AnchorWorks ← The Briefing Room · The SOP Library On the record
The Briefing Room · The Operating Manual

The standing orders, in one place.

Every operating procedure the company has introduced, captured verbatim from the record and linked back to the brief that set it. Read the company's history and its operating manual in the same place. 41 standing orders on file.

Leadership2 standing orders
Doctrine is the source of truthactive

Doctrine is the source of truth — the official version everyone builds from.

Weekly scorecard ritualactive

Pull the numbers — reply.io sends/replies, GHL bookings/shows, collections. (3 min) Constraint hours vs 20. Under? Name what stole them — by name. (2 min) Queue check. Under 5 booked next week = the constraint is starving; feed it Monday. (2 min) Run the lie detector — git log --since="1 week ago" on Website + Brain repos. Non-zero = you polished. (3 min) Check the triggers — ≥12 shows/wk ×2 weeks → setter. 2 signed → sales pause. <3% replies after 300 sends → fix the message. (3 min) One sentence in the brief cloud: what the constraint was this week; what feeds it next week. (2 min)

Source: Brief 018 · The Constraint StrategyStanding Friday operating cadence; the specific metrics/triggers are campaign-flavored but the rhythm is durable.
Marketing16 standing orders
Copy approval gate (Claude never writes marketing)active

Claude no longer writes marketing. Every copy slot stays a placeholder until approved by Chris + ChatGPT — and approved copy is pasted verbatim, never rewritten.

Source: Brief 003 · Building the Operating Systemalso restated in 021Merged with copy-voice-division (021), a restatement of the Chris-owns-copy-voice doctrine (AI delivers skeletons/rails; Chris writes every customer-facing word).
Content pillar taxonomyactive

Established the content taxonomy — pillars mapped to the customer journey: HVAC Leads → HVAC Sales → HVAC Scaling, plus Masterclass, Facebook Ads, Uncensored, Strategy, and Content.

Catalog numbering conventions (YTL##/VSL##)active

Locked catalog conventions — YTL## for the numbered YouTube library; VSL## for funnel Video Sales Letters.

Honest production statusesactive

Ruled that statuses must reflect real production state — nothing sits in "Filming" until it is actually shot.

Shipped-only publish datesactive

Published dates go on shipped assets only — no aspirational dates cluttering the board.

No tool names on user surfacesactive

Purge tool-name leaks from every user surface. No screen sounds technical — never say Supabase, LLM→SQL, or MCP to a person reading the dashboard.

Evidence-backed claim — verify before public useactive

Established a standing rule: every benchmark figure stays Evidence-backed claim — verify before public use. Promoting doctrine to canon does not certify the statistics.

Standard design + SEO toolkit on every siteactive

Two skills become standard. A design engine (UI/UX Pro Max) and an SEO suite (Claude SEO) were installed globally — every AnchorWorks and DreamState website is now built and audited through them.

Category discipline — one termactive

Outbound teaches one term: Revenue Engine. The other nine lexicon terms stay internal until proof exists.

Source: Brief 018 · The Constraint StrategyMay restate the earlier locked Revenue Engine category positioning (that prior-canon doctrine is not in this candidate set, so kept as a standalone active SOP).
GTM single tag routeractive

Google Tag Manager is the single tag router — every pixel and tag fires through it, nothing hard-coded, so nothing double-counts.

Capture-once attributionactive

Attribution is captured once, at the source, and never overwritten — original source is the truth, not "where they were last seen."

Source: Brief 020 · The Measurement SpineShares the capture-once philosophy with two-axes-rule but kept distinct as an attribution-specific first-touch rule.
Send windowsactive

Send windows locked: 6–9am recipient-local primary, 5–7pm secondary, midday banned.

Whale holdoutactive

Whales are held out of practice sends. First impressions are spent only with the polished play — practice happens on the lower tiers.

Sales3 standing orders
The Covenantactive

Close two. Stop. Deliver both to their first sale. Then — and only then — reopen the pipeline. This is the anti–Grit-&-Gains clause. Breaking it is how the 80%-failure cohort gets rebuilt at 3× the price.

Source: Brief 018 · The Constraint StrategyDurable guardrail (throttle sales to delivery capacity; prove first sale before reopening); the specific count of two is launch-instance-scoped.
Reply-gated mobilesactive

Mobiles stay reply-gated — triage calls only, never cold SMS; enrichment-revealed personal inboxes never receive a cold first touch.

Report delivered on replyactive

The report is delivered on reply — link or PDF, no opt-in gate for an asset a prospect already asked for.

Operations20 standing orders
Production Architecture (four layers)active

Every piece of work belongs to one of four layers — Knowledge → Projects → Assets → Publishing. Includes the Migration & Legacy clause: existing repos are legacy until intentionally migrated.

