HOW WE GOT HERE
Rx 01 exam Jul '25 (247-B) → diagnosis (247-D) → 16 months of Rx 03 → retest Sep '26 (247-P) → Q3 recommitment Oct '26: CONCLUDE, elected by you.
A system your team runs without us. The front desk owns its feedback loop, finance owns the readout, your people own the gains. This document ends our revenue from this account, and it is the last thing we owe you.
HOW WE GOT HERE
Rx 01 exam Jul '25 (247-B) → diagnosis (247-D) → 16 months of Rx 03 → retest Sep '26 (247-P) → Q3 recommitment Oct '26: CONCLUDE, elected by you.
WHAT TRANSFERS
12 recurring forms · 14 systems · 9 runbooks · 12 desks. A named owner and a verification date for each, or an honest "not yet".
ADMEN ACCESS
Revoked 6 Nov '26 across 11 systems. Two read-only accounts survive to the 90-day check-in and die 5 Feb '27.
WHAT THIS IS NOT
There is no proposal in this packet and no pricing. Sheet 7 names five things worth re-hiring for and six you should never buy again.
01 · DISCHARGE CRITERIA — SET IN THE DIAGNOSIS (FORM 247-D), SCORED HONESTLY
| CONDITION | EVIDENCE | STATUS |
|---|---|---|
| The retest reads on the Day-0 instruments, and your team can re-run it | Form 247-P issued 10 Sep '26; your controller pulled the extract and re-derived two Day-0 vitals from source | met |
| Every recurring document has a named internal owner who has produced it solo at least once | 9 of 12 forms verified solo — see the matrix on sheet 2 for the three that are not | met, 3 gaps |
| Attribution coverage of at least 8 channels, traceable in systems you own | 10 of 13 channels in the census, end-to-end, in accounts held in your name (Form 247-P) | met |
| The weekly desk loop runs three consecutive months with ADMEN out of the room | Aug, Sep, Oct '26 — Form 247-K produced at all 12 desks; we attended none of them | met |
| A monitor fires when something breaks, and a named person answers it | The WATCH monitor runs on ADMEN infrastructure and you have nowhere to run it today. Recipe and thresholds transfer as runbook R-09; unrehomed, it stops on 6 Nov | not met |
| Media buying and budget reallocation have an internal owner | No one at the group does this work. Settings freeze on 6 Nov. Remediation and a decision date are on sheet 6 | not met |
HOW TO READ THIS PACKET — AND WHEN
| FORM | OWNER, BY ROLE | TRAINING RECEIVED | COMPETENCY VERIFIED |
|---|---|---|---|
| 247-B Baseline reading | CFO | Archive record. Re-runnable by any competent team from the frozen definitions document | n/a — record, not a process |
| 247-D Diagnosis | CEO | Archive record. Superseded in part by 247-P; both retained | n/a — record, not a process |
| 247-P Post-op vitals · annual retest | CFO + controller | Ran the Sep '26 extract under observation; re-derived two Day-0 vitals from source; holds the same-store rule in writing | 10 Sep '26 · next due Sep '27 |
| 247-C Operating cadence calendar | Director of ops | Two sessions, then two full cycles run unassisted | 2 Oct '26 |
| 247-K Desk readout · weekly, per desk | Desk managers ×12, coordinated by director of ops | Rubric certification; double-scored against our scorer to ≥ 90% agreement | 18 Sep '26 · 10 of 12 desks certified; 2 new hires pending, due 15 Dec |
| 247-L Desk ↔ media loop · monthly | Director of ops + marketing coordinator | Three cycles observed, then run without us in Sep and Oct | partial — desk half verified 16 Oct '26; the media half has no owner (sheet 6) |
| 610-R Monthly readout · one page | Marketing coordinator, countersigned by controller | Two assisted assemblies, one solo; solo output reconciled to ours within 0.3% | 2 Oct '26 |
| 610-M Monthly board pack | CFO + controller | Two assisted, one solo. Controller signs the marketing → P&L tie-out, as they already did during the engagement | 4 Nov '26 · channel-economics page carries the media caveat |
| 610-Q Quarterly recommitment | CEO + CFO | One facilitated cycle (Oct '26) — the one that produced this discharge | not yet — observed once, never self-run. First self-run Q1 '27 |
| 302-G Brand system, in daily use | Marketing coordinator | Templates and guardrails; three approvals run solo, including one rejection | 25 Sep '26 |
| 302-S Shot list + per-location asset library | Marketing coordinator | Planned and ran one shoot end to end without us; library indexed by location, all 12 | 16 Oct '26 · annual refresh cadence documented in 247-C |
| 118-M Demand vs. capacity map | CFO + director of ops | Read it, can interpret it, cannot rebuild it. The refresh needs a data pull and a model we built | not owned — annual refresh is a re-hire item, and we say so on sheet 7 |
Nine of twelve, honestly. Two are archive records that need no owner. Seven transfer clean. One transfers half. One has been run once, by us, with your CEO in the room. One does not transfer at all. That is nine of twelve in working order at discharge, and the three exceptions are named here rather than discovered by you in February.
