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Blutha audit

Blūtha Longevity Collective

Brand Certification – SOP

Owner: Blūtha Certification Council Last Updated: {{date}}Applies To: All Blūtha-aligned brands, venues, retreat centers, wellness products, and partner programs seeking Blūtha Longevity Collective Certification

0. Purpose & Scope

This SOP describes:

  • The workflow for certifying brands and spaces as part of the Blūtha Longevity Collective
  • The audit protocol Brand Certifiers must follow
  • The scoring and decision rules for certification, provisional approval, re-certification, and suspension

Goal: Ensure that any partner using Blūtha marks genuinely aligns with:

  • nervous-system safety
  • regenerative & ethical business
  • community care
  • the Blūtha aesthetic and cosmology (“the Blūtha field”)

1. Roles & Responsibilities

1.1 Roles

Brand / Partner Applicant

  • Submits application + required documents
  • Provides access for experiential audit (visit, retreat, product trial, etc.)
  • Receives and implements feedback / remediation

Lead Brand Certifier

  • Primary owner of a given audit
  • Conducts desk audit + experience audit
  • Completes the 7-Vector Scorecard
  • Drafts recommendation: Certified / Provisional / Not Ready

Peer Reviewer

  • Reviews Lead’s notes, evidence, and scores
  • Flags bias, inconsistencies, or missing information
  • Signs off on final decision or requests rework

Certification Ops Coordinator

  • Manages pipeline of applicants
  • Schedules audits, visits, and calls
  • Maintains Notion databases and templates
  • Sends official decisions + keeps records

Certification Council (optional, quarterly)

  • Reviews edge cases and escalations
  • Samples completed audits to calibrate standards
  • Updates this SOP as needed

2. Process Overview (Workflow)

2.1 Stages Summary

  1. Lead & Intent – Application received, basic fit check
  2. Assignment & Setup – Assign certifiers, create Audit Workspace
  3. Desk Audit – Online and document review
  4. Experience Audit – On-site / live / product test
  5. Scoring & Review – 7-Vector Scorecard + internal review
  6. Decision & Feedback – Status + conditions + guidelines
  7. Ongoing Monitoring & Re-Certification – Annual check-ins + triggered audits

3. Detailed SOP – Step by Step

3.1 Stage 1 – Lead & Intent

Owner: Certification Ops Coordinator

Receive application via “Blūtha Longevity Collective Partner Form”
Create or update entry in Brands Database with:
  • Name, contact, website, category (retreat center / product / venue / program)
  • Primary contact person + role
Conduct Basic Fit Check:
Sector is relevant (retreat, wellness, venue, aligned program)
No obvious red flags (e.g., public scandals, hateful content, scams)
Alignment with high-level Blūtha values

If pass:

Move brand status to Under Review
Proceed to Stage 2

If fail:

Mark as Declined – Basic Fit
Send polite decline email with optional brief explanation

3.2 Stage 2 – Assignment & Setup

Owner: Certification Ops Coordinator

Assign a Lead Brand Certifier
Assign a Peer Reviewer (no conflict of interest)
Create an Audit Workspace (Notion page) with the following sections:
  • Overview (brand snapshot)
  • Documents & Links
  • Desk Audit Notes
  • Experience Audit Notes
  • 7-Vector Scorecard
  • Decision & Conditions
  • Follow-up / Re-Certification
Add all relevant links:
  • Website, booking system, social media
  • Product pages / menus / retreats offered
  • Any documents shared (policies, sourcing, internal codes)

3.3 Stage 3 – Desk Audit

Owner: Lead Brand Certifier Support: Peer Reviewer (later)

Checklist – Desk Audit

Review website & booking flows
Clarity of offer
Tone of marketing claims
Pricing transparency & refund policy
Review social media
Imagery & language
Consistency with values (no predatory or shaming content)
Community engagement style
Review documents (if provided)
Safety / consent policies
Sourcing & sustainability statements
Staff / facilitator guidelines
Note green flags, yellow flags, red flag concerns in the Audit Workspace

