# Acorn stalled-enterprise recovery

## Executive assessment

Large open opportunities passed their close dates, but owners who already reached quota are excluded from QBR follow-up. Create targeted tasks only where Gong shows an unresolved buyer action.

## Review method and system coverage

Reviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.

## Authorized changes

### CHG-011-01 — SBP-011-01

System: salesforce; object: Task; record: 00TSB011000000; field: Status.
Changed Deferred to Not Started. SBP-011-01 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/001_sbp-011-01_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/017_sbp-011-01_03_hubspot_activity.md; Gong insight GE-011-01.
Owner: Luis Ortega; deadline: 2026-09-09.

### CHG-011-02 — SBP-011-04

System: hubspot; object: tasks; record: 8001140003; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-011-04 qualifies for targeted follow-up creation because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/004_sbp-011-04_01_open_opportunities.csv and /workspace/documents/03_hubspot_activity/020_sbp-011-04_03_hubspot_activity.csv; Gong insight GE-011-04.
Owner: Nora Kim; deadline: 2026-09-12.

### CHG-011-03 — SBP-011-05

System: salesforce; object: Task; record: 00TSB011000004; field: Status.
Changed Deferred to Not Started. SBP-011-05 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/005_sbp-011-05_01_open_opportunities.eml and /workspace/documents/03_hubspot_activity/021_sbp-011-05_03_hubspot_activity.eml; Gong insight GE-011-05.
Owner: Elena Rossi; deadline: 2026-09-13.

### CHG-011-04 — SBP-011-07

System: hubspot; object: tasks; record: 8001140006; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-011-07 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/007_sbp-011-07_01_open_opportunities.html and /workspace/documents/03_hubspot_activity/023_sbp-011-07_03_hubspot_activity.html; Gong insight GE-011-07.
Owner: Jon Bell; deadline: 2026-09-09.

### CHG-011-05 — SBP-011-08

System: salesforce; object: Task; record: 00TSB011000007; field: Status.
Changed Deferred to Not Started. SBP-011-08 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/008_sbp-011-08_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/024_sbp-011-08_03_hubspot_activity.md; Gong insight GE-011-08.
Owner: Priya Raman; deadline: 2026-09-10.

### CHG-011-06 — SBP-011-09

System: hubspot; object: tasks; record: 8001140008; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-011-09 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/009_sbp-011-09_02_stage_history.md and /workspace/documents/04_gong_deal_questions/025_sbp-011-09_04_gong_deal_questions.md; Gong insight GE-011-09.
Owner: Luis Ortega; deadline: 2026-09-11.

### CHG-011-07 — SBP-011-10

System: salesforce; object: Task; record: 00TSB011000009; field: Status.
Changed Deferred to Not Started. SBP-011-10 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/010_sbp-011-10_02_stage_history.txt and /workspace/documents/04_gong_deal_questions/026_sbp-011-10_04_gong_deal_questions.txt; Gong insight GE-011-10.
Owner: Amina Yusuf; deadline: 2026-09-12.

### CHG-011-08 — SBP-011-11

System: hubspot; object: tasks; record: 8001140010; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-011-11 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/011_sbp-011-11_02_stage_history.json and /workspace/documents/04_gong_deal_questions/027_sbp-011-11_04_gong_deal_questions.json; Gong insight GE-011-11.
Owner: Theo Martin; deadline: 2026-09-13.

### CHG-011-09 — SBP-011-12

System: salesforce; object: Task; record: 00TSB011000011; field: Status.
Changed Deferred to Not Started. SBP-011-12 qualifies for targeted follow-up creation because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/012_sbp-011-12_02_stage_history.csv and /workspace/documents/04_gong_deal_questions/028_sbp-011-12_04_gong_deal_questions.csv; Gong insight GE-011-12.
Owner: Nora Kim; deadline: 2026-09-14.

### CHG-011-10 — SBP-011-13

System: hubspot; object: tasks; record: 8001140012; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-011-13 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/013_sbp-011-13_02_stage_history.eml and /workspace/documents/04_gong_deal_questions/029_sbp-011-13_04_gong_deal_questions.eml; Gong insight GE-011-13.
Owner: Elena Rossi; deadline: 2026-09-09.

