Senior Review & Roadmap
Consolidated output of the 10-specialist senior review — system health, prioritized roadmap, the go-forward reference workflow, and the Marketing Strategy redesign.
Executive summary
Run wf_1911bc38-af8 · 2026-06-03
The system has a strong strategic + content foundation, but three structural gaps stop it from being an operating system the team can run daily: (1) Marketing Strategy is prose, not tools — no visual calendar, checklists, or next-action matrix; (2) the reference rule is verbal, not enforced — nothing in the data model or UI requires the exact source post, so the 48 reference-missing briefs sit with no next step; (3) the execution layer has no owners, no calendar, no cadence monitor, and no validation gate, so the 6-stage pipeline has zero content flowing through it. Highest-leverage move: lock and ENFORCE the reference workflow at brief creation (required sourceUrl + creation gate), paired with rebuilding Marketing Strategy as a visual command center and adding owner/assignee tracking. Legacy debt is frozen as 'legacy (pre-rule)'; LinkedIn one-pagers are exempt as original Dave frameworks; the new rule applies strictly to every NEW brief.
Founder priorities
What the whole review is graded against
Scope: Strategic / operational review. Legacy briefs are frozen — not regenerated. The exact-post rule is a going-forward policy.
System health scorecard
Lower = more urgent. Founder-priority areas flagged.
Well-differentiated, grounded in real assets — but read as three parallel silos, not one funnel.
Founder priority #1. Prose + JSON tables. Biggest gap vs intent.
Founder priority #2. Rule correct but unenforced; 48 reference-missing; no creation gate.
Founder priority #3. 6-stage pipeline defined but 100% of assets stuck at input; no owners.
Route exists but empty. 30-day plan is a text table.
High where validated. IG-sourced briefs are the gold standard.
86 creators, but examples[] empty; playbooks cover only 7 (8%); metrics not wired in.
Lowest. Metrics named, but no dashboard, no API sync, no conversion tracking.
Educational-only posture explicit, but disclaimers absent on images; no enforced gate.
Clean primitives, good nav. Gaps: badge truncation, duplicate tone fns, no breadcrumbs.
Typed + clean, but no sourceUrl/owner on LI/static/carousel; validation hidden in a side map.
Good foundation, but surfaces status, not 'what do I do next'.
Biggest gaps
3 weakest areas — start here
Top 10 priorities
Ranked by impact × effort
Founder priority #2 and the root cause of the 48-brief debt. A new brief must capture the EXACT source URL before it can leave 'draft'. Without an enforced gate, the debt regrows. This is the single change that makes 'validated' honest going forward.
Validation today is hidden in reference-map.json, invisible during creation. Making sourceUrl a property of the brief itself is the precondition for the creation gate, the audit table, and dashboard blockers. Cheap, unblocks everything downstream.
Founder priority #4: do NOT regenerate now. Relabel 'reference-missing' to 'legacy (pre-rule)' so they stop reading as broken, and document that LinkedIn one-pagers are original Dave frameworks (exempt).
Founder priority #1. Convert essays into a launch checklist, a 30-day calendar, a next-action matrix, a pillar-mix tracker, and a one-funnel diagram. Turns the strategy from a document into a tool.
Founder priority #3. 45 assets have no owner, so nothing moves. Explicit owner + assignedTo + statusUpdatedAt makes accountability visible and turns the dormant pipeline into a real workflow.
Today YouTube and IG validated items live in separate systems, so the audit undercounts. Relabel statuses and show next step per row. Becomes the daily ops board.
The calendar route is empty and the 30-day plan is just text. A Mon–Fri grid with cadence color-coding and conflict detection is the #1 missing operational surface.
Closes the enforcement loop end-to-end. Even with the creation gate, downstream stages must refuse to advance unvalidated briefs. Small code change, high integrity payoff.
Turns aspirational cadence into measured reality with 'posted vs planned' and 'mix this month' so the team course-corrects mid-week.
These 8 scripts are net-new work about to enter production, so the go-forward rule applies. Quick, bounded task that brings active pipeline items into compliance.
90-day plan
Sequenced so priority fixes ship first
Lock the rule and the data model
Make strategy visual and execution accountable
Measure, monitor, and scale
Immediate next steps
Do these first
Principle
The one rule that keeps 'validated' honest
Every NEW brief must link the EXACT source post or video URL before it can be marked validated or advance past draft. A profile link, channel link, or creator name is NOT validation. Enforced at creation (required field), at the gate (cannot approve without it), and in the audit (one true status). Legacy pre-rule briefs are frozen, not regenerated; LinkedIn one-pagers are exempt as documented original Dave frameworks.
