---
type: deliverable
id: DEL-SYSTEM-025
layer: deliverables
title: "GTME Weekly Review | Week of April 28 - May 4, 2026"
format: md
context: Internal (1-1 with Stephanie Ervin, Tue May 5 8:30am CT)
created: 2026-05-04
surface: clyde
template_source: gdoc/1xsmGzSu69st8Dz7SFVB8VtxTPxHJrlq6
sources:
  - DEL-SYSTEM-023 (prior week 1:1, week of Apr 20-26)
  - google-calendar (2026-04-28 to 2026-05-04, 30 client-facing calls after filter, 21 unique accounts)
  - notion-bob (collection://0d0efb21-6271-4e3b-b4f2-539245e6fd02, 30 accounts pulled for ARR + renewal)
  - DEL-PORTFOLIO-deliverability-program-universal-resource_2026-05-03 (12-tab interactive HTML, L1/L2/L3 audience layers)
  - RO-DELIVERABILITY-integration-map_2026-05-03 (rules/skills/agents/MCP integration audit)
  - 11 RO-DELIVERABILITY-enforcement-context-* files (Anchin, Clarion, Doceree, GoGlobal, MSys, Parasoft, Razorpay, TELUS Digital, TrueLook, VectorBuilder, Virtual Staffing Solutions)
  - 3 RO-DELIVERABILITY-pilot-context-* files (Paramount, VideoAmp, QA Wolf)
  - DEL-SYSTEM-024_gtme-os-memory-system-team-package_2026-04-30 (shareable plugin + evaluator skill + scripts)
  - DEL-PORTFOLIO-ai-assistant-scoring-playbook-v2_2026-05-04 (Apollo AI Assistant Find Score Engage Playbook v2)
  - DEL-VIDEOAMP-005/006/007 (training materials roadmap, resource center scaffold, account library refresh)
  - DEL-CINEPLEX-002 (context center package)
  - DEL-EHEALTH-002/003/005/006/007 (CC v2, AI strategy follow-up, self-implementation playbooks, outbound playbook refresh, resource center)
  - DEL-SECURITI-AI-SIGNAL-WORKFLOW-DEMO_2026-05-01, DEL-SECURITI-DEMO-PACKAGE_2026-04-28, DEL-SECURITI-DEMO-RUNBOOK_2026-04-28
  - DEL-INTERNAL-apollo-gtme-cli-p1-wave + full-coverage_2026-05-02
  - DEL-INTERNAL-apollo-dialer-ai-talk-track-demo_2026-04-29
  - DEL-INTERNAL-workspace-3d-knowledge-graph_2026-04-30
  - DEL-INTERNAL-gtme-onboard-plugin-rollout-announcement_2026-05-01
  - DEL-INTERNAL-gtme-cowork-talking-points_2026-05-01
  - SFDC apollo-sfdc CLI: 13 GTME-owned renewals next 90 days = $279K, Taboola Renewal CLOSED WON $39,840 (Apr 22), Securiti Pending Renewal Commit $51,408 (May 28)
  - slack-channel #csql-notifications (0 Jason CSQLs verified Apr 28 - May 4)
  - Mic Drop Monday brief 2026-05-04 (standalone presenter brief connecting last week's resources to interventions)
  - SURFACE-SYNC.md (Apr 28 - May 4 entries)
  - Gmail (50+ threads with external senders Apr 28 - May 4; Gong recordings, meeting summaries)
tags: [type/deliverable, layer/deliverables, client/internal, scope/leadership, scope/1on1, status/active]
---

# GTME Weekly Review | Week of April 28 - May 4, 2026

## GTME Weekly Review

**Week of April 28 - May 4, 2026 | Jason De Leon, GTME**

**1-1 with Stephanie | 30 client calls | Email deliverability program shipped portfolio-wide ahead of May 13 enforcement**

