The foundation is built and running in your systems. What remains is small, and mostly waiting on a decision.

This is the engineering companion to the benchmark deck. It shows every system we touched, what we connected, what is live in your production today, and an honest estimate of the time to finish the rest. It reads in four states:

• LIVERunning in CBC production systems right now
• WITH CBCFinished on our side, waiting on a merge, a release, an owner, or a decision
• BUILTBuilt and gated, ready to deploy on your go
• NEXTSpecified, with an honest time estimate to complete

The headline: the corrections themselves are mostly merges, a release, and a few access or approval decisions. The clock is set by those decisions, not by build time. Nothing in this deck is a promised date; time ranges are honest estimates for the work itself.

Prepared for Ken, Robin, Brandon, Jim · Glenn Hibler, partnerships · Joseph Gomez, systems · info@nextrev.io

Your original ask, and where to see it

The June 9 go-ahead was three things: two dedicated URLs, one landing page for small group and individual only, and Amplitude tracking of the activity. Here is where each of those three stands. Your own analytics showed the drop-off was across the whole quote path, not just the landing page, so we rebuilt the entire path for both, not a single page.

• READY TO LOCKTwo dedicated URLs. We sent four names, each checked available at the time, with the Costco name kept out until the partnership's marketing clauses are confirmed. Brandon's to pick and register. SmallGroupHealthQuote.com / GetSmallGroupQuote.com · IndividualPlanQuote.com / MemberHealthQuote.com
• ON PREVIEWThe dedicated pages, small group and individual. Rebuilt phone-first because your mobile was converting at about half of desktop, with your copy and every regulated disclosure kept word for word, through a full quality, layout, and accessibility pass. Ready for you to review on your phone now; nothing is live and your sites are untouched. cbc-costco-forms.pages.dev
• LIVEAmplitude tracking of the activity. We audited the full funnel, set your Day-Zero benchmark as the number to beat, and built a funnel explorer your team reads on your own Amplitude and HubSpot data, behind login. cbc-funnel-explorer.pages.dev

All three are answered, and from there the work went well past the original ask: marketing source on every deal, a first speed fix and the checkout freeze fix live in production, and a scored recovery pool of quoted-not-closed leads. The rest of this deck is that work.

The apps and systems we have touched

Every system above is one CBC already owns. We worked read-only or through your own pull-request and release process; nothing was deployed to your live sites by us.

What we connected

• Marketing source → the deal record. Every one of your 1,403 won deals now carries a normalized source field. This is the attribution scoreboard that did not exist before.
• Google click ID → the deal record. An ad click now travels end to end onto the deal, so paid Google spend can finally be tied to sold business (armed; it counts the moment the paused ads resume).
• Five plan sources → one parallel call. The Small Group engine's five rate sources used to run one after another; they now run together, with the group-size rule intact.
• HubSpot + the quote database + Monday.com → one recovery worklist. We cross-referenced all three to find people who got a quote but were never contacted.
• The campaign link-builder → the tagging standard. New marketing links are built pre-tagged, so new deals arrive already labeled at the source.
• The quote engine → HubSpot sync, mapped. We read and documented the existing lead sync and found the gaps that create the blind channel and the recovery pool.

Live in your production today

• LIVE Jun 19Marketing-source field on every deal. the cross-check ties to the penny; already surfacing sources the raw data missed, including the first AI referrals.
• LIVE Jun 24Google click IDs carried to the deal record. armed; reads new clicks the moment the paused Google ads resume.
• LIVE Jun 24Checkout freeze fix, live for customers on every quote flow. saved into master on three flows; the rest are live and one merge from being saved in too.
• LIVE Jul 7Small Group parallel quoting + the "Limit Group Size by State" rule, both live and correct. re-checked against the live engine code July 9: the speed change and the group-size rule are both in place; the rule that was briefly switched off is fully restored.
• LIVE Jun 26First speed fix in the quote engine, deployed through your own release.
• LIVEInteractive funnel explorer for CBC staff, behind login, on your own data.
• LIVETracking guide, hosted for the team alongside the explorer.
• LIVEPenny-verified numbers baseline: pulled June 18, re-pulled July 6, every figure re-ties.

Everything on this page is running in CBC systems today, delivered before any agreement was signed.

Evidence that it is working

• TIES TO PENNYThe source field reconciles exactly against your own book. 223 attributed + 1,180 unassigned = 1,403 won deals; $326,436 traceable + $563,492 blind = $889,928. Re-run the deal report by source in your HubSpot and it ties with nothing left over.
• NEW SIGNALIt already surfaced sources the old data could not see: the first AI-assistant referrals (ChatGPT, Copilot) and a Google source that were invisible before.
• LIVE DATAThe Google click-ID rail is proven end to end: the first deal written after the June 24 deploy carried its click ID through, 0 to 1. it reads 0 new only because the ads paused; the newest click-ID contact in your HubSpot is dated June 16, 1:59 AM, with 1,104 in total (checked July 9). Armed, not broken.
• LIVE CODESmall Group speed and the "Limit Group Size by State" rule, re-checked against your live engine on July 9. Fred's July 7 file (Release-35) is the file we sent apart from brace formatting; the parallel five-source call and the group-size rule are both present and correct in the live code.
• YOUR TESTThe speed proof is your own designer's production run, not ours. Joe Paradis, July 6, on production: a 50-result Small Group quote in 21 seconds, 701 results in 61-69 seconds. Time now scales with plans returned, not sources waited on.
• LIVE CODEThe checkout freeze fix is confirmed in the served script on every quote flow. the race that stuck the cart is gone; verified byte-for-byte on each live page.
• REPRODUCIBLEThe numbers baseline holds: pulled June 18, re-pulled July 6, every figure re-ties. all from written-down queries CBC can re-run; nothing here depends on trusting our counting.

The same verification is what flags what is not yet done on the next pages: the cbcins Small Group engine is still serial, and the individual checkout fix is live but not yet merged to master. Honest both ways, and every line above is checkable in your own systems or your own code.

What is left, and how long to finish it

Estimates are for the work itself, not commitments to a date. Items marked "gated" start when the decision or access clears; several run in parallel.

The plan to finish, with rough durations

1. This week · days  Close the remaining merges and the cbcins Small Group speed review. Trace the two funnel bugs. Mostly your dev's time; ours is ready.
2. Weeks 1–2 · 1–2 wk  Speed round two: the first-page-fast spec and the cbcins Small Group speed, plus the before/after percentiles once telemetry access lands.
3. Weeks 2–4 · 2–4 wk  Turn on revenue recovery: name the owner, clear counsel, start working the 2,812-lead list, and stand up sold-by-source reporting once a write credential exists.
4. Weeks 3–6 · 3–6 wk  Ship the new phone-first quote funnels and the site remake: review with the team, wire to the engine, deploy.
5. Ongoing  Security execution on the delivered runbook, marketing tagging adoption, and the cbcins tracking install once privacy signs off.

Appendix: the complete work record, one page

35 items and counting. Every line carries its own date, state, and verification in the work-record document; happy to walk any of them.

NextRev · Glenn Hibler, partnerships · Joseph Gomez, systems · (747) 745-5837 · info@nextrev.io · nextrev.io