Internal · 32AiM™ Master Blueprint Portal

One protected blueprint. Editable team answers. Shared accountability.

The 32AiM™ Master Business & Execution Blueprint, transformed into a live, shared working environment for the internal team. Approved content stays read-only — only the designated answer fields are editable and saved to the Cloud database.

Sign inOpen workspace Authorized team members only · Protected content behind sign-in

6

Business journeys

20

Blueprint sections

10

Team input sheets

191

Editable fields

13

Gated approval fields

Business journeys

Six workspaces

Each journey preserves its own approved narrative and editable worksheet. Retriever™, Fetcher™ and Uply™ remain independently purchasable; the America’s Insurance Merchantry™ consumer and contracted-agent experiences stay distinct; Ai Merchantry Financial™ stays professional-facing.

A

Retriever™

Live inbound call connection, agent qualification, routing, dispositions and reporting.

18 worksheet fields · 1 gated approval

B

Fetcher™

Opportunity requests, ideal-customer matching, scope, quality review and delivery.

18 worksheet fields · 1 gated approval

C

Uply™

Optional CRM, website, calendar, pipeline and automation on isolated subaccounts.

18 worksheet fields · 1 gated approval

D

America’s Insurance Merchantry™ — Consumer

Consumer insurance inquiry, needs assessment, licensed-advisor assignment and quoting.

18 worksheet fields · 1 gated approval

E

America’s Insurance Merchantry™ — Contracted Agent

Contracted-agent onboarding, branding, digital business cards, training and advisor support.

18 worksheet fields · 1 gated approval

F

Ai Merchantry Financial™

Professional recruiting, education and Collaborative Planning Network™ partnerships.

18 worksheet fields · 1 gated approval

Approved sections

20 blueprint sections

The approved document index in original order. Section narrative is read-only inside the workspace; editable team answers live alongside each section.

  1. §1 — Brand and audience architectureRead-only
  2. §2 — Operating architecture — conceptual diagramRead-only
  3. §3 — Journey A — Retriever™ live inbound callsRead-only
  4. §4 — Journey B — Fetcher™ opportunity fulfillmentRead-only
  5. §5 — Journey C — Uply™ optional CRM & automationRead-only
  6. §6 — Journey D — America’s Insurance Merchantry™ consumerRead-only
  7. §7 — Journey E — America’s Insurance Merchantry™ agent branding & supportRead-only
  8. §8 — Journey F — Ai Merchantry Financial™ professional-facingRead-only
  9. §9 — Ownership and accountability modelRead-only
  10. §10 — Handoff and escalation rulesRead-only
  11. §11 — GHL and external integration inventoryRead-only
  12. §12 — Phased execution plan and gatesRead-only
  13. §13 — Repeatable testing and acceptanceRead-only
  14. §14 — Audit and implementation discovery questionsRead-only
  15. §15 — Immediate action registerRead-only
  16. §16 — Core operating principlesRead-only
  17. §17 — Visual SOP and training deliverable standardRead-only
  18. §18 — Build once, adapt across verticalsRead-only
  19. §19 — Example visual SOP — inbound call handoffRead-only
  20. §20 — Ownership of learning and adoptionRead-only

Team input sheets

10 sheets

Approved field labels preserved exactly; only the team answers, evidence, status and approvals are editable.

  1. Sheet 1 — Project control & team directory8 fields
  2. Sheet 2 — System inventory & access6 fields
  3. Sheet 3 — Retriever™ — Live calls8 fields
  4. Sheet 4 — Fetcher™ — Opportunity fulfillment8 fields
  5. Sheet 5 — Uply™ — CRM & automation8 fields
  6. Sheet 6 — America’s Insurance Merchantry™ — Consumer8 fields
  7. Sheet 7 — America’s Insurance Merchantry™ — Agent8 fields
  8. Sheet 8 — Ai Merchantry Financial™ — Professional8 fields
  9. Sheet 9 — Testing, training & release8 fields
  10. Sheet 10 — Decisions & cross-vertical replication7 fields
Management dashboard

See what needs attention — across all six journeys

Overall and per-journey progress, outstanding questions, recorded assignments, pending and decided approvals, and the P0/P1/P2 priority register — all read from existing Cloud records. Implemented in Phase 4A.

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Phase 1 audit

Source audit & architecture

The verified content map, field inventory, roles and persistence design. Internal only.

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What is live now

  • Cloud email auth & five roles

    Sign in, sign out, server-enforced roles

  • Persistent answer store

    Editor identity, timestamp, version, optimistic concurrency

  • Six-journey workspace

    Retriever, Fetcher, Uply, AIM Consumer, AIM Agent, Ai Merchantry Financial

  • Ten team input sheets

    Approved field labels, editable team answers

  • Gated approvals

    Evidence, approver, separation of duties

  • Management dashboard

    Progress, questions, assignments, approvals, priorities

What is planned (awaiting approval)

  • Export current project

    Approved content + saved answers as a PDF

  • Reusable project templates

    New clients and verticals from approved templates

Protected blueprint narrative, editable fields, team answers and management information are behind authentication. Public visitors see this index only — not the approved content or any saved data.

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