Cashflow Code · Delivery Side

Student Outcomes & Guarantee Exposure

Every tracked "close" in the marketing stack is a sales close. This is the other ledger — each student's progress toward their own first commercial acquisition, the event the "we work free until you close" guarantee hangs on. The guarantee clock now runs on each student's own contract length (6–18 months, per Ramphis's system), not a flat 6 months, and Ramphis's RAG health signal is the primary per-student indicator. Wiki source of truth: projects/cashflow-code/references/student-outcomes-tracker.md

As of 2026-07-04 · churn/contract reclassification per Georgy direction 2026-07-04 (manual overlay on the 2026-07-03 API pull) · underlying data: Ramphis's student-system API (50 students, 412 call logs, 2,512 progress rows)
Active students
41
excl. Sean (proof-only) & 11 churned; incl. Mateo (paid, not started)
RAG health hero
🟢9 🟡25 🔴1
·2 orange* ·4 unrated
Guarantee active
11
own contract term elapsed + no actual success (was 15 before the 7/04 churn/contract reclassification)
Pre-successes
7
real win short of an acquisition — see roster
Actual successes
0
acquired a commercial property; Sean (non-roster example) has 3
Churned
11
incl. 10 reclassified 7/04 — see Churned section below

The guarantee clock — % of each student's own contract elapsed

One bar per membership, width = elapsed ÷ that student's own contract length (6–18 months, individually). Everything right of the red line has run past its own contract window — "we keep working free" territory unless a close simply went undocumented, or a pre-success is already in motion. Hover any bar for detail; click a status to filter. Bar color = guarantee-clock status (not RAG — see the RAG chip in the table for per-student health). Churned students appear here too, in gray. Students whose clock hasn't started (paid but not begun) or whose contract length is unknown have no bar — they show as a muted marker instead.

Roster

RAG (health, primary signal) sits right after the name. Guarantee status = this student's own contract-elapsed clock. Success = pre-success (a real win short of an acquisition) vs. actual success (the guarantee-satisfying close — none on the roster yet). Sorted by contract start date.
StudentRAGICPContractGuaranteeSuccessLast act.Documented stageProofNotes

Churned

11 students, excluded from the active-student total (41) and all guarantee math — shown separately so the churn stays visible. Outcome distinguishes a plain churn from a refund, a dispute (chargeback, not a refund request), and a recovered → churned case (saved back in once, then left). 10 of the 11 were reclassified manually on 2026-07-04 per Georgy — the API only structurally flags Umar Farooq (has_churned=true); churn dates and per-student refund status are not in the API and need confirmation.
StudentStartContractOutcomeChurn dateNotes
Daniel Taghavi 2025-04-30 12mo (→2026-04-29) Churned not recorded Was guarantee-active before the 7/04 reclassification. 0/40 modules; stalest last-activity of that group. Refund status not recorded — confirm.
Abelardo Martinez 2025-04-30 12mo (→2026-04-29) Churned not recorded Churned 7/04 — was guarantee-active. Also an LP→active-investor proof example (see Proof panel), now churned. Refund status not recorded — confirm.
Ting Li 2025-10-17 14mo (→2026-12-16) Churned not recorded Experienced (3+ prior deals); 0/40 modules. Never came back. Refund status not recorded — confirm.
John & Lisa Lopez 2025-12-18 6mo (→2026-06-18) Churned not recorded Couple (one membership). Refund status not recorded — confirm.
Marcos Soares 2025-12-29 6mo (→2026-06-29) Churned not recorded “Marcus & Priscilla” in the system (couple); 0/40 modules. Refund status not recorded — confirm.
Joe Mocquant 2026-02-08 12mo (→2027-02-08) Churned not recorded Churned per Georgy 7/04 (no contact). Had been corrected to a 12-mo contract earlier the same day before the churn call. Refund status not recorded — confirm.
Giselle Marzan 2026-03-07 6mo (→2026-09-06) Recovered → ChurnedDispute not recorded Recovered once, then churned. Did not ask for a refund — filed a payment dispute / chargeback (Georgy 7/04).
Starria Haigood 2026-03-16 6mo (→2026-09-15) Recovered → Churned not recorded Requested a refund ~3/23 — Georgy closed her back in (a recorded save) — then ultimately churned. Owns 10 doors; had a 28-unit target near a VA university. Whether the final exit included a refund is not recorded — confirm.
Carl Gonzales 2026-03-21 6mo (→2026-09-20) Churned not recorded Was in-window before the 7/04 reclassification. Refund status not recorded — confirm.
Umar Farooq 2026-04-01 6mo (→2026-10-01) Churned not recorded (blank in API despite has_churned=true) API-only — never on the CSV/roster before the 7/02 sync. Paid $10,800 in full (2-call close); no-debt constraint (religious reasons) per Georgy's 4/01 close call. The only churn the API structurally flags — no refund.
Karla Altamirano ~2025-04-01 12mo (→~2026-04-01) Churned not recorded 12-mo plan; started ~2025-04-01 (Georgy 7/04, approximate — “a long time ago”), contract now elapsed. Never in Ramphis's system. Never came back. Refund status not recorded — confirm.

