Night Session — April 1, 2026

Covenant — Meeting Wed 2 PM

NOWPublish estimate drip workflows (Days 1/3/7) — Doug approved, still DRAFT
NOWPublish Avoca email workflows (confirmation + non-booker) — approved, still DRAFT
AMDraft email to Jeff re: Call Rail text response
AMConfirm "Appointment Scheduled" email is disabled ⏰ 7am reminder set
AMConfirm HCP scheduling notification disabled ⏰ 7am reminder set
MTGWarranty flow status — Wes + Mac working on it
MTGPrice book $0 items — Doug may be handling
MTGAI chatbot — not mandatory, mention if asked
MTGWarranty plan template — maybe, gauge interest
MTGWarranty 30/20/10 sequence — depends on flow status
N/AHCP Pipeline cancel — do before Apr 13
N/AEstimate link in drips — API can't do it
N/ASatisfaction gate — Shaw first
N/AAlabama reporting — not needed now
N/ABeeLine Routes — N/A

Summit — Co-owned with Lance

DONEPhone validation (10-digit) — deployed today
DONEThankYou booking CTA — deployed today
DONESolar config: bill-matched 115% offset — deployed today
DONECalendar: 45min slots, 60min interval, duplicate deleted
TODO24hr minimum scheduling notice — needs GHL UI (Playwright failed)
TODOtracking-params.js — gclid/fbclid/utm capture (NOT BUILT)
TODOThankYou.jsx conversion events — purchase, generate_lead (NOT BUILT)
LATERGoogle Ads — strategy documented, not launched
LATERTikTok business verification — denied, needs resubmit
FLAGLead quality: Lance found fake/invalid phone numbers. Validation now live but check existing leads
FLAGITC expired Dec 31 2025 — verify NO ad copy references federal tax credit for purchased systems

Shaw — $800/mo, Stacy Shaw, Melbourne FL

LIVESite v3 — 45+ pages, SEO, schema, HCP booking
LIVERealWork widget deployed site-wide (Mar 29)
LIVEGHL sub-location created, 220 cold leads imported
TODOText Stacy
TODOGoogle Ads — billing card entry started, not completed. $1-1.5K/mo budget
TODOLocation page schema — 10 city pages missing individual LocalBusiness schema
TODOFacebook Pixel — not installed
CHECKGSC: 16/45 pages indexed, 29 discovered not crawled, 6 key service pages never touched
CHECKCore Update rolling since Mar 27 — monitor for movement
CHECKMap Ranks ($299/mo) — investigate before canceling
CHECKURL redirects: 11 old slugs still indexed, 2 returning 404

Rest of Tonight

04Clarvis architecture review
05Fleet architecture
06GHL AI Studio — research + implementation

Notepad

Auto-saves to localStorage

Pinned Notes

Completed (Mar 31)

Summit phone validation — deployed
Summit ThankYou booking CTA — deployed
Summit solar config (115% offset) — deployed
Future Windows logo fix — deployed
Kalshi diagnosis — 3 model review, fix ready
Vault RAG wired as MCP tool
Orchestrator: chat/work/assistant split
iMessage file sending fix
Dream cycle + Aleph conversation