Design → Build → Launch
Create momentum early. Ship a minimum viable system. Layer controls, documentation, enablement.
Lifecycle
Default: Create momentum early → ship a minimum viable system → layer controls, documentation, enablement.
Morning build, midday signal scan, then re-prioritize.
1
Design
Minimal viable system that proves the path
2
Build
Ship fast with guardrails
3
Launch
Layer controls, documentation, enablement
Guardrails
- → Speed-to-lead timers
Track response time. Alert on breach.
- → Stage-exit integrity
Checklists, gates, completeness checks.
- → Underwriting ≤5 mins post-completeness
Flows + completeness gates.
- → Escalation clock with T1/T2 thresholds
Automated alerts. Clear ownership.
KPI Dictionary
Core Metrics
- • Speed-to-lead
- • Stage conversion/aging
- • Offer & win rates
- • Average close time
Team & Attribution
- • Rep/manager productivity
- • Loss taxonomy
- • Source & lender attribution
- • Stage exit criteria with gates
Clear stage exit criteria with gates, breach alerts, completeness checklists.
Comms Cadence
- • Daily: Build-board + breach scan
- • Weekly: Exec readout
- • Biweekly: Architecture review
- • Monthly: Taxonomy review
- • Quarterly: QBR