File 20

360° Volumetric Intelligence Audit

Template alternatives such as [O/C/I/H] mean choose exactly one applicable claim state in a completed report. Compound claim states are invalid; use a separate numeric result class such as [C][SCENARIO] when needed.

Audit metadata

20.audit-metadata.t1
Field	Value
Target company	`[TARGET_COMPANY]`
Canonical domain	`[TARGET_DOMAIN]`
Target executive / title	`[EXECUTIVE_NAME] — [EXECUTIVE_TITLE]`
Industry / vertical	`[INDUSTRY]`
Geographic scope / jurisdictions	`[REGION]`
Offered services	`[OFFERED_SERVICES]`
Audit as-of date	`[YYYY-MM-DD]`
Primary / comparison windows	`[START–END] / [START–END]`
Base currency / price year	`[CURRENCY] / [YEAR]`
Engagement / expansion	`[MODE] / [X-RAPID, X-STANDARD, X-DEEP]`
Run / registry version	`[RUN_ID] / [VERSION]`
QA status	`[DRAFT / PASS / PASS WITH LIMITATIONS / REVISE / BLOCK]`

Reading key

20.reading-key.t1
Marker	Meaning
`[O]`	Direct observation
`[C]`	Deterministic calculation from identified inputs
`[I]`	Evidence-supported inference
`[H]`	Testable hypothesis
`[U]`	Unknown/not publicly verifiable
`[X]`	Contradicted/retracted
`E0–E5`	Canonical evidence level
`R / M / B / A / C`	Reported / measured / benchmark / assumption / calculated
`[L,B,H]`	Low/base/high scenario

This audit uses public, passive, non-invasive sources unless explicitly stated. It is not a penetration test, legal opinion, audited financial statement, or guarantee of results. Public evidence cannot establish private controls, internal costs, customer behavior, or executive intent without target-supplied evidence.

1.1 Decision briefing

Primary diagnosis: [Separate the highest-confidence observation from interpretation.]

Highest-confidence opportunity: [Finding ID, mechanism, service fit, smallest useful test.]

Largest unresolved uncertainty: [Unknown and why it changes the decision.]

Recommended decision: [Measure / tune / redesign / defer / stop, plus evidence threshold.]

1.2 Executive scorecard

20.1-2-executive-scorecard.t1
Domain	Current public signal	State / evidence	Materiality	Direction	Confidence	Next evidence
Digital footprint	`[ ]`	`[O/I][E#][SRC-]`	`[ ]`	`[↑/→/↓/Mixed]`	`[ ]`	`[ ]`
Technical debt	`[ ]`	`[O/I/H][E#]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Security hygiene	`[ ]`	`[O/U][E#]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
PR / reputation	`[ ]`	`[O/C/I][E#]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Demand / acquisition	`[ ]`	`[O/C/I/H][E#]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Unit economics	`[ ]`	`[C][ESTIMATE/SCENARIO][MOD-]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Competitive position	`[ ]`	`[O/C/I][E#]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Macro / regulatory	`[ ]`	`[O/I/H][E#]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

1.3 Scope and entity resolution

20.1-3-scope-and-entity-resolution.t1
Entity	Resolved identity	Status	Effective date	Evidence	Ambiguity
Organization	`[ ]`	`[Exact/Probable/Ambiguous]`	`[ ]`	`[SRC-]`	`[ ]`
Canonical domain	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`	`[ ]`
Parent / subsidiary	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`	`[ ]`
Executive / role	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`	`[ ]`
Product / geography	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`	`[ ]`

1.4 Phase 1 — public technical and executive footprint

Asset and dependency map

20.asset-and-dependency-map.t1
Asset / dependency	Relationship	First seen	Last confirmed	Evidence	Level	Limitation
`[ ]`	`[Owned/Vendor/Shared/Former/Unknown]`	`[ ]`	`[ ]`	`[SRC-]`	`[E#]`	`[ ]`

Technical and IT-debt signals

20.technical-and-it-debt-signals.t1
Finding	Public observation	Bounded interpretation	Strongest alternative	LAKA state	Confidence	Diagnostic
`FND-`	`[O][E#]`	`[I/H]`	`[ ]`	`[C0–C4]`	`[ ]`	`[ ]`

