Session Handoff · 2026-06-12 → next-session continuity

Prepared: 2026-06-12 PM Session: 4ed92249-d786-4db8-a537-c071ab9cb6e7 Operator: Marc Williams (CDAIO · EnRoute Growth Platform) Hand-off recipient: Next-session instance · all personas

1 · Today's deliverables (current/latest versions only)

Peds 360 +

LegacyX Global Inc.

Confidential X

Save the Children CV (Principal EA)

Wipro CV (Salesforce Program Director)

Marc Daily Dashboard

2 · Today's canons committed (8 new)

Canon One-line
feedback_consult_existing_brand_assets_before_building_2026_06_10 Scan customer's canonical folder for assets before any artifact build
feedback_knowledgecore_must_remember_education_customers_2026_06_10 KnowledgeCore auto-pulls Marc foundational facts (Education · Customers · Boards)
feedback_browser_tab_favicon_canonical_2026_06_11 Peds 360 + tab favicon = canonical CDN · NEVER logo PNG
feedback_peds360_logo_always_color_never_white_2026_06_11 Peds 360 + logo always in canonical color · never white-filtered
feedback_internal_terminology_egp_not_ghl_2026_06_12 GHL → EGP everywhere in customer-facing artifacts
feedback_no_enroute_whitelabel_pricing_exposure_2026_06_12 No upstream-vendor pricing links / no internal provisioning docs in customer artifacts
feedback_never_overwrite_artifacts_always_version_control_2026_06_12 50th reminder · NEVER overwrite · always _vN filename
feedback_verify_all_changes_before_version_bump_2026_06_12 Read-back verification mandatory before declaring version complete
feedback_egp_ppmo_qa_analyst_required_pre_release_2026_06_12 Quinn (PPMO-QA) sign-off mandatory pre-release
feedback_dashboard_opportunities_must_be_clickable_2026_06_12 Every dashboard row clickable + Date column required

All committed to ~/.claude/projects/-Volumes-LaCie---Claude-Sales-Pipeline/memory/MEMORY.md and individual canon files.

3 · In-flight workflows (active when handoff prepared)

Workflow ID Subject Status
w876x3h2z DRR Dashboard V2 · clickable rows + Date column · CF redeploy In flight

Pending after w876x3h2z lands: verify Round, Category, ACV, DRR$ fields are populated (Marc just flagged) · if blank · build V3 with field-population fix.

4 · Outstanding 2-approval-gated draft communications (NOT sent)

Artifact Recipient Purpose Status
Temple AP Inquiry DRAFT Temple University AP Release date · address confirmation · ACH enrollment Awaiting Marc TO + FROM + Approval-1
LegacyX Stripe Correction Follow-up DRAFT Leda (forward to LegacyX) Clarification: both accounts in Stripe · swap default Awaiting Marc Approval-1
Wipro CV V3 disposition email DRAFT Wipro recruiter Marc CV V3 · 10 confirm items Awaiting Marc Go/No-Go

5 · Key open decisions awaiting Marc

  1. Save the Children · pick which of 4 variations (ExCom+ · Gemma · PinnacleII · Vesta) to send
  2. Wipro CV V3 · 10 [CONFIRM WITH MARC] items · disposition (Confirm / Generalize / Remove)
  3. Confidential X · Sec 469 material participation hours · both spouses TY2015-2021 · need joint 1040s
  4. NOL utilization map · awaiting joint 1040s from Marc to compute year-by-year usage
  5. Confidential X 12-persona strategic option · 2022-2026 = STAY · 2027+ = RESTRUCTURE (consensus · no dissent) · Marc final ratification
  6. LegacyX SOP delivery to LegacyX team · awaiting Marc + Leda joint review of v9 SOP + v12 PPTX
  7. Peds 360 + brochure FINAL · client-share approval (5 voices · all picture-perfect · 4 QR codes · canonical contact)
  8. Peds 360 + website rebuild · pick winning variation for production deployment
  9. Peds 360 + Outreach · 170 NEW leads · approve import to GHL / EGP sub-account (campaign launch · interns calling)
  10. Quinn (QA Analyst) persona · confirmation of org placement (PPMO-QA · Tier 3c PanCom · reports to Betty)

6 · Critical infrastructure state

CF Pages projects active for Marc

Cron jobs / launchd

Mailgun sending domains (canonical · per canon)

7 · Next-session continuation pointers

When the next-session instance loads:

  1. First action: read this handoff document + ~/.claude/projects/-Volumes-LaCie---Claude-Sales-Pipeline/memory/MEMORY.md for canonical lookups
  2. Check in-flight workflow w876x3h2z · if complete, verify DRR Dashboard V2 fields (Round · Category · ACV · DRR$ NOT blank). If blank · build V3 with field population.
  3. Daily 6 AM DRR: today's run was manual (w7juc3ai1) · the launchd cron is broken (Full Disk Access). Need to fix OR continue manual daily runs at 6 AM EDT.
  4. Refresh Marc Daily Dashboard for today (2026-06-12) · build companion to 2026-06-10/11 versions
  5. Monitor Mailgun delivery of today's sent emails (Stripe correction to Leda · Round 6 DRR · Quinn QA confirmations)
  6. Watch for Marc responses on:
  7. Wipro CV 10 confirm items
  8. Save the Children variation pick
  9. Confidential X NOL data + material-participation hours
  10. LegacyX SOP joint review with Leda
  11. Quinn org-chart digest update approval

8 · Hard rules in force (always)

9 · Quinn (QA Analyst) org placement (just answered today)

10 · Continuity contract

This handoff document is canonical for the 2026-06-12 → 2026-06-13 transition. The next-session instance must: 1. Read this document FIRST upon load 2. Treat all "Awaiting Marc" items as P0 blockers · do NOT advance without Marc input 3. Honor all canons listed in Section 2 · enforce in any new artifact 4. Use the versioning pattern established (current latest only in main folder · prior versions in Archive · CHANGELOG documents trail) 5. Apply Quinn QA pre-release sign-off on every artifact before declaring complete

EGP PPMO+ · Vesta + Gemma + Quinn jointly responsible for handoff fidelity.