The 8-step workflow
Idea → validated → queue
Status vocabulary
One unified vocabulary
Per-platform procedure
How to find the exact post + the gate, per platform
Adapted: open the creator's activity feed → locate the post → 'Copy link to post' for the /feed/update/ or /posts/ permalink. Original Dave one-pagers: no external source needed.
Permanent permalink, author handle, observed hook, observed format. For originals: tag 'original-framework'.
Adapted briefs need a single-post permalink. Original Dave frameworks are exempt and tagged 'original-framework'.
Open the creator's profile → tap the specific post/Reel → Share → Copy Link for the /p/ or /reel/ URL. Never use the /username profile URL.
Exact /p/ or /reel/ permalink, sourceCreator, observedHook, observedFormat, whyChosen + adaptationNote (the gold-standard pattern from the 11 IG-sourced briefs).
Reject if the URL is a profile rather than a post. Carousel/static schemas must carry sourceUrl too.
Open the channel → find the video → copy youtube.com/watch?v=ID (add &t= for a specific segment). For Shorts, copy the /shorts/ URL.
watch?v= video ID URL (optional timestamp), channel name, and the transcript segment the script is built from.
Reject channel URLs (/@handle) and search URLs. The 8 idea-brief scripts must capture one before production.
Open the profile → open the video → Share → Copy Link for tiktok.com/@user/video/ID (resolve vm.tiktok.com short links first).
Full /video/ permalink, sourceCreator, observed hook (first 3s), sound/format, adaptation note.
Reject vm.tiktok.com short links until resolved, and profile URLs. Must resolve to a single /video/ID permalink.
Problems with prose strategy
Why the current strategy isn't operable
New visual sections
Replace essays with these visual surfaces
How a prospect moves from Dave's free LinkedIn content → Felipe's IG frameworks → WSP membership. Replaces 3 siloed positioning essays.
What ships in what order across accounts, and what blocks what. Replaces 3 prose launch-gate paragraphs.
What posts, by whom, on which day/platform. Replaces the 30-day plan text table.
Who owns the next concrete step, by when. Replaces narrative nextActions.
Are we hitting 40% Workflow / 20% Verification this month. Replaces aspirational text.
Are profiles, DM automations, content bank, compliance ready. Replaces the tall prose card.
For this week's anchor video, which Shorts/Reels/carousel/X-thread are cut & posted.
Can Felipe sustain 4–5 IG + 1 long-form/week on top of existing duties.
Dashboard improvements
Make the dashboard answer 'what do I do next'
Reorient from 'what content exists' to 'what do I do next': lead with Your Queue (assets assigned to me, sorted by blocker/due), then a validation-debt counter, then this-week cadence vs plan.
Why: Founder priorities #4 + #3. A status-only dashboard does not tell anyone what to act on.
Unify LinkedIn + IG + YouTube into one table; relabel statuses to validated / needs-exact-post / legacy(pre-rule) / no-creator / original-framework; add 'next step' + 'owner' columns + Clear-filters.
Why: Validated items are split across systems and 'reference-missing' is misleading; the founder needs one true number.
Replace the 20-char hard truncation with a shared truncateStatus(); consolidate the 3 duplicate statusTone() functions into one src/lib/status-tones.ts.
Why: Badge truncation hides context and three copies of tone logic cause inconsistent colors.
Add a Kanban (Research → Approved) where each card shows owner, auto-populated blocker reason (missing exact-post URL), and priority; enforce canApprove() as a visible red gate.
Why: The pipeline exists but no content flows; blockers and owners must be visible.
Add a breadcrumb component (Home > area > [id]) on creator/brief detail routes.
Why: Users lose location context when drilling into dynamic routes.
Add a disclaimer field defaulting to 'Educational only. Not advice.' and render it on every static/carousel footer, LinkedIn image footer, and IG caption; add a pre-publish keyword scan.
Why: Disclaimers are missing exactly where they are most legally needed (on images).
Wire WSP_CREATOR_METRICS into data/index.ts and show an Engagement Proof section; populate Creator.examples[] so swipers jump to a best-format example in one click.
Why: Metrics exist but are unimported and examples[] is empty for all 86 creators.
Add aria-selected/controls to tabs, aria-pressed to filter chips, aria-current to active nav; verify focus + tab order with axe.
Why: Interactive elements lack ARIA and focus management; needed for WCAG AA.
Specialist highlights
One line from each of the 10 reviewers