Partner Ecosystem Scorecard CRM¶
The lead capture and nurture pipeline for the Ecosystem Revenue Architecture Assessment™ (Scorecard). Connects PDF scorecard delivery to Airtable CRM enrichment to Apollo.io sequences — the commercial pipeline for eco|monetize's Q2 2026 paid Assessment target.
Pipeline Flow¶
Scorecard Submission (web form)
↓
PDF Report Generation & Delivery (ERI-06)
↓
ERI-SCR-01 Activation (Airtable CRM enrichment) ← STALLED HERE
↓
Apollo.io Contact Enrichment
↓
Nurture Sequence (email + LinkedIn)
↓
Assessment Conversion
Current State (2026-04-23)¶
- 2,866 scorecard submissions captured — leads in queue
- Pipeline stalled at ERI-SCR-01 activation step
- Mission M-2026-0423-scorecard-crm-recovery active (HIGH risk)
- Canonical Field Registry ADR blocking field-mapping work (target: 2026-04-24)
- Phase 1 target: 2026-05-16
Why This Is P1¶
2,866 leads have submitted Scorecards but have not entered the nurture pipeline. Every day of stall is revenue pipeline not being worked. The Q2 goal is the first few paid $2,500 Assessments. This pipeline is the path.
Components¶
| Component | Description | Status |
|---|---|---|
| Scorecard web form | Lead capture entry point | Active |
| PDF delivery (ERI-06) | Automated report generation + email | Active |
| ERI-SCR-01 | Airtable CRM activation trigger | Stalled |
| Airtable CRM | Lead enrichment and status tracking | Active (not receiving) |
| Apollo.io enrichment | Contact data enrichment | Active (not receiving) |
| Email sequences | Nurture cadence post-submission | Active (not receiving) |