How it works
This is the operating machine behind the 40 organisations. Nine agent colleagues read the market every week, four named colleagues authenticate everything that leaves Trellis Meriden and the whole thing runs on top of the CRM, pipeline and data assets Trellis Meriden already owns.
Five sections stacked. Each tells a different part of the operating story. Scannable for colleagues who do not have time to read the whole page.
Section 1
Each agent colleague owns a role. Each declares its sources, its refresh cadence and its current confidence. Together they read the outside world on Trellis Meriden's behalf and translate what they see into named windows we can act on.
Priority-40 sits on top of Trellis Meriden's existing systems. Trellis Meriden's CRM stays the system of record for accounts and contacts. Trellis Meriden's pipeline stays the system of record for opportunities. Trellis Meriden's data assets, sector insights and intelligence stay where they live today. Priority-40 pulls all of it through into one governed weekly view on 40 named organisations, alongside the human intelligence and relationships colleagues bring in through the intake queue.
The organisation-group cartographer.
Cartograph reads which organisations sit inside which groups, collaboratives and chair peer sets. It keeps the map of how the 40 organisations relate to each other.
Example questions it answers
Why it matters to Trellis Meriden
The organisation-financials analyst.
Ledger reads audited accounts, CIP targets, deficit position and capital programme lines that make soft-FM outsourcing a live question.
Example questions it answers
Why it matters to Trellis Meriden
The soft-FM state watcher.
Signal Map reads Contracts Finder notices, scoping notices and FOI responses to keep a live picture of the in-house soft-FM state across the 40.
Example questions it answers
Why it matters to Trellis Meriden
The PLACE, workforce and estate reader.
Roster reads PLACE scores, workforce indicators, estate age and staff-survey signals that map to soft-FM outcomes.
Example questions it answers
Why it matters to Trellis Meriden
The board and committee agenda scanner.
Beacon reads published agendas, minutes and papers to catch the moment an organisation puts soft-FM outsourcing on a live agenda.
Example questions it answers
Why it matters to Trellis Meriden
The competitor register keeper.
Rival tracks Northstar Services, Alder Facilities, Meridian Works and Harbour Dining Group activity at the 40 organisations and at nearby organisations inside the same collaborative or region.
Example questions it answers
Why it matters to Trellis Meriden
The board and C-suite relationship reader.
Envoy reads Companies House, LinkedIn, board biographies and organisation websites to keep a clean map of the eleven board and C-suite roles at each organisation.
Example questions it answers
Why it matters to Trellis Meriden
The governance auditor.
Steward runs the ethics rules against every action in the system every day. It is what makes the promise of Human in control. Always. a claim colleagues can organisation.
Example questions it answers
Why it matters to Trellis Meriden
The colleague-facing weekly comms writer.
Herald picks up authenticated campaigns and spotlights and writes them up in Trellis Meriden's own voice. Marketing reviews. Colleagues see the wins.
Example questions it answers
Why it matters to Trellis Meriden
Section 2
Every campaign moves through four stages before it leaves Trellis Meriden. Each stage names its reviewer. No stage can be skipped. Steward watches the whole flow.
Stage 1
Agent colleagues assemble a first draft from the signals they hold. Named sources cited. Confidence declared. Tier 1 evidence surfaced first.
Stage 2
The BD Director for that organisation reads the draft. Challenges the trigger. Names the opening move. Approves the intent or sends it back.
Stage 3
Marketing shapes the message for the audience. Governance runs the risk check. Tier 2 material is suppressed unless cleared.
Stage 4
The account-owner signs off in their own name. The campaign is authenticated. Herald picks it up for the intranet feed.
Section 3
Nine agent colleagues scan externally-available signals. Organisation financial filings. Board and committee agendas. CQC reports. Estate and workforce data. Competitor announcements. Public tender pipelines. Every signal comes with source and confidence.
Nine agents · Weekly to annual cadence · Source and confidence declared
Colleagues contribute the human intelligence and relationships they already carry. Named individuals they know. Meetings they attended. Signals they picked up. Cleared case studies ready for reuse. Every contribution is tier-tagged and time-stamped.
Tier-tagged · Time-stamped · Contributor named
Both engines feed the same Priority-40 pipeline. Both are business development engines. Neither works alone.
Section 4
Seven commitments govern how the system operates. Every colleague can read the full list on the ethics page and every agent colleague is bound by them in code, not just in policy.
See the seven commitments in full on the Ethics page.
Read the full ethics stance →Seven human functions authenticate the work of nine agent colleagues. Read who does what on the About page.
Section 5
This hub tells the story. The operating portal is where BD Directors, Marketing leads, Ops Directors and the Bid team run the initiative day to day. It carries the organisation register, the relationship register, live intelligence, the intake queue and the ROI narrative.