Concept — The Business Loop (Adjust → renewal)

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The mechanism that converts each completed Applied Learning Cycle into a measurable renewal/expansion opportunity. Adjust loops back to Prepare — and the signal that travels along that loop-back arrow is the business model.

The open loop today vs. the closed loop in v3

Today After (v3)
Flows end at “engagement complete.” Completion is the last data point. Every cycle ends with an Adjust phase that surfaces next-engagement signals.
No signal for renewal/expansion. Next-engagement signal routed to LA → PM → HubSpot.
No visibility into at-risk cohorts mid-engagement. PM pattern detection flags at-risk + high-perf automatically.
No case-study pipeline. High-performing cohorts auto-captured for sales/marketing.
Value prop asserted, not evidenced. Time-to-apply + repeat + mastery metrics defend pricing & renewals.

The routing rule that matters most (§6.5)

Let the client see it first. When the IS surfaces a next-PD signal, route it to the LA dashboard before the Account Owner. This turns the LA into the internal champion for the renewal conversation. The PM → HubSpot handoff happens after the LA has expressed interest — not before.

Sequence: IS next-engagement signal → LA dashboard → (LA interest) → PM queue → HubSpot + Account Owner.

What flows where in Adjust

The IS’s cohort-gap signal fans out to three destinations:

  1. LA dashboard — so the LA can champion the renewal.
  2. PM queue — so renewal/expansion surfaces in HubSpot.
  3. Content Creator backlog — so new microlearning gets prioritized to the observed gaps.

At-risk vs. high-performing

HubSpot’s boundary

The recommendation keeps a clean split: HubSpot keeps its commercial role; the platform owns delivery. Engagement data is pulled from HubSpot (P1); renewal/expansion signals are pushed to HubSpot. The Briefing Report is recommended to move into the platform (see open question).