## Week Summary

The headline is the email deliverability program. The Apollo May 13 auth-enforcement deadline lands inside Jason's book on **11 enforcement accounts** (Anchin, Clarion, Doceree, GoGlobal, MSys, Parasoft, Razorpay, TELUS Digital, TrueLook, VectorBuilder, Virtual Staffing Solutions) and **3 active pilots** (Paramount, VideoAmp, QA Wolf). Combined ARR exposure: $412K. The Universal Email Deliverability Resource shipped Sat May 3 (12-tab interactive HTML, L1/L2/L3 audience layers, capacity calculator, decision tree, self-assessment scorecard) plus per-account context briefs for all 14 accounts and an integration map mapping the playbook to existing rules/skills/agents.

Client work was 30 calls across 21 unique accounts. Domo dominated (6 calls including daily check-ins + Apollo Projects Deep Dive Fri with Jake Heaps + Hunter Nilsen + Greg Auxier). VideoAmp had two large group sessions (Thu sales troubleshooting 33 ext, Mon Product Sales + CBPs 10 ext). Cineplex AI Messaging Round 2 on Mon with Mel Hennessey. New intros at Achievers (Travis Wang) and Taboola (Carlos Alvarez). Solvo support model rebuilt Mon: Vince + Jason + Kenny Keesee (VP Support) anchored on a biweekly Mon 1pm CT cadence after the prior support sync was canceled.

GTME OS Memory System Team Package shipped Apr 30 (DEL-SYSTEM-024): a team-shareable plugin with evaluator skill, schema/structure templates, deterministic audit + seed scripts, and a privacy boundary that strips client data, personal metadata, and live runtime artifacts. Source workspace audited as NEEDS WORK (older memory schema drift surfaced); clean smoke workspace audited as GO. Distribution path is the plugin folder + a zip for quick team upload.

CSQLs submitted: 0 this week (verified). Closed Won: Taboola Renewal $39,840 (Apr 22, captured here for completeness). Renewal pipeline next 90 days from SFDC: 13 accounts, $279K. Stephen Gould Commit $105K Jul 22 anchors the pipeline. Securiti $51K still Pending Renewal Commit, May 28 close date.

| | | | |
|:-:|:-:|:-:|:-:|
| **30** Client Calls | **$838K** ARR Touched | **14** Deliverability Program Accounts ($412K) | **$279K** 90-Day Renewal Pipeline (13 accts) |

SFDC source: 13 renewals next 90 days, all Pending Renewal. Forecast mix: 3 Commit (Clarion, Utthunga, Stephen Gould), 8 Most Likely, 2 Best Case. Securiti closes at the start of the 90-day window (May 28, Commit $51K). No accounts at risk requiring escalation.