On the two uncertified desks. Both are new hires who joined in October. Their certification is a scheduled task with a date (15 Dec) and an owner (director of ops), and it is the model for every desk hire from here: rubric certification belongs in the job description and the onboarding checklist, not in an agency's scope.
Every account was opened in your name on the day it was created, so there is nothing to transfer — only our access to remove. Here is the list, and the dates.
| SYSTEM | CLIENT OWNER, BY ROLE | ADMEN ACCESS | EFFECTIVE |
|---|---|---|---|
| Google Ads — 12-location structure | Marketing coordinator (admin) | revoked · manager-account link severed | 6 Nov '26 |
| Microsoft Ads | Marketing coordinator (admin) | revoked · manager-account link severed | 6 Nov '26 |
| Meta business manager | Marketing coordinator (admin) | revoked · partner access removed | 6 Nov '26 |
| Google Tag Manager container | Web vendor (publish) + coordinator | revoked · publish rights reassigned to vendor first, then our seat removed | 6 Nov '26 |
| Call tracking platform · 12 DNI numbers | Director of ops (admin) | revoked · billing already client-direct | 6 Nov '26 |
| Call recording & transcription store · PHI | Director of ops + compliance officer | revoked · BAA terminated · ADMEN-held copies destroyed, certificate issued 13 Nov | 6 Nov '26 |
| PMS read-only export user · PHI | Controller | revoked · extract copies destroyed, certificate issued 13 Nov | 6 Nov '26 |
| Scheduling / booking widget admin | Director of ops | revoked | 6 Nov '26 |
| Website CMS | Web vendor | revoked | 6 Nov '26 |
| Google Business Profiles ×12 | Director of ops | revoked · agency link removed at each location | 6 Nov '26 |
| Shared credential vault (engagement) | — | deleted · deletion evidence emailed to CFO | 6 Nov '26 |
| Google Analytics 4 property | Coordinator + controller | one named ADMEN account, read-only, for the 90-day check-in | revoked 5 Feb '27 |
| BI dashboard / data warehouse | Controller | one named ADMEN account, read-only, for the 90-day check-in | revoked 5 Feb '27 |
| DNS / domain registrar | Client IT | never held — we have never had access to this and did not ask for it | n/a |
You hold the switch, not us. Nothing on this list needs our cooperation to remove. If you decide on 7 November that the two read-only accounts should go early, remove them and tell us afterwards; the check-in still happens, we just read what you show us instead. An agency that has to be asked twice to leave an account was never really handing it over.
Sequencing, because order matters more than speed. Two of these revocations are dependent: Tag Manager publish rights were reassigned to your web vendor before our seat was removed, and the ad-account conversion imports were re-pointed to your coordinator's credentials before the manager link was severed. Revoke in the wrong order and a live integration orphans silently. If you ever remove an agency again, do it in this order and test the integrations afterwards.
Verify it yourself. Every line above can be checked in the platform's own user list in under ten minutes. Do that rather than trusting this table. We would.
KEEPS RUNNING — NO ADMEN INVOLVEMENT REQUIRED
STOPS — SAME DAY, WITHOUT A WIND-DOWN PERIOD
| LINE | GL | PER MONTH | NOTE |
|---|---|---|---|
| Call tracking + DNI + transcription, 12 locations | 6210 | $840 | annual contract, renews Mar '27 — reassign before then |
| Scheduling / booking widget | 6210 | $220 | per-location tier |
| BI dashboard — 2 seats | 6210 | $190 | controller + coordinator |
| Data warehouse + nightly export compute | 6210 | $145 | usage-based; grows as you add locations |
| Tag manager, analytics, ad platform accounts | 6210 | $0 | no licence cost |
| TOOLING SUBTOTAL | 6210 | $1,395 | $16,740 / yr |
| Internal labor to run the cadence — coordinator 16 hrs, controller 6, director of ops 4 | 6020 | 26 hrs / mo | already being spent; now the whole of it |
| Media spend | 6200 | unchanged | always your money · ~$42K / mo |
The honest arithmetic your controller will do anyway, so we have done it here. Discharge removes the retainer and adds $1,395 a month of tooling that was previously invoiced through us, plus 26 hours a month of internal time that was already partly being spent. The net is strongly in your favour and we are not going to pretend otherwise to make leaving feel expensive. What you are buying back with that money is the requirement to actually run it — and the fragility page is the honest account of what happens if you don't.