Proof coverage × strategic spine

Coverage across the strategic-spine ICP segments and the investor-journey angles the spine sells to. The two former gaps — LP → Active investor and high-earner / tax pain — are now covered; a new Active investor → LP angle is tracked. Named examples per angle below.
✓ Covered

Residential → Commercial

Alan D. (Case 1, $1.7M PR 7-unit) · Adrian ($150K raised, 66-unit) · STR→MF (Case 5)

✓ Covered

RE-adjacent trades

Ismael (GC, $300K commitments — pre-success) · Pedro (electrical, pre-success sale — review in moderation)

✓ Covered

LP → Active investor

Ismael — LP turned active investor, has a published Trustpilot (carries this angle). Abelardo made the same LP→active transition but has since churned — weaker as public proof. Plus Sean Hamilton (actual-success example, not a tracked student): 3 commercial closes in 4 months (TX/DR/PR) + Equis LP — his coaching testimonial still isn't public.

✓ Covered

Active investor → LP

Pedro Ramirez — active investor who became a limited-partner investor after (Elevated / Jarabacoa villa buyer). His own Trustpilot is in moderation (appeal in progress).

✓ Covered

High-earner / tax pain

Named win: Lesdier saved $14,000 in taxes since joining — clears the $10,000+ bar (lowered from $25K). A second named case with permission would strengthen it.

  1. Ask Sean for a Cashflow Code-specific Trustpilot review — the single highest-leverage proof asset (Backfill #1). He is an example, not a tracked student.
  2. Pedro's Trustpilot appeal is IN PROGRESS — at least one other review is being appealed too; moderation has hit several reviews, including Heitor's (his is now confirmed in review).
  3. Coaching-specific quotes from Alan D. and Aja — both walk dual paths (Backfill #4).
  4. Video testimonials: the first is LIVE — Heitor's, already on the confirmation page. More to be recorded at the August event.

Feedback for Ramphis — what the data model is missing

Everything below is a place where building this dashboard hit a wall in Ramphis's student-system API. The theme: the system tracks enrollment and curriculum pace well, but not outcomes, exits, or proof — the things the guarantee and the marketing engine actually run on. Each item forced a manual overlay that a future API sync would silently overwrite.
  1. Churn / exit isn't structurally tracked. has_churned was true for only 1 of 11 real churns — the other 10 were added by hand. Give the CSM a churn flag with a required churn_date (right now churn_date is blank even for Umar, whose has_churned=true).
  2. No financial-exit field. We need to tell apart a plain churn, a refund, and a dispute/chargeback — these have very different P&L and legal meaning. Giselle disputed (didn't ask for a refund); Umar paid in full with no refund. Add an exit_type enum {none, refund, dispute, …}.
  3. No "recovered / saved" concept. Students talked back from the edge and then later lost (Starria, Giselle) have no field for it. Add a save/recovery flag + date so we can measure retention saves and re-churn.
  4. Success isn't tracked at all. first_deal_closed is false for all 50 students — including Pedro, who has a documented sale. Model the two tiers we actually use: pre-success (sale / raise / LOI / tax win) vs actual acquisition, each with a deal reference + date. This is what discharges the guarantee.
  5. Pre-successes live only in call-log free text. Pedro, Lesdier, Adrian, Ismael, Aja, Bennetry, Alan D. all have real milestones buried in notes. Structure them so they're queryable, not mined by hand each time.
  6. Proof assets are booleans with no state. has_trustpilot_review / has_testimonial can't express "in moderation / appeal / hidden" — exactly the state Heitor's and Pedro's Trustpilot reviews are in. Model each proof asset as {type, status: published / in-review / hidden, url}.
  7. Non-standard rag_status value. Two students (Luay, Zach) carry "orange", outside the documented red/yellow/green enum. Either document orange or normalize it — right now it can't be trusted to aggregate.
  8. No "not started" contract state. Mateo paid in full but hasn't begun — the guarantee clock must not run yet. Add a lifecycle state (enrolled → started → …) so start_date ≠ purchase date.
  9. Contract-date source of truth is ambiguous. API vs CSV disagree (Heitor 2025-01-08 vs 2025-07-01; Giselle's clock). Pick one authoritative start_date/end_date and stop deriving it two ways.
  10. Paying students missing from the system. Karla, Mateo, and Tania paid but were never in the system. Enrollment (Whop/Stripe/closer EOD) should auto-create the student record so nobody falls through.
  11. Investor-journey transitions aren't modeled. LP→active (Abelardo, Ismael) and active→LP (Pedro → Elevated) are high-value proof/marketing signals with nowhere to live. A simple journey/tag field would capture them.
Maintenance: CONNECTED to Ramphis's system (read-only API; fresh full pull 2026-07-03 — 50 students, 412 call logs, 2,512 progress rows). The 2026-07-04 churn/contract reclassification is a manual overlay — the API still lists these 8 as active and flags only Umar as churned; Ramphis to reflect the churns + set churn_date/refund status for each. Ramphis follow-ups: onboard Sean (proof-only, no roster change) / Tania / Mateo into the system, set Pedro's first_deal_closed flag if/when the actual acquisition lands, confirm the non-standard rag_status="orange" value (Luay, Zach), and confirm per-student refund status for the churned list. On every ACTUAL success, fire the testimonial ask immediately.
Data: Ramphis's student-system API (`/api/agent/schema`, `/students`, `/call-logs`, `/progress`), pulled fresh 2026-07-03 · community_members.csv (Skool, 5/23) for pre-API roster entries · case-studies.md · june-2026-marketing-to-sales-report.md · Fathom _calls cache.