Output:

  • Short summary (3–8 bullets) under “Desk Audit Notes”
  • Early sense of risk areas to focus on in Experience Audit

3.4 Stage 4 – Experience Audit

Owner: Lead Brand Certifier

Depending on the type of brand:

A. Retreat Center / Venue / Live Program

Schedule in-person visit (preferred) or live virtual observation
Attend 1–3 days of programming OR a representative event
Observe:
  • Arrival & on-boarding
  • Facilitation style
  • Group dynamics & safety
  • Physical environment (cleanliness, accessibility, basic safety)
  • How conflicts, breakdowns, or tears are handled
When appropriate, speak with:
  • Staff/facilitators (informal check-ins)
  • Participants/guests (anonymous verbal feedback if consented)

B. Product / Brand (non-retreat)

Receive product samples or access to services
Use / test over a defined period (e.g., 2–4 weeks)
Observe:
  • Packaging, instructions, and honesty of claims
  • Effects on the body/nervous system
  • Customer support interactions (optional test)

C. Digital Program / Membership

Get access to member portal / live sessions
Attend / watch at least 2–3 sessions or modules
Observe content, relational dynamics, chat/moderation, etc.

Experience Audit Notes (Notion Template)

  • Date(s):
  • Mode: (in-person / online / hybrid)
  • Context: (which retreat, class, event, etc.)
  • Highlights (what felt very aligned):
  • Concerns (what felt off / needs improvement):
  • Direct quotes / observations:
  • Participant feedback snippets (if any):

3.5 Stage 5 – 7-Vector Scorecard & Review

Owner: Lead Brand Certifier Reviewer: Peer Reviewer

Paste this as a table in Notion:

7-Vector Audit Scorecard

Vector #
Dimension
Score (0–5)
Notes / Evidence
1
Nervous System & Safety
2
Integrity & Ethics
3
Embodied Experience Quality
4
Regeneration & Planet
5
Community & Culture
6
Business Health & Operational Coherence
7
Brand & Cosmology Alignment (Blūtha Field)

Scoring key:

  • 0 – Harmful / unacceptable
  • 1 – Very weak, serious concerns
  • 2 – Below minimum standard, needs major work
  • 3 – Minimum acceptable / adequate
  • 4 – Strong, minor improvements only
  • 5 – Exemplary / flagship-level

Lead Certifier tasks:

Fill in scores for each vector (0–5)
Add 3–5 bullet notes per vector in “Notes / Evidence”
Flag any Red Lines:
  • Non-consensual behavior or manipulation
  • Serious safety violations
  • Fraudulent / clearly deceptive marketing
  • Hateful or discriminatory conduct

Peer Reviewer tasks:

Review Desk + Experience Notes
Review Scorecard scores and notes
Add comments:
  • “Agree” or suggest +/– score adjustments with rationale
Confirm if any Red Lines are present

If disagreement is significant:

Schedule 15–30 min sync to discuss
Update scores if consensus reached
If not, escalate to Certification Council

3.6 Stage 6 – Decision & Feedback

Owner: Lead Brand Certifier + Peer Reviewer Communications: Ops Coordinator

Use this decision logic:

A. Certified (Full)

  • No red lines
  • Average score ≥ 4.0
  • No individual vector < 3

Actions:

Set Brand Status → Certified
Set Certification Term → 2 years (default; adjust if needed)
Add Key Strengths (3–5 bullets)
Add Minor Recommendations (optional)
Ops sends Certification Report + Brand Guidelines + Logo Pack
Add Certification Expiry Date property in Brands DB

B. Provisional Certification

  • No red lines
  • Average score 3.0–3.9
  • One or more vectors < 3, but remediable

Actions:

Set Brand Status → Provisional
Set Term → 6–12 months
Create Remediation Plan section:
  • Vector(s) needing work
  • Required actions
  • Deadline(s)
Ops sends:
  • Provisional certification letter
  • Clear remediation requirements
  • Check-in date / re-audit date