## Focus Account Activity (week of Apr 28 - May 4)

| Account | ARR | Renewal | Calls | Key Activity This Week | Next Steps |
|:--|:-:|:-:|:-:|:--|:--|
| Domo | $163,400 | 2026-11-20 | 6 | Daily check-ins Mon-Fri (Wed, Thu, Mon visible). Tue Weekly Office Hours w/ Noah Boone, Hunter Nilsen, Jake Heaps. Thu follow-up <> Apollo deep-dive w/ Greg Auxier. Fri Apollo Projects Deep Dive with Jake Heaps, Hunter Nilsen, Greg Auxier, Brian Nielson. | Continue daily cadence. Track context center adoption, workflow build, Salesloft parity pressure. |
| VideoAmp | $46,200 | 2026-09-19 | 2 | Thu Apollo and VideoAmp Sales troubleshooting + live support (33 ext, full sales team). Mon Product Sales + CBPs (10 ext) w/ Eric Melvin, Joe Kotz, Allison Lilly. DEL-VIDEOAMP-005/006/007 shipped (training materials roadmap, resource center scaffold, account library refresh). | Thu 5/8 workshop continues. Microsoft remediation, legal visitor resolution, conversations roadmap remain gates. Resource center linked from Daily Cockpit. |
| Cineplex | $24,276 | 2026-10-27 | 2 | Fri working session w/ Erika Lang. Mon AI Messaging Round 2 w/ Mel Hennessey + Erika. DEL-CINEPLEX-002 (context center package) delivered. | Continue weekly cadence. Round 3 messaging session next week. |
| DemandScience | $56,424 | 2026-08-11 | 2 | Wed group sync w/ Evan Briere, Eric Choronzy, Jonathan Buhe (5 ext). Mon Campaign Build w/ Evan + Shannon Ferguson. Trial in motion. AI Contact Center, sequences, workflows ready by midday Tue per Vince. | Wed 5/6 1:30pm CT Apollo & DemandScience Training Session w/ Evan + Shannon. |
| Securiti | $52,693 | 2026-05-27 | 1 | Tue weekly connect w/ Josh Ren, Caroline Snipes (Veeam aliases also surfaced). DEL-SECURITI-AI-SIGNAL-WORKFLOW-DEMO + DEL-SECURITI-DEMO-PACKAGE + RUNBOOK shipped Apr 28-May 1. | SFDC: $51,408 Pending Renewal Commit May 28. On track. |
| Yelp | $18,228 | 2026-11-21 | 1 | Tue POC Check-In w/ Dee Euniacke, Hassan Mansoor, Rahul Sar (5 ext). RepairPal refresher tomorrow per Subrina (J'aime/Dan login issues, Christen exploring). | Tue refresher with RepairPal: address login + onboarding. |
| eHealth Technologies | $21,420 | 2026-08-26 | 0 | DEL-EHEALTH-002/003/005/006/007 shipped: CC v2 buildout, AI strategy follow-up, self-implementation playbooks, outbound playbook refresh, Apollo Resource Center. | Continue per playbook cadence. Resource center hosted. |
| TELUS Digital | $61,562 | 2026-11-07 | 1 | Wed Telus Digital and Apollo: SFDC Lead Duplication Issue troubleshooting (11 ext: Raj Mansinka, Rahul Undevia, Vijay Anand). On May 13 enforcement list (TELUS deliverability context shipped). | SFDC dedup remediation in flight. Deliverability burndown action needed. |
| QA Wolf | $58,306 | 2026-08-12 | 1 | Wed DeDupe Status Updates w/ Kelsey + Meenal. Pilot context shipped (0.29% spam at Gmail ceiling, Deliverability Suite NOT connected). | Continue dedup approval gate. Connect Deliverability Suite. |
| Solvo | (consulting) | (consulting) | 1 | Mon Vince + Jason call w/ John Smith. Support sync rebuilt: biweekly Mon 1pm CT w/ Kenny Keesee (VP Support). Prior individual sync canceled. Tasks issue escalated to Kenny same day. | Biweekly Mon support sync. Watch task issue resolution. |
| TAIV | $24,712 | 2026-04-18 (lapsed) | 1 | Tue strategy sync w/ Megan. | Renewal lapsed Apr 18, status verification needed. |
| Achievers | $123,552 | 2027-03-22 | 2 | Thu + Fri Intro to your GTM Engineer w/ Travis Wang (booked twice, may be reschedule or duplicate). | Verify booking. Continue intro motion. |
| Taboola | $70,988 | 2026-04-07 (Renewal CLOSED WON $39,840 Apr 22) | 1 | Mon Intro to your GTM Engineer w/ Carlos Alvarez. Renewal won. | New engagement path opening. |
| Cineplex (Erika Lang) | (incl. above) | | | (counted in Cineplex row) | |
| Renesas Electronics | $17,136 | 2026-10-17 | 1 | Fri Scoring Review w/ Brian O'Neil + Vincent Lockyer (Acordia). | Phase 0A sample run results pending. |
| Mission/CDW | $19,480 | 2027-01-12 | 1 | Wed GTME Working Session w/ Vi Tran, Iris Hearn. | Continue per session output. |
| WP Engine | $10,929 | 2026-07-09 | 1 | Wed WP Engine // Apollo w/ Niamh Delaney, Kristopher Hastings, Paul Yeduguri (4 ext). | Renewal in 66 days, watch closely. |
| Ezra | $48,000 | 2026-10-07 | 2 | Tue Pilot Office Hours w/ Matthew Stanton, Brendan Lee, Andrew Cucinotta. Thu Dylan + Jason w/ Andrew Cucinotta. | Continue pilot cadence. |
| ColumnTech | (not in BoB) | TBD | 1 | Thu Weekly Check-in w/ David Frankfater. | Continue weekly cadence. |
| CLEAResult | $27,600 | 2026-11-07 | 1 | Tue CLEAResult Canada call w/ Ayanna Smith, Tawfic Osseiran. Mon: Tawfic seats added + sub-account active. | Sub-account onboarding. |
| Rapidflare | (not in BoB) | TBD | 1 | Tue Bi-weekly Check-in w/ Prush, Callum, Arsalan. | Continue bi-weekly cadence. |
| E-Core | $15,120 | 2026-04-17 (lapsed) | 1 | Tue AI Sequence Build w/ Stefani Kafer, Gabriel Domingues, Gustavo Lopes. | Renewal lapsed status verification needed. |
| Veeam | (cross-thread w/ Securiti) | TBD | 1 | Fri Apollo Demo. Same emails surfaced under both Securiti and Veeam domains; verify whether one opp or two threads. | BoB lookup needed for Veeam status. |
| Paramount Pictures (deliverability pilot, no call) | $28,560 | 2026-09-25 | 0 | Pilot context shipped 5/3. Workflow gate primary issue (silent enrollment failure on 4 SDR workflows). No Paramount-specific deliverability metrics in corpus. | Workflow remediation continues. |