Workspace Architecture (one session = one repo = one role)active

The operating model for how work happens: one session = one repository = one role. Defines the repositories, their roles, and a concrete registry.

Filing Doctrine (Canonical v1.0)active

File by what a thing is, into a building: rooms (Brain · Workshop · Studio · Closet · Home Base) → benches/stations → shelves.

Source: Brief 003 · Building the Operating Systemalso restated in 013, 016Merged filing doctrine across 003 (canonical decision tree), 013 (building-model — its fuller verbatim text is used here), and 016 (file by what a thing is, not by date).
Publish pipeline order (canon last)active

The pipeline is explicit: Doctrine → Messaging Architecture → Copy (ChatGPT) → Implementation (Claude) → QA → Publish. Canon is always last, never first.

Reconciled-ledger modelactive

Adopted the reconciled-ledger model — the database is the ledger of record, never a hand-edited source of truth.

Source: Brief 004 · One Source of TruthKept distinct from adjustments-only-human-writes (005): this is the ledger-of-record principle; that is the append-only write mechanism.
System-of-record per fieldactive

Each metric has exactly one authoritative source. When two systems disagree, the owner wins and the other gets fixed.

Source: Brief 004 · One Source of Truthalso restated in 005, 007Merged the one-owner-per-field / source-of-truth-ownership doctrine across 004 (system-of-record per field: GHL owns pipeline, Stripe owns cash, ledger owns totals), 005 (owner-of-the-truth), and 007 (the crispest general statement, used here).
Two-axes rule — capture day-one, compute, visualize in sequenceactive

Capture everything from day one. Compute every number, never type it. Visualize in sequence.

Source: Brief 004 · One Source of Truthalso restated in 005Merged with capture-compute-visualize (005); 005's fuller text (adds compute-never-type) is used here. Origin remains 004's two-axes rule (capture day-one and universal; build dashboards in sequence).
Adjustments table — the only place a human writesactive

Raw logs are machine-only. When a human needs to correct something, they append a dated, reasoned entry to adjustments — and the reports net the raw data against it.

Source of Truth Divergence doctrineactive

when the tracker and the record disagree, believe the record; a tracker only earns trust if it is reconciled.

Source: Brief 009 · The War Board, ReconciledKept distinct from the field-owner conflict rule (system-of-record-per-field): this governs tracker-vs-record precedence.
Three-surface source-of-truth modelactive

the Miro War Board is the design intent (the revenue engine as designed); the Notion War Board is the execution tracker (what is being built); and the Executive Brief Cloud is the accurate record (what shipped, and why).

Read-only, isolated, honestactive

Real data lands in a staging table so the approved demo stays pristine; nothing is ever written back to GoHighLevel; the strip shows only what is truly live and labels the rest sample.

One shared company brainactive

We keep one shared company brain — a living wiki — as the single place we save what we know.

Company-login account ownershipactive

All tracking and ad/analytics accounts are created under the company login (chris@myanchorworks.com) — never a freelancer or personal account.

Lane boundary (integration contract)active

Tracking is Chris's lane; the dashboard is Ethan's. One written integration contract names who owns every field, so neither re-does the other's work.

Source: Brief 020 · The Measurement SpineLikely restates the KPI Command Center lane-boundary / integration-contract doctrine from prior work (not in this candidate set), so kept as a standalone active SOP.
Tracking-IDs registry: create vs consumeactive

A single integration contract names who writes every field, plus a hard rule: tracking IDs are Chris's to create and Ethan's only to consume — from one shared registry, never self-provisioned.

Source: Brief 020 · The Measurement SpineDistinct provisioning corollary to the lane boundary (single shared registry, never self-provisioned).
Lead data never in gitactive

Repo governance: the outbound-machine repo holds playbooks and logs only; lead data and credentials never enter git, enforced by gitignore.

  • architecture-freeze Brief 003 · One-time baseline freeze marking the end of the design phase, not a standing always/never operating rule.
  • protected-block Brief 018 · Constraint-specific exploit tactic (a 4hr morning block tied to the current zero-market-contact constraint); dissolves when the constraint moves.
  • daily-30-30 Brief 018 · Campaign outbound activity quota explicitly meant to ramp/automate once replies ≥5%; a current-constraint tactic, not a standing rule.
  • building-freeze Brief 018 · Temporary freeze with an explicit end condition (until 100 market conversations); the archetypal one-time sprint freeze, not a permanent rule.
  • pantheon-invite-tagging Brief 018 · Standing order scoped to building the invite list for a single dated event (Pantheon Week, Oct 26 2026); its purpose expires with the event.