Consider adding a `.gitignore` inside `Automize-REI/cms/` for Payload CMS-specific ignores (uploads, build output)61d
Verify Kaizen/, Chandra-Capital/, REsimpli/, Personal/ folders have content committed (check if any files in those folders are untracked)61d
Configure macOS Keychain credential helper so future pushes don't require manual token entry: `git config --global credential.helper osxkeychain` then push once to store creds61d
Chandra Capital28
avg 61d open
Have Joe Console draft settlement agreement with mutual releases61d
Confirm $35K is acceptable to Daniel Haick (per Authorization agreement, he must consent)61d
Rate discrepancy resolved — Aldo confirmed 15%/25% are the correct rates61d
Ensure liens are not released until wire funds received61d
Set hard closing deadline (tied to 4/16 sale or sooner)61d
Wait for Joe to confirm complaint is filedwait61d
If sale falls through, already positioned for default judgment61d
Review Closing Disclosure / Settlement Statement before agreeing to any discount61d
Title company outreach for payoff letter (as April 16 approaches)61d
Aldo to reply to David Wisniewski confirming alignment61d
Continue quiet title (~May) and property disposition independently61d
If overruled → Odyssey must file Answer → likely default judgment or settlement61d
Monitor docket for ruling61d
David attaches mortgage to amended complaint61d
David files Opposition (20-day deadline from service)61d
David attaches mortgage to amended complaint61d
Continue quiet title (~May) and property disposition independently61d
Aldo to reply to David Wisniewski confirming alignment61d
David files Opposition (20-day deadline from service)61d
If overruled → Odyssey must file Answer → likely default judgment or settlement61d
Monitor docket for ruling61d
Text Teddy — partner update (template in call_summary file)61d
Pull Wayne County tax status on all 6 properties (free online lookup)61d
Email Tom Rourke — Eric Monzo's contact info (Tom requested), sheriff sale records, quiet title case number61d
Text Eric Monzo — ask which title company he uses for distressed closings + whether buyers will close without title insurance61d
March 25 PA case management conference — check with David Soble on status61d
Monitor MLS showing activity — if zero/low after 2 weeks, reassess pricing or take bulk offer61d
Call Embassy Title (248-945-9610) + Cislo Title (313-272-3800) if Eric doesn't have a title company61d
REsimpli44
avg 61d open
Review and send both Gmail drafts61d
Check with backend team on Retail AI ↔ REsimpli Zapier/webhook integration (Todoist task created, due 4/9)next61d
Fix ClickUp API key in REsimpli .env so future call-recap runs can auto-create tasks61d
Send Adam the migration game plan with exact sequence/timeline61d
Coordinate with support team on Adam's lead import when spreadsheet arrives61d
Review and send both Gmail drafts61d
Follow up once Janine reviews warm lead test batch → trigger full import61d
Confirm full import completion directly with Janine when it runs61d
Send the final email response to Janine61d
Escalate Len Baez texting issue (need: number Robert texted from, REsimpli number texted to, screenshot)61d
Record Loom walkthrough for batch-moving under contract records61d
Get 6.0 feature list clarity for lead manager KPIs61d
Talk to Danielle re: previous conversations and solutions attempted61d
Talk to Andrea re: existing notification ticket for GTA House Buyers61d
Aldo to review and send Gmail draft61d
Escalate Canadian address dedup (phone/email matching) to dev team61d
Check if role/status fields can be cleared back to blank61d
Follow up with Janine Rivera in ~3 days to confirm call flow setup is working61d
Set up iSpeed to Lead → REsimpli integration for Nathan (waiting on his credentials)wait61d
Connect Matt Sutherland to Jewel for A2P once he decides on website (Monday)61d
Email Jason Leonard TODAY — confirm what happens to data when sub-users removed (committed on call)61d
Schedule Matt Sutherland onboarding session 261d
Follow up with Property Rush in ~2 weeks on A2P registration and buyer imports61d
Gmail draft ready to send — review and hit send61d
Consider restricting Google Maps API key to kaizenhomebuyers.com domain only61d
GHL workflow field mapping may need adjustment for Step 2 data (condition, situation, timeline, priceRange)61d
Remove debug console.log statements from AddressAutocomplete after confirming stable61d
Request indexing for top pages (/, /how-it-works, /contact, /about, /faq)61d
