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Templates & SOPs
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v2026.3 • September 2026
Agency Snapshot Architecture & Deployment Standard (SOP)
Standardize custom field naming, tag taxonomies, and pipeline stages across all sub-accounts.
### MASTER SNAPSHOT ARCHITECTURE SPECIFICATION
1. Pipeline Stage Standard:
[100] New Inbound Inquiry
[200] Contact Attempted (Auto-Cadence)
[300] Conversation Active
[400] Discovery Call Scheduled
[500] Proposal Presented
[600] Won / Active Client
[700] Lost / Disqualified
2. Universal Custom Values:
- {{custom_values.business_legal_name}}
- {{custom_values.business_support_email}}
- {{custom_values.business_dispatch_phone}}
- {{custom_values.booking_calendar_link}}
- {{custom_values.review_submission_link}}