ARR Touched (Jason-owned accounts on calendar Apr 28 - May 4): **$838K** (Domo, VideoAmp, Cineplex, DemandScience, Securiti, Yelp, TELUS, QA Wolf, TAIV, Achievers, Taboola, Renesas, Mission, WP Engine, Ezra, CLEAResult, E-Core; ColumnTech and Rapidflare not yet in BoB).

## Email Deliverability Program (the headline ask)

**The May 13 enforcement context.** Apollo's deliverability auth enforcement (DKIM/SPF/DMARC) goes live May 13. Customers with failing records get blocked from sending. Jason's book has 11 accounts on the enforcement burndown list and 3 active pilot accounts.

### Enforcement burndown (11 accounts, $244K ARR, all Vince Heaton AM)

| Account | Failing Auth | Domain | ARR | Renewal | Severity |
|:--|:--|:--|:-:|:-:|:--|
| Anchin | DMARC | anchin.cpa | $15,708 | 2026-09-20 | P0 - will be blocked |
| Clarion Technologies | DKIM/DMARC | (per RO) | $21,356 | 2027-02-06 | P0 |
| Doceree | DKIM/DMARC | (per RO) | $34,272 | 2027-03-20 | P0 |
| GoGlobal | DKIM/DMARC | (per RO) | $25,022 | 2026-07-31 | P0 |
| MSys Technologies | DKIM | aziro.tech (brand cousin) | $14,748 | 2026-08-31 | P0 |
| Parasoft | DKIM/DMARC | (per RO) | $26,875 | 2026-10-30 | P0 |
| Razorpay | DKIM/DMARC | (per RO) | $13,640 | 2026-07-30 | P0 |
| TELUS Digital | DKIM/DMARC | (per RO) | $61,562 | 2026-11-07 | P0 |
| TrueLook Construction Cameras | DKIM/DMARC | (per RO) | $28,270 | 2027-03-31 | P0 |
| VectorBuilder | DKIM/DMARC | (per RO) | $23,988 | 2027-03-31 | P0 |
| Virtual Staffing Solutions | DKIM/DMARC | (per RO) | $13,068 | 2026-08-22 | P0 |

