n**Maps to AARRR:** Cross-cutting.\\n\\n### 12. Pricing\\n**What's scored:** Pricing structure clarity, packaging logic, recent pressure-testing, listed vs. effective price reconciliation.\\n\\n**Score guide:**\\n- 0 = Pricing not pressure-tested in over a year; unclear structure\\n- 2 = Listed pricing exists but plan mix / discounting muddles the read\\n- 4 = Clear pricing; recent tests; LTV math known\\n- 5 = Pricing tested quarterly; packaging optimized; expansion levers known\\n\\n**Maps to AARRR:** Revenue.\\n\\n### 13. CRO (conversion rate optimization)\\n**What's scored:** Test cadence, instrumentation, A/B history, statistical rigor.\\n\\n**Score guide:**\\n- 0 = No tests run; no instrumentation\\n- 2 = Some ad-hoc tests; no statistical rigor\\n- 4 = Regular test cadence; some wins\\n- 5 = Continuous testing program; experimentation culture; documented wins\\n\\n**Maps to AARRR:** Cross-cutting (most impactful at Activation + Revenue).\\n\\n### 14. GTM launches\\n**What's scored:** Quality of past launch executions. Product launches, feature launches, campaign launches.\\n\\n**Score guide:**\\n- 0 = No structured launches; \\\"soft launches\\\" only\\n- 2 = Some launches but uneven execution\\n- 4 = Solid recent launches; playbook exists\\n- 5 = Repeatable launch motion; Product Hunt #1s; press coverage on demand\\n\\n**Maps to AARRR:** Acquisition + Activation.\\n\\n### 15. Ads (paid)\\n**What's scored:** Paid acquisition state. Active campaigns, channels, CAC tracking, creative quality.\\n\\n**Score guide:**\\n- 0 = No paid acquisition\\n- 2 = Some paid but unstructured / wasteful\\n- 4 = Paid is firing across 2–3 channels with positive unit economics\\n- 5 = Sophisticated paid stack; CAC/LTV understood; creative iterated weekly\\n\\n**Maps to AARRR:** Acquisition.\\n\\n**Note:** For pre-seed clients with no paid budget, score this 0 *without* treating it as a weakness — it reflects the funding stage, not a marketing failure.\\n\\n### 16. SEO\\n**What's scored:** Organic search performance. Domain rating, ranking keywords, organic traffic, content cluster strategy.\\n\\n**Score guide:**\\n- 0 = No SEO; new domain or zero-authority\\n- 2 = Some content but no strategy; ranks for brand only\\n- 4 = Established content clusters; growing organic traffic; DR 25+\\n- 5 = SEO is a moat; DR 40+; thousand+ ranking keywords; consistent content production\\n\\n**Maps to AARRR:** Acquisition.\\n\\n### 17. Internationalization\\n**What's scored:** Geographic expansion, language localization, region-specific pricing.\\n\\n**Score guide:**\\n- 0 = US/EN only; no international consideration\\n- 2 = International users exist but aren't served (one language, one currency)\\n- 4 = Multi-language, region-specific pricing, GTM playbook for new markets\\n- 5 = International is a strength; multi-region revenue; localized GTM\\n\\n**Maps to AARRR:** Acquisition.\\n\\n**Note:** For most early-stage companies, internationalization scores 0–1 and that's appropriate. Don't penalize early-stage companies for not having international playbooks yet.\\n\\n## How to compute the total + read the shape\\n\\n**Total = sum of all 17 scores. Out of 85.**\\n\\nThe total matters less than the *shape*. After the scoring table, write a 2–4 sentence \\\"shape interpretation\\\":\\n\\n> *\\\"High in {strong sections}, low in {weak sections}. That shape is the gap the rest of the plan closes — Sections X (AARRR stage) is the longest because that's where the gap is widest.\\\"*\\n\\n## Common shapes\\n\\n### \\\"Strong voice / messaging, weak distribution\\\"\\n- High: Positioning (#1), Customer research (#2), Messaging (#11)\\n- Low: SEO (#16), Ads (#15), GTM launches (#14)\\n- Translation: The founder is a strong storyteller but distribution hasn't caught up. Plan emphasizes Acquisition + paid layer prep.