Session Objective

Advance the Joe Choniski CMO onboarding handoff while Sam was offline, taking on all reversible staging and documentation work and leaving only true human-review or go-live items.

Accomplished

• Verified the prior Notion export exists: Joe Choniski CMO onboarding folder build - 2026-04-26.
• Verified the team directory, access checklist, Litify primer, disclaimer library, spend docs, and budget shell in Drive.
• Connected to live LITIFY_ORG, ran a live SOQL read, verified marketing attribution fields, and checked the key Analytics report IDs before writing the Litify report guidance.
• Appended Key Litify Reports for Marketing into the existing Litify primer because Drive quota blocked creating a new companion doc.
• Corrected the primer wording so Joe is directed to the appended report section, not a nonexistent companion file.
• Appended starter compliance content into the existing disclaimer library: testimonial consent text, crisis communications starter, and negative review response templates.
• Built and rendered a local DOCX version of the testimonial consent form for layout QA.
• Converted the existing budget workbook into a consolidated spreadsheet with By Channel, By Geography, and By Vendor tabs and $3.5M totals.
• Wrote local closeout notes at /Users/samaguiar/Documents/Projects/admin/session_logs/joe-cmo-onboarding-autonomy-2026-04-27/HANDOFF-Joe-CMO-onboarding-autonomy-2026-04-27.md.

Still Pending

• Sam needs to provide the actual offer letter terms or source file; this should not be invented.
• Sam needs to complete or confirm founder voice/interview answers for Sacred Cows and Day-1 guidance.
• GC should review compliance starter templates before they are treated as externally approved policy.
• IT/operations should execute the access checklist against actual accounts.
• Sam still owns private _inbox_from_sam triage.
• Drive owner cleanup remains: delete _DELETE_ME_quota-test-shortcut_created_by_agent_2026-04-27 and _DELETE_ME_duplicate_disclaimer_library_2026-04-27.md; service-account delete/move was blocked by Google ownership permissions.

Decisions Made