A month-by-month roadmap — built in the right order, owned end to end. From the first click to a paying creator, one authoritative pipeline.
Each layer needs the one above it to work first. We fix the foundation before we automate on top of it.
Tells you where users drop and which spend produced them — and feeds clean conversions back to Meta and Google so the ad platforms optimise on truth, not guesses.
Foundation · the prerequisite for everything elseTurns those drop-offs into deal stages the team can actually act on. Product events become CRM reality your people can see, segment and own.
Operability · requires layer 1Scales the acting — agents that qualify and follow up 24/7. It only works once the stages it fires on are reliable, so we earn it before we build it.
Scale · requires layers 1 & 2AI can't start until deal stages work. Fix the foundation, then automate — we don't price the AI layer yet, we earn it. — the principle behind Stephan's deal-stage triggers
One capture layer, three destinations. Mapped onto COPE's real vendor journey — every stage feeds the ad platforms, HubSpot and the data lakehouse at once.
This maps your 10-stage vendor lifecycle. It's a working draft to show the shape of the system — exact events, stages and field names get confirmed together during the engagement.
Six months, sequenced so every step unblocks the next. Committed work is months one to three; everything after is scoped and earned.
One pipeline, four jobs it has to do. Each of you gets something concrete out of the same foundation.
Wants one authoritative tracking pipeline feeding a Databricks warehouse — and explicitly wants to avoid over-engineering. No astronaut architecture: use what's already there, keep it owned and documented.
Today UTM capture is broken and leads arrive with no attribution — there's no way to tell which spend produced which signup. Month one fixes exactly this.
VAs make ~500 manual calls a day. Wants AI agents that qualify around the clock — but those agents can only fire once the deal stages they react to are trustworthy.
Needs deal-stage triggers that actually fire before any automation can be trusted. That reliability is the whole point of months two and three.
A pure monthly retainer — ownership of a layer and an outcome, not timesheets.
The sequence isn't arbitrary. It's the shortest path to trustworthy data and fast ROI without building cathedrals.
Automating on broken data multiplies the mess. Reliable stages first; agents on top only when they can be trusted.
No astronaut architecture. GTM, HubSpot, make.com / n8n, your existing Pub/Sub — wired together properly, not replaced.
Attribution in month one feeds clean conversions back to Meta and Google immediately — the work pays for itself early.
Clear role & permission boundaries and a documentation standard, so the layer stays owned — not a pile of untracked automations.