UKTG Notes
Internal reports & shared pages — login required.
Placement Cockpit — the event log
Every event the cockpit would log, what each row carries, and how it joins DataHub's client timeline.
Increasing NTR per client
How to lift net therapy revenue per client — price, retention, and where the bottom tiers leak value
Cohort LTV — Datasheet
How to read the Cohort LTV report: months of life, net-25 per client, and how the M6 / M12 forecasts are made.
SEO Factory — Datasheet
How the automated SEO pipeline works, in plain English: the loops, the two human gates, a panel-by-panel dashboard tour, where every number comes from, and the guardrails.
LUFT Cancellations — Datasheet
How to read the LUFT cancellations report: the two clocks, why 'after call start' isn't what it looks like, the reason themes, and the 19% supply floor.
LUFT Host Analysis — Datasheet
How to read the host analysis report: what gets counted, the six rates, the cost maths, and why the numbers can be trusted.
Shift Planner — Datasheet
How to read the Shift planner: one month of shifts in, six months of value out — the chain, the measured rates, the £127, and the limits.
Cohort Model — Datasheet
How to use the Cohort model: the three levers, the three SDRs, the burn-rate breakeven, and the new cashflow planner — plain English.
What makes a good placement call?
Questionnaire for the placement team — the answers become the assessment rubric.
Placement Assessment Rubric — v0 draft
The grid the cockpit's post-call AI assessment will score against. First draft, written to be argued with.
Host analysis: does the new screen match James's sheets?
Cell-by-cell check of the new LUFT host reports against James's Tableau — 9 tiny differences explained, 3 questions for James on ad cost.
Parked On-Hold
9 paused subscriptions awaiting a decision — all sessions used, next payment not taken.
SEO Factory — Bird's-Eye TLDR
Pipeline state, the money picture, the funnel gap, and what to focus on next
Customer Acquisition — Datasheet
How to read the Customer acquisition report, in plain English — the five costs, paid vs blended CAC, and the average.
Cross-device Bridge (Fix #5) — How it works
Plain-English explainer of how the click-to-person bridge catches the client who clicks on their phone and books on their laptop.
Cohort Payback — Datasheet
How to read the Cohort payback report: the race, the columns, CAC and the projection — plain English, diagram-first.
Feeding Google Ads Our Conversions
Spec: server-side conversion uploads to fix the starving test campaign, plus the standing playbook for every future A/B test
Ads Control — Datasheet
How the Ads Control report works, in plain English: the 75% target, fill vs utilization, the rule, the levels, and where every number comes from.
Acquisition System Map — Driver Tree
How the acquisition metrics cascade: CAC split into an ads branch and a team branch, down to the raw inputs, with the shared Sch→Comp and Conversion levers.
July Velocity — Why Pacing Is Low
Ad throttling, not slot capacity: like-for-like funnel + throttle pattern, first 22 days Apr–Jul.
Resume / Restart a Plan — how it works
The five client flows for resuming a dead or failed plan, with screenshots and screen recordings (issue #64)
Ads That Watch the Calendar
Feasibility proposal: auto-throttle Google Ads to match call-booking capacity
Placement Cockpit — Feature Sheet
One-page flyover of the new cockpit: comms, Match & Book, payments, live AI, scheduling, training
Mockup: Single Match, Slot-First
Interactive mockup of the slot-first single-match page — pick a real time, then confirm and pay
Single Match: Add Certainty Before Payment
Why the single-match funnel stalls at the payment button, and the slot-first fix — analysis + test spec
How the DataHub works
A plain-English tour of the data schema — from the website to the vault to the reports, and why the numbers can be trusted.
Placement Cockpit — the five-second call wrap
A quick tap-only call-wrap card, and the weekly picture it would build.
Seeing one client, not three
Ops-friendly explainer: linking a person's different emails — and their couples/family group — into one client view. Idea for planning.
Why Julianne Wren got a booking email
Incident review: a booking-confirmation email reached an onboarding therapist for a session not in the system — full timeline, root cause and fix.
Single-Match vs Placement-Call — A/B Test Design
The pay-first funnel experiment: two arms, the one-time booking link, and the build driven end-to-end with screenshots.
Your Match — UKTG
Single-match recommendation screen — therapist profile design.
Placement Cockpit
Placement management dashboard mockup.
Helps-with Synonyms — Curated Pass
All 150 helps-with tags rewritten with proper client-language synonyms (old vs new, sorted by usage) — powers the placement form tag picker, free-text detection and the matcher.
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