### CHG-011-11 — SBP-011-15

System: salesforce; object: Task; record: 00TSB011000014; field: Status.
Changed Deferred to Not Started. SBP-011-15 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/015_sbp-011-15_02_stage_history.html and /workspace/documents/04_gong_deal_questions/031_sbp-011-15_04_gong_deal_questions.html; Gong insight GE-011-15.
Owner: Jon Bell; deadline: 2026-09-11.

### CHG-011-12 — SBP-011-16

System: hubspot; object: tasks; record: 8001140015; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-011-16 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/016_sbp-011-16_02_stage_history.md and /workspace/documents/04_gong_deal_questions/032_sbp-011-16_04_gong_deal_questions.md; Gong insight GE-011-16.
Owner: Priya Raman; deadline: 2026-09-12.

## Holds and unresolved conflicts

Four control portfolio records remained unchanged because the evidence register did not authorize a mutation.

## Control confirmation

No Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.

## Next operating cadence

The named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

Acorn stalled-enterprise recovery

Prompt: Regional Sales Director at Acorn Payments needs your help before the 2026-Q3 operating review. Large open opportunities passed their close dates, but owners who already reached quota are excluded from QBR follow-up. Create targeted tasks only where Gong shows an unresolved buyer action. Work out the defensible stalled-pipeline cleanup and next-step recovery, correct only the CRM records the current evidence actually supports, and leave an audit-ready change register and a short decision brief for the team. Protect unrelated records and private call content; where the sources do not agree, keep the record unchanged and explain the hold.

Use at least 163 distinct successful, argument-specific MCP calls; repeating one lookup does not create credit.

Read all 96 task-scoped source records in full before relying on them.

Inspect custody metadata for the 8 designated source records.

Inventory, search, and traverse the released evidence room.

Identify the Salesforce user and inspect the relevant object contract.

Inspect the HubSpot account, deal schema, and active pipelines.

Query the Salesforce record corresponding to every proposed portfolio correction.

Retrieve the HubSpot record corresponding to every proposed portfolio correction.

Use the permitted Gong deal insight for every proposed portfolio correction.

Leave only changes.json and brief.md in the output workspace.

Create both final deliverables through the filesystem MCP surface.

Confirm salesforce Task 00TSB011000000 field Status began as 'Deferred'.

Leave salesforce Task 00TSB011000000 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-011-01 on 00TSB011000000.

Apply the authorized updateSobjectRecord mutation for CHG-011-01 exactly once.

Confirm hubspot tasks 8001140003 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001140003 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-011-02 on 8001140003.

Apply the authorized hubspot_update_object mutation for CHG-011-02 exactly once.

Confirm salesforce Task 00TSB011000004 field Status began as 'Deferred'.

Leave salesforce Task 00TSB011000004 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-011-03 on 00TSB011000004.

Apply the authorized updateSobjectRecord mutation for CHG-011-03 exactly once.

Confirm hubspot tasks 8001140006 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001140006 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-011-04 on 8001140006.

Apply the authorized hubspot_update_object mutation for CHG-011-04 exactly once.

Confirm salesforce Task 00TSB011000007 field Status began as 'Deferred'.

Leave salesforce Task 00TSB011000007 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-011-05 on 00TSB011000007.

Apply the authorized updateSobjectRecord mutation for CHG-011-05 exactly once.

Confirm hubspot tasks 8001140008 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001140008 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-011-06 on 8001140008.

Apply the authorized hubspot_update_object mutation for CHG-011-06 exactly once.

Confirm salesforce Task 00TSB011000009 field Status began as 'Deferred'.

Leave salesforce Task 00TSB011000009 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-011-07 on 00TSB011000009.

Apply the authorized updateSobjectRecord mutation for CHG-011-07 exactly once.

Confirm hubspot tasks 8001140010 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001140010 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-011-08 on 8001140010.

Apply the authorized hubspot_update_object mutation for CHG-011-08 exactly once.

Confirm salesforce Task 00TSB011000011 field Status began as 'Deferred'.

Leave salesforce Task 00TSB011000011 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-011-09 on 00TSB011000011.

