Eight things on the floor today.
Your snapshot of Aqua's GTM machine right now — what's overdue, what ships this week, where the pipeline sits.
On deck today
View board →- DPL Partnership Proposal — vFinal review Decks Today AB
- Reconstruct Longhorn 1031 QI walkthrough DST Tomorrow AB
- Ship CTEK fund tear-card for Friday's RIC newsletter Fund Factory Fri AB
- RIC newsletter — Week 19 draft RIC Sat AB
- Build Syon Capital pitch deck (co-branded leave-behind) Decks May 17 AB
Pipeline pulse
All deals →-
DPL Partnership In review
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Syon Capital Proposal sent
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Janney Montgomery Scott Negotiation
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Orion Discovery
Library activity
Library →-
Syon Capital deck shipped via deck-shipper.3h ago · decks.investwithaqua.com/syon-capital
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CTEK tear-card rendered + added to Fund Card Archive.Yesterday · 4:18pm
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Acme Wealth scaffold updated — new hero block + KPI tile.2 days ago
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Embassy deck cobranded + shipped.3 days ago
Tasks, operationalized.
The Aqua GTM machine — fund factory, decks, drops, RIC newsletter — every active workstream in one board.
Decks, live.
Every deck the deck-shipper has produced — Syon, DPL, Janney, Orion, Embassy, more — with their live URL, traffic, and last edit. Coming in pass 5.
Calendar.
Meetings, deal touches, drop launches, RIC sends — one timeline.
Team.
Roster, who's on what, last activity. Personal-now means this stays light for a few passes.
Docs.
Playbooks, retros, voice docs. The internal wiki layer that pairs with the library.
Automations.
The four GTM workflows (WF1–4), enrichment pipelines, signal detection — visualized as a graph.
Reporting.
Live HubSpot pipeline + outbound dashboards — embeds the views already in the library.
Project view.
A scoped Tasks/Files/Timeline view per project. Reuses the Tasks primitive with a pre-applied filter.