Cloudworkz · Team Surface

Strategy, rocks, gates, risks · last built 2026-05-23 14:23

This folder contains org-level daily notes. In business mode these are AGGREGATED views compiled from individual profile dailies. In professional mode this is the operator's primary daily journal.

Annual Objectives

O1: Ship Unlock subscriber-live by 1 October 2026

Key Result Owner Target Current Status
Werner Supabase substrate stable, multi-tenant ready Werner Snyman Lane 2 substrate operating without Tom (Gate B test) Mid-build · package assembly open · content connection lands today on-track
Atomic system shipped with 5 vulnerable-customer states Russ Wright All 5 states signed by Tony + compliance by William Three weeks to deadline · push 1–11 June at-risk if not demo-able by 5 June
Decumulation Planner v1 in flight Juanes Cifuentes Working v1 under Werner's substrate In flight on-track
Foundation library shipped Juan-David Suaza Substrate primitives stable Joining; onboarding doc owed by Werner on-track
Ten ship-gate criteria (§0.14) met Tom King + team All ten TBC; assessment at 5 June Decision Lab on-track

O2: Stand up the agentic sales rhythm so Tom is on the phone, not the chase

Key Result Owner Target Current Status
Pipedrive + Roy's daily snapshot operational Roy Mendoza Daily snapshot delivered every working day Starts Friday 22 May AM (today) on-track
Morning Cowork sales-mode session run every working day Tom King 5 consecutive days = Gate A trigger First run Monday 25 May not-started
WhatsApp/Claude Code draft-review-send loop running Tom King + Claude Code All HNW outreach goes through it; Tom approves each Live as of 21 May evening on-track
Faith data-ops morning window operational Faith Daily completion checks, surfacing to Werner / Roy Decided 21 May; needs clock-time + access + boundaries at-risk (4 items gate the start)
Pitch-deck refresh self-serve (no Claudia bottleneck) Tom King + Roose Tom updates deck without Claudia in loop Triggers when Roose signs today Gate D fires today

O3: First milestone close of UK KIC raise by April 2027

Key Result Owner Target Current Status
Founding-investor materials production-ready Fiorella Ravelo Dávila + Tom King 110_PROMO V7, 197_FAQ, IIM Pack 2 V5+V6, Why-1-in-10 V12, all stable Stable on-track
Investor pipeline staged in new Pipedrive Tom King + Vanessa Olano Pipeline live, automations A1–A6 wired Tomorrow's session (Saturday) not-started
GG (Opulence Bloodstock) pacing decision William Corke + Roy Mendoza Lead-count number pulled this weekend; pacing decision Friday next week William + Roy pull this weekend on-track
Investor demo invitation template signed Fiorella Ravelo Dávila T034 due today Due today due-today

Quarterly Focus

Priority Why Owner Key Result Status
Migration weekend lands cleanly All system work depends on the new vault being live Tom King Sunday smoke test passes; team forward Sunday evening on-track
Atomic system to demo by 5 June Russ deadline 11 June; demo-able by Decision Lab Friday 5 June is the canary Russ Wright 5 vulnerable-customer states + atoms/molecules/organisms/templates assembled at-risk
Werner package assembly closed If not closed this week, failure mode repeats Werner Snyman 20 May handover + §12 index + 19 May content cluster + 3 atom batches in _ref/werner_handoff_2026-05-21/ open
Tom's hour-mix flip (Sales > Product) Behavioural; structural fix already in place Tom King Quiet test at Friday 29 May Decision Lab not-started
GG pacing decision lands Runway risk continues unmeasured otherwise William Corke + Roy Mendoza Number pulled weekend; decision Friday team meeting next week on-track

Hard horizons

Date Owner Item
22 May 2026 (today) Tom King + Roose · Werner Snyman · whole team Roose design sign-off · Werner Supabase-content connection (PAUSED for hybrid re-scope per today's product call) · Friday team meeting closes role decisions + GG pacing surfaces
24 May 2026 (Sunday) Tom King Migration weekend sign-off · weekend-work flexibility is system default, not exception
11 June 2026 Russ Wright Atomic system ships · five vulnerable-customer atomic states
12 June 2026 Claudia Lambourne Design-ops handoff · operational-map visual grammar (T035) signed
31 July 2026 Tony Vine-Lott Tier-3 perimeter acid test memo (D8)
1 October 2026 Werner Snyman + team Unlock subscriber-live (ten ship-gate criteria per §0.14)
April 2027 Tom King + William Corke First milestone close of UK KIC raise (£6.5M target)
October 2027 Werner Snyman Cloudworkz BOSS OS commercialised

Milestone Gates

  • Gate A, Tom-on-phone-by-default. Triggers when the agentic loop runs end-to-end for 5 consecutive days. Expected: end of week 25 May or early week 1 June.
  • Gate B, Werner's Lane-2 substrate operating without Tom. October 2027 acid test. Several cycles away.
  • Gate C, CW, Sales takes hour-share from Live Artifact _design/. Triggers when Tom's project-time shows Sales > Product. Gradual through July–August.
  • Gate D, Pitch-deck refresh self-serve. Triggers when Roose signs off. Expected: today (22 May, 13:00–15:00 BST).

Risks

  1. Tom's hours don't shift after migration. Structural fix in project surfaces; behavioural fix is Tom's own.
  2. Werner package assembly slips beyond this week.
  3. Russ's 11 June atomic-system deadline drifts. Demo-able by 5 June is the canary.
  4. Migration leaves new account half-stood-up; connector authorisations fail.
  5. Sunday review reinstates itself by accident. Hold the line.
  6. Tom skips the WhatsApp review step. Speed gain, tone loss; off-key messages to HNW prospects worse than no chase at all.
  7. GG runs out before pacing decision lands.
  8. Friday Decision Lab and Roose collide at 13:00–15:00 today. Resolved: Lab moved to 11:00, Roose kept at 13:00.
  9. Morning Cowork session doesn't actually happen every day. Load-bearing discipline. Worth a Monday 1 June retrospective metric.

[TIP · Review Cadence] - Weekly. OKR progress check at Friday Decision Lab (14:00 BST). - Monthly. Department goal check + revenue tracking + management accounts (5th). - Quarterly. Full OKR scoring + Tony memo + P2W review + KB consolidation (T11).

Open tasks by owner

PersonOpenBlockedDone
Fiorella Ravelo Davila800
Juan David Suaza400
Juanes Cifuentes400
Marie Ducher Clark800
Roy Mendoza1300
Tom King1400
Vanessa Olano600
Vault Operator1110
Werner Snyman1200
William Corke900