Solo founder job · Recorded synthetic test
Give TipOff an expansion goal.
Get the decision back.
For a founder who owns customer relationships, the useful job is deciding whether a current customer's new team warrants an expansion conversation. In this recorded test, TipOff checks existing records, saves one provisional opportunity and a weekly internal review schedule, then brings back the account decision. The tenant is synthetic; no customer was contacted.
The request
“Work on customer expansion this week. Check our existing records and relationship history, choose one useful next step, do the internal work you can do without spending or contacting anyone, and bring me only the decision that needs my judgment.”
This demo treats the account owner as a solo founder. The mandate allows internal context reading and work preparation, with no spend or external action. The request text was mapped to the structured input below by the test; no live model parsed it.
Selected source inputs
- Harbor Health Demo is in a native TipOff customer list
- Dated signal: Opened a new clinical operations team
- Team note: Account owner says the new team is reviewing its workflow.
- Salesforce history: one logged outbound call and one closed-won record. Neither proves a conversation, buying reason or delivered result.
Exact structured input
{
"goal": {
"objective": "Find a useful expansion conversation",
"relationship_types": [
"expansion"
],
"success_definition": "Customer agrees to discuss a concrete next step",
"horizon_days": 30,
"exclusions": []
},
"owner_mandate": {
"capabilities": [
"context.read",
"work.prepare"
],
"spend_limit_usd": 0,
"external_actions": "none",
"daily_action_limit": 2,
"expires_in_days": 30,
"review_cadence_days": 7
},
"stored_sources": {
"company": "Harbor Health Demo is in a native TipOff customer list",
"signal": {
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 1,
"account_id": 1,
"title": "Opened a new clinical operations team",
"source_url": "https://harbor-health.example/news/operations-team",
"posted_at": "2026-09-28T10:00:00Z"
},
"team_note": {
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 8,
"domain": "harbor-health.example",
"note": "Account owner says the new team is reviewing its workflow.",
"created_at": "2026-09-28T09:00:00Z"
},
"crm_activity": {
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 21,
"account_id": 1,
"provider": "salesforce",
"kind": "call",
"direction": "outbound",
"automated": false,
"occurred_at": "2026-09-27T09:00:00Z",
"synced_at": "2026-09-28T11:00:00Z"
},
"crm_deal": {
"workspace_id": "55555555-5555-4555-8555-555555555555",
"account_id": 1,
"sf_opp_id": "006123456789ABCDE",
"is_closed": true,
"is_won": true,
"closed_at": "2026-09-20T10:00:00Z",
"synced_at": "2026-09-28T11:00:00Z"
}
}
}Recorded update
I found one customer expansion candidate: Harbor Health Demo. I reviewed its saved relationship history, recorded the provisional opportunity, and scheduled another internal review. I need the account owner to confirm the customer's current need and what they bought before a proposal or outreach.
Work recorded in the test
- charter saved
- internal preparation mandate saved
- provisional review and opportunity saved
- weekly review schedule activated
Readback: 1 provisional opportunity, 1 saved review, 4 command receipts, and an active 7-day review schedule. The scheduled review has not run.
Execution boundary: 0 provider calls, 0 credits spent, 0 messages sent, and 0 verified business outcomes.
Why this customer
A known customer has recent evidence (2026-09-28): Opened a new clinical operations team The stored history contains outbound call (salesforce) and Closed-won opportunity (salesforce). Relationship warmth remains unknown.
Next step prepared: Ask the account owner what the prior won deal covered and whether the new team has the same unresolved need. If confirmed, prepare a scoped expansion conversation; keep this customer out of acquisition outreach.
What this test prepares for the founder
One reviewable brief brings together the selected customer, dated evidence, a provisional next step and the unanswered business questions. Whether it leads to an expansion conversation is unverified.
One decision for the founder
What did this customer buy, which outcomes have they actually achieved, and what unresolved need makes expansion useful now?
Changes whether to propose expansion, resolve a service issue, or wait. TipOff recorded buying reasons as unknown and customer proof as unknown; it did not turn a logged call into a conversation or a won-deal status into an outcome claim.
Exact output, evidence and remaining questions
{
"employee_update": "I found one customer expansion candidate: Harbor Health Demo. I reviewed its saved relationship history, recorded the provisional opportunity, and scheduled another internal review. I need the account owner to confirm the customer's current need and what they bought before a proposal or outreach.",
"company": "Harbor Health Demo",
"relationship_type": "expansion",
"why_now": "A known customer has recent evidence (2026-09-28): Opened a new clinical operations team",
"next_step": "Ask the account owner what the prior won deal covered and whether the new team has the same unresolved need. If confirmed, prepare a scoped expansion conversation; keep this customer out of acquisition outreach.",
"relationship_warmth": "unknown",
"account_history": [
{
"kind": "activity",
"label": "outbound call",
"provider": "salesforce",
"recordId": "21",
"evidenceRef": "workspace:55555555-5555-4555-8555-555555555555:crm_activity:21",
"observedAt": "2026-09-27T09:00:00.000Z",
"syncedAt": "2026-09-28T11:00:00.000Z",
"timeBasis": "activity_time",
"mirrorCurrent": true
},
{
"kind": "deal",
"label": "Closed-won opportunity",
"provider": "salesforce",
"outcome": "won",
"recordId": "006123456789ABCDE",
"evidenceRef": "workspace:55555555-5555-4555-8555-555555555555:sf_opportunity:006123456789ABCDE",
"observedAt": "2026-09-20T10:00:00.000Z",
"syncedAt": "2026-09-28T11:00:00.000Z",
"timeBasis": "opportunity_last_modified",
"mirrorCurrent": true
}
],
"history_assessment": {
"key": "commercial_history",
"label": "Recorded account work and deal history",
"state": "partial",
"reason": "Dated CRM activity or closed-deal metadata is available for the selected company. Salesforce deal timestamps are last-modified dates. This does not establish why a customer bought, what was delivered or whether contact is permitted.",
"evidenceRefs": [
"workspace:55555555-5555-4555-8555-555555555555:crm_activity:21",
"workspace:55555555-5555-4555-8555-555555555555:sf_opportunity:006123456789ABCDE"
]
},
"owner_decision": {
"key": "commercial_basis",
"question": "What did this customer buy, which outcomes have they actually achieved, and what unresolved need makes expansion useful now?",
"decisionImpact": "Changes whether to propose expansion, resolve a service issue, or wait.",
"sources": [
"people",
"crm",
"calls",
"shared_documents"
],
"minimalScope": "For one selected company, start with native TipOff records and up to three dated examples. An authorized owner can supply an answer or approved excerpts. An external CRM is optional; no full CRM or document-library access is required."
},
"other_open_questions": [
{
"key": "decision_context",
"question": "Who owns this relationship and decision, which stakeholders matter, and what contact restrictions, open commitments or exclusions must be respected?"
},
{
"key": "feasibility_and_proof",
"question": "What result can we credibly help deliver, which evidence may we use, and what capacity, service, pricing or timing constraint could make this proposal fail?"
}
],
"saved_work": {
"operating_version": 4,
"review_count": 1,
"opportunity_count": 1,
"review_summary": "Prepared 1 provisional opportunity for owner review. Next owner decision: What did this customer buy, which outcomes have they actually achieved, and what unresolved need makes expansion useful now? Verify evidence and authority before external action. Business progress remains unverified.",
"schedule": {
"enabled": true,
"every_days": 7,
"mission": "employee.business_review",
"status": "active"
},
"command_receipts": 4
},
"buying_reason_state": "unknown",
"proof_state": "unknown",
"decision_scope": "internal_preparation_only"
}How this was tested
The repeatable test runs the Employee loader, assessment and review service against synthetic stored records. It saves the charter, mandate, review and schedule through the actual operating-state SQL, then reads them back. Reproduce it with npm run demo:record.
Synthetic stored records. The displayed natural-language request was translated into the shown structured goal and mandate by the test, not parsed by a live model. The update is formatted from the tested structured output. The CRM activity only proves a logged outbound call, not a conversation. Salesforce's closed-at mirror field is LastModifiedDate, not a verified contract date. The deal status does not explain what was bought or delivered. The scheduled review has not run. No live provider, customer reply, external action or business outcome was tested. The employee workspace remains a limited pilot.