From 0782b333639d0c9269ee87b6b7358f1934a28b3a Mon Sep 17 00:00:00 2001 From: Ty Date: Sun, 2 Aug 2026 23:01:32 +0000 Subject: [PATCH] =?UTF-8?q?Add=20Employee=20Onboarding=20Manual=20v1=20?= =?UTF-8?q?=E2=80=94=20full=20workflow,=20rules,=20tools,=20day-one=20proc?= =?UTF-8?q?edures?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .../employee-onboarding-manual-v1.md | 352 ++++++++++++++++++ 1 file changed, 352 insertions(+) create mode 100644 docs/operations/employee-onboarding-manual-v1.md diff --git a/docs/operations/employee-onboarding-manual-v1.md b/docs/operations/employee-onboarding-manual-v1.md new file mode 100644 index 0000000..7db628f --- /dev/null +++ b/docs/operations/employee-onboarding-manual-v1.md @@ -0,0 +1,352 @@ +# Employee Onboarding Manual — Digital Operations Partner (v1) + +**Audience:** Any employee, contractor, or operator joining the company +**Purpose:** Give you everything you need to work inside DOP without guessing +**Source of truth:** The Gitea repository `Tony_tech/digital-operations-partner` +**Status:** Active operating guide (reflects system as of 2026-08-02) + +--- + +## 1. What this company does + +### Working definition +We continuously prevent **Silent Customer Loss** for local businesses by making sure customers can find, trust, and engage the business — and that search engines and AI systems can find, understand, and accurately represent it — often before the owner would notice something was wrong. + +### What Silent Customer Loss means +Problems that cost the business customers **without the owner clearly seeing the loss**: + +- **Customer Path Leakage** — interest exists, but digital friction blocks contact, booking, visit, or engagement (broken links, no booking button, wrong phone, dead CTAs). +- **Discovery Failure** — the business is hard to find or is misrepresented in search, maps, or AI answers. + +### Three service domains +1. **Customer Path Integrity** — can a real person complete the path from interest → contact/book/visit? +2. **AI Visibility Integrity / AEO** — can search engines and AI systems find and accurately represent the business? +3. **Local Competitive Awareness** — what is happening in the local competitive set (visibility, reviews, positioning)? + +### What we are *not* (V1) +Do **not** sell or deliver as core offering unless separately quoted: +- Social media content production +- Paid advertising management +- Website redesign +- Branding projects +- Content marketing campaigns +- Full SEO campaigns +- CRM / email marketing + +We are a **digital operations oversight** business, not a general marketing agency. + +--- + +## 2. Non-negotiable operating rules + +Memorize these. They govern every task. + +1. **Agents detect and draft. Humans approve before publish.** + Nothing client-facing goes live without a human sign-off in Version 1. + +2. **Evidence Model only** + - **Tier 1 (Verified):** concrete, timestamped, observable, or instrument-backed. + - **Tier 2 (Indicative):** sampled, directional, probabilistic, or risk-based. + Ambiguous findings default to Tier 2. Agents propose; humans approve final tiers. + +3. **No invented numbers, threats, or client facts.** + If you did not observe it or the owner did not provide it, do not write it as fact. + +4. **Fixed order of work** + Users → Problems → Requirements → Workflows → Agents → Tools + Do not design agents or tools before requirements and workflows exist. + +5. **Draft → Human Review → Locked** + Every lasting artifact has a status. Never treat a Draft as Locked. + +6. **Prefer the stricter, more evidence-bound position** when uncertain. + +7. **Gitea is the system of record.** + Client work, templates, playbooks, and decisions live in the repo under the documented paths. Do not keep the “real” version only in chat or email. + +--- + +## 3. Where everything lives + +| What | Path | +|------|------| +| Repo root / mission | `README.md` | +| Path to PoC (master sequence) | `docs/architecture/path-to-poc-sequencing.md` | +| Economics guide | `docs/architecture/economics-pricing-execution-guide-v1.md` | +| Client lifecycle | `docs/business-model/client-lifecycle.md` | +| Agent Charter | `docs/agents/agent-charter-v1.md` | +| Audit Playbook | `docs/agents/audit-playbook-v1.md` | +| Leonard GBP execution card | `docs/agents/leonard-gbp-execution-card.md` | +| Templates | `docs/templates/` | +| Client instances | `docs/clients//` | +| GBP Snapshot HTML form | `tools/gbp-snapshot-form.html` | +| This manual | `docs/operations/employee-onboarding-manual-v1.md` | + +**Client artifact naming (standard):** +- `data-inventory-v1.md` +- `threat-register-v1.md` +- `economics-v1.md` +- `requirements-v1.md` +- `workflows-v1.md` + +Raw snapshots (when stored): `data/clients//raw/...