Draft PR for the Aspire account-setup plan + customer proposal (approval gate). Both files are gitignored; force-added here for review.

Plan: docs/account-setup/aspireiq-2026-08-13.md , full technical setup spec. Proposal: docs/account-setup/aspireiq-proposal.md , customer-facing, share with Sahand.

Setup builds on the completed data-audit scaffolding (AOPs, 12-stage pipeline + entry/exit, taxonomy fields, integrations all already in place). This pass adds: playbook resource files, customer-facing CRM fields + Salesforce mappings (required-on-stage fields confirmed from live validation rules), priority logic, per-rep email style, canvases, Slack notifications. Agent execution + CRM push stay OFF until go-live.

Awaiting review/approval before any writes.

🤖 Generated with Claude Code

Greptile Summary

The PR expands account-setup guidance and updates the Phase 6 canvas script with environment-driven configuration, CRM-linked deal filtering, expanded views, and conversation-name display.

• Adds operational guidance for CRM field propagation, sync verification, stage requirements, post-sync cleanup, and activation reporting.
• Configures deal-oriented canvases to show CRM-synced deals while leaving post-meeting follow-ups unfiltered.
• Introduces a destructive task-cleanup query that currently includes historical and non-live task rows.

Confidence Score: 4/5

The pull request should not merge until the task-cleanup query is limited to the intended live backlog and preserves historical task records.

Phase 7c currently hard-deletes all task lifecycle states for the selected users rather than only trimming actionable backlog rows, causing avoidable loss of task history.

Files Needing Attention: .claude/skills/account-setup-from-transcript/SKILL.md

Important Files Changed

Flowchart

### Issue 1
.claude/skills/account-setup-from-transcript/SKILL.md:2408-2412
**Cleanup deletes non-live task history**

When a rep has completed, deleted, agent-deleted, or other non-live task rows, this query ranks them with the live backlog and hard-deletes every row outside the five retained open-deal tasks, permanently removing task history and potentially related execution records. It also leaves fewer than the documented approximately five samples when fewer than five tasks belong to open deals because recent closed-deal tasks cannot enter the keep set.

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For each issue above, determine whether it is valid and should be fixed. If so, fix it directly.

_{Reviews (1): Last reviewed commit: "account-setup skill: onboarding-on-audit..." | Re-trigger Greptile}

Greptile also left 1 inline comment on this PR.

Context used:

• Knowledge Base , Database Schema
• Knowledge Base , [User tasks: output axis, groups