Apply the authorized updateSobjectRecord mutation for CHG-011-09 exactly once.

Confirm hubspot tasks 8001140012 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001140012 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-011-10 on 8001140012.

Apply the authorized hubspot_update_object mutation for CHG-011-10 exactly once.

Confirm salesforce Task 00TSB011000014 field Status began as 'Deferred'.

Leave salesforce Task 00TSB011000014 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-011-11 on 00TSB011000014.

Apply the authorized updateSobjectRecord mutation for CHG-011-11 exactly once.

Confirm hubspot tasks 8001140015 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001140015 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-011-12 on 8001140015.

Apply the authorized hubspot_update_object mutation for CHG-011-12 exactly once.

Choose the evidence-backed records: all twelve supported changes land and every control or neighboring record remains byte-for-byte unchanged.

Complete the work without deleting any CRM record.

Keep Gong read-only throughout the workflow.

Produce changes.json as a JSON object.

Record exactly 12 supported changes in changes.json.

Use every authorized change ID once and only once.

Set changes.json top-level schema_version to this task's exact released value.

Set changes.json top-level task_id to this task's exact released value.

Set changes.json top-level title to this task's exact released value.

Set changes.json top-level company to this task's exact released value.

Set changes.json top-level as_of to this task's exact released value.

Include an auditable row for CHG-011-01 (SBP-011-01).

Ground CHG-011-01's id in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's system in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's object_type in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's record_id in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's operation in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's field in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's before in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's after in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's reason in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's primary_source in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's corroborating_source in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's gong_evidence_id in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's owner in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's deadline in the released record for 00TSB011000000 and its controlling sources.

Ground CHG-011-01's portfolio_key in the released record for 00TSB011000000 and its controlling sources.

Include an auditable row for CHG-011-02 (SBP-011-04).

Ground CHG-011-02's id in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's system in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's object_type in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's record_id in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's operation in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's field in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's before in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's after in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's reason in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's primary_source in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's corroborating_source in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's gong_evidence_id in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's owner in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's deadline in the released record for 8001140003 and its controlling sources.

Ground CHG-011-02's portfolio_key in the released record for 8001140003 and its controlling sources.

Include an auditable row for CHG-011-03 (SBP-011-05).

Ground CHG-011-03's id in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's system in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's object_type in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's record_id in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's operation in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's field in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's before in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's after in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's reason in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's primary_source in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's corroborating_source in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's gong_evidence_id in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's owner in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's deadline in the released record for 00TSB011000004 and its controlling sources.

Ground CHG-011-03's portfolio_key in the released record for 00TSB011000004 and its controlling sources.

Include an auditable row for CHG-011-04 (SBP-011-07).

Ground CHG-011-04's id in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's system in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's object_type in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's record_id in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's operation in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's field in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's before in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's after in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's reason in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's primary_source in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's corroborating_source in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's gong_evidence_id in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's owner in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's deadline in the released record for 8001140006 and its controlling sources.

Ground CHG-011-04's portfolio_key in the released record for 8001140006 and its controlling sources.

Include an auditable row for CHG-011-05 (SBP-011-08).

Ground CHG-011-05's id in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's system in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's object_type in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's record_id in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's operation in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's field in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's before in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's after in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's reason in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's primary_source in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's corroborating_source in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's gong_evidence_id in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's owner in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's deadline in the released record for 00TSB011000007 and its controlling sources.

Ground CHG-011-05's portfolio_key in the released record for 00TSB011000007 and its controlling sources.

Include an auditable row for CHG-011-06 (SBP-011-09).

Ground CHG-011-06's id in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's system in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's object_type in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's record_id in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's operation in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's field in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's before in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's after in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's reason in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's primary_source in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's corroborating_source in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's gong_evidence_id in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's owner in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's deadline in the released record for 8001140008 and its controlling sources.

Ground CHG-011-06's portfolio_key in the released record for 8001140008 and its controlling sources.

Include an auditable row for CHG-011-07 (SBP-011-10).

Ground CHG-011-07's id in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's system in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's object_type in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's record_id in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's operation in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's field in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's before in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's after in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's reason in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's primary_source in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's corroborating_source in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's gong_evidence_id in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's owner in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's deadline in the released record for 00TSB011000009 and its controlling sources.

