MD-792 · CRM Doctrine

The CRM Doctrine

How to run the client relationship system in the CircularOS ecosystem. Different faces. Different companies. Different offers. One organism. Zero overlap. You oversee — the CRMs execute.

6 Entity Types No Overlap Rule Overseer Model 40% Operator · 60% Synthesis

Hear a spoken summary of the CRM Doctrine

Section 1 — The Operator's Voice

Why the CRM Exists

40% Jermaine — Operator Input

"I have different types of clients — the supermarket, we want to come at them from different angles, plus the CIO/CIC as well as the real companies. You have different faces. Different companies. Different offers. Same system. The CRM tracks which face talked to which client. Which company they're dealing with. What level they're at. You oversee. They click into the detail. I want a master one — you don't go into it, but you just are overseer of everything. Does that make sense?"

It makes sense completely. The master CRM is the view from above. Each individual CRM is a working room. You live at the top — you only go into the rooms when you need to. The rooms do the work. You watch the map.

Section 2 — The Overseer Model

One View. Many Rooms.

Diagram 1 — Cyan · Overseer Architecture

Master CRM Hub → Individual CRM Rooms

The Overseer

📊 Master CRM Hub — /crm-hub

You sit here. You see everything. You click in when needed.

Pipeline CRM
All clients

Enquiry Inbox
Callbacks

Merry Hill CRM
Local pipeline

Pathways
Diagnostic

Tracker
Active deals

Section 3 — Entity Table

Six Faces. Six Offers. One System.

Entity / Client	Your Company Face	Offer	Status	Next Action
🏛️ CIC / CIO	Nourish CIC · CIO Canal Foundation	Free collection, surplus food, meals, community impact	Active	Track food surplus tonnage
🏭 MPT Ltd	Midland Polymer Trading	Commercial Carrot — £200 upfront, verified back. Processing fees. dPRN.	Active	Track tonnes in, payments out
🔗 50/50 Node	Node Partner Programme	Processor partnership — they process, you verify, split dPRN 50/50	Pipeline	Track volume & activation
🏷️ White-Label	CircularOS Licence Programme	Other brands use your system — Licence tiers L1–L6	Pipeline	Track licence inquiries
🏬 Merry Hill	MPT / CircularOS	Aggregated back-of-shop. Free collection. Free bins. High volume.	Soon	Track bin placement & activation
🛒 Supermarkets	CIC face first, then MPT	Surplus food (step 1) → plastic waste (step 2) → collection fees (step 3)	Target	Track contacts & sequence step

Section 4 — The No-Overlap Rule

Different Face. Right Door. Never the Same Twice.

Diagram 2 — Indigo · Face Separation Doctrine

Each Client Type → Specific Entity → Specific Offer

✓

Supermarkets: CIC face first (community, food). Then MPT face for plastic. Never lead with money. Lead with impact. The sequence unlocks the commercial relationship.

✓

Commercial (MPT): Lead with the Carrot (£200 upfront). Show them they get paid to comply. Then the dPRN. Then the EPR shield. Commercial language. Business case first.

✓

50/50 Node Processors: They're already processing. Don't sell them collection. Sell them partnership. They process, you verify, you split the dPRN. Peer-to-peer language.

✓

White-Label Operators: They want your brand without your name. Sell the licence. Let them operate under your verification. Revenue without extra ops on your side.

✓

Merry Hill: Aggregation play. Multiple retailers, one collection point. Free bins. Volume matters here — not margin per tonne. Activate after keys land.

Section 5 — The Sequence

How to Run the CRM Day to Day

Diagram 3 — Blue · Daily CRM Sequence

The Sovereign Overseer Daily Loop

Open Master CRM Hub (/crm-hub) — see the whole board. What's active, pipeline, soon, target.

Check Enquiry Inbox (/sovereign-crm) — any new callbacks or gateway submissions from last 24 hours.

Open Pipeline CRM (/crm) — update any client that moved stage. Log any new contact made.

Check Merry Hill CRM (/mh-5mile-crm) — any local prospects moved? Any new back-of-shop contacts?

Review Acquisitions Tracker (/acquisitions-tracker) — anything that needs a next action today?

Return to Master CRM Hub — update status tags. The map reflects the work done.

Section 6 — The Non-Negotiable Rules

Four Rules That Keep the System Clean

✅ One Face Per Client Type

Never approach a supermarket with the MPT commercial face first. Never approach a processor with the CIC community face. Each entity type has one door in. Use it.

📋 Always Log Before Moving

Any conversation, email, or visit gets logged in the working CRM before you move on. Memory is not a CRM. The system only works if the data is in it.

🔴 No Overlap Between Faces

If the supermarket has been approached through the CIC face, the MPT face doesn't contact the same person about the same material. Different faces, different contacts.

🔵 Overseer View Weekly Minimum

Once a week, open the Master CRM Hub and look at the whole board. Not to work — to see. The map only helps if you read it.

All Linked Pages

📊 CRM Hub Pipeline CRM Enquiry Inbox Three CRMs MD-201 Merry Hill CRM Murphy's Pathways Acquisitions Tracker Acquisition Dashboard Partners Directory Supermarket Portal 🏭 Material Hub MD-791 Material Doctrine

MD-792 · The CRM Doctrine · Sealed April 2026
"Different faces. Different companies. Different offers. Same system. The CRM tracks which face talked to which client. You oversee. The system executes."