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Setter Workbook System

Status
in-flight
Tier
Tier 3 — Cross-cutting bet
Owner
Ryan Colston
Started
2026-04-22

Linear: RYR-227 — real scripts + Tally→BQ webhook (2026-07-23 vault→Linear audit) Verification correction (2026-07-24): Tally→BQ webhook mechanism already exists (pos-wpg-webhook live). Only the Setter Practice form (Pdky4P) is unwired — needs wiring to the existing webhook, not a build. intro-call + ready-to-book scripts are fully authored; only §7.3 Pond Leads remains a skeleton (verified via Tally API 2026-07-24). (RYR-227)

One-line description. Template + partials + Tally intake that stamps out a 30-day setter handbook for any team agent who hires an ISA.

Why

When a team agent hires their first appointment setter, the setter needs a 30-day onboarding workbook. Writing one from scratch each time wastes hours. So the system uses one shared template plus partials. Universal content lives in partials. Per-agent content lives in frontmatter. Truly one-off content lives in the agent's own section.

The default assumption is that any new change is universal. The FAQ compounds across agents. One edit propagates to everyone.

Current state

The system shifted on 2026-04-24 from PDF-in-Drive to web-hosted at handbook.rycolston.com. New work uses skills /new-setter and /deploy-setter-site. The legacy PDF skills (/push-pdf, /new-setter-workbook, /push-all-setter-pdfs) were retired and archived to ~/systems/skills/_retired/ on 2026-05-13. Tally form for intake is live. Project home: ~/content/setter-workbook-site/ (Phase 1 ingestion). The active Tally client + mapping live next to new_setter.py in that folder as of 2026-05-13. Marissa Tah is the pilot (her ISA started 2026-04-22).

Setter practice recordings now feed the Work-Product Gateway (2026-06-04). Setters log script-practice call recordings via the "Setter Practice Recording" Tally form (Pdky4P); these flow into the gateway and surface (oldest→newest) on a standalone Setter Practice Recordings sheet + a "Setter Practice" tab on each agent's isolated board. This is the setter-side coaching surface that complements the dialing stats (Mojo). See Work-Product Gateway.

Admin home gains week-gated request cards (2026-06-24). The admin (Jr Operations Coordinator) home now surfaces two "What you do here" tiles linking the unified Make a Request form (44EpRo): Pre-Listing report request (unlocks at week 3) and Active-Listing report request (unlocks at week 4), matching when those pillars go live. build_setter_home now applies the week gate to home cards (apply_week_gate(note=False), dropping locked tiles silently). Same day, weeks advanced to the coach's due-minus-1 cadence: all five June-1 setters (Princess, James, Viola, Samuel, Rafferty) to week 3, and Adrian (June-8 start) to week 2. Detail in BLUEPRINT decision log.

Next 3 actions

  1. Replace skeleton scripts (§7.1, §7.2, §7.3, plus the closing line that lived at §1.6) with real scripts.
  2. Finalize Inbox Zero cadence + text/email templates in shared partials.
  3. Onboard agent #2 once a second team agent is ready to run a setter.

Decisions log

Open issues

References