public.tasks · generated 2026-07-28 10:48 UTC · preview buildDone when: One real customer message runs through every step, the lead reaches Dan within 5 minutes, and Facebook records the lead.
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Done when: The suggestion list is reviewed daily; nothing changes spend on its own.
Done when: One batch a day passes the pre-launch checklist and sits paused with screenshots for Akash.
Done when: Each active client has a paused batch ready, with screenshots for Akash.
Done when: Client messages are cleared and every check-in due today is done.
Done when: Every live lead has a current draft reply ready; nothing sends automatically.
Done when: The health report is green, or each red item is fixed and logged with an undo.
Done when: Blocker from v12 gap-close Path B. Every live Meta Graph call via connection cf9a1ed1-89fc-4d61-ae1a-70c5d8478400 (Akash Punnoose login) returns OAuth 190/459: 'log in to [www.facebook.com](<http://www.facebook.com>) and follow the instructions'. Action: log in at [facebook.com](<http://facebook.com>), clear the checkpoint; if calls still fail, reconnect at [pipeboard.co/connections](<http://pipeboard.co/connections>). Then any executor creates the v12-parity IG Lead Form as DRAFT using the exact payload in _scratch/deliverables/2026-07-06/typeform-ig-parity-edits-2026-07-06.html (section C) against page 1197436790119715 (St. Pierre ad account act_1096498922089551; EyeFly excluded). Default path: create draft, verify, then retire old Instant Form 1619080676409391 which lacks revenue+urgency questions.
Done when: Ads are delivering again after Akash flips the campaign back on, confirmed by a screenshot.
Needs you: Akash re-enables the paused campaign (spend/activation decision).
Done when: The tracking setup is live and the 3 lost Dallas leads are re-sent, with receipts, before the window closes.
Needs you: Akash confirms re-sending client leads (client-facing send).
Done when: The app review is submitted before the trial deadline, confirmed by a screenshot.
Needs you: Needs Akash's own FB browser session + passcodes (host/credential).
Done when: Dan's leads flow into his follow-up software and his service area is set on the bot.
Needs you: Only Akash can provide the DripJobs key + confirmed ZIP list.
Done when: A test call records and can be played back.
Needs you: GHL UI setting change - workflow-builder/UI work is Akash-only.
Done when: At least one form question shows without scrolling on both phone and desktop, after Akash approves the preview.
Needs you: Visual LP change needs Akash's preview approval.
Done when: Each trade has a confirmed job value on record, with no made-up default.
Needs you: Akash must confirm each trade's ticket; unknowns stay 'unknown'.
Done when: Akash states the number and it goes on the scoreboard as the top target.
Needs you: Owner sets the north-star number.
Done when: Each sequence gets Akash's okay before its auto-send is switched on.
Needs you: Send/auto-send approval, staged.
Done when: Akash decides relight or leave off, and the decision is logged with an undo path.
Needs you: Owner relight decision.
Done when: Both packs are live after Akash's go, with tracking tags on every ad link.
Needs you: Akash's launch approval + activation.
Done when: All 27 ads are live at the agreed budget, confirmed by an independent check, with a screenshot sent to Akash first.
Needs you: Akash's budget + stop-loss + activation decision.
Done when: Akash lifts the hold and the line is removed across the bots, with a tested undo in place.
Needs you: Live client-bot script change needs Akash sign-off.
Done when: Akash approves it and okays switching auto-send on.
Needs you: Send/auto-send approval.
Done when: The tracking fields fill in on more than 9 of every 10 new applications.
Needs you: Editing the one live application form needs Akash's okay.
Done when: A checklist covers page, local ad, account ownership, lead routing, customer list, and measurement.
Done when: A map lists every setup step marked done or missing.
Done when: A sample daily brief is produced per setter from real call data.
Done when: A written plan defines what to track per setter and how the daily brief works.
Done when: One lead event reaches Facebook successfully with no error.
Proof: session_handoff:1918 — Done per handoff 1918 (2026-07-24): CAPI relay moved off the dead Pipeboard token onto the vaulted system-user token; Anas's stuck Lead even