{"id":835,"slug":"client-bjf-engagement-workstreams","title":"B&J engagement — active workstreams, status, and Candid services rendered","kind":"reference","scope":"client-case-studies","status":"current","audiences":["kevin","candid-team","client-prospect"],"topics":["client-boucher-jones","case-study-source","engagement-scope"],"reference_body":"B&J is **not a single deliverable.** It is a multi-track, multi-phase platform engagement with a fractional-CMO relationship layered on top. A case study must be honest about what is live now and what is in flight.\n\n## Active workstreams\n\n| Workstream | Status | Notes |\n|---|---|---|\n| **Marketing site (Phase 2 rebuild)** | **Build in progress.** Agriculture vertical and its subpages are live on the dev URL. Fleet/commercial in research and brief stage. Construction deferred until fleet ships. Home-heating vertical live. ~50 pages published on the dev surface. | **[Verified — pre-launch audit, May 2026, against `bjweb.candidcreative.ca`]** |\n| **CRM (Phase 1 of CRM project)** | Scoped, schema designed, data model defined. Pre-build. | **[Verified — `crm_project_plan.docx`]**. Phase 1: accounts, location/tank registry, delivery history, invoices, internal dashboard. |\n| **Client portal (Phase 2 of CRM project)** | Designed in spec. Not built. | **[Verified]** |\n| **AI / self-serve (Phase 3 of CRM project)** | Scoped. Includes AI lubricant search and consumption modeling. | **[Verified]** |\n| **Manifold data platform** | Separate product, branded independently. Provides data lanes (prices, regulations, programs) feeding embedded widgets on the B&J site. | **[Verified — Manifold Phase 3 brief]**. Has its own URL (`manifold.candidcreative.ca`); is not itself a B&J asset. |\n| **Davis & McCauley digital transition** | Audited, transition page strategy defined. London brand being absorbed into B&J. | **[Verified — D&M digital transition audit]** |\n| **Capability Audit tool** | Internal-facing product at `boucherjones.candidcreative.ca/admin`. Captures B&J operational capabilities for competitor comparison. | **[Verified — `capability-audit-content.json` + Kevin's memory]** |\n| **Fractional CMO** | Active. Michael DeLeye is the primary contact. | **[Verified — Kevin's memory]** |\n| **Content strategy (Option B in Phase 2 proposal)** | 10 long-form articles defined by vertical. 12 articles currently live in `/resources/`. | **[Verified — `BJ_Phase2_Proposal_v2.docx` + audit page inventory]** |\n| **Brand strategy / positioning** | Defined and operationalized. \"Walk with quiet confidence.\" | **[Verified — Manifold Phase 3 brief names this posture]**. See [[client-bjf-positioning-quiet-confidence]]. |\n\n## Services rendered (for the spec-sheet header)\n\nIn Candid Creative service taxonomy:\n\n- Strategy & positioning\n- Buyer persona and decision-journey research\n- Information architecture\n- Content strategy and editorial direction\n- Foundation research (commercial fleet, agriculture, residential propane, lubricants, DEF, regulatory)\n- Site design and build (Next.js platform from scratch, replacing WordPress)\n- Custom CRM data modeling and schema design\n- Data platform development (Manifold) — separate product engagement\n- Fractional CMO\n- Brand / digital transition strategy (Davis & McCauley absorption)\n- Technical SEO and AI-citation-readiness audit\n\n**[Verified across the project document set]**","rationale_body":null,"metadata":null,"links":{"outgoing":[],"incoming":[{"slug":"client-bjf-case-study-source-v1","title":"Boucher & Jones Fuels — case-study source material, v1 (parent index)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"},{"slug":"rule-client-case-study-honest-status-flagging","title":"Rule: every Candid client case study must use the EXACT status of each workstream, not aspirational status","kind":"rule","scope":"client-case-studies","link_type":"depends-on"},{"slug":"client-bjf-deploy-frequency-v2","title":"B&J — deploy frequency and commit cadence (v2, verified 2026-05-24)","kind":"reference","scope":"client-case-studies","link_type":"relates-to"}]},"created_at":"2026-05-24T00:26:55.419Z","updated_at":"2026-05-24T00:26:55.419Z"}