C. Not Yet Ready

  • One or more red lines OR
  • Average score < 3.0

Actions:

Set Brand Status → Not Yet Ready
Summarize 3–7 key reasons / concerns
Suggest minimum timeframe before re-application (e.g., 6–12 months)
Ops sends:
  • Gentle decline letter
  • High-level feedback (do not overwhelm; focus on major blocks)

3.7 Stage 7 – Ongoing Monitoring & Re-Certification

Owner: Ops Coordinator + Certifiers

Annual Light Check-In

3–6 months before certification expiry, trigger Annual Check-In:
  • Ask brand for:
    • Key changes in offerings, leadership, or policies
    • Major new products/initiatives
    • Any incidents/complaints and how they were resolved
    • Basic metrics (bookings, NPS, notable feedback)
Lead Certifier (or assigned reviewer):
Conduct a mini Desk Audit
Focus on 1–2 vectors that matter most for that brand
Document any concerns / updates
Decision:
  • On Track → Continue until expiry
  • On Track with Notes → send written feedback
  • Re-Audit Recommended → schedule deeper audit (desk + experience)

Full Re-Certification

At or before expiry:
  • Repeat Stages 3–6 (Desk + Experience + Scorecard + Decision)
Update certification term and status accordingly

4. Notion Database Structure (Recommended)

You can model this in Notion with a few linked databases.

4.1 Database: Brands

Properties (sample):

  • Name
  • Category (Retreat, Venue, Product, Program)
  • Location
  • Website
  • Primary Contact (Relation to Contacts DB)
  • Status (Lead / Under Review / Certified / Provisional / Not Yet Ready / Suspended)
  • Certification Start Date
  • Certification Expiry Date
  • Last Audit (Relation to Audits DB)
  • Notes (short)

4.2 Database: Audits

Properties (sample):

  • Brand (Relation to Brands)
  • Audit Type (Initial / Re-Certification / Triggered / Annual Check-In)
  • Lead Certifier (Relation to People)
  • Peer Reviewer (Relation to People)
  • Status (In Progress / Review / Completed)
  • Audit Workspace (Link to page)
  • Average Score (Number)
  • Decision (Certified / Provisional / Not Ready / Other)
  • Term Length (Months)
  • Created Date / Completed Date

4.3 Database: People (Certifiers & Contacts)

Properties (sample):

  • Name
  • Role (Lead Certifier / Peer Reviewer / Ops / Brand Contact)
  • Email
  • Location
  • Conflict-of-Interest Notes

5. Certifier Ethics & Conflict of Interest

Add this as a checklist each time you assign certifiers:

Lead Certifier confirms they do not:
  • hold equity or board role in the brand
  • have a current romantic relationship with founder/key staff
  • receive primary income from the brand
Any past relationships (consulting, teaching, etc.) are disclosed to Ops
Peer Reviewer is selected to balance potential bias (e.g., different geography, different friend circle)

If conflict is significant:

Reassign Lead or Peer Reviewer
Note reason in Audit Workspace

6. Templates (Copy-Paste Blocks)

6.1 Audit Workspace Template (Page)

Title: Audit – {{Brand Name}} – {{Year}}

Sections:

  1. Overview
    • Brand:
    • Category:
    • Location:
    • Lead Certifier:
    • Peer Reviewer:
    • Audit Type: (Initial / Re-Cert / Triggered / Annual Check-In)
  2. Documents & Links
    • Website:
    • Booking:
    • Socials:
    • Internal docs (policies, sourcing, etc.)
  3. Desk Audit Notes
    • Green flags:
    • Yellow flags:
    • Potential red flags:
  4. Experience Audit Notes
    • (Use template from Section 3.4)
  5. 7-Vector Scorecard
    • (Paste table from Section 3.5)
  6. Decision & Conditions
    • Decision:
    • Term:
    • Key strengths:
    • Conditions / Remediation:
  7. Follow-up & Re-Certification
    • Next check-in date:
    • Notes: