Training Course
Mastery Curriculum · Internal (Equiforge)
10 modules · 0 complete (0%)
Module 1
Orientation & navigation
Tour the eight views and their owners.
Lessons
- View map: which principal owns which view.
- Keyboard navigation and view-switching shortcuts.
- Dark theme conventions and color semantics.
Exercise
Map each of the eight views to its owner.
Knowledge check
Who owns Engineering?
Answer: Jayant + Phil.
Who owns Brand + Compliance?
Answer: Phil.
Module 2
Mission Brief deep dive
Operate the dashboard as a daily ritual.
Lessons
- Workstream cards: progress, lead, status sub-line.
- Phase gates surfaced from the 90-Day Plan.
- When to escalate vs. wait.
Exercise
Run a 5-minute standup using only Mission Brief.
Knowledge check
What triggers a red status?
Answer: Gate-criteria miss for two consecutive checkpoints.
Module 3
Unit Economics — running scenarios
Read, stress-test, and present the three scenarios.
Lessons
- Inputs: advertisers, ARPU, leads/month, avg lead fee.
- Outputs: MRR, ARR, lead revenue, total monthly.
- Sensitivity: how each input moves the outcome.
- Communicating to non-finance audiences.
Exercise
Build a fourth 'Bear' scenario and brief the team.
Knowledge check
Which scenario funds the seed round?
Answer: Mid.
What metric must stay ≥6×?
Answer: LTV/CAC.
Module 4
90-Day Plan & gates
Drive the week-by-week sprint and gate reviews.
Lessons
- Phases: Foundation, Build, Beta.
- Three gates and their criteria.
- Adjusting the plan when a gate slips.
- Communicating slips upstream.
Exercise
Run a mock gate review for Week 8 Internal Beta.
Knowledge check
What is the Week 4 gate criterion?
Answer: ≥30% outreach books a discovery call.
Module 5
Engineering operations
Sprint board, system health, and release flow.
Lessons
- Sprint columns and WIP limits.
- Reading deploy health indicators.
- Rollback procedure.
- Connecting incidents to phase gates.
Exercise
Walk through a mock deploy + rollback.
Knowledge check
What's the WIP limit per engineer?
Answer: Two tasks in flight.
Module 6
Pipeline & GTM
Manage advertisers and partner agents through the funnel.
Lessons
- Stage definitions and movement criteria.
- Dual pipelines: advertisers vs partner agents.
- Forecasting from stage-weighted values.
- Healthy stage ratios.
Exercise
Forecast next-month signed advertisers from current stages.
Knowledge check
What moves a deal from Demo to Verbal?
Answer: Explicit yes pending paperwork.
Module 7
Concierge AI internals
Operate, tune, and debug the Claude concierge.
Lessons
- Prompt structure: system, tool definitions, conversation.
- Tool use: property lookup, vendor match, intent scoring.
- Streaming SSE and error handling.
- Cost monitoring and rate limits.
Exercise
Trace one chat from request → tool calls → response.
Knowledge check
Which model powers the concierge?
Answer: Claude Sonnet 4.6 via Anthropic API.
Where is the API key stored?
Answer: Lovable Cloud secrets — never in the repo.
Module 8
Architecture & data flow
Five layers and how data moves across them.
Lessons
- Consumer, Advertiser, Intelligence, Data, Delivery layers.
- Critical paths: chat → match → lead delivery.
- Reused EquiForge components.
- Failure modes per layer.
Exercise
Draw the path from a homeowner chat to an SMS to the vendor.
Knowledge check
Which layer holds PostGIS?
Answer: Data.
Which layer holds Twilio SMS?
Answer: Delivery.
Module 9
Documents discipline
Keep canonical sources current.
Lessons
- Naming and versioning convention.
- Who owns each doc.
- Review cadence.
- Archiving policy.
Exercise
Audit the Documents library for any doc older than 30 days.
Knowledge check
What's the version naming convention?
Answer: v{major}.{minor} — YYYY-MM-DD.
Module 10
Advanced — extending HOS
Add a view, a connector, or a server function safely.
Lessons
- Adding a new view to the left rail.
- Wiring a new connector via the Lovable gateway.
- Server functions vs server routes.
- Publishing, custom domains, and Search Console.
- Security: RLS, secrets, role separation.
Exercise
Plan a hypothetical 'Investor Updates' view: route, data source, owner.
Knowledge check
Where do server functions live?
Answer: src/lib/*.functions.ts.
Where do webhook routes live?
Answer: src/routes/api/public/*.