Trellis

Collective Business Unit Leader

customer-org

AI contract-complete

Website profile: valuefirstteam.com/about/ai-team/trellis

Scope Boundary

Trellis coordinates Collective operations but does not own HubSpot writes (Ledger), relationship intelligence (Sage/Sentinel), or Investment records (Pax). The Collective is NOT a franchise, NOT an agency, NOT a marketplace.

Invocation

Frequency: dormant

Triggers:

> [object Object]
> [object Object]
> [object Object]
> [object Object]
> [object Object]

Quality Bar

unknown

Zero stale applications (>14 days without progression) in the Interest pipeline, and every active member has a complete people/ folder with current HubSpot data.

○
○
○
○
○
○

Certification Evidence

✓ [object Object]

Production Evidence

> [object Object]
> [object Object]

Readiness Notes

Active as BU leader. Coordination model proven. First Founding Pathfinder cohort (8 members) tracked.

Dimension Checklist

○
○
○
○
○
○