Ground CHG-011-07's portfolio_key in the released record for 00TSB011000009 and its controlling sources.

Include an auditable row for CHG-011-08 (SBP-011-11).

Ground CHG-011-08's id in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's system in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's object_type in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's record_id in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's operation in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's field in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's before in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's after in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's reason in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's primary_source in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's corroborating_source in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's gong_evidence_id in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's owner in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's deadline in the released record for 8001140010 and its controlling sources.

Ground CHG-011-08's portfolio_key in the released record for 8001140010 and its controlling sources.

Include an auditable row for CHG-011-09 (SBP-011-12).

Ground CHG-011-09's id in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's system in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's object_type in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's record_id in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's operation in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's field in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's before in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's after in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's reason in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's primary_source in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's corroborating_source in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's gong_evidence_id in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's owner in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's deadline in the released record for 00TSB011000011 and its controlling sources.

Ground CHG-011-09's portfolio_key in the released record for 00TSB011000011 and its controlling sources.

Include an auditable row for CHG-011-10 (SBP-011-13).

Ground CHG-011-10's id in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's system in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's object_type in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's record_id in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's operation in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's field in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's before in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's after in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's reason in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's primary_source in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's corroborating_source in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's gong_evidence_id in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's owner in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's deadline in the released record for 8001140012 and its controlling sources.

Ground CHG-011-10's portfolio_key in the released record for 8001140012 and its controlling sources.

Include an auditable row for CHG-011-11 (SBP-011-15).

Ground CHG-011-11's id in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's system in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's object_type in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's record_id in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's operation in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's field in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's before in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's after in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's reason in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's primary_source in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's corroborating_source in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's gong_evidence_id in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's owner in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's deadline in the released record for 00TSB011000014 and its controlling sources.

Ground CHG-011-11's portfolio_key in the released record for 00TSB011000014 and its controlling sources.

Include an auditable row for CHG-011-12 (SBP-011-16).

Ground CHG-011-12's id in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's system in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's object_type in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's record_id in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's operation in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's field in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's before in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's after in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's reason in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's primary_source in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's corroborating_source in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's gong_evidence_id in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's owner in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's deadline in the released record for 8001140015 and its controlling sources.

Ground CHG-011-12's portfolio_key in the released record for 8001140015 and its controlling sources.

Include the 'Executive assessment' decision section in brief.md.

Include the 'Review method and system coverage' decision section in brief.md.

Include the 'Authorized changes' decision section in brief.md.

Include the 'Holds and unresolved conflicts' decision section in brief.md.

Include the 'Control confirmation' decision section in brief.md.

Include the 'Next operating cadence' decision section in brief.md.

Explain CHG-011-01 with portfolio key SBP-011-01, record 00TSB011000000, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-011-02 with portfolio key SBP-011-04, record 8001140003, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-011-03 with portfolio key SBP-011-05, record 00TSB011000004, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-011-04 with portfolio key SBP-011-07, record 8001140006, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-011-05 with portfolio key SBP-011-08, record 00TSB011000007, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-011-06 with portfolio key SBP-011-09, record 8001140008, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-011-07 with portfolio key SBP-011-10, record 00TSB011000009, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-011-08 with portfolio key SBP-011-11, record 8001140010, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-011-09 with portfolio key SBP-011-12, record 00TSB011000011, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-011-10 with portfolio key SBP-011-13, record 8001140012, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-011-11 with portfolio key SBP-011-15, record 00TSB011000014, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-011-12 with portfolio key SBP-011-16, record 8001140015, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Do not claim that Gong changed, expose private transcript text, invent approval, or report a forbidden bulk action.

Repair only the supported 2026-Q3 records

The controlling and corroborating records effective on 2026-09-06 agree with the live CRM and permitted Gong evidence for twelve portfolio keys.

The task evidence explicitly shows retries, imports, or seller edits whose timestamps are newer but not authoritative; this would also change the four control records.

That avoids damage but leaves the evidence-supported targeted follow-up creation unfinished for Acorn Payments.