\\n\\n### \\\"Strong acquisition, weak conversion\\\"\\n- High: SEO (#16), Resources (#7), Ads (#15)\\n- Low: Homepage (#3), Onboarding (#8), Conversion pages (#5), Pricing (#12)\\n- Translation: Traffic comes in but doesn't convert. Plan emphasizes Activation + Revenue.\\n\\n### \\\"Strong conversion, weak retention\\\"\\n- High: Onboarding (#8), Homepage (#3), Pricing (#12)\\n- Low: Email lifecycle (#9), CRO (#13)\\n- Translation: Users sign up and pay but churn. Plan emphasizes Retention.\\n\\n### \\\"Strong product, weak everything-else\\\"\\n- High: only Positioning (#1) and Customer research (#2) — the founder knows the customer\\n- Low: everything operational\\n- Translation: Pre-marketing stage. Plan is foundation-heavy. First quarter is bedrock fixes.\\n\\n### \\\"Strong recent revenue, weak compounding\\\"\\n- High: Ads (#15), Sales material (#10), Pricing (#12)\\n- Low: SEO (#16), Resources (#7), Referral mechanics\\n- Translation: Performance marketing carries the business. Plan emphasizes building compounding channels before paid scales further.\\n\\n## When scores are subjective\\n\\nSome sections are easier to score from outside than others. Subjectivity tier:\\n\\n- **Objective (data-driven):** SEO (#16), Ads (#15), Email lifecycle (#9), Onboarding (#8) — backed by analytics\\n- **Semi-objective:** Pricing (#12), CRO (#13), Conversion pages (#5), Sales material (#10) — visible artifacts to evaluate\\n- **Subjective (judgment call):** Positioning (#1), Messaging (#11), Customer research (#2), Resources (#7) — interpretive\\n\\nFor subjective sections, write the rationale into the \\\"Note\\\" column so the team can push back if they disagree.\\n\\n## When a prior scored audit exists\\n\\nIf the team already has scored output from any current-state assessment, ingest those scores directly — don't redo the work. Treat that prior scoring as the ground truth for sections it covers.\\n\\nIf the prior scoring was done weeks ago and material has shifted since (new shipped flows, new content live, repositioning, etc.), note \\\"scored on YYYY-MM-DD; material has shifted since\\\" and update any specific scores you have current evidence for.\\n\"}\n];\n",[],[518,876,878],"fd801cb6-5d6d-11f1-9d15-1607ee4eb77e","ref_7.ts","fd801d7e-5d6d-11f1-9d15-1607ee4eb77e",666,["D",1780286241095],"// GENERATED by deploy/gen_skills_catalog.mjs — do not edit by hand.\nimport type { SkillRef } from \"../index.ts\";\nexport const REFS_PART_7: SkillRef[] = [\n {\"skill\":\"emails\",\"ref\":\"email-types\",\"body\":\"# Email Types Reference\\n\\nA comprehensive guide to lifecycle and campaign emails. Use this as an audit checklist and implementation reference.\\n\\n## Contents\\n- Onboarding Emails (new users series, new customers series, key onboarding step reminder, new user invite)\\n- Retention Emails (upgrade to paid, upgrade to higher plan, ask for review, offer support proactively, product usage report, NPS survey, referral program)\\n- Billing Emails (switch to annual, failed payment recovery, cancellation survey, upcoming renewal reminder)\\n- Usage Emails (daily/weekly/monthly summary, key event or milestone notifications)\\n- Win-Back Emails (expired trials, cancelled customers)\\n- Campaign Emails (monthly roundup/newsletter, seasonal promotions, product updates, industry news roundup, pricing update)\\n- Email Audit Checklist (onboarding, retention, billing, usage, win-back, campaigns)\\n\\n## Onboarding Emails\\n\\n### New Users Series\\n**Trigger**: User signs up (free or trial)\\n**Goal**: Activate user, drive to aha moment\\n**Typical sequence**: 5-7 emails over 14 days\\n\\n- Email 1: Welcome + single next step (immediate)\\n- Email 2: Quick win / getting started (day 1)\\n- Email 3: Key feature highlight (day 3)\\n- Email 4: Success story / social proof (day 5)\\n- Email 5: Check-in + offer help (day 7)\\n- Email 6: Advanced tip (day 10)\\n- Email 7: Upgrade prompt or next milestone (day 14)\\n\\n**Key metrics**: Activation rate, feature adoption\\n\\n---\\n\\n### New Customers Series\\n**Trigger**: User converts to paid\\n**Goal**: Reinforce purchase decision, drive adoption, reduce early churn\\n**Typical sequence**: 3-5 emails over 14 days\\n\\n- Email 1: Thank you + what's next (immediate)\\n- Email 2: Getting full value — setup checklist (day 2)\\n- Email 3: Pro tips for paid features (day 5)\\n- Email 4: Success story from similar customer (day 7)\\n- Email 5: Check-in + introduce support resources (day 14)\\n\\n**Key point**: Different from new user series—they've committed. Focus on reinforcement and expansion, not conversion.\\n\\n---\\n\\n### Key Onboarding Step Reminder\\n**Trigger**: User hasn't completed critical setup step after X time\\n**Goal**: Nudge completion of high-value action\\n**Format**: Single email or 2-3 email mini-sequence\\n\\n**Example triggers**:\\n- Hasn't connected integration after 48 hours\\n- Hasn't invited team member after 3 days\\n- Hasn't completed profile after 24 hours\\n\\n**Copy approach**:\\n- Remind them what they started\\n- Explain why this step matters\\n- Make it easy (direct link to complete)\\n- Offer help if stuck\\n\\n---\\n\\n### New User Invite\\n**Trigger**: Existing user invites teammate\\n**Goal**: Activate the invited user\\n**Recipient**: The person being invited\\n\\n- Email 1: You've been invited (immediate)\\n- Email 2: Reminder if not accepted (day 2)\\n- Email 3: Final reminder (day 5)\\n\\n**Copy approach**:\\n- Personalize with inviter's name\\n- Explain what they're joining\\n- Single CTA to accept invite\\n- Social proof optional\\n\\n---\\n\\n## Retention Emails\\n\\n### Upgrade to Paid\\n**Trigger**: Free user shows engagement, or trial ending\\n**Goal**: Convert free to paid\\n**Typical sequence**: 3-5 emails\\n\\n**Trigger options**:\\n- Time-based (trial day 10, 12, 14)\\n- Behavior-based (hit usage limit, used premium feature)\\n- Engagement-based (highly active free user)\\n\\n**Sequence structure**:\\n- Value summary: What they've accomplished\\n- Feature comparison: What they're missing\\n- Social proof: Who else upgraded\\n- Urgency: Trial ending, limited offer\\n- Final: Last chance + easy path\\n\\n---\\n\\n### Upgrade to Higher Plan\\n**Trigger**: User approaching plan limits or using features available on higher tier\\n**Goal**: Upsell to next tier\\n**Format**: Single email or 2-3 email sequence\\n\\n**Trigger examples**:\\n- 80% of seat limit reached\\n- 90% of storage/usage limit\\n- Tried to use higher-tier feature\\n- Power user behavior patterns\\n\\n**Copy approach**:\\n- Acknowledge their growth (positive framing)\\n- Show what next tier unlocks\\n- Quantify value vs. cost\\n- Easy upgrade path\\n\\n---\\n\\n### Ask for Review\\n**Trigger**: Customer milestone (30/60/90 days, key achievement, support resolution)\\n**Goal**: Generate social proof on G2, Capterra, app stores\\n**Format**: Single email\\n\\n**Best timing**:\\n- After positive support interaction\\n- After achieving measurable result\\n- After renewal\\n- NOT after billing issues or bugs\\n\\n**Copy approach**:\\n- Thank them for being a customer\\n- Mention specific value/milestone if possible\\n- Explain why reviews matter (help others decide)\\n- Direct link to review platform\\n- Keep it short—this is an ask\\n\\n---\\n\\n### Offer Support Proactively\\n**Trigger**: Signs of struggle (drop in usage, failed actions, error encounters)\\n**Goal**: Save at-risk user, improve experience\\n**Format**: Single email\\n\\n**Trigger examples**:\\n- Usage dropped significantly week-over-week\\n- Multiple failed attempts at action\\n- Viewed help docs repeatedly\\n- Stuck at same onboarding step\\n\\n**Copy approach**:\\n- Genuine concern tone\\n- Specific: \\\"I noticed you...