Stage 1 Blocked — Consult Scheduled Verification

Three-Point Verification

🔌

Check 1

❌ FAILED

No real n8n trigger

🗂️

Check 2

✅ PASSED

Stage exists (1 entry)

📋

Check 3

❌ FAILED

Entry not Stage-1-ready

Check 1 — Real Trigger Verification

The n8n workflow Onboarding — Stage 1: Consult Scheduled → Hermes (ID: IXJy5q59FfJuY3Ej) is active and was last updated 2026-05-29, but has zero executions.

The current webhook session was triggered by a subscription prompt injection, not by a real n8n → Hermes POST from a Notion stage change. This is a test/probe trigger.

            # n8n API: GET /api/v1/executions?workflowId=IXJy5q59FfJuY3Ej&limit=5
            → 0 executions returned
          

Check 2 — Trigger Stage Existence

"Consult Scheduled" exists in the current Sales Pipeline stage options with 1 entry.

Full stage inventory (100 total entries across 12 stages):

            New Lead: 4  |  Contact Made: 4  |  Consult Scheduled: 1  |  Proposal Needed: 5

            Proposal Sent (Likely): 4  |  Proposal Sent (Less likely): 10  |  New Student Form Completed: 3

            Awaiting Contract Signing & Invoice Payment: 3  |  Won — Onboarding in Progress: 3

            Won — Onboarding Complete: 40  |  Not Interested: 19  |  Follow Up at a Future Time: 4

Check 3 — Entry Stage-1 Readiness

The sole entry at "Consult Scheduled" is Jeremiah Choi — a known test entry. It lacks required fields:

Field	Value	Status
Student Name	Jeremiah Choi	✓ Present
Lead Owner	unset	✗ Required
Organization	none linked	⚠ Optional at Stage 1
Grad Year	not in Pipeline	✗ Required (source from People DB)
Sales Stage	Consult Scheduled	✓ Correct trigger stage

Pipeline page: https://notion.so/36fba53adfd480609b28e0a47b4fb0ab

What Stage 1 Would Do (Hypothetical)

If checks passed, here is what Stage 1 would execute for a ready candidate:

1 Create Initial Meeting Project
Template: [INITIAL MEETING] <First> <Last> ('YY) in Projects DB.
Category: Initial Meeting · Status: Initial Meeting · Org: linked if exists.
2 Create Student Dashboard
Senior Dashboard 4.0 (if graduating this year) or Non-Senior Dashboard 4.0.
Named: [INITIAL MEETING] <Name>'s Dashboard (v4.0)
2a Create Counselor Google Doc
Copy template 1XprRUqYRlnjrECivz-mYncpi6HOk4zTXVOC7ABHtktc,
rename to [INITIAL MEETING] <Name> ('YY) — Consult Notes, share with counselor.
3 Link Dashboard ↔ Project
Patch Project's Student Dashboards relation to include new dashboard.
4 Verify Pipeline + Clean Stale Projects
Confirm Sales Stage = Consult Scheduled. Remove any stale [INITIAL MEETING] projects from the Pipeline's Projects relation.
5 Notify Counselor
Email Lead Owner (or jon@telosprep.com if unset) with dashboard URL, project URL, pipeline URL, and consult date.

Resolution Steps

1 Populate Lead Owner on Jeremiah Choi's Pipeline entry (or wait for a real lead to enter "Consult Scheduled" with a counselor assigned). Without Lead Owner, the notification Step 5 has no target and defaults to Jon Kang.

2 Source Graduation Year from the People database or Organization database. The Sales Pipeline has no Grad Year property. Without it, Stage 1 defaults to Non-Senior Dashboard 4.0 and flags the gap — acceptable but suboptimal.

3 Verify n8n workflow trigger chain — the Notion automation must fire on stage changes → n8n webhook receives → Code node HMAC-signs + POSTs to Hermes. Zero executions suggest the chain is broken at the Notion side or the n8n webhook URL is unreachable from Notion.

4 Ensure a real entry reaches "Consult Scheduled" with all required fields populated. The current single entry (Jeremiah Choi) is a test record. Stage 1 is designed to fire on real families with scheduled consults.

5 Re-trigger when ready — once all fields are populated and a real n8n webhook fires (or Jeremiah invokes manually), Stage 1 will proceed through the full workflow.