Adapt total-indexing script to support kaizenhomebuyers.com domain61d
Run full /seo-audit on kaizenhomebuyers.com after indexing is set up61d
Submit sitemap to GSC: https://kaizenhomebuyers.com/sitemap.xml61d
Add `NEXT_PUBLIC_META_PIXEL_ID=827758730287090` and `NEXT_PUBLIC_GA_MEASUREMENT_ID=G-ZL04XGZQ6G` to kaizen-website-nationwide `.env.local`next61d
Verify site in Google Search Console (URL prefix method)61d
Rebuild and redeploy after adding env vars so pixel + GA4 fire61d
Resolve $5k lien on OR property before closing61d
Negotiate OR property down to $220-230k range for better margins61d
Blast CA property to buyer list first (InvestorLift + Facebook groups)61d
Get current photos from James for both listings61d
Generate SMS blast copy if needed61d
Verify lot size and year built for both properties (county records)61d
Negotiate final split percentage if mentor pushes back61d
Set up lead handoff process (text/email/form) once agreed61d
Aldo to review and send proposal to mentor61d
Track deal flow volume to evaluate partnership after 90 days61d
Automize808
avg 61d open
Tomorrow: re-run `tools/index_fellowhomes.py --google` once shared quota resets (midnight PT) to submit remaining 47 URLs — or accept that the sitemap + manual GSC Request Indexing from Thursday is sufficient (Google has had 4 days to crawl)61d
Tim needs to respond with: GTM publish permission, GA4 Measurement ID, Google Ads Conversion ID, homepage video (when recorded)61d
Once Tim replies, ~30 min to wire GA4 + form_submit + phone_click + Ads Conversion + Remarketing tags in GTM workspace61d
**Lombardi (Taberne)**: Discussion scheduled for tomorrow61d
**Portugal bookings**: Leave May 4 — Hotel Lisbon (Alfama, May 7-10), Alfa Pendular trains, Hyatt Bilt points61d
**Supabase envs**: Add to Vercel to activate /sessions, /loops, /projects, /lessons, /routines61d
**Paperclip UI login**: Sign up at paperclip.automizecrm.com/auth/signup → SQL grant instance_admin + company memberships61d
**CRITICAL**: Paperclip agents all broken — Claude CLI not authenticated on VPS. Run `claude setup-token` on Mac, paste `CLAUDE_CODE_OAUTH_TOKEN` to `/home/paperclip/.env`, restart PM261d
**Todoist**: Kill/reschedule batch still pendingwait61d
Phase 5: New one-pager (with 10x product + 80% kill list baked in)61d
Portugal SOPs (trip May 4)61d
James call review Wed 10:30 AM conflict resolution61d
Ben Sulka partnership message61d
5 canceled Stripe subs re-engagement61d
Todoist brutal triage (prompt ready, not yet executed)next61d
Phase 4: Lifetime EV (10x vs 2x delta — much bigger than April 11's $7-10M)61d
Phase 3: Playing to Win / Not to Lose (updated for Hardy identity lens)61d
Phase 2: Fresh Valid SWOT (likely different soft table than April 11)61d
Group D: Stress / Relationships / Health (4 Q)61d
Group C: 3-5 Year Future Self (4 Q)61d
Group B: Money + Work Picture (4 Q)61d
Group A: Who You Are Right Now (5 Q)61d
Aldo to review and personalize before pasting into JOLT tool61d
Optional: export as PDF / Google Doc for Denali Consulting submission61d
Optional: export as PDF / Google Doc for Denali Consulting submission61d
Aldo to review and personalize before pasting into JOLT tool61d
**2026 GoBundance one-sheet sync** — Aldo filled locally, not yet in pod workbook61d
If Anthony engages: FUB contact export plan, field mapping to GHL61d
Build Google Doc formal proposal (one-pager) once Anthony confirms interest61d
**Send outreach email to Anthony Lombardi** — carried from 04-07 session, still not sent. Needs updated pricing ($374/mo vs FUB $140/mo) + request for NMLS# and Movement compliance confirmation.61d
Book trains on cp.pt61d
Book Hotel Moliceiro (Aveiro)61d
Add breakfast notes to Lodging tab rows for Social Hub Porto + Hotel Moliceiro61d
**Philly events Monday 7am verification** — heartbeat will confirm if the RE Networking feed actually fires. If the `event_fetcher.py` scraper is also broken, will see it in Monday's log.61d
**2 remaining RSS feed warnings may appear** on future morning-brief runs if Barron's or others recover — they're just removed now, not replaced. If Aldo wants replacements, add to news-bot.js feed arrays (lines ~100-185).61d
5 canceled Automize Stripe subs not yet pulled for re-engagement list61d
James call review event still conflicts with Tuesday REsimpli 2-3 PM — not yet moved61d
Ben Sulka message not yet drafted61d
2026 GoBundance one-sheet draft (Aldo says he filled it locally) not yet synced to pod workbook61d