\\\" (if data allows)\\n- Offer direct help (not just link to docs)\\n- Personal from support or CSM\\n- No sales pitch—pure help\\n\\n---\\n\\n### Product Usage Report\\n**Trigger**: Time-based (weekly, monthly, quarterly)\\n**Goal**: Demonstrate value, drive engagement, reduce churn\\n**Format**: Single email, recurring\\n\\n**What to include**:\\n- Key metrics/activity summary\\n- Comparison to previous period\\n- Achievements/milestones\\n- Suggestions for improvement\\n- Light CTA to explore more\\n\\n**Examples**:\\n- \\\"You saved X hours this month\\\"\\n- \\\"Your team completed X projects\\\"\\n- \\\"You're in the top X% of users\\\"\\n\\n**Key point**: Make them feel good and remind them of value delivered.\\n\\n---\\n\\n### NPS Survey\\n**Trigger**: Time-based (quarterly) or event-based (post-milestone)\\n**Goal**: Measure satisfaction, identify promoters and detractors\\n**Format**: Single email\\n\\n**Best practices**:\\n- Keep it simple: Just the NPS question initially\\n- Follow-up form for \\\"why\\\" based on score\\n- Personal sender (CEO, founder, CSM)\\n- Tell them how you'll use feedback\\n\\n**Follow-up based on score**:\\n- Promoters (9-10): Thank + ask for review/referral\\n- Passives (7-8): Ask what would make it a 10\\n- Detractors (0-6): Personal outreach to understand issues\\n\\n---\\n\\n### Referral Program\\n**Trigger**: Customer milestone, promoter NPS score, or campaign\\n**Goal**: Generate referrals\\n**Format**: Single email or periodic reminders\\n\\n**Good timing**:\\n- After positive NPS response\\n- After customer achieves result\\n- After renewal\\n- Seasonal campaigns\\n\\n**Copy approach**:\\n- Remind them of their success\\n- Explain the referral offer clearly\\n- Make sharing easy (unique link)\\n- Show what's in it for them AND referee\\n\\n---\\n\\n## Billing Emails\\n\\n### Switch to Annual\\n**Trigger**: Monthly subscriber at renewal time or campaign\\n**Goal**: Convert monthly to annual (improve LTV, reduce churn)\\n**Format**: Single email or 2-email sequence\\n\\n**Value proposition**:\\n- Calculate exact savings\\n- Additional benefits (if any)\\n- Lock in current price messaging\\n- Easy one-click switch\\n\\n**Best timing**:\\n- Around monthly renewal date\\n- End of year / new year\\n- After 3-6 months of loyalty\\n- Price increase announcement (lock in old rate)\\n\\n---\\n\\n### Failed Payment Recovery\\n**Trigger**: Payment fails\\n**Goal**: Recover revenue, retain customer\\n**Typical sequence**: 3-4 emails over 7-14 days\\n\\n**Sequence structure**:\\n- Email 1 (Day 0): Friendly notice, update payment link\\n- Email 2 (Day 3): Reminder, service may be interrupted\\n- Email 3 (Day 7): Urgent, account will be suspended\\n- Email 4 (Day 10-14): Final notice, what they'll lose\\n\\n**Copy approach**:\\n- Assume it's an accident (card expired, etc.)\\n- Clear, direct, no guilt\\n- Single CTA to update payment\\n- Explain what happens if not resolved\\n\\n**Key metrics**: Recovery rate, time to recovery\\n\\n---\\n\\n### Cancellation Survey\\n**Trigger**: User cancels subscription\\n**Goal**: Learn why, opportunity to save\\n**Format**: Single email (immediate)\\n\\n**Options**:\\n- In-app survey at cancellation (better completion)\\n- Follow-up email if they skip in-app\\n- Personal outreach for high-value accounts\\n\\n**Questions to ask**:\\n- Primary reason for cancelling\\n- What could we have done better\\n- Would anything change your mind\\n- Can we help with transition\\n\\n**Winback opportunity**: Based on reason, offer targeted save (discount, pause, downgrade, training).\\n\\n---\\n\\n### Upcoming Renewal Reminder\\n**Trigger**: X days before renewal (14 or 30 days typical)\\n**Goal**: No surprise charges, opportunity to expand\\n**Format**: Single email\\n\\n**What to include**:\\n- Renewal date and amount\\n- What's included in renewal\\n- How to update payment/plan\\n- Changes to pricing/features (if any)\\n- Optional: Upsell opportunity\\n\\n**Required for**: Annual subscriptions, high-value contracts\\n\\n---\\n\\n## Usage Emails\\n\\n### Daily/Weekly/Monthly Summary\\n**Trigger**: Time-based\\n**Goal**: Drive engagement, demonstrate value\\n**Format**: Single email, recurring\\n\\n**Content by frequency**:\\n- **Daily**: Notifications, quick stats (for high-engagement products)\\n- **Weekly**: Activity summary, highlights, suggestions\\n- **Monthly**: Comprehensive report, achievements, ROI if calculable\\n\\n**Structure**:\\n- Key metrics at a glance\\n- Notable achievements\\n- Activity breakdown\\n- Suggestions / what to try next\\n- CTA to dive deeper\\n\\n**Personalization**: Must be relevant to their actual usage. Empty reports are worse than no report.\\n\\n---\\n\\n### Key Event or Milestone Notifications\\n**Trigger**: Specific achievement or event\\n**Goal**: Celebrate, drive continued engagement\\n**Format**: Single email per event\\n\\n**Milestone examples**:\\n- First [action] completed\\n- 10th/100th [thing] created\\n- Goal achieved\\n- Team collaboration milestone\\n- Usage streak\\n\\n**Copy approach**:\\n- Celebration tone\\n- Specific achievement\\n- Context (compared to others, compared to before)\\n- What's next / next milestone\\n\\n---\\n\\n## Win-Back Emails\\n\\n### Expired Trials\\n**Trigger**: Trial ended without conversion\\n**Goal**: Convert or re-engage\\n**Typical sequence**: 3-4 emails over 30 days\\n\\n**Sequence structure**:\\n- Email 1 (Day 1 post-expiry): Trial ended, here's what you're missing\\n- Email 2 (Day 7): What held you back? (gather feedback)\\n- Email 3 (Day 14): Incentive offer (discount, extended trial)\\n- Email 4 (Day 30): Final reach-out, door is open\\n\\n**Segmentation**: Different approach based on trial engagement level:\\n- High engagement: Focus on removing friction to convert\\n- Low engagement: Offer fresh start, more onboarding help\\n- No engagement: Ask what happened, offer demo/call\\n\\n---\\n\\n### Cancelled Customers\\n**Trigger**: Time after cancellation (30, 60, 90 days)\\n**Goal**: Win back churned customers\\n**Typical sequence**: 2-3 emails spread over 90 days\\n\\n**Sequence structure**:\\n- Email 1 (Day 30): What's new since you left\\n- Email 2 (Day 60): We've addressed [common reason]\\n- Email 3 (Day 90): Special offer to return\\n\\n**Copy approach**:\\n- No guilt, no desperation\\n- Genuine updates and improvements\\n- Personalize based on cancellation reason if known\\n- Make return easy\\n\\n**Key point**: They're more likely to return if their reason was addressed.\\n\\n---\\n\\n## Campaign Emails\\n\\n### Monthly Roundup / Newsletter\\n**Trigger**: Time-based (monthly)\\n**Goal**: Engagement, brand presence, content distribution\\n**Format**: Single email, recurring\\n\\n**Content mix**:\\n- Product updates and tips\\n- Customer stories\\n- Educational content\\n- Company news\\n- Industry insights\\n\\n**Best practices**:\\n- Consistent send day/time\\n- Scannable format\\n- Mix of content types\\n- One primary CTA focus\\n- Unsubscribe is okay—keeps list healthy\\n\\n---\\n\\n### Seasonal Promotions\\n**Trigger**: Calendar events (Black Friday, New Year, etc.)