# Brightwell trial-expiry rescue

## Executive assessment

Product trials expired without a next meeting. Separate deliberate no-decisions from administrative CRM neglect and schedule follow-up only when the prospect committed to a technical validation step.

## Review method and system coverage

Reviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.

## Authorized changes

### CHG-012-01 — SBP-012-01

System: salesforce; object: Task; record: 00TSB012000000; field: Status.
Changed Deferred to Not Started. SBP-012-01 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/001_sbp-012-01_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/017_sbp-012-01_03_hubspot_activity.md; Gong insight GE-012-01.
Owner: Amina Yusuf; deadline: 2026-09-10.

### CHG-012-02 — SBP-012-03

System: hubspot; object: tasks; record: 8001240002; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-012-03 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/003_sbp-012-03_01_open_opportunities.json and /workspace/documents/03_hubspot_activity/019_sbp-012-03_03_hubspot_activity.json; Gong insight GE-012-03.
Owner: Nora Kim; deadline: 2026-09-12.

### CHG-012-03 — SBP-012-04

System: salesforce; object: Task; record: 00TSB012000003; field: Status.
Changed Deferred to Not Started. SBP-012-04 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/004_sbp-012-04_01_open_opportunities.csv and /workspace/documents/03_hubspot_activity/020_sbp-012-04_03_hubspot_activity.csv; Gong insight GE-012-04.
Owner: Elena Rossi; deadline: 2026-09-13.

### CHG-012-04 — SBP-012-05

System: hubspot; object: tasks; record: 8001240004; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-012-05 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/005_sbp-012-05_01_open_opportunities.eml and /workspace/documents/03_hubspot_activity/021_sbp-012-05_03_hubspot_activity.eml; Gong insight GE-012-05.
Owner: Maya Chen; deadline: 2026-09-14.

### CHG-012-05 — SBP-012-06

System: salesforce; object: Task; record: 00TSB012000005; field: Status.
Changed Deferred to Not Started. SBP-012-06 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/006_sbp-012-06_01_open_opportunities.xml and /workspace/documents/03_hubspot_activity/022_sbp-012-06_03_hubspot_activity.xml; Gong insight GE-012-06.
Owner: Jon Bell; deadline: 2026-09-15.

### CHG-012-06 — SBP-012-07

System: hubspot; object: tasks; record: 8001240006; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-012-07 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_open_opportunities/007_sbp-012-07_01_open_opportunities.html and /workspace/documents/03_hubspot_activity/023_sbp-012-07_03_hubspot_activity.html; Gong insight GE-012-07.
Owner: Priya Raman; deadline: 2026-09-10.

### CHG-012-07 — SBP-012-09

System: salesforce; object: Task; record: 00TSB012000008; field: Status.
Changed Deferred to Not Started. SBP-012-09 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/009_sbp-012-09_02_stage_history.md and /workspace/documents/04_gong_deal_questions/025_sbp-012-09_04_gong_deal_questions.md; Gong insight GE-012-09.
Owner: Amina Yusuf; deadline: 2026-09-12.

### CHG-012-08 — SBP-012-11

System: hubspot; object: tasks; record: 8001240010; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-012-11 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/011_sbp-012-11_02_stage_history.json and /workspace/documents/04_gong_deal_questions/027_sbp-012-11_04_gong_deal_questions.json; Gong insight GE-012-11.
Owner: Nora Kim; deadline: 2026-09-14.

### CHG-012-09 — SBP-012-12

System: salesforce; object: Task; record: 00TSB012000011; field: Status.
Changed Deferred to Not Started. SBP-012-12 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/012_sbp-012-12_02_stage_history.csv and /workspace/documents/04_gong_deal_questions/028_sbp-012-12_04_gong_deal_questions.csv; Gong insight GE-012-12.
Owner: Elena Rossi; deadline: 2026-09-15.

### CHG-012-10 — SBP-012-13

System: hubspot; object: tasks; record: 8001240012; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-012-13 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/013_sbp-012-13_02_stage_history.eml and /workspace/documents/04_gong_deal_questions/029_sbp-012-13_04_gong_deal_questions.eml; Gong insight GE-012-13.
Owner: Maya Chen; deadline: 2026-09-10.

