Team & Roles

Purpose: Who works at Summit, who reports to whom, and who to ask about what. New hires read this first. The agent uses it to route questions and drafts to the right person instead of defaulting everything to Dave. The…

Purpose: What Dave Kowalski actually owns, what only he can approve, and what he has deliberately handed off. This doc exists because "just ask Dave" was the default answer for too many things. The goal is that Dave…

Purpose: What Marcus Webb and his two sales reps own, where their authority stops, and how sales hands work to estimating and operations. Read alongside Lead Handling Process for the step-by-step version. What sales…

Purpose: What Pete Sandoval owns as Operations / Production Manager: the crews, the schedule, quality, and everything that happens between "Won" and the final walkthrough. If it involves a ladder, a dumpster, or a crew…

Purpose: What Jenna Fields owns as part-time Marketing Coordinator, how the outside ad agency fits in, and where marketing authority stops. Jenna works about 20 hours a week, so this doc is also about what marketing…

Purpose: What Rosa Delgado owns as Office Manager. Rosa is the operational spine of the office: every lead, appointment, record, and invoice passes through systems she keeps clean. When Rosa is out, this doc is how…

Purpose: Every approval threshold at Summit, in one place. Other docs explain the process around these rules; this page is the binding list. If a threshold changes, it changes here first and the process docs follow.…

Purpose: When something goes sideways, this page says who owns it first, who it escalates to, and how fast. The goal is that nobody at Summit ever has to guess who to call, and customers never hear "I'm not sure who…

Purpose: A map of where Summit's undocumented knowledge lives: who carries decisions in their head, what this Brain has already captured out of those heads, and what is still walking around on two legs. This is the risk…