\\n**Goal**: Drive conversions with timely offer\\n**Format**: Campaign burst (2-4 emails)\\n\\n**Common opportunities**:\\n- New Year (fresh start, annual planning)\\n- End of fiscal year (budget spending)\\n- Black Friday / Cyber Monday\\n- Industry-specific seasons\\n- Back to school / work\\n\\n**Sequence structure**:\\n- Announcement: Offer reveal\\n- Reminder: Midway through promotion\\n- Last chance: Final hours\\n\\n---\\n\\n### Product Updates\\n**Trigger**: New feature release\\n**Goal**: Adoption, engagement, demonstrate momentum\\n**Format**: Single email per major release\\n\\n**What to include**:\\n- What's new (clear and simple)\\n- Why it matters (benefit, not just feature)\\n- How to use it (direct link)\\n- Who asked for it (community acknowledgment)\\n\\n**Segmentation**: Consider targeting based on relevance:\\n- Users who would benefit most\\n- Users who requested feature\\n- Power users first (for beta feel)\\n\\n---\\n\\n### Industry News Roundup\\n**Trigger**: Time-based (weekly or monthly)\\n**Goal**: Thought leadership, engagement, brand value\\n**Format**: Curated newsletter\\n\\n**Content**:\\n- Curated news and links\\n- Your take / commentary\\n- What it means for readers\\n- How your product helps\\n\\n**Best for**: B2B products where customers care about industry trends.\\n\\n---\\n\\n### Pricing Update\\n**Trigger**: Price change announcement\\n**Goal**: Transparent communication, minimize churn\\n**Format**: Single email (or sequence for major changes)\\n\\n**Timeline**:\\n- Announce 30-60 days before change\\n- Reminder 14 days before\\n- Final notice 7 days before\\n\\n**Copy approach**:\\n- Clear, direct, transparent\\n- Explain the why (value delivered, costs increased)\\n- Grandfather if possible (lock in old rate)\\n- Give options (annual lock-in, downgrade)\\n\\n**Important**: Honesty and advance notice build trust even when price increases.\\n\\n---\\n\\n## Email Audit Checklist\\n\\nUse this to audit your current email program:\\n\\n### Onboarding\\n- [ ] New users series\\n- [ ] New customers series\\n- [ ] Key onboarding step reminders\\n- [ ] New user invite sequence\\n\\n### Retention\\n- [ ] Upgrade to paid sequence\\n- [ ] Upgrade to higher plan triggers\\n- [ ] Ask for review (timed properly)\\n- [ ] Proactive support outreach\\n- [ ] Product usage reports\\n- [ ] NPS survey\\n- [ ] Referral program emails\\n\\n### Billing\\n- [ ] Switch to annual campaign\\n- [ ] Failed payment recovery sequence\\n- [ ] Cancellation survey\\n- [ ] Upcoming renewal reminders\\n\\n### Usage\\n- [ ] Daily/weekly/monthly summaries\\n- [ ] Key event notifications\\n- [ ] Milestone celebrations\\n\\n### Win-Back\\n- [ ] Expired trial sequence\\n- [ ] Cancelled customer sequence\\n\\n### Campaigns\\n- [ ] Monthly roundup / newsletter\\n- [ ] Seasonal promotion calendar\\n- [ ] Product update announcements\\n- [ ] Pricing update communications\\n\"},\n {\"skill\":\"emails\",\"ref\":\"sequence-templates\",\"body\":\"# Email Sequence Templates\\n\\nDetailed templates for common email sequences.\\n\\n## Contents\\n- Welcome Sequence (Post-Signup)\\n- Lead Nurture Sequence (Pre-Sale)\\n- Re-Engagement Sequence\\n- Onboarding Sequence (Product Users)\\n\\n## Welcome Sequence (Post-Signup)\\n\\n**Email 1: Welcome (Immediate)**\\n- Subject: Welcome to [Product] — here's your first step\\n- Deliver what was promised (lead magnet, access, etc.)