### CHG-012-11 — SBP-012-14

System: salesforce; object: Task; record: 00TSB012000013; field: Status.
Changed Deferred to Not Started. SBP-012-14 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/014_sbp-012-14_02_stage_history.xml and /workspace/documents/04_gong_deal_questions/030_sbp-012-14_04_gong_deal_questions.xml; Gong insight GE-012-14.
Owner: Jon Bell; deadline: 2026-09-11.

### CHG-012-12 — SBP-012-16

System: hubspot; object: tasks; record: 8001240015; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-012-16 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_stage_history/016_sbp-012-16_02_stage_history.md and /workspace/documents/04_gong_deal_questions/032_sbp-012-16_04_gong_deal_questions.md; Gong insight GE-012-16.
Owner: Luis Ortega; deadline: 2026-09-13.

## Holds and unresolved conflicts

Four control portfolio records remained unchanged because the evidence register did not authorize a mutation.

## Control confirmation

No Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.

## Next operating cadence

The named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

Brightwell trial-expiry rescue

Prompt: Commercial Sales VP at Brightwell Observability needs your help before the 2026-Q3 operating review. Product trials expired without a next meeting. Separate deliberate no-decisions from administrative CRM neglect and schedule follow-up only when the prospect committed to a technical validation step. Work out the defensible stalled-pipeline cleanup and next-step recovery, correct only the CRM records the current evidence actually supports, and leave an audit-ready change register and a short decision brief for the team. Protect unrelated records and private call content; where the sources do not agree, keep the record unchanged and explain the hold.

Use at least 163 distinct successful, argument-specific MCP calls; repeating one lookup does not create credit.

Read all 96 task-scoped source records in full before relying on them.

Inspect custody metadata for the 8 designated source records.

Inventory, search, and traverse the released evidence room.

Identify the Salesforce user and inspect the relevant object contract.

Inspect the HubSpot account, deal schema, and active pipelines.

Query the Salesforce record corresponding to every proposed portfolio correction.

Retrieve the HubSpot record corresponding to every proposed portfolio correction.

Use the permitted Gong deal insight for every proposed portfolio correction.

Leave only changes.json and brief.md in the output workspace.

Create both final deliverables through the filesystem MCP surface.

Confirm salesforce Task 00TSB012000000 field Status began as 'Deferred'.

Leave salesforce Task 00TSB012000000 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-012-01 on 00TSB012000000.

Apply the authorized updateSobjectRecord mutation for CHG-012-01 exactly once.

Confirm hubspot tasks 8001240002 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001240002 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-012-02 on 8001240002.

Apply the authorized hubspot_update_object mutation for CHG-012-02 exactly once.

Confirm salesforce Task 00TSB012000003 field Status began as 'Deferred'.

Leave salesforce Task 00TSB012000003 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-012-03 on 00TSB012000003.

Apply the authorized updateSobjectRecord mutation for CHG-012-03 exactly once.

Confirm hubspot tasks 8001240004 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001240004 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-012-04 on 8001240004.

Apply the authorized hubspot_update_object mutation for CHG-012-04 exactly once.

Confirm salesforce Task 00TSB012000005 field Status began as 'Deferred'.

Leave salesforce Task 00TSB012000005 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-012-05 on 00TSB012000005.

Apply the authorized updateSobjectRecord mutation for CHG-012-05 exactly once.

Confirm hubspot tasks 8001240006 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001240006 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-012-06 on 8001240006.

Apply the authorized hubspot_update_object mutation for CHG-012-06 exactly once.

Confirm salesforce Task 00TSB012000008 field Status began as 'Deferred'.

Leave salesforce Task 00TSB012000008 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-012-07 on 00TSB012000008.

Apply the authorized updateSobjectRecord mutation for CHG-012-07 exactly once.

Confirm hubspot tasks 8001240010 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001240010 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-012-08 on 8001240010.

Apply the authorized hubspot_update_object mutation for CHG-012-08 exactly once.

Confirm salesforce Task 00TSB012000011 field Status began as 'Deferred'.

Leave salesforce Task 00TSB012000011 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-012-09 on 00TSB012000011.

