00Operator handbook
How CPP runs, by role.
Eight short guides. Each one walks one role through the daily flow — what to click, where the screen lives, what to expect next. Screenshots are captured from real seeded data so the copy matches what you will see in production.
Coverage
8/ 8 guides
Live now. The remaining flows publish as the calendar + client-contracts modules ship.
01Eight role guides
Tap any card to read.
- 01Owner guide
Owner
Full visibility: exec dashboards, admin user management, every contract, every commission, every invoice.
8 steps · ~4 min readLive - 02Admin guide
Sales Admin / Admin
Provisions users, runs CSV uploads, resolves lead conflicts, approves outside-rep signups, reassigns leads.
12 steps · ~5 min readLive - 03COO guide
COO
Owns Clinical Speed account management: client folders, communication logs, AM Ops dashboard, recovery review.
8 steps · ~4 min readLive - 04Senior CS guide
Senior Rep — Clinical Speed
Reviews gameplan calls, runs discovery, sends client contract bundles, schedules onboarding with Courtney.
9 steps · ~4 min readPartial - 05Senior BMD guide
Senior Rep — BiogenixMD
Confirms BMD demo vs onboarding type at booking. Lead/CRM views match other rep roles; BMD post-close is handled in the BiogenixMD portal.
7 steps · ~3 min readPartial - 06Dev guide
Dev Employee
Enters audit batches, logs verified-835 recovery entries (auto fee snap), tracks the dev queue.
5 steps · ~3 min readLive - 07Inside guide
Inside Sales Rep
Works the call queue, dispositions calls with smart callbacks, claims from the lead pool, watches the 45-day protection window.
9 steps · ~4 min readLive - 08Outside guide
Outside Sales Rep
Applies via referral link → signs ISA + W-9 → enters leads, schedules gameplan calls, tracks payouts and recruits a downline.
10 steps · ~6 min readPartial
02How to read these
Top-to-bottom on the first pass.
Each guide is a numbered sequence. Read straight through the first time. Once you know the flow, jump straight to the step you need from the table of contents on the left.
Steps tagged Coming soon reference flows that ship with the next wave — Google Calendar booking and the client-contracts launcher. The route already exists in stub form so links won't 404, and the guide regenerates the moment those modules land.