St. Pierre Acquisition System — Executive Summary

St. Pierre acquisition system — executive summary July 20, 2026 · current

Objective

One current answer for the sales system, post-lead automations, retargeting, and the client-acquisition funnel.

Why it matters

The system must produce signed clients, not more disconnected funnel pieces.

Akash needs to

Run the revenue loop first; use the next actions below in order.

Source freshness

Live brain read July 20; system handoffs and dashboards through July 19.

The data spine is real and traffic has produced one booked call. The system is not yet a dependable machine: the live funnel still has architecture drift, approved post-lead texts stop short of reliable automatic delivery, Meta retargeting is paused behind empty exclusions, and Google/YouTube retargeting is designed but not installed.

Finish one clean revenue loop before expanding needs Akash

Close the booked opportunity today. Use the Dan packet and three drafted pre-call touches, run the call, then record one disposition so the next action and stage update automatically.
Make the live path match the decision. Deploy the tested booking-ungate Worker with its captured rollback; remove the retired $1 gate; then prove one Akash-owned 5477 journey from Typeform through GHL, Calendly, and deduplicated Meta Lead/Schedule events.
Clean the live Meta campaign before adding spend. Put the suppression exclusions on all 21 ad sets, remove/pause the 20 ads carrying the retired 7-day claim, verify every ad URL preserves niche and attribution fields, and fire one owned-recipient conversion test.
Turn scripted follow-up into actual automation. Lock one offer/proof line, update booking/reminder/no-show/nurture copy, retire the old $1 and concrete rails, and let approved deterministic messages send automatically. Keep human review only for personalized or off-script replies.
Populate Meta retargeting safely. Fill customer, STOP/DND, bad-fit, booked, and payment exclusions; enable the stage-to-audience sync; verify every exclusion is populated before the paused BOF campaign can activate.
Install Google/YouTube measurement while pools accrue. Create/link Google Ads, YouTube, GA4, and GTM; deploy the prepared tags to all seven surfaces; then build the offline conversion and exclusion sync. Spend stays at $0 until a pool can serve.

★ Default: spend no build time on new funnel lanes until the current loop has either signed one client or produced 3–5 fully tracked sales calls.

Current status by workstream no action

Sales system working spine

Live: Typeform ingest, fit scoring, GHL contact/opportunity creation, 17 stages, owner alerts, private CRM, daily call sheet, pre-call packets, and disposition-to-next-action loop.

Missing: click-to-call/action controls, reliable conversation-history mirror, stage-regression guard, and a clean last-mile send layer.

Post-lead automation prepared, gated

Booking confirmations, reminders, queue guards, and one-open-action scheduling exist. The July 18 snapshot showed 42 queued and 51 sent messages.

Five nurture families remain draft/off; no autonomous send worker drains approved scripted rows; reschedule/no-show edges and stale offer copy still need closure.

Retargeting not serving

Meta: four website audiences and one $20/day BOF campaign exist, but the campaign is paused and the list-based safety audiences are empty.

Google/YouTube: SOW, GTM import, data-layer code, audience rules, and runbook are complete. Nothing is installed or live yet.

Acquisition funnel live, not settled

As of the July 19 command-center snapshot: $45.93 spend · 781 impressions · 27 link clicks · 23 tracked visitors · 24 form views · 1 application · 1 booked call.

The intended no-$1 custom-demo path and the deployed Worker/docs still disagree. Tracking, suppression, and claim cleanup must land before scale.

What is built vs. what still blocks scale reference only

Layer	Built	Still blocks dependable scale
Traffic	Meta cold traffic is spending; four acquisition lanes are mapped; campaign and creative cockpits exist.	Suppression covers only 3/21 ad sets; one pack still uses the retired 7-day claim; some URL/event gaps remain.
Capture	Message-matched LP, one 27-path Typeform, custom preview, booking, UTM/niche contract.	Live Worker still needs the tested booking-ungate deploy and a full owned-recipient proof with exact tokens carried end to end.
Sales	GHL + Postgres spine, private CRM, call ranking, packets, scripts, dispositions, next-action scheduler.	Action buttons/dialer, complete conversation history, stage guard, and operational use on every live call.
Follow-up	Copy registry, approval queue, quiet hours, STOP/DND, booking/reminder families.	Canonical offer/proof rewrite, autonomous deterministic send worker, no-show/reschedule rails, legacy workflow retirement.
Retargeting	Meta audience/campaign skeleton; stage audience sync scaffold; full Google/YouTube implementation package.	Populated exclusions, scheduled sync, Google accounts/IDs, GTM deployment, offline conversion proof, minimum audience volume.

Explicitly parked: LinkedIn campaigns, Customer Match targeting before eligibility, new lead magnets, more funnel variants, and broad retargeting spend before the current direct loop converts.

Interpretation note: “dead sale system” is treated here as the sales system, including its dead-lead/reactivation and follow-up rails. This file is the permanent update-in-place summary for the acquisition system.