Privacy Stack
0 active
Personal → Business is limited. Business → Consulting is grant-scoped rollups only.
ACTIVATION STATE — GENERIC
Advisory delivery runs as proof-backed portfolio intelligence.
Consulting Suite mirrors the Business Suite skeleton one privacy layer higher: Client Accountability, Client Diagnostic Grid, and Whole-Portfolio T.A.S.K. No client employee data is exposed here.
Active Clients
0
Portfolio visibility depends on active client_grant records.
Grant Count
0
Scopes are per-field, time-bound, and revocable.
Engagement Board
0
Deliverables reference client rollup records; they do not cache source truth.
ClientGrantManager
Grant-based access, not blanket visibility.
A client grant controls which business-level rollup fields the consultant can see and when that visibility expires. The consultant never queries individual team member data.
Allowed Scope Fields
0
Journey, Missions, Execution Center, COG Learning, Achievements, Outcome, PULSE, Community.
Saved Grants
0
Active grant records appear only when saved and non-expired.
Active Portfolio
0
Only active, non-expired grants appear in the operating dashboard.
| Client | Scope fields granted | Expires | Status |
|---|---|---|---|
| No active client grant yet | 0 scope fields granted | — | ● pending |
Module 1 · Client Accountability Layer
Tracking client businesses, not client employees.
The Consulting Suite reads each client's approved Business Suite rollups through Genesis AI Brain. Engagement deliverables reference live rollup IDs and never fork Journey.
Clients
0
Active, granted client businesses.
Connected Rollups
0
Grant-scoped business-level signals returning live data.
Boundary
Business only
No individual Journey, Missions, or PULSE data reaches this layer.
| Client | Journey health | Last sync | Status |
|---|---|---|---|
| No active client business yet | 0% | — | ● pending |
Engagement Board
Delivery work sitting on top of each client's live rollups.
This Kanban surface mirrors the Business Working Board pattern, but it tracks consulting deliverables tied to an engagement and a scoped grant.
Module 2 · Client Diagnostic Grid
Every gap points to a standing offer anchor.
The 12-function grid reuses the Business Suite functional framework and turns weak or unowned functions into proposal-ready next actions.
Function Map
0
Executive through Administration.
Flagged Gaps
0
Each gap links to a sellable next step.
Offer Anchors
0
Leadership OS, Capture, Workshop, Retainer.
No diagnostic gap yet
No offer anchor yetRun diagnostics after a client grant is active.
No engagement trigger yet
No proposal step yetClient rollups stay zero until connected.
No portfolio issue yet
No renewal signal yetPortfolio T.A.S.K. stays generic until active.
Module 3 · Whole-Portfolio T.A.S.K.
Traits, Actions, Systems, Kingdom Building across the book of business.
Portfolio T.A.S.K. is aggregate-only. It supports renewals, case studies, and testimonials without exposing any single client's raw internal numbers.
Portfolio State
No proof yet · 0%
Operating Loop: Intelligence → Decision → Mission → Receipt → Action