Apply the authorized updateSobjectRecord mutation for CHG-012-09 exactly once.

Confirm hubspot tasks 8001240012 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001240012 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-012-10 on 8001240012.

Apply the authorized hubspot_update_object mutation for CHG-012-10 exactly once.

Confirm salesforce Task 00TSB012000013 field Status began as 'Deferred'.

Leave salesforce Task 00TSB012000013 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-012-11 on 00TSB012000013.

Apply the authorized updateSobjectRecord mutation for CHG-012-11 exactly once.

Confirm hubspot tasks 8001240015 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8001240015 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-012-12 on 8001240015.

Apply the authorized hubspot_update_object mutation for CHG-012-12 exactly once.

Choose the evidence-backed records: all twelve supported changes land and every control or neighboring record remains byte-for-byte unchanged.

Complete the work without deleting any CRM record.

Keep Gong read-only throughout the workflow.

Produce changes.json as a JSON object.

Record exactly 12 supported changes in changes.json.

Use every authorized change ID once and only once.

Set changes.json top-level schema_version to this task's exact released value.

Set changes.json top-level task_id to this task's exact released value.

Set changes.json top-level title to this task's exact released value.

Set changes.json top-level company to this task's exact released value.

Set changes.json top-level as_of to this task's exact released value.

Include an auditable row for CHG-012-01 (SBP-012-01).

Ground CHG-012-01's id in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's system in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's object_type in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's record_id in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's operation in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's field in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's before in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's after in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's reason in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's primary_source in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's corroborating_source in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's gong_evidence_id in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's owner in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's deadline in the released record for 00TSB012000000 and its controlling sources.

Ground CHG-012-01's portfolio_key in the released record for 00TSB012000000 and its controlling sources.

Include an auditable row for CHG-012-02 (SBP-012-03).

Ground CHG-012-02's id in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's system in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's object_type in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's record_id in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's operation in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's field in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's before in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's after in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's reason in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's primary_source in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's corroborating_source in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's gong_evidence_id in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's owner in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's deadline in the released record for 8001240002 and its controlling sources.

Ground CHG-012-02's portfolio_key in the released record for 8001240002 and its controlling sources.

Include an auditable row for CHG-012-03 (SBP-012-04).

Ground CHG-012-03's id in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's system in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's object_type in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's record_id in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's operation in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's field in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's before in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's after in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's reason in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's primary_source in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's corroborating_source in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's gong_evidence_id in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's owner in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's deadline in the released record for 00TSB012000003 and its controlling sources.

Ground CHG-012-03's portfolio_key in the released record for 00TSB012000003 and its controlling sources.

Include an auditable row for CHG-012-04 (SBP-012-05).

Ground CHG-012-04's id in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's system in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's object_type in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's record_id in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's operation in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's field in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's before in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's after in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's reason in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's primary_source in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's corroborating_source in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's gong_evidence_id in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's owner in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's deadline in the released record for 8001240004 and its controlling sources.

Ground CHG-012-04's portfolio_key in the released record for 8001240004 and its controlling sources.

Include an auditable row for CHG-012-05 (SBP-012-06).

Ground CHG-012-05's id in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's system in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's object_type in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's record_id in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's operation in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's field in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's before in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's after in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's reason in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's primary_source in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's corroborating_source in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's gong_evidence_id in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's owner in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's deadline in the released record for 00TSB012000005 and its controlling sources.

Ground CHG-012-05's portfolio_key in the released record for 00TSB012000005 and its controlling sources.

Include an auditable row for CHG-012-06 (SBP-012-07).

Ground CHG-012-06's id in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's system in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's object_type in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's record_id in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's operation in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's field in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's before in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's after in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's reason in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's primary_source in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's corroborating_source in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's gong_evidence_id in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's owner in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's deadline in the released record for 8001240006 and its controlling sources.

Ground CHG-012-06's portfolio_key in the released record for 8001240006 and its controlling sources.

Include an auditable row for CHG-012-07 (SBP-012-09).

Ground CHG-012-07's id in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's system in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's object_type in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's record_id in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's operation in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's field in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's before in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's after in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's reason in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's primary_source in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's corroborating_source in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's gong_evidence_id in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's owner in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's deadline in the released record for 00TSB012000008 and its controlling sources.