Every system we have ever built has broken somewhere. Here is where this one will, in the order we expect it, with the runbook for each. Read this page in February, not today.
| ID | WHAT BREAKS | FIRST SYMPTOM · TIME TO BREAK | WHO FIXES IT | RUNBOOK |
|---|---|---|---|---|
| F-01 | Tracking numbers stripped from location pages by a template edit | Attribution coverage falls; paid search appears to "stop working" on the readout while the calls keep arriving. First site edit — usually inside 90 days | Web vendor + coordinator | R-02 · DNI smoke test is a line item on the 247-C monthly checklist; restore snippet, verify 3 numbers by test call |
| F-02 | Offline conversion import fails after a PMS schema change | Platform bidding degrades silently over 2–3 weeks; cost per new patient rises with no visible cause. At each PMS upgrade — about twice a year | Client IT + coordinator | R-05 · re-map columns, re-upload trailing 30 days, confirm row counts match the PMS |
| F-03 | The desk huddle dies when a desk manager leaves | Booking rate at that desk drifts back toward its Day-0 reading within a quarter. On the first departure | Director of ops | R-03 · rubric certification written into the desk-manager job description and onboarding; 247-K continues with an interim owner |
| F-04 | The monthly readout gets skipped | Skipped twice it does not return, and the group goes back to steering on the ad platforms' own numbers. First month with a close crunch | Controller | R-06 · 247-C puts 610-R inside the financial-close block. If it slips, it slips with the close, never instead of it |
| F-05 | Definitions drift | A location starts coding late cancels as no-shows again and next year's retest is no longer comparable. 6–12 months, silently | Controller | R-07 · the frozen definitions document has a change log; any change needs a written entry and a restatement of both readings, as 247-P §02 did |
| F-06 | Spend defaults to last month's allocation | Budget stops following capacity; ads keep running into pods at 94% utilisation, buying waitlist instead of production. Within 60 days | nobody, today | R-08 · capacity throttles hard-coded at Central-01 and North-04 as an interim. See sheet 6 |
| F-07 | The quarterly recommitment is never scheduled | Nobody books a meeting whose purpose is to consider stopping. First quarter | CEO | R-01 · 610-Q is a standing calendar item with the case for concluding pre-filled. If it is not on the Q1 '27 calendar by 15 Dec, it will not happen |
| F-08 | The WATCH monitor has nowhere to run | Nothing fires when something breaks, so F-01 through F-04 all become silent failures found weeks later in a monthly readout. Immediately at discharge | client IT, if they take it | R-09 · thresholds, alert routing and schedule, written to run anywhere that can execute a scheduled job |
THE HONEST SHAPE OF THIS PAGE
Six of these eight have an owner and a runbook, and a competent team should handle them. Two do not, and they are the same two conditions this discharge failed on sheet 1. The dangerous ones are not the loud failures — a site that loses its tracking numbers is obvious within a month. The dangerous one is F-05: definitions drifting quietly until next September's retest compares two things that are no longer the same measurement. That failure is invisible for a year and then it invalidates the only instrument you have for judging anyone who works on this account after us — including us, if you ever hire us back.NAMED, NOT SOFTENED · A DISCHARGE PACKET CLAIMING PERFECT READINESS IS NOT A DISCHARGE PACKET, IT IS AN INVOICE WITH A NICE COVER
07 · 90-DAY CHECK-IN — BOOKED NOW, THU 4 FEB '27 · 90 MINUTES · NO CHARGE
The check-in exists because three of the eight fragilities on sheet 5 are expected inside 90 days. It is scheduled at the point of maximum usefulness, not the point of maximum sales pressure.
WORTH RE-HIRING FOR — OURS OR ANYONE'S
NEVER PAY AN AGENCY FOR THIS AGAIN
The failure I have actually seen most often is none of the eight on sheet 5. It is that the readout keeps getting produced, correctly, every month — and stops being read. Watch the open rate on 610-R the way we did. If nobody opens it twice running, change it or stop sending it. A report nobody reads is worse than no report: it trains the room to ignore the instrument, and then somebody cites it in a board meeting and the whole thing collapses at once.
— MARGIN NOTE, DISCHARGING PARTNER, AT EXIT
THIS PACKET CONTAINS NO PROPOSAL, NO RENEWAL OPTION, AND NO PRICING. IT ENDS OUR REVENUE FROM THIS ACCOUNT ON 6 NOVEMBER. IF ANY SENTENCE IN IT READS AS A PITCH, THAT IS A DEFECT — REPORT IT AND WE WILL STRIKE IT.
— specimen —
DISCHARGING PARTNER, ADMEN
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CLIENT CFO — ACCESS REVOCATION CONFIRMED · DATE
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CLIENT CEO — DISCHARGE ACCEPTED · DATE