📖 How to read this playbook (and how I read the FigJam)
Each page below is one decision point from the top-level map — one "play." The left pane recreates the FigJam tree exactly as drawn (same branch labels, same terminal boxes); the right pane is the same tree flattened into path → terminal state rows, so every route to an outcome can be checked line by line.
How I read each board: start at the entry decision, walk every arrow to a terminal box, and record the full condition path — then capture the sticky notes separately, because they answer a different question: not "what's the rule?" but "what do we do when the field is MISSING?" (look it up, assume a default, or follow up). Where two arrows overlap and the wiring is genuinely ambiguous, I did not guess — those became the questions at the bottom of the page.
Dashed-underlined terms open a ? glossary dialog — the shared vocabulary (UWing period, Knox Box, KYC, P(F), RCE…) captured while reading. Each page also notes where an agent helps: the exact spots a decision would stall on vague or missing info, and whether the unstick is a lookup, a derivation, the board's own assume-and-verify default, or one scoped question.
Plumbing
Two sub-plays: general plumbing age (30-year gate) and water heaters (type, age, and where a leak would land).
Water damage is the most frequent homeowner claim, and this board prices exactly that: old plumbing and old TANK heaters are workable only for tier-one / rounded relationships, and the water-heater question is really “when it leaks, does it leak INTO the house?” — a tank above finished space is treated more strictly than one in the garage.
| Path | Terminal state |
|---|---|
| General plumbing newer than 30 years | OK / QUOTEOkay to quote |
| General plumbing older than 30 years + tier-one broker / rounded account | REQUIRERequire plumbing inspection within first term |
| … not tier-one/rounded | DECLINEDecline |
| Tankless water heater | OK / QUOTEOkay to quote |
| Tank heater > 10 years, in/above finished space + tier-one/rounded | REQUIRERequire inspection within first term |
| … not tier-one/rounded | DECLINEDecline |
| Tank heater > 10 years, in unfinished space | REQUIRERequire inspection within first term (no tier gate) |
| Tank heater ≤ 10 years | NOTEno outcome drawn on the board — presumably okay to quote (question below) |
- Plumbing and heater age rarely arrive on a lead — an agent derives a starting estimate from year built and permit records, then treats it as assumed-pending-verification rather than blocking.
- The tier-one/rounded-account gate is a pure data lookup on the producer/customer record — no human needed to apply it.
- When the heater's location is the missing fact, that is a one-line photo request (“where does the water heater live?”) — a perfectly scoped single ask.
- The “tank heater newer than 10 years” box has no outgoing arrow on the board — safe to read as okay-to-quote?
- For general plumbing age, does full re-piping reset the clock (i.e., is it pipe age or home age)?