biz-dev-qna

Use for any CCA (Concierge Care Advisors) question: live operational data (advisor performance, pipeline, referral partners, placements, conversion funnels, care type mix, partner concentration, growth playbook) OR historical audit data (financials, P&L, equity, cap table, CEO comp, K-1 distributions, patent inventorship, pitch deck, stock options, marketing claims, Constant Contact email health) OR QuickBase CRM usage patterns (who uses QB, how often, which tables, field population, dead fields, user workflows, schema analysis, CRM replacement planning) OR org communication patterns (who emails whom, email volume, internal/external splits, advisor territories, team structure, external relationships, conversion pipeline). Trigger on: placement numbers, 25,000 claim, families served, audit findings, biz dev QnA, revenue, advisor rankings, top partners, churned partners, referral sources, QB usage, CRM usage, who uses QuickBase, field population, dead fields, schema, Adviser Navigator design, invoices, billing