Project · shareable page

Diego Aguinsky - SDR Workflow OS

The same page Ben, Rodolfo and a subcontractor see. Only the buttons differ.

Prime Craft Muy Barato Luis Diego Aguinsky

Diego Aguinsky - SDR Workflow OS

Diego Aguinsky (Thesis Capital) · ClickUp 901524337587 · Joel · 9-week SOW from 8 Jul

Why 🟡: Fase 1 slip (14d) accepted by Diego on 26 Aug. Today's driver: a deferred system-choice decision and an ungated auto-send on draft approval, both from the 1 Sep Joel sync.

Next priorities · ClickUp, live

sorted blocked → at risk → due

Task	Status	Due	Assignee
Add approval gate before email draft send	blocked	—	Joel
Await Diego's updated skills list	client-waiting	—	Diego
On-Market Thesis workflow — reliability & execution	in progress	—	Joel
Items awaiting Diego's acceptance (×4)	review	—	Diego
Dashboard / client-block structure	mostly complete	—	Joel

Milestones

SOW payment schedule · ◆ = invoice trigger

Fase 0 setup ◆€200 · 8 Jul

Hit

Fase 1 / Paquete B ◆€600 · 12 Aug · slip 14d accepted

Slipped

Fase 2 / Paquete A ◆€950 · 9 Sep

Not started

8 Jultoday9 Sep

Progress 1/3 · projected completion 23 Sep · vs SOW 14d behind. 8 Jul contested — signature date unsettled.

Open flags

3 on this project

Blocked

Diego: draft-approval auto-sends, no separate gate

Intended action: ClickUp task in 901524337587: 'Add approval gate before send'

Client-waiting

Diego: waiting on updated skills from client

Intended action: Slack DM draft to Joel: nudge Diego for skills list

Milestone-at-risk

Diego: Fase 1 slip has no Revised due date

Intended action: Include in Ben's digest

What was said · 14d

sentences extracted by the notes digest · full notes stay in Notion

1 Sep · Granola

“Deferred system-choice decision; draft approval auto-sends — ungated. One test push to a SharePoint folder confirmed working live.”

Actions outstanding

12 Aug · Granola

“Rodolfo unable to walk Diego through the platform — key person absent; rescheduled.”

Slack

Slack scan not yet built — it is a Phase 0 prerequisite, so this panel is empty rather than stale.

Documents

Drive links via the Documents database

File	Type	Signed	Date
Diego Aguinsky — Scope of Work (261883934098068)	SOW	signed	8 Jul
Diego Aguinsky — English version (23 Jul edit)	Other	unsigned	23 Jul

No deal value, margin or commission appears on this page for any role. As of Wed 2 Sep · 14:05 UK.