Website
Instruction, training, approved resources, navigation, user-facing progress.
How the Systems Fit
One item → one authoritative home → one accountable owner → one current status → links elsewhere. The website never duplicates a task database, CRM, evidence store or transcript archive.
Zoho Projects
Assignments, owners, deadlines, evidence, verification, status, accountability.
Notion
Backstage authoring, governance, source classification, approval state, institutional memory.
Google Drive
Authoritative files and approved downloadable artifacts.
PLAUD
Original recordings and transcripts, subject to review.
Follow Up Boss
Authoritative sales and customer records within its approved boundary.
AUTHORITY NOTE
The website links to each system; it is not a system of record. Records stay where they are authoritative.