Passive security hygiene

20.passive-security-hygiene.t1
Topic	Evidence-safe finding	State	Evidence	Sensitive handling	Route
Certificate / TLS history	`[ ]`	`[O/U]`	`[SRC-]`	`[Redacted/N/A]`	`[Normal/Disclosure]`
Existing public index	`[ ]`	`[O/U]`	`[SRC-]`	`[ ]`	`[ ]`
Authorized breach notification	`[Result or U]`	`[O/U]`	`[SRC-]`	`[No identity/credential content]`	`[ ]`
MFA / patch status	`[U: not publicly verifiable]`	`[U]`	`[ ]`	`[ ]`	`[ ]`

No active connection, probing, scan submission, exploitation, credential validation, or protected-system access was attempted.

Public-document and executive footprint

[Summarize organization-level metadata patterns. Exclude personal usernames, private contacts, paths, tokens, and unnecessary security detail.]

20.public-document-and-executive-footprint.t1
Publicly stated priority	Business context	Date/window	Evidence	Messaging opportunity	Limitation
`[ ]`	`[ ]`	`[ ]`	`[SRC-][E#]`	`[ ]`	`[No personality inference]`

1.5 Executive limitations

[Unresolved ownership or identity]
[Unavailable/restricted source]
[Internal control/process not publicly verifiable]
[Temporal/geographic coverage gap]

2.1 Phase 2 — PR, media, sentiment, and reputation

Sampling contract

20.sampling-contract.t1
Dimension	Definition
Window / geography / languages	`[ ]`
Source universe	`[ ]`
Entity aliases	`[ ]`
Inclusion / exclusion	`[ ]`
Duplicate / syndication policy	`[ ]`
Known sample/platform bias	`[ ]`

Comparison set = target + up to three selected comparators. Leave unused rows blank and explain why fewer passed the comparison contract.

20.share-of-voice.t1
Organization	Qualifying deduplicated items	SOV	Source universe / window	Weighting	Query / evidence
Target	`[ ]`	`[ ]%`	`[ ]`	`[Count/Relevance/Prominence]`	`[QRY-/SRC-]`
Competitor 1	`[ ]`	`[ ]%`	`[ ]`	`[ ]`	`[ ]`
Competitor 2	`[ ]`	`[ ]%`	`[ ]`	`[ ]`	`[ ]`
Competitor 3	`[ ]`	`[ ]%`	`[ ]`	`[ ]`	`[ ]`

SOV = company qualifying items ÷ all comparison-set qualifying items.

Media, sentiment, and themes

20.media-sentiment-and-themes.t1
Topic / narrative	Target coverage	Competitor ownership	Evidence	Public-proof gap	Recommended asset
`[ ]`	`[ ]`	`[ ]`	`[E# / SRC-]`	`[ ]`	`[ ]`

20.media-sentiment-and-themes.t2
Source/sample	Denominator	Positive	Neutral	Negative	Uncertain	Human validation	Bias
`[ ]`	`[n=]`	`[ ]%`	`[ ]%`	`[ ]%`	`[ ]%`	`[n=/metric]`	`[ ]`

Required wording: “X% of the collected items in the defined sample were classified as negative,” not “X% of customers are negative.”

20.media-sentiment-and-themes.t3
Issue theme	Items in collected sample	Trend	Severity	Response observed	Evidence	Limitation
`[ ]`	`[ ]`	`[↑/→/↓/U]`	`[ ]`	`[Yes/No/Partial/U]`	`[SRC-]`	`[Experience/allegation, not adjudicated fact]`

If theme coding is multi-label, call this Issue prevalence in collected items; shares may exceed 100%.

Narrative and misinformation risk

20.narrative-and-misinformation-risk.t1
Narrative	Classification	Supporting evidence	Corrective/counterevidence	Propagation	Response	Stop rule
`[ ]`	`[Misunderstanding/Allegation/False/Ambiguous/Criticism]`	`[SRC-]`	`[SRC-]`	`[ ]`	`[ ]`	`[ ]`

2.2 Phase 3 — marketing and acquisition

Public ad / creative audit

20.public-ad-creative-audit.t1
Platform	Creative / offer	First / last seen	Format	CTA	Landing match	Public gap	Evidence
`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[Strong/Mixed/Weak]`	`[ ]`	`[SRC-]`

Ad transparency does not establish actual spend, reach, targeting, conversion, or profitability. “No records found” applies only to the searched library, query, and window.

20.seo-content-velocity-and-demand.t1
Demand cluster	Intent	Demand proxy/direction	Target coverage	Competitor coverage	Freshness	Gap/test
`[ ]`	`[Info/Commercial/Transactional/Support]`	`[ ]`	`[Strong/Partial/Absent/U]`	`[ ]`	`[ ]`	`[ ]`

20.seo-content-velocity-and-demand.t2
Owned metric	Current observation	Comparison	Evidence	Limitation
Publication cadence	`[ ]`	`[ ]`	`[SRC-]`	`[ ]`
Indexable page types	`[ ]`	`[ ]`	`[SRC-]`	`[ ]`
Topic / internal-link coverage	`[ ]`	`[ ]`	`[SRC-]`	`[ ]`
Structured data	`[ ]`	`[ ]`	`[SRC-]`	`[Presence ≠ quality]`
Performance / accessibility	`[ ]`	`[ ]`	`[Measurement]`	`[Test conditions]`

20.seo-content-velocity-and-demand.t3
Public question/job	Source/window	Sample evidence	Current target answer	Competitor answer	Relevance	Asset/test
`[ ]`	`[SRC-]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

Public funnel hypotheses

20.public-funnel-hypotheses.t1
Step	Observation	Hypothesized friction	Alternative	Internal metric needed	Reversible test
`[ ]`	`[O][SRC-]`	`[H]`	`[ ]`	`[ ]`	`[ ]`

2.3 Phase 4 — top three overlooked levers

20.2-3-phase-4-top-three-overlooked-levers.t1
Rank	Lever	Evidence	Mechanism	LAKA state	Time to evidence	Required input	Risk
1	`[ ]`	`[SRC-/CLM-]`	`[ ]`	`[C0–C4]`	`[ ]`	`[ ]`	`[ ]`
2	`[ ]`	`[SRC-/CLM-]`	`[ ]`	`[C0–C4]`	`[ ]`	`[ ]`	`[ ]`
3	`[ ]`	`[SRC-/CLM-]`	`[ ]`	`[C0–C4]`	`[ ]`	`[ ]`	`[ ]`

For each lever include symptom, unmet job, beneficiary, value mechanism, unknowns, C0–C4 alternatives, elimination logic, smallest test, baseline, metric, threshold, guardrail, stop rule, service fit, and financial handoff.

3.1 Phase 5 — pricing power and elasticity

20.3-1-phase-5-pricing-power-and-elasticity.t1
Company / offer	Public price	Equivalent unit	Included value	Exclusions/minimums	Currency/date	Evidence
Target	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Competitor 1	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Competitor 2	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Competitor 3	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`

Diagnosis: [I/H: differentiation, substitution, segmentation, bundling, or transparency.]

Elasticity limitation: [Public prices do not establish target demand elasticity.]

Test: [Segment, design, metric, window, guardrail, stop rule.]

3.2 Marginal-cost and operational friction

20.3-2-marginal-cost-and-operational-friction.t1
Work unit	Evidence	Volume	Time	Error/rework	Unit cost	Bottleneck hypothesis	Evidence needed
`[ ]`	`[R/M/B/A + source]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[H]`	`[ ]`

3.3 LTV/CAC and funnel risk

20.3-3-ltv-cac-and-funnel-risk.t1
Metric	Low	Base	High	Unit/period	Tag	Source/assumption	Confidence
CAC	`[ ]`	`[ ]`	`[ ]`	`[currency/customer]`	`[R/M/B/A]`	`[ ]`	`[ ]`
Activation / conversion	`[ ]`	`[ ]`	`[ ]`	`[%]`	`[ ]`	`[ ]`	`[ ]`
Contribution margin	`[ ]`	`[ ]`	`[ ]`	`[%]`	`[ ]`	`[ ]`	`[ ]`
Retention / churn	`[ ]`	`[ ]`	`[ ]`	`[%/period]`	`[ ]`	`[ ]`	`[ ]`
Contribution LTV	`[ ]`	`[ ]`	`[ ]`	`[currency/customer]`	`C`	`[MOD-]`	`[ ]`
LTV/CAC / payback	`[ ]`	`[ ]`	`[ ]`	`[ratio/months]`	`C`	`[MOD-]`	`[ ]`

Public-data boundary: [Which values are assumptions/benchmarks and must be replaced.]

3.4 Supply/vendor exposure

20.3-4-supply-vendor-exposure.t1
Dependency/input	Evidence	Concentration state	Driver	Switching friction	Scenario	Limitation
`[ ]`	`[SRC-]`	`[O/H/U]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

3.5 Phase 7 — macro and regulatory pressures

20.3-5-phase-7-macro-and-regulatory-pressures.t1
Driver	Current official measure	Reference period	Direction	Target transmission hypothesis	Indicator	Evidence
Rates / credit	`[ ]`	`[ ]`	`[ ]`	`[I/H]`	`[ ]`	`[SRC-]`
Inflation / inputs	`[ ]`	`[ ]`	`[ ]`	`[I/H]`	`[ ]`	`[SRC-]`
Labor / wages	`[ ]`	`[ ]`	`[ ]`	`[I/H]`	`[ ]`	`[SRC-]`
Demand / output	`[ ]`	`[ ]`	`[ ]`	`[I/H]`	`[ ]`	`[SRC-]`
Supply / trade / FX	`[ ]`	`[ ]`	`[ ]`	`[I/H]`	`[ ]`	`[SRC-]`

20.3-5-phase-7-macro-and-regulatory-pressures.t2
Requirement	Jurisdiction	Status	Effective/deadline	Threshold	Target exposure	Effect	Source	Review
`[ ]`	`[ ]`	`[Law/Rule/Guidance/Standard/Proposal]`	`[ ]`	`[ ]`	`[O/H/U]`	`[ ]`	`[SRC-]`	`[Legal/Privacy/Security]`

This is issue spotting for qualified review, not legal advice.

20.3-5-phase-7-macro-and-regulatory-pressures.t3
Scenario	Key assumptions	Revenue	Margin	Cash/capacity	Trigger	Response
Downside	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Base	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Upside	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

4.1 Phase 6 — comparability contract

20.4-1-phase-6-comparability-contract.t1
Dimension	Definition
Customer / job	`[ ]`
Product / geography / language	`[ ]`
Business model / scale / channel	`[ ]`
Observation window	`[ ]`
Pricing normalization	`[ ]`
SOV source universe / dedupe	`[ ]`

20.4-1-phase-6-comparability-contract.t2
Candidate	Classification	Comparable?	Evidence	Acceptance/rejection reason
`[ ]`	`[Direct/Substitute/Aspirational/Adjacent/Regional]`	`[Yes/No]`	`[SRC-]`	`[ ]`

4.2 Target versus selected comparators

20.4-2-target-versus-selected-comparators.t1
Dimension	Target	Competitor 1	Competitor 2	Competitor 3	Evidence / limitation
Core customer/job	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Public features/integrations	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Public tech/delivery signals	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Equivalent-unit pricing	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Pricing transparency	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Offer / proof	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Demand/content coverage	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Media/topic SOV	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SOV]`
Spokesperson/trade presence	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[SRC-]`
Public unit economics	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[Reported/U]`
Differentiation	`[I]`	`[I]`	`[I]`	`[I]`	`[Evidence]`
Material unknown	`[U]`	`[U]`	`[U]`	`[U]`	`[ ]`

20.4-2-target-versus-selected-comparators.t2
Gap	Dimension	Type	Evidence	Material mechanism	Alternative	Response
`GAP-`	`[ ]`	`[Parity/Differentiation/Messaging/Proof/Unknown/Irrelevant]`	`[SRC-]`	`[I/H]`	`[ ]`	`[ ]`

Recommended positions: Defend [advantage]; Close [material parity/proof gap]; Differentiate [unowned job/narrative/model].