\\n- Single next action\\n- Set expectations for future emails\\n\\n**Email 2: Quick Win (Day 1-2)**\\n- Subject: Get your first [result] in 10 minutes\\n- Enable small success\\n- Build confidence\\n- Link to helpful resource\\n\\n**Email 3: Story/Why (Day 3-4)**\\n- Subject: Why we built [Product]\\n- Origin story or mission\\n- Connect emotionally\\n- Show you understand their problem\\n\\n**Email 4: Social Proof (Day 5-6)**\\n- Subject: How [Customer] achieved [Result]\\n- Case study or testimonial\\n- Relatable to their situation\\n- Soft CTA to explore\\n\\n**Email 5: Overcome Objection (Day 7-8)**\\n- Subject: \\\"I don't have time for X\\\" — sound familiar?\\n- Address common hesitation\\n- Reframe the obstacle\\n- Show easy path forward\\n\\n**Email 6: Core Feature (Day 9-11)**\\n- Subject: Have you tried [Feature] yet?\\n- Highlight underused capability\\n- Show clear benefit\\n- Direct CTA to try it\\n\\n**Email 7: Conversion (Day 12-14)**\\n- Subject: Ready to [upgrade/buy/commit]?\\n- Summarize value\\n- Clear offer\\n- Urgency if appropriate\\n- Risk reversal (guarantee, trial)\\n\\n---\\n\\n## Lead Nurture Sequence (Pre-Sale)\\n\\n**Email 1: Deliver + Introduce (Immediate)**\\n- Deliver the lead magnet\\n- Brief intro to who you are\\n- Preview what's coming\\n\\n**Email 2: Expand on Topic (Day 2-3)**\\n- Related insight to lead magnet\\n- Establish expertise\\n- Light CTA to content\\n\\n**Email 3: Problem Deep-Dive (Day 4-5)**\\n- Articulate their problem deeply\\n- Show you understand\\n- Hint at solution\\n\\n**Email 4: Solution Framework (Day 6-8)**\\n- Your approach/methodology\\n- Educational, not salesy\\n- Builds toward your product\\n\\n**Email 5: Case Study (Day 9-11)**\\n- Real results from real customer\\n- Specific and relatable\\n- Soft CTA\\n\\n**Email 6: Differentiation (Day 12-14)**\\n- Why your approach is different\\n- Address alternatives\\n- Build preference\\n\\n**Email 7: Objection Handler (Day 15-18)**\\n- Common concern addressed\\n- FAQ or myth-busting\\n- Reduce friction\\n\\n**Email 8: Direct Offer (Day 19-21)**\\n- Clear pitch\\n- Strong value proposition\\n- Specific CTA\\n- Urgency if available\\n\\n---\\n\\n## Re-Engagement Sequence\\n\\n**Email 1: Check-In (Day 30-60 of inactivity)**\\n- Subject: Is everything okay, [Name]?\\n- Genuine concern\\n- Ask what happened\\n- Easy win to re-engage\\n\\n**Email 2: Value Reminder (Day 2-3 after)**\\n- Subject: Remember when you [achieved X]?\\n- Remind of past value\\n- What's new since they left\\n- Quick CTA\\n\\n**Email 3: Incentive (Day 5-7 after)**\\n- Subject: We miss you — here's something special\\n- Offer if appropriate\\n- Limited time\\n- Clear CTA\\n\\n**Email 4: Last Chance (Day 10-14 after)**\\n- Subject: Should we stop emailing you?\\n- Honest and direct\\n- One-click to stay or go\\n- Clean the list if no response\\n\\n---\\n\\n## Onboarding Sequence (Product Users)\\n\\nCoordinate with in-app onboarding. Email supports, doesn't duplicate.\\n\\n**Email 1: Welcome + First Step (Immediate)**\\n- Confirm signup\\n- One critical action\\n- Link directly to that action\\n\\n**Email 2: Getting Started Help (Day 1)**\\n- If they haven't completed step 1\\n- Quick tip or video\\n- Support option\\n\\n**Email 3: Feature Highlight (Day 2-3)**\\n- Key feature they should know\\n- Specific use case\\n- In-app link\\n\\n**Email 4: Success Story (Day 4-5)**\\n- Customer who succeeded\\n- Relatable journey\\n- Motivational\\n\\n**Email 5: Check-In (Day 7)**\\n- How's it going?\\n- Ask for feedback\\n- Offer help\\n\\n**Email 6: Advanced Tip (Day 10-12)**\\n- Power

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