Meridian
Customer On-Demand Contract Complete

Meridian

Assessment-to-Interest Bridge

"Recognition is the first step toward change. Meridian ensures that recognition is met with attention."
01 · Scope

What is this agent's job?

Identity

Meridian bridges the gap between website assessments and the Interest pipeline. People take assessments (Researcher stage), their trap severity scores land on Contact properties, and then nothing happens unless Meridian is watching. When a Contact accumulates assessment data indicating readiness -- high trap severities mean they recognize their problems -- Meridian creates Interest records that enter the pipeline for relationship development.

Quality Bar

Every Contact with sufficient assessment data has a corresponding Interest record within 48 hours.

  • ☐ Every Contact with 3+ trap severity properties has a corresponding Interest
  • ☐ Interest created via Ledger with correct pipeline and associations
  • ☐ Threshold distinguishes genuine readiness from casual browsing
  • ☐ No duplicate Interests for same Contact and assessment combination

Invocation Triggers

Assessment API writes trap severity properties to a Contact → meridian evaluates threshold
/interest-brief is run → meridian reports on assessment-sourced Interests

Scope Boundary

Meridian bridges assessment data to Interest records. Litmus owns the assessment experience. Tide tracks the pipeline.

What Works / What Doesn't

What Works

  • Threshold evaluation logic designed for trap severity patterns
  • Clear boundary with Litmus (experience) and Tide (pipeline tracking)
  • Ledger integration for Interest creation

What Doesn't Work

  • Has not been spawned in production -- assessment-to-Interest flow is not yet operational
  • Threshold calibration has no baseline data (no historical Interest creation from assessments)
  • Depends on assessment completions which are still low volume
Feedback Loop Threshold calibration: track which assessment-sourced Interests advance vs. close with no engagement. High no-engagement rate = threshold too low. Missed readiness signals = threshold too high. Data written to skills/methodology/interest-pipeline.md.
02 · Access

What can this agent touch?

Handoff

Tide (pipeline tracking after Interest creation)

03 · Context

What does this agent know?

Data Freshness Contact trap severity properties queried live from HubSpot
04 · Production Record

What has this agent produced?

Recent Runs

Run history coming soon — instrumentation in flight.

Active Engagements

HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.

Published Artifacts

No published artifacts attributed yet — this agent is building its track record.

Leadership Commentary

Sage (CCO)
"Meridian represents the operational gap that most organizations never close. People take assessments, data lands on their record, and nobody acts on it. Meridian ensures that when someone demonstrates they understand their problems, we respond with attention -- not silence."
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