CEO-Mandate-Program-Map-and-Audit
The document is an internal audit and program map for the 80/20 Institute’s CEO Mandate offering, prepared on 2026-06-13. It outlines the full‑funnel process from source/recruit (RGI) through registration, show‑up nurture, workshop, call‑to‑action, intake qualifier, onboarding welcome, six‑week delivery in Circle, and the final signed Mandate document. A status table shows which stages are built, live, or still to be built, with brief notes on each. An executive summary states that the core engine (webinar deck, live MOIC demo, booking link, public intake, private welcome, and Mandate Document builder) is live, while gaps remain at the funnel’s front (RGI packet, single registration link, show‑up reminders) and the community/cadence layer. A prioritized gap list (1‑8) details the most urgent items, such as building the show‑up email sequence, confirming the delivery cadence, and ensuring email delivery to Bill’s inbox.
Topics
Executive Summary of Core Engine Readiness
High‑level statement that the webinar deck, live MOIC demo, booking link, public intake, private onboarding, and Mandate Document builder are built and live.
Full‑Funnel Stage‑by‑Stage Status Table
A matrix listing each of the eight program stages, their current status (Built, Live, To build), and brief operational notes.
Prioritized Gap List – Front‑Funnel and Community Layers
Eight ordered gaps, from the show‑up email sequence to email delivery confirmation, highlighting what still needs to be built or consolidated.
RGI (Recruit‑Generate‑Invite) Packet and Registration Link Status
Status of the recruiting one‑pager (RGI packet) and the canonical registration link hosted on the workshop landing page with HubSpot form.