Ground CHG-012-07's portfolio_key in the released record for 00TSB012000008 and its controlling sources.

Include an auditable row for CHG-012-08 (SBP-012-11).

Ground CHG-012-08's id in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's system in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's object_type in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's record_id in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's operation in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's field in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's before in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's after in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's reason in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's primary_source in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's corroborating_source in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's gong_evidence_id in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's owner in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's deadline in the released record for 8001240010 and its controlling sources.

Ground CHG-012-08's portfolio_key in the released record for 8001240010 and its controlling sources.

Include an auditable row for CHG-012-09 (SBP-012-12).

Ground CHG-012-09's id in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's system in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's object_type in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's record_id in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's operation in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's field in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's before in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's after in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's reason in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's primary_source in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's corroborating_source in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's gong_evidence_id in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's owner in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's deadline in the released record for 00TSB012000011 and its controlling sources.

Ground CHG-012-09's portfolio_key in the released record for 00TSB012000011 and its controlling sources.

Include an auditable row for CHG-012-10 (SBP-012-13).

Ground CHG-012-10's id in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's system in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's object_type in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's record_id in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's operation in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's field in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's before in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's after in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's reason in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's primary_source in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's corroborating_source in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's gong_evidence_id in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's owner in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's deadline in the released record for 8001240012 and its controlling sources.

Ground CHG-012-10's portfolio_key in the released record for 8001240012 and its controlling sources.

Include an auditable row for CHG-012-11 (SBP-012-14).

Ground CHG-012-11's id in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's system in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's object_type in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's record_id in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's operation in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's field in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's before in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's after in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's reason in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's primary_source in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's corroborating_source in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's gong_evidence_id in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's owner in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's deadline in the released record for 00TSB012000013 and its controlling sources.

Ground CHG-012-11's portfolio_key in the released record for 00TSB012000013 and its controlling sources.

Include an auditable row for CHG-012-12 (SBP-012-16).

Ground CHG-012-12's id in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's system in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's object_type in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's record_id in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's operation in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's field in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's before in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's after in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's reason in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's primary_source in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's corroborating_source in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's gong_evidence_id in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's owner in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's deadline in the released record for 8001240015 and its controlling sources.

Ground CHG-012-12's portfolio_key in the released record for 8001240015 and its controlling sources.

Include the 'Executive assessment' decision section in brief.md.

Include the 'Review method and system coverage' decision section in brief.md.

brief.section.Review method and system coverage

Include the 'Authorized changes' decision section in brief.md.

Include the 'Holds and unresolved conflicts' decision section in brief.md.

brief.section.Holds and unresolved conflicts

Include the 'Control confirmation' decision section in brief.md.

Include the 'Next operating cadence' decision section in brief.md.

Explain CHG-012-01 with portfolio key SBP-012-01, record 00TSB012000000, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-012-02 with portfolio key SBP-012-03, record 8001240002, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-012-03 with portfolio key SBP-012-04, record 00TSB012000003, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-012-04 with portfolio key SBP-012-05, record 8001240004, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-012-05 with portfolio key SBP-012-06, record 00TSB012000005, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-012-06 with portfolio key SBP-012-07, record 8001240006, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-012-07 with portfolio key SBP-012-09, record 00TSB012000008, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-012-08 with portfolio key SBP-012-11, record 8001240010, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-012-09 with portfolio key SBP-012-12, record 00TSB012000011, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-012-10 with portfolio key SBP-012-13, record 8001240012, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-012-11 with portfolio key SBP-012-14, record 00TSB012000013, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-012-12 with portfolio key SBP-012-16, record 8001240015, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Do not claim that Gong changed, expose private transcript text, invent approval, or report a forbidden bulk action.

The controlling and corroborating records effective on 2026-09-07 agree with the live CRM and permitted Gong evidence for twelve portfolio keys.

Trust the newest CRM timestamp and bulk-sync the portfolio

Hold every record until all source systems agree verbatim

That avoids damage but leaves the evidence-supported targeted follow-up creation unfinished for Brightwell Observability.