README: Now vs Later horizons; Layer 1a/1b; ledger; strategic-frame link

README.md

@@ -10,6 +10,20 @@ This repository defines the business foundation, operating model, evidence stand
 
 ---
 
+## Now vs Later (read this first)
+
+| Horizon | What it is | Status |
+|---------|------------|--------|
+| **NOW — Operating mode** | Human-run cold audits (GBP form → Leonard), Layer 1a public inventory, Layer 2 threats, Path to PoC → economics → retainer | **Active process** |
+| **LATER — Product horizon** | Public Assessment AI, fixed-fee gates, State Clock, Sentry, Market Radar, multi-tier product packaging | **Not operating process** — strategy only |
+
+- **Operating truth for day-to-day work:** this README, Path to PoC, Audit Playbook, Agent Charter, onboarding manual, templates, tools.
+- **Strategy / thesis (do not treat as current SOP):** `docs/strategic-frame.md`, `docs/whitepaper.md`
+
+If a later-horizon idea conflicts with the operating docs, the operating docs win until explicitly promoted with a dated decision.
+
+---
+
 ## 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 business would ever notice something was wrong.
@@ -45,6 +59,8 @@ It includes:
 
 Agents may propose classifications; humans approve final tiers before client-facing use in Version 1.
 
+Competitor facts about third parties are **Tier 2 by default** and never the primary claim of a threat (see Audit Playbook).
+
 ### Operating Rule
 
 > Agents may detect and draft. Humans approve before publish.
@@ -57,7 +73,7 @@ Master sequence: `docs/architecture/path-to-poc-sequencing.md`
 
 Layers (fixed order):
 
-1. Account Intelligence (Data Inventory)
+1. Account Intelligence — **1a Public baseline** (cold audit) / **1b Owner-access** (engagement)
 2. Threat Diagnosis (Threat Register)
 3. Economics & Pricing Validation
 4. Requirements
@@ -67,6 +83,8 @@ Layers (fixed order):
 
 Client artifacts live under `docs/clients/<client-name>/`.
 
+Cold audits can **complete Layer 1a** without owner credentials. Full engagement-grade Layer 1 requires 1b or explicit acceptance of Tier 2 ceiling.
+
 ---
 
 ## Agent & Audit Tooling
@@ -74,6 +92,7 @@ Client artifacts live under `docs/clients/<client-name>/`.
 | Doc / Tool | Path |
 |------------|------|
 | **Employee Onboarding Manual** | `docs/operations/employee-onboarding-manual-v1.md` |
+| **Task reliability ledger** | `docs/operations/task-reliability-ledger.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` |
@@ -84,7 +103,7 @@ Client artifacts live under `docs/clients/<client-name>/`.
 | Requirements template | `docs/templates/requirements-template.md` |
 | Workflows template | `docs/templates/workflows-template.md` |
 
-**Cold audit GBP workflow:** open `tools/gbp-snapshot-form.html` → fill → generate → paste to Leonard with the execution card instruction.
+**Cold audit GBP workflow:** open `tools/gbp-snapshot-form.html` → fill → generate → paste to Leonard with the execution card instruction. Score runs in the task reliability ledger.
 
 ---
 
@@ -92,7 +111,7 @@ Client artifacts live under `docs/clients/<client-name>/`.
 
 | Client | Status | Path |
 |--------|--------|------|
-| Overcome Fitness | Draft Benchmark (Layers 1–2 in progress; GBP still open) | `docs/clients/overcome-fitness/` |
+| Overcome Fitness | Draft Benchmark (Layer 1a path; GBP still open; not engagement-complete) | `docs/clients/overcome-fitness/` |
 
 ---
 
@@ -127,9 +146,11 @@ docs/
   templates/             # Layer templates + GBP intake
   agents/                # Charter, playbook, execution cards
   clients/               # Per-client instances
-  operations/            # Employee manual, internal ops
+  operations/            # Employee manual, reliability ledger
   workflows/
   roadmap/
+  strategic-frame.md     # LATER horizon (not SOP)
+  whitepaper.md          # LATER horizon (not SOP)
 research/
 specifications/
 implementation/
@@ -140,26 +161,28 @@ tools/                   # Operational forms (GBP snapshot HTML, etc.)
 
 ## Current Phase
 
-**Phase: Path-to-PoC execution + first client benchmark**
+**Phase: Path-to-PoC execution + first client benchmark (operating mode)**
 
 Resolved foundations:
 
 - Mission and working definition
 - Evidence model and operating rule
 - Client lifecycle and V1 exclusions
-- Path to PoC sequencing (7 layers)
+- Path to PoC sequencing (Layer 1a / 1b split)
 - Economics & pricing execution guide
-- Audit playbook + Layer templates
+- Audit playbook + Layer templates + competitor evidence rules
 - GBP cold-audit intake form + Leonard execution card
 - Employee onboarding manual
-- First non-Phoenix client instance (Overcome Fitness) as Draft Benchmark
+- Task reliability ledger (empty counters until first scored runs)
+- Charter amended: validation client is any real Layer 1–3 data path (Overcome exception logged)
 
 Open work:
 
-- GBP snapshot for Overcome Fitness (human form pass) before Layer 1/2 lock
+- GBP snapshot for Overcome Fitness (human form pass) before 1a lock
 - Economics validation with real client numbers
-- Leonard scored runs against the playbook
+- Leonard scored runs recorded in the ledger
 - Pricing validation and delivery packaging
+- Optional: path manifest / doc validator
 
 ---