` + +--- + +## 4. The Path to PoC (how every engagement is sequenced) + +Every real client engagement follows these layers **in order**. Do not skip. + +| Layer | Name | What you produce | Human gate | +|-------|------|------------------|------------| +| 1 | Account Intelligence | Data Inventory | Inventory accurate before Layer 2 | +| 2 | Threat Diagnosis | Threat Register | Each threat verified/downgraded/rejected | +| 3 | Economics & Pricing | Economics doc + pricing bands | Owner conversation required | +| 4 | Requirements | Outcome-based requirements | Scoped to pricing band | +| 5 | Workflow Engineering | Operational workflows | Cadence matches real business hours | +| 6 | Agent Build & Test | Working agents on real data | Human reviews full run | +| 7 | POC Delivery | Demo + gap doc + retainer framing | Owner has seen live draft alert | + +**Layer 3 cannot be skipped.** Without owner economics, downstream pricing and scope are speculative and must be labeled as such. + +Full detail: `docs/architecture/path-to-poc-sequencing.md` + +--- + +## 5. Day-one cold audit workflow (what you actually do) + +This is the current production procedure for a **new prospect / first assessment**. + +### Step A — Open a client folder +1. Create `docs/clients//` if it does not exist. +2. Add a short `README.md` with location, phone, website, layer status table, and known public sources. +3. Copy templates into the client folder as Draft documents: + - Data Inventory + - (Threat Register only after Inventory is ready for human review) + +### Step B — Public digital baseline (no owner access yet) +Collect **only what exists**: +- Website (live paths, broken links, contact/booking surface, NAP) +- Public social links from the site +- Review/directory presence (Yelp, etc.) at a factual level +- GBP via the **GBP Snapshot Form** (see Step C) + +Rules: +- Public observation = **Tier 2** until owner access upgrades it. +- Record **Snapshot Date** for every source. +- Missing sources are gaps, not silence. + +### Step C — GBP snapshot (required human sensor for cold audits) +1. Open `tools/gbp-snapshot-form.html` in a browser. +2. While looking at the Google Maps / GBP listing, fill every field (2–5 minutes). +3. Click **Generate for Leonard** → **Copy** or **Download .txt**. +4. Paste the full block to Leonard (or the designated audit agent) with instruction to follow: + `docs/agents/leonard-gbp-execution-card.md` **exactly**. + +Leonard must: +- Map intake fields into the Inventory GBP row only +- Fire **only** threat rules R1–R3 if conditions match +- Not invent fields or write solutions + +You (human) then review and approve or correct. + +### Step D — Data Inventory (Layer 1) +Use `docs/templates/data-inventory-template.md` and the Audit Playbook. + +Required minimum sources: +- GBP (or explicit “missing/unclear”) +- Website +- Primary social channel(s) +- Booking/scheduling (or “not visible”) +- Review surfaces if observable + +Exit only when a human has signed the review gate. + +### Step E — Threat Register (Layer 2) +Only after Layer 1 is human-confirmed (or explicitly accepted as Draft Benchmark with documented blockers). + +Rules from the Audit Playbook: +- One primary fact per threat +- Evidence Snippet must be concrete +- Data Recency must reference inventory snapshot dates +- No solution language (“fix the 404s” is forbidden here) +- Severity: Critical / Major / Minor — when unsure, choose lower + +### Step F — Stop at the gate +Do **not** invent economics. Do **not** write requirements or workflows until Layers 2 and 3 allow it. + +If GBP is still incomplete, either: +- Complete the form and update, or +- Explicitly document “GBP unresolved” as a blocker and freeze as Draft Benchmark for training only + +--- + +## 6. How to work with agents (Leonard and others) + +### Roles +- **Human operator (you):** eyes on Maps/owner access, final decisions, locks, client communication. +- **Director / lead (architecture):** sequence, standards, repo integrity. +- **Leonard (audit agent):** form-fill and template-faithful drafting under Playbook + execution cards. +- **Aggregator (when used):** merge sequential agent outputs; prefer stricter evidence-bound position; no scope creep. + +### Hard limits for agents +- Stay inside the assigned layer. +- Never self-lock a document. +- Never invent client revenue, WTP, or threat counts. +- GBP ingest without the execution card is out of process. + +### Scoring Leonard (training) +Use the rubric in `docs/agents/audit-playbook-v1.md` (0–2 on evidence, tier discipline, scope, recency, template fidelity). Pass ≥ 7/10 with no zeros. + +--- + +## 7. Client lifecycle (commercial path) + +High-level path (see full doc for detail): + +1. Prospect +2. Qualification +3. Initial Assessment (Layers 1–2 style work) +4. Evidence classification +5. Proof-of-Concept fix (low-risk, scoped, human-approved before publish) +6. Before/After report +7. Retainer offer +8. Ongoing monitoring +9. Periodic reporting +10. Renewal / expansion +11. Cancellation / offboarding + +**GTM motion:** proof before retainer. We do not lead with a