A role is a set of recurring deliverables. Map it as six pillars with six deliverables each and the whole role is visible on one page: 36 concrete outputs, each one something an AI agent can produce, check, and repeat. The matrix is built from the goal, not from the current calendar, because the work you are doing today is not automatically the work that reaches the goal. Then every cell gets an agent, and coverage becomes intentional instead of accidental.
| Daily LinkedIn postThe drumbeat that feeds everything below | Have |
| Weekly marketing call kitTopic, deck, run sheet, promo posts, registration page. One public call a week that fills the room | None |
| Call replay content cutsEvery call becomes clips, posts, and an email. One hour in, a week of content out | Partial |
| Lead magnetThe valuable giveaway, aimed at the community funnel | Partial |
| Nurture email sequenceOpt-in to member. The wiring is live, the words are not written | None |
| Personalized pitch pageOne page per hot prospect: their story, your offer | Partial |
| Membership sales pageThe one page that sells the community | Partial |
| Daily DM batch + scriptsTen warm connects a day, drafted and ranked | Partial |
| Prospect dossierThe pre-call brief on any name | Have |
| Proposal / statement of workPremium rungs. The template exists, the agent does not | Partial |
| Buyer decision briefThe ROI math and the narrative a buyer uses to sell it inside their own company | None |
| Weekly pipeline reviewBooked, held, joined, upgraded | Have |
| Weekly community call agenda + run sheetThe member conversation. The product members pay for | None |
| Member onboarding pathJoin to first win in week one. Retention starts here | None |
| Weekly wins roundup / member spotlightProof inside the room. Members who are seen, stay | None |
| Member Q&A digestEvery member question becomes FAQ and classroom content | None |
| Client onboarding kitPremium clients. Built and proven on a live engagement | Have |
| Client wrap-up + AI invoiceCloses every engagement with proof | Have |
| Daily numbers scoreboardNine metrics, every morning, each with a source | Have |
| Membership MRR dashboardMembers, churn, upgrades, distance to $30K | None |
| Monthly cash + P&L snapshotThe board packet | Have |
| Offer economics modelPrice times members. The honest paths to $30K a month | None |
| Production + AI invoicesProof of value created, priced so a CFO cannot argue | Have |
| Tool + subscription spend auditQuarterly. What we pay for and still use | Partial |
| Agent / skill packageThe factory that builds the workers | Have |
| Agent QC standard + run receiptsScript checks, independent grading, a receipt for every run | Partial |
| Weekly fleet reviewWhat ran, what broke, what repeats often enough to become an agent | Partial |
| Guest expert kitInvite, prep, and promo for guest calls. Borrowed audiences | None |
| Community moderator playbookThe day-to-day of the room, runnable by AI or a future human | None |
| Graduated process docA winning project becomes a standing process on a schedule | None |
| Monthly reset packetA full planning cycle every month | Have |
| Quarterly goals refreshThe annual frame, kept honest | Have |
| Experiment scoreboardKeep, kill, or scale. Every bet ends on purpose | None |
| Competitor + market briefWhat the market and the competition shipped this month | Partial |
| Decision log entryInstitutional memory. Every meaningful call, with reasoning | Have |
| Weekly velocity prepCash, calls, the strongest client quote, open issues | Have |
One number, one date. The matrix serves the goal, not the calendar. If a deliverable does not move the goal, it does not earn a cell.
The six functions every business runs on: marketing, sales, operations, finance, team, strategy. Pillars are nouns a peer would recognize, and each one produces multiple deliverables.
Outputs, not tasks. Not "review the budget" but "the budget memo." Each cell must be something an agent can produce, check against a finished example, and repeat.
Green: an agent produces it today. Amber: pieces exist, not packaged. Red: nothing yet. The red cells are the build list. Do not flatter the fleet.
The first draft is roughly 80% right. Swap, rename, kill, add, in plain words, until the owner of the role says "that is my job."
Batch-build the missing agents as working drafts, then harden each one on its first real run. Coverage becomes intentional: the agent is ready before the work arrives.
The Affluent Affect · 6x6 Role Matrix · Draft v1 · 2026-07-16 · Status marks audited against the live agent and skill roster