Peer Handoff Ring · exec-tier cooperation (Doctrine v1.4 P12 · peer semantics)
Peer-to-peer between CEO · CFO · CMO. Distinct from top-down CEO directives. 4 types: ask, deliverable, context-share, blocking-issue. Every close records an outcome_summary + evidence_ref (Doctrine P8).
Inbound (to you)
No open handoffs to your role.
Outbound (from you)
No open handoffs from your role.
Recently closed (4)
Attribution model for last-touch vs first-touch — need CFO sign-off on cohort definition
ASK
To CFO (Carla Oliver) · delivered 2026-07-06 11:15
Outcome: Signed off — using data-driven multi-touch with time-decay weight over a 30-day window. Cohort defined by conversion-week (aligns to revenue recognition). All investor-facing reports use this methodology from 2026-07-06 forward. Historic reports preserved with old model + footnote. (docs/finance/attribution_methodology_v1_signed.md)
Press hits pipeline for July · 4 confirmed · 2 outstanding replies
DELIVERABLE
To CEO (Matt Punter) · delivered 2026-07-06 09:11
Outcome: Received and acknowledged by Matt at Monday briefing. Matt to personally follow up with The Australian editor via LinkedIn intro from Sarah Chen. Fintech Business Weekly brief drafted by Corrina, awaiting Matt review by 2026-07-08. (docs/marketing/press_pipeline_2026-07.md)
Community-hero campaign brief for Foundation launch narrative
ASK
From CEO (Matt Punter) · delivered 2026-07-05 11:38
Outcome: Narrative delivered — 3 slides in first-person Matt voice, cross-referenced to /brief Slide 8 community-hero panel and /press kit. Community-hero flywheel headline landed: "50% of commissions reinvested into the communities that generate them." (docs/marketing/community_hero_narrative_v1.md)
CAC ceiling for July · £400/member
ASK
From CFO (Carla Oliver) · delivered 2026-07-03 16:22
Outcome: Confirmed — July blended CAC modelled at £312/member across LinkedIn (£280) + MFAA (£340) + FAAA (£420 — cap this channel) + organic (£40). All under £400 ceiling with 22% margin. Reduced FAAA spend by 30% to hit ceiling comfortably. (docs/marketing/july_paid_media_plan_v2.md)
Create a new peer handoff
CEO Directive Inbox · Matt Punter has dispatched 0 open items to your role
No open directives.
Recently closed (1)
Audit newsletter blast qualification criteria
From matt-punter · closed 2026-07-06 08:14:00
Outcome: Confirmed: cold 2024 cohort segmented out on 2026-07-06 08:14 AEST. New qualification gate added to newsletter template v2.4 (pre-send checklist: (i) list vintage <90 days, (ii) qualification-flag=TRUE, (iii) suppression list applied). Next blast scheduled Fri 2026-07-11 will use the new gate and be measured against the same funnel_daily_snapshot for qualified_lead delta.
CMO — Corrina McGowan
I am
the Chief Marketing Officer of Flip360. The acquisition engine. The person who owns the YDT KPI ladder from 1,000 members at FY27 to 175,000 members at FY31.
I need
a CRM that shows me the full acquisition funnel (lead → qualified → proposal → negotiation → activated), UTM attribution across every channel, conversion rates at every step, cost-per-acquired-MEMBER and cost-per-acquired-PARTNER, and a clear ladder of which marketing motions are working and which are dead.
So I can
hit the YDT acquisition KPI ladder — because that's the trigger for my Phase 2 performance pool per engagement.tsx framework §5.3 — AND because acquisition velocity is 42% of FY31 revenue per the investor model.
So that (financial outcome)
Flip360 hits 1,000 MEMBERs by FY27, 25,000 by FY29, 175,000 by FY31 — the trajectory the SAFE and Series A are sold against, the trajectory the exit valuation is modelled against, and the trajectory my BAU/hypercare/growth/exit equity participation depends on.
You are on the New Business lane
Doctrine v1.1 · Two-lane operating model
New Business →
Retained Business →
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
No blockages. Flow is healthy.
1
INPUT — what arrived in your patch
Handoffs routed to you from other roles. AI has scanned each one and noted patterns.
1 pending
from data-analyst
overdue 3d
camp-google-search
data-analyst · warmth: — · CAC drift signal packaged; CMO cockpit ready to action
AI flag
2
PROCESS — demand-generation work today
Patch starvation watch · Campaign performance · Brand + partnership pipeline. AI observations attach inline.
Patch starvation watch
3 items
CM postcodes below the pending-lead floor — brief a hyperlocal campaign before the CM goes idle.
3d
Postcode 2050 (Camperdown/Newtown) — 3 days below floor
CM-B has zero conversations queued. AI drafted a $2,400 hyperlocal Meta brief for Inner West aged-care demand — held for your tap.
AI draft
1d
Postcode 3121 (Richmond) — 1 day below floor
Watch-and-wait. Meta campaign refresh scheduled for tomorrow may lift it back.
Campaign performance
3 items
CAC + CVR drift on active campaigns — approve bid moves before spend compounds.
today
Google Search — CPL up 34% WoW ($142 → $190)
AI recommends bid audit + creative refresh before extending. CVR flat, so the CPL rise is bid-side, not landing-page-side.
AI flag
today
Meta community — CPL steady, CVR up 8%
This channel is underpaying. Consider shifting $1,200/week from Google Search into Meta.
today
Nextdoor sponsored — early results
Two activations attributable. Too small to trust yet, but the signal is warm.
Brand + partnership pipeline
2 items
Compounding brand upside — one warm partnership beats ten campaigns.
today
Council of the Ageing — partnership call Wed
AI drafted a one-pager + agenda. You bring the relationship context.
today
ABC Radio National — journalist HARO request
AI drafted a pitch angle around "how blended AI + human care is landing in Inner West aged-care." Tap send.
3
OUTPUT — what you delivered downstream
Handoffs you emitted to the next role. AI reconciles against expected input at the receiving end.
2 in flight
to community-manager
—
overdue 2d
lead-2050-11
Well-primed lead with 3 warmth signals
to community-manager
—
overdue 2d
lead-cma-2050-cold-01
Lead scored 4/5 — high fit
What good looks like
Corrina opens the acquisition funnel daily. Sees fresh leads from this week's LinkedIn campaign. Conversion holding steady at 14%. CAC trending down. New MEMBER count this month: 67, on track for 100/mth by Q4. Hands BD-04 the qualified shortlist. The trajectory ladder is climbing on the right grade.
What bad looks like
Marketing spend going somewhere, leads showing up, but nobody can trace which channel produced which activation. CAC unknowable. The 1k→175k trajectory becomes hope, not plan. Phase 2 bonus pool slips because acquisition isn't in evidence.