cold subscription pitch. + +**Good V1 fit:** local service, owner- or small-team operated, depends on local discovery/calls/bookings, meaningful lifetime value. Priority verticals include home services, auto repair, salon/spa (non-medical), boutique fitness, and similar. + +--- + +## 8. Economics conversation (Layer 3) — human only + +No agent can close Layer 3 alone. You need a direct conversation with the owner covering: + +- Current revenue baseline (owner-provided) +- Ad spend if any (owner-provided) +- Owner estimate of what a problem “like this” costs monthly +- Willingness to pay ranges for: + - **Band A:** detection only + - **Band B:** detection + draft response + - **Band C:** fuller escalation with recommended next action + +If the owner declines numbers, document Tier 2 speculative and flag risk to any retainer discussion. Do not invent figures. + +Guide: `docs/architecture/economics-pricing-execution-guide-v1.md` + +--- + +## 9. Publish / change control + +Anything that changes a **client-facing surface** requires human approval first, including: +- GBP edits +- Review replies +- Q&A answers +- Hours, phone, booking links +- Website or directory updates +- Business/service descriptions + +Until a specific task type has a documented reliability run of **≥ 100 error-free executions**, the human gate stays on for that task type. + +--- + +## 10. Communication standards + +### Internal docs +- Status header: Draft / Human Review / Locked +- Last Updated date +- Evidence tier on factual claims +- Blockers listed explicitly + +### Client-facing language +- Separate Verified vs Indicative clearly +- No scare tactics from Tier 2 alone +- No guaranteed rankings, AI citations, or “we’ll get you #1” +- Reports answer: what we watched, what changed, what we found, what we fixed/recommended, what remains at risk, what happens next + +--- + +## 11. First-week checklist for a new hire + +**Day 1 — Orientation** +- [ ] Read this manual end to end +- [ ] Read `README.md`, Agent Charter, Audit Playbook +- [ ] Skim Path to PoC sequencing and Client Lifecycle +- [ ] Open `tools/gbp-snapshot-form.html` and click through once (empty is fine) + +**Day 2 — Shadow the system** +- [ ] Read Overcome Fitness client folder end to end (`docs/clients/overcome-fitness/`) +- [ ] Note what is Draft vs what is still blocked +- [ ] Identify the open GBP gate and why Layer 3 is blocked + +**Day 3 — Practice cold audit mechanics** +- [ ] Fill GBP form against a practice listing (or Overcome Fitness) +- [ ] Generate Leonard paste block +- [ ] Draft or revise a Data Inventory row from the intake **without** adding solutions + +**Day 4 — Threat discipline** +- [ ] Write 2–3 practice threats that each contain exactly one primary fact + evidence snippet + recency + tier +- [ ] Have a lead score them against the playbook rubric + +**Day 5 — Gate fluency** +- [ ] Explain aloud when Layer 1 can lock, when Layer 2 can lock, and why Layer 3 needs an owner +- [ ] List V1 exclusions from memory + +--- + +## 12. Current system state (so you know what is real vs aspirational) + +**Real and usable now** +- Mission, evidence model, operating rule +- Full Path to PoC sequence +- Templates for Layers 1–2–4–5 +- Audit Playbook + Leonard GBP execution card +- GBP HTML form +- First benchmark client instance (Overcome Fitness) in Draft + +**Not built yet / do not pretend exists** +- Locked production client package with full economics +- Automated Places API pipeline (optional future) +- Fully automated Leonard → Gitea commit loop without human facilitation +- Standard client-facing report template (still to productize) +- Implementation code under `implementation/` (scaffold only) + +When in doubt: if it is not in the repo as a Locked or Active doc, it is not process. + +--- + +## 13. Escalation + +Escalate to the lead/director when: +- A client asks for out-of-scope work (ads, redesign, social production) +- Evidence is ambiguous and a Tier 1 claim is being requested +- Owner access is required to progress and is delayed +- An agent output invents numbers or solutions inside Layer 1/2 +- You are unsure whether something is publish-gated + +Default action when stuck: **document the blocker, do not invent past it.** + +--- + +## 14. Glossary (short) + +| Term | Meaning | +|------|--------| +| **GBP** | Google Business Profile (Maps / local panel listing) | +| **DOP** | Digital Operations Partner | +| **Tier 1 / Tier 2** | Verified vs Indicative evidence | +| **Locked** | Human-approved; safe to build the next layer on | +| **Draft Benchmark** | Training/reference package; not client-locked | +| **WTP** | Willingness to pay | +| **PoC** | Proof of Concept | +| **NAP** | Name, Address, Phone consistency | + +--- + +**Version:** v1 +**Maintainer:** Lead / Director +**Update rule:** When Path to PoC, Playbook, or cold-audit tooling changes, this manual must be updated in the same change set or immediately after.