### Pilot accounts (3 accounts, $133K ARR)

| Account | Sending Profile | Top Issue | ARR | Renewal |
|:--|:--|:--|:-:|:-:|
| Paramount Pictures | Inbound + early-stage outbound, TaskUs SDR team | Silent workflow enrollment failure (4 SDR workflows). FLS gap most probable root cause. No Paramount-specific deliverability metrics in any audit. | $28,560 | 2026-09-25 |
| VideoAmp | Cold outbound at scale (39 mailboxes on govideoamp.com + videoamp.com primary) | go.govideoamp.com tracking domain spam-filtered (21.4% filtered vs 91.1% unfiltered, 70-pt gap). 2.7% bounce aggregate, 3.3% on outbound subdomain. | $46,200 | 2026-09-19 |
| QA Wolf | Cold outbound, well-tuned, at the deliverability ceiling | 0.29% spam-blocked rate within Gmail's 0.3% hard ceiling with ZERO MARGIN. Deliverability Suite NOT CONNECTED as of 2026-03-12 audit. | $58,306 | 2026-08-12 |

### Resources shipped (May 3)

- **Universal Email Deliverability Resource** (`Douglas/deliverables/deliverability-program-2026-05-03/universal-deliverability-resource.html`): single-file HTML, 76KB, 12 tabs covering full Apollo deliverability playbook. Audience layers: L1 plain English, L2 operational, L3 technical. Interactive: capacity calculator, decision tree, self-assessment scorecard. All QA gates pass (0 em-dashes, 0 banned words, validated logo, ViewBox correct, source citations on every threshold).
- **11 enforcement context briefs**: per-account ARR, AM, auth failure type, sending profile, stakeholders, recommended outreach (one per account, all in `Douglas/95-Memory/dynamic-state/research-outputs/RO-DELIVERABILITY-enforcement-context-*`).
- **3 pilot context briefs**: Paramount, VideoAmp, QA Wolf with sending-profile snapshot, cold/warm classification, known pain points, stakeholder map.
- **Integration map** (`RO-DELIVERABILITY-integration-map_2026-05-03`): cross-references the Apollo Deliverability Guardrails playbook against existing rules, skills, agents, MCP connectors, and BoB risk surface. Identifies 3 new sub-skills to build (cold-vs-warm-qualifier, deliverability-readiness-gate, sender-capacity-calculator). All three are now scaffolded in the skills depot.

### Open questions for Stephanie

1. **Outreach ownership for the 11 enforcement accounts.** Vince is the AM on all 11. Plan: Vince leads customer outreach with the per-account context briefs as backing material; Jason owns infra remediation guidance and escalation if customer requests technical help. Does this split work, or do we want a different ownership model?
2. **Escalation path if a customer doesn't fix in time.** When May 13 hits and an account is still failing auth, what's the escalation path? Tony Patti? Direct to Stephanie? A specific deliverability incident playbook?
3. **Pilot account formal status.** Paramount, VideoAmp, QA Wolf are running as pilots for the deeper deliverability intervention. Formal program designation, internal tagging, or just informal scope?
4. **May 13 burndown communication.** Is there an Apollo-side comms motion (PMM, Lifecycle) hitting the same accounts in parallel, or are GTME/AM the sole touchpoint?

## Wins

**1. Universal Email Deliverability Resource shipped portfolio-wide (DEL-PORTFOLIO-deliverability-program-universal-resource_2026-05-03).** 12-tab interactive HTML resource with L1/L2/L3 audience layers, capacity calculator, decision tree, and self-assessment scorecard. Built from the canonical Apollo Email Deliverability Guardrails & GTME Playbook (Haeussler + Patti, April 2026). 0 em-dashes, 0 banned words, validated Apollo logo, source citations on every threshold. Covers the full surface area: domain strategy, mailbox warmup, sending limits, monitoring, Safe Send Readiness checklist, cold/warm decision tree, capacity math, escalation. Reusable as a one-stop deliverability resource for any client.

**2. GTME OS Memory System Team Package shipped (DEL-SYSTEM-024).** Team-shareable plugin at `plugins/gtme-os-memory-system/` plus zip. Contains evaluator skill (`gtme-os-memory-evaluator`), schema/structure references, 95-Memory contract, cross-surface operating model, team evaluation rubric, starter templates, and audit + seed scripts (Python). Privacy boundary: package excludes client data, personal author metadata, local user paths, runtime DBs, connector credentials, and historical logs. Validation: clean smoke workspace audits as GO; source workspace audits as NEEDS WORK (older schema drift surfaced for future remediation). This is the memory and file-structure layer from the Apr 23 Goats-to-Market session, now packaged as a reproducible artifact any GTME on the team can install.

## Cross-Tool Evolution: Multi-Tool, Shared Context

The team is evolving from single-tool work to multi-tool flows with shared context. Helping every GTME understand how to share context across tools is what opens the next layer of experimentation we can scale. Four team-facing assets are live and active:

- **Resource Library**: [jason-dashboards.pages.dev](https://jason-dashboards.pages.dev/) . Central library of GTME deliverables, dashboards, and references the whole team can clone. Now hosts the Daily Call Cockpit, Mic Drop Monday brief, GTME Live Call Co-pilot cockpit, Live Resource Intelligence library, and Apollo AI Assistant Find Score Engage Playbook v2.
- **AI OS Architecture Map**: [jason-dashboards.pages.dev/ai-os-architecture-map](https://jason-dashboards.pages.dev/ai-os-architecture-map) . Original setup as the starting point. Refining this so the team can adopt the same multi-tool pattern.
- **GTME Codex + Cowork Playbook**: [jason-dashboards.pages.dev/gtme-codex-cowork-playbook](https://jason-dashboards.pages.dev/gtme-codex-cowork-playbook) . Built for the team. End-to-end how-to for the Codex + Cowork loop so any GTME can run the same multi-tool motion.
- **Shared Memory System (Notion + plugin)**: [Goats-to-Market AI Enablement (recap)](https://www.notion.so/apolloio/Goats-to-Market-AI-Enablement-w-Jason-34bab2b3b4968074bc55ce4daca2ed56) plus the new GTME OS Memory System Team Package (DEL-SYSTEM-024). Common context layer that any team member's tools read from and write to.

## Updates for Stephanie

| Update | Detail |
|:--|:--|
| Email deliverability May 13 enforcement burndown | 11 enforcement accounts ($244K ARR exposure) + 3 pilots ($133K). Universal Resource shipped, per-account context briefs ready. Need ownership clarity + escalation path (see open questions above). |
| Apollo AI Assistant Find Score Engage Playbook v2 shipped | Client-safe universal scoring resource (DEL-PORTFOLIO-ai-assistant-scoring-playbook-v2). Reframed around Define, Find, Score, Engage, Improve. Black Apollo hero, sticky guide tabs, 6-step live scoring lab, direct Apollo launch links, prompt search/filters/copy, theme toggle, reduced-motion mode, print output. All QA gates pass. Local-ready, awaiting deployment approval. |
| Solvo support model rebuilt | Vince + Jason + Kenny Keesee (VP Support) anchored on biweekly Mon 1pm CT cadence. Prior individual support sync canceled May 4. Tasks issue escalated to Kenny same day; he replied directly to John Smith promising follow-through. |
| Domo deep engagement | 6 calls this week. Daily check-ins continuing with Noah Boone, Hunter Nilsen, Jake Heaps. Friday Apollo Projects Deep Dive added Greg Auxier and Brian Nielson. Highest-touch account by a wide margin. |
| Taboola Renewal Closed Won | $39,840 closed Apr 22 (captured here for completeness; outside the Apr 28 window but the new engagement path opens now). New intro w/ Carlos Alvarez Mon May 4. |

## Next Week Priorities (May 5 - May 9)

| # | Account / Topic | Action |
|:-:|:--|:--|
| 1 | Email Deliverability May 13 Enforcement | Lock outreach ownership + escalation path with Stephanie. Vince leads customer comms across 11 enforcement accounts; Jason on infra guidance + pilot follow-through. |
| 2 | DemandScience Trial | Wed 5/6 1:30pm CT Training Session w/ Evan + Shannon. AI Contact Center, sequences, workflows ready by midday Tue. |
| 3 | VideoAmp | Thu workshop continuation. Microsoft remediation, legal visitor resolution, conversations roadmap remain gates. |
| 4 | Domo | Continue daily check-ins. Track context center adoption, workflow build, Salesloft parity discussion. |
| 5 | Yelp / RepairPal | Tue refresher session. Address J'aime/Dan login issues, Christen exploration, Subrina coordination. |
| 6 | Cineplex AI Messaging Round 3 | Continue weekly cadence with Erika + Mel. |
| 7 | Solvo Biweekly Support Sync | First biweekly run with Vince/Jason/Kenny Keesee. Watch task issue resolution. |
| 8 | SHEIN Distribution | Wed 5/6 11am CT Apollo Team Intro Sync w/ Stephanie Agustin (Victoria + Jason). |
| 9 | Securiti | Renewal close window May 28. Confirm Commit forecast holds. |
| 10 | Stephen Gould | Renewal Commit $105K Jul 22. Track adoption from Apr 20 56-attendee training cohort. |

## Cross-Cutting Themes

1. **Deliverability as a portfolio motion, not bespoke account work.** The May 13 enforcement deadline is the forcing function. The Universal Resource + 14 per-account context briefs + integration map give the team a repeatable motion: identify failing accounts, brief the AM, share the resource, escalate if customer needs help. The same pattern is now reusable for any future Apollo-side enforcement event.

2. **Domo is the highest-touch account in the book.** 6 calls this week. Daily cadence with the same core team (Noah, Hunter, Jake). New stakeholders surfacing (Greg Auxier, Brian Nielson). Friday Apollo Projects Deep Dive expanded the relationship surface area. This is now operating as a deep-embed engagement, not a typical CSM cadence.

3. **GTME OS Memory System now distributable.** Last week's headline (the Apr 23 Goats-to-Market session) is now a packaged plugin (DEL-SYSTEM-024). The team can install the system without bespoke setup. Source workspace audit surfaced older schema drift; clean smoke audits GO. Distribution path validated.

4. **The Live-In-Instance pattern continues.** Stephen Gould training (Apr 20) and the Securiti AI Signal Workflow Demo Package (4/28-5/1) both follow the pattern of building inside the customer's instance and leaving working artifacts. Pipeline forming on both, not yet logged as CSQLs.

---

Data grounded in Google Calendar (93 events Apr 28 - May 4 raw, 30 client-facing after filter), Notion BoB (30 accounts pulled for ARR + renewal), 14 deliverability context files (11 enforcement + 3 pilots) shipped May 3, DEL-PORTFOLIO-deliverability-program-universal-resource (12-tab HTML), DEL-SYSTEM-024 (GTME OS Memory System Team Package), DEL-PORTFOLIO-ai-assistant-scoring-playbook-v2, 7 client deliverables (DEL-VIDEOAMP-005/006/007, DEL-CINEPLEX-002, DEL-EHEALTH-002/003/005/006/007, DEL-SECURITI x3), SFDC apollo-sfdc CLI (13 renewals next 90 days = $279K, Taboola Closed Won $39,840 Apr 22), #csql-notifications channel (0 Jason CSQLs verified), Mic Drop Monday brief 2026-05-04, SURFACE-SYNC.md (Apr 28 - May 4 entries), Gmail (50+ external threads). No assumptions.

*Apollo.io GTME | Jason De Leon | Confidential*