5.1 Phase 8 — financial impact matrix

20.5-1-phase-8-financial-impact-matrix.t1
Identified Gap / Blindspot	OSINT / PR / Economic Evidence	Estimated Annual Financial Loss	Proposed Service Solution	Projected ROI / Value Delivered
`[FND-/OPP-]`	`[O/C/I/H][E#][SRC-/CLM-]`	`$[L,B,H] [currency/year] — [ESTIMATE/SCENARIO], not reported loss` or `not estimable — [missing inputs]`	`[Service + reversible first scope]`	`$[L,B,H]; [ROI/payback]; not guaranteed` or `not estimable`
`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

5.2 Model and input register

20.5-2-model-and-input-register.t1
Model	Mechanism	Formula	Result class	Low	Base	High	Confidence	Overlap group
`MOD-`	`[ ]`	`[ ]`	`[DETERMINISTIC_CALCULATION/ESTIMATE/SCENARIO]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

20.5-2-model-and-input-register.t2
Model	Variable	Low	Base	High	Unit/period	Tag	Source/rationale	Replacement data
`MOD-`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[R/M/B/A]`	`[SRC-/assumption]`	`[ ]`

For each model show business mechanism, dimensional check, low/base/high arithmetic, break-even, implementation/ongoing cost, lag/ramp/adoption, downside/zero case, attribution, exclusions, sensitivity, and falsifier.

5.3 Sensitivity, overlap, and value types

20.5-3-sensitivity-overlap-and-value-types.t1
Model	Most sensitive input	Break-even	−20%	Base	+20%	Interpretation
`MOD-`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

20.5-3-sensitivity-overlap-and-value-types.t2
Overlap group	Models	Stand-alone base	Overlap removed	Portfolio base	Rationale
`[ ]`	`[MOD-]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

20.5-3-sensitivity-overlap-and-value-types.t3
Value type	Low	Base	High	Meaning
Cost-of-inaction scenario	`[ ]`	`[ ]`	`[ ]`	`[Modeled exposure, not reported loss]`
De-duplicated client value	`[ ]`	`[ ]`	`[ ]`	`[Gross modeled benefit]`
Risk-adjusted realized value	`[ ]`	`[ ]`	`[ ]`	`[After probability/adoption/ramp]`
Proposed fee	`[ ]`	`[ ]`	`[ ]`	`[Commercial price]`
CRM estimated deal value	`[ ]`	`[ ]`	`[ ]`	`[Expected contract value, not client loss]`

6.1 Phase 9 — eligibility

20.6-1-phase-9-eligibility.t1
Field	Approved value
Finding / recipient remit	`[FND-] / [ ]`
Eligible hook	`[O][E3+][SRC-] or [C][reviewed public-corpus calculation]`
Bounded mechanism / alternative	`[I/H] / [ ]`
Internal unknown	`[U]`
Scenario / break-even	`[C][SCENARIO][MOD-]`
Service fit	`[ ]`
Sensitive-data check	`[Pass/Fail]`
Jurisdiction/contact/suppression	`[Pending/Pass/Fail]`
Human send approval	`[Required; not granted by this report]`

If the gate fails: NO SAFE OUTREACH FINDING.

6.2 Subject line options

[Specific public asset/metric + bounded question]
[Company + calculated public pattern]
[Topic/SOV gap + window]
[Small diagnostic + business outcome]
[Question about public initiative]

6.3 Authority-first pitch

Hi [First Name]—I reviewed [specific public business scope] across
[defined window/source class]. One pattern stood out: [eligible public hook].
[Optional public source.]

That does not prove [internal diagnosis], but it is consistent with [bounded
mechanism]. [Strongest alternative] may also explain it. Using [tagged inputs],
the break-even/scenario is [range], not a claim about actual performance.

I mapped a [small reversible diagnostic] that could confirm or reject the mechanism
within [window]. Would it be useful if I sent the one-page evidence map? If not,
I will leave it there.

6.4 Discovery agenda

Confirm context, scope, definitions, and what public evidence misses.
Review three source-to-claim chains and contradictions.
Replace assumptions with target data and reconcile units.
Compare C0–C4 alternatives, including measure-first and do-nothing.
Agree the next evidence-producing test, owner, metric, guardrail, and stop rule.

6.5 Pre-send checklist

Identity and role reverified on send date.
Hook passes the evidence-use matrix and is role-relevant.
Inferences/unknowns are explicit; no sensitive security/personal data.
No guessed named email is used; contact provenance is lawful.
Dollar figure is a labeled scenario or break-even.
Sender identity, subject, contact/postal details, and disclosures are accurate.
Jurisdiction, consent/lawful-use, suppression, and opt-out controls pass.
Human approves the exact message.
No message has been sent by this audit system.

7.1 Required import view

20.7-1-required-import-view.t1
Company Name	Domain	Industry	First Name	Last Name	Title	Email Pattern	Primary Technical/PR Gap	Microeconomic/Margin Leak	Estimated Deal Value	Custom Pitch Angle
`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[pattern-only or blank]`	`[Evidence-bounded gap]`	`[Scenario/hypothesis]`	`[Expected contract value or TBD]`	`[Hook → mechanism → test]`

7.2 Governance view

20.7-2-governance-view.t1
Field	Value
Organization / person IDs	`[ORG-] / [PER-]`
Role verification source/date	`[URL] / [date]`
Contact status/source	`[Published/Verified/Pattern-only/Unknown/Opted-out] / [URL]`
Jurisdiction / outreach basis	`[ ] / [ ]`
Suppression	`[ ]`
Primary claim / evidence / state	`[CLM-] / [E#] / [O/C/I/H/U/X]`
Numeric result / model class / deal range	`[REPORTED_OR_MEASURED/DETERMINISTIC_CALCULATION/ESTIMATE/SCENARIO] / [M0–M5] / [L,B,H]`
Currency / service fit / score	`[ ] / [ ] / [ ]`
Human review	`[ ]`
Last / next review / delete at	`[ ] / [ ] / [ ]`

7.3 CRM quality controls

Email Pattern is a pattern, not a generated personal address.
Unknown values are blank, not invented.
Deal value is expected contract value, not modeled client loss.
Company/role/contact provenance are current.
Opt-outs and invalid contacts are suppressed.
CSV formula injection is neutralized at export only.
Currency, numeric, and date fields are typed.
Organization/person/opportunity dedupe keys pass.
A non-production sample import was reviewed.
No CRM mutation occurred without explicit authorization.

20.appendix-a-nine-phase-completion.t1
Phase	Scope	Status	Evidence coverage	Key output	Limitation / N/A reason
1	Technical / executive OSINT	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
2	PR / reputation	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
3	Marketing / demand	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
4	Opportunities / blind spots	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
5	Microeconomics	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
6	Competitors / SOV	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
7	Macro / regulation	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
8	Financial impact	`[ ]`	`[ ]%`	`[ ]`	`[ ]`
9	Outreach / CRM	`[ ]`	`[ ]%`	`[ ]`	`[ ]`

20.appendix-b-laka-coverage.t1
System variable	C0 Baseline	C1 Minor	C2 Major	C3 Structural	C4 Paradigm
Object	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Conditions	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Actions	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Tools	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Resources	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Outcomes	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Feedback	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Constraints	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Value	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Failure Mode	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

20.appendix-b-laka-coverage.t2
Finding	Magnitude	Rate	Direction	Scope	Depth	Duration	Frequency	Acceleration	Variability	Detectability	Reversibility	Propagation	Amplification	Accumulation
`FND-`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

Every blank is completed or N/A — [reason].

Expansion coverage summary

20.expansion-coverage-summary.t1
Coverage object	Required for selected profile	Completed	Reasoned N/A	Promoted to evidence search	Manifest pointer
5×10 structural cells	`[50 or profile subset]`	`[ ]`	`[ ]`	`[ ]`	`[URI/hash]`
10×14 variable–dynamic cells	`[140 or profile subset]`	`[ ]`	`[ ]`	`[ ]`	`[URI/hash]`
Canonical 6×6×6 execution cube	`[216 or profile subset]`	`[ ]`	`[ ]`	`[ ]`	`[URI/hash]`
Optional 36-cell business-coverage cube	`[36 or N/A]`	`[ ]`	`[ ]`	`[ ]`	`[URI/hash]`
X-Full offline manifest	`[151,200 or N/A]`	`[ ]`	`[ ]`	`[promoted atoms only]`	`[URI/hash]`

Coverage generation is not automatic authorization for searches. Record deduplication, saturation, budget, rights, and risk stops in the manifest.

The tables below are report views. The full evidence ledger also retains content hash, exact locator, access/terms decision, rights class, personal-data class, retention/deletion rule, archive/object pointer where authorized, collection/tool version, and reviewer.

20.appendix-c-evidence-and-claim-ledgers.t1
Source	Publisher/title	URL	Type	Valid/event	Published	Retrieved	Method/access	Level	Extract/fact	Limitation
`SRC-`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[E#]`	`[ ]`	`[ ]`

20.appendix-c-evidence-and-claim-ledgers.t2
Claim	Claim text	State	Scope	Supports	Refutes	Confidence	Materiality	Verdict	Resolution evidence
`CLM-`	`[ ]`	`[O/C/I/H/U/X]`	`[ ]`	`[SRC-]`	`[SRC-]`	`[ ]`	`[ ]`	`[Keep/Narrow/Downgrade/Challenge/Retract]`	`[ ]`

20.appendix-d-sources-rights-and-reproducibility.t1
Source/tool	Version/access date	Mode	License/terms class	Commercial use	Query/request	Retention	Limitation
`[ ]`	`[ ]`	`[API/RSS/Public page/Download/Passive index]`	`[ ]`	`[Allowed/Conditional/Restricted/U]`	`[No secrets]`	`[ ]`	`[ ]`

20.appendix-d-sources-rights-and-reproducibility.t2
Failed/blocked request	Date	Reason	Impact	Alternative	Remaining unknown
`[ ]`	`[ ]`	`[Unavailable/Restricted/Rate/Unsafe]`	`[ ]`	`[ ]`	`[ ]`

20.appendix-e-legal-ethical-privacy-and-security-review.t1
Issue	Jurisdiction/policy	Applicability	Evidence	Risk	Required control	Owner
Outreach basis	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Data minimization	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Platform terms / copyright	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Security disclosure	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`
Suppression / deletion	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

20.appendix-f-opportunity-and-elimination-portfolio.t1
Opportunity	Symptom	Mechanism	C0	C1	C2	C3	C4	Selected option	Eliminated options / reasons	Test
`OPP-`	`[O/I/H]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[metric/window/guardrail/stop]`

20.appendix-f-opportunity-and-elimination-portfolio.t2
Elimination ID	Candidate action	Evidence considered	Elimination reason	Re-entry trigger	Reviewer/date
`ELM-`	`[ ]`	`[SRC-/CLM-]`	`[Dominated/Unsafe/Unlawful/No fit/Dependency/Insufficient evidence]`	`[ ]`	`[ ]`

20.appendix-g-limitations-unknowns-and-research-backlog.t1
ID	Limitation / unknown	Why it matters	Current treatment	Evidence needed	Owner / trigger / due
`LIM-`	`[ ]`	`[ ]`	`[Excluded/Scenario/Deferred/Blocked]`	`[ ]`	`[ ]`

20.appendix-g-limitations-unknowns-and-research-backlog.t2
Backlog ID	Question	Expected decision value	Safe source/test	Priority	Stop condition
`RBK-`	`[ ]`	`[ ]`	`[ ]`	`[ ]`	`[ ]`

20.appendix-h-qa-and-release.t1
Test	Result	Reviewer	Timestamp	Defect/note
Scope / phase completeness	`[Pass/Fail]`	`[ ]`	`[ ]`	`[ ]`
Evidence / contradiction	`[Pass/Fail]`	`[ ]`	`[ ]`	`[ ]`
Financial calculations	`[Pass/Fail]`	`[ ]`	`[ ]`	`[ ]`
Security / privacy / legal	`[Pass/Fail]`	`[ ]`	`[ ]`	`[ ]`
Opportunity / backlog	`[Pass/Fail]`	`[ ]`	`[ ]`	`[ ]`
Outreach / CRM	`[Pass/Fail/N/A]`	`[ ]`	`[ ]`	`[ ]`
Links / rendering / manifest	`[Pass/Fail]`	`[ ]`	`[ ]`	`[ ]`

Final verdict: [PASS / PASS WITH NON-MATERIAL LIMITATIONS / REVISE / BLOCK]

Release approver / timestamp: [Human] / [RFC3339]

External actions performed: None unless separately documented and explicitly authorized.

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