**BLOCKER**: Restart Claude Code to reload ~/.claude.json env vars (GHL_PIT_MAXIMIZE)blocked61d
**NEXT**: Build Disposition AI snapshot in Maximize location from scratch:next61d
**NEXT**: After restart, verify Maximize auth: run ghl_list_pipelines location=aO3ZRTPtat4cZ7ZtjvtKnext61d
**Push v4 prompt to live GHL bot** — lwOSa7fmWBMZvqMkkIvK (SMS) + 1K5511WF3D5sNtPL4s9J (omnichannel) — due Monday61d
**Add `bot-conversation-complete` tag** to bot's GHL conversation settings so it fires on conversation end — due Monday61d
**Build GHL workflow** "Automize — Lead Intelligence Processor" — trigger: tag `bot-conversation-complete` → GPT → note → notify — due Monday61d
Screenshot the Excalidraw cover, drop at top of Google Doc61d
Generate QR code from GHL pointing to the funnel URL61d
Create sjreia-april-2026 tag manually (5 sec)61d
Build GHL workflow: tag sjreia-april-2026 → instant SMS with PDF link → Day 2 follow-up → Day 4 CTA (15 min in GHL UI)61d
Build GHL Funnel Page using the Funnel AI prompt (10 min in GHL UI)61d
Set Google Doc sharing to "Anyone with link can view"61d
Build the slide deck (15-18 slides per Notion plan)61d
Pre-event LinkedIn post (1 week out, 3 days out, day-of)61d
Confirm with Jordan Ward once users 11 & 12 are fully active without charges61d
Backend team needs to execute the ClickUp task61d
Assign: Churn post-mortem on 3 canceled clients61d
Nitin meeting — confirm role, hours, open deliverables, sign retainer61d
Follow-up: confirm retainer signed + first deliverable (KPI dashboard) due date61d
Assign: GHL snapshot system (confirm if done, if not → Sprint 1)61d
Assign: AI Sales Bot — 5 missing workflows (Warm Lead Nurture, VIP Alert, Callback, Not Interested Router, Video Walkthrough Sender)61d
Social links: Verify FB/IG/YouTube handles in `fellow-homes-website/src/constants.ts`61d
GHL Workflow 2: Aldo to build `source = seller-form-complete` workflow in Fellow Homes GHL61d
GHL Workflow 1: Aldo to build `source = seller-form-contact` workflow in Fellow Homes GHL61d
Timothy needs role changed from Administrator → Editor at `sanity.io/manage/project/iyxntpuw`61d
**FUTURE:** Migrate event-driven scripts (project-registry, website-builds) to use `report-queue.sh` instead of direct webhook posts61d
**MANUAL ACTION:** Install local LaunchAgents (run these commands):61d
**MANUAL ACTION:** Set `DISCORD_WEBHOOK_DAILY_BRIEF` and `DISCORD_WEBHOOK_BREAKING` in VPS `.env` to route morning brief and breaking news to dedicated channels (currently both fall back to `#news`)61d
Post pinned comment: `Comment "WHOLESALE" below and I'll send you the full free step-by-step guide 👇`61d
Publish video (review in YouTube Studio first)61d
Schedule X post61d
Schedule LinkedIn post61d
Schedule Instagram Reel clip (60-sec short from assets file)61d
Post community post (same day as publish)61d
Upload script already updated by Aldo for wholesale video — ready to run when that video is rendered61d
Review video in YouTube Studio and publish61d
Add chapter timestamps in Studio if auto-detect missed any61d
Update `video-workflows/CLAUDE.md` component inventory with new graphic components61d
DNS: CNAME `megacontainersolutions.com` → `mega-container-solutions.pages.dev` at registrar61d
GHL sub-account for Aaron not found in Automize GHL — may need to be created61d
Business address placeholder in `constants.ts` (`[BUSINESS ADDRESS]`, `[CITY]`, `[ZIP]`)61d
Confirm correct public phone: Blinq says **505-948-2771** (cell), site had **978-625-3760**61d
GHL webhook URL (replace `PLACEHOLDER` in `webhookUrl`, `dealWebhookUrl`, `investWebhookUrl`)61d
Aaron needs to replace webhook placeholder in constants.ts with real GHL webhook61d
GHL sub-account for Aaron not found — may need to be created under Automize61d
Aaron needs to replace Calendly URL placeholder with his real Calendly link61d
Aaron needs to add business address to `constants.ts` (replace `[BUSINESS ADDRESS]` placeholder)61d
Point megacontainersolutions.com DNS to Cloudflare Pages (CNAME: mega-container-solutions.pages.dev)61d
Meriden Jun 10 auction — 33 properties (largest upcoming)61d
Monitor cttaxsales.com — New Britain not currently listed61d
Call New Britain Tax Collector 860-826-3317 — request delinquent roll61d
**Wire auto-deploy on apply-change** — Trigger deploy after AI changes are approved61d
**Extend billing webhook** — Handle addon checkout.session.completed and subscription.deleted events61d
**Wire PreviewRenderer into chat page** — Component exists but isn't imported in the chat UI yet61d
**Set up Supabase project** — Create tables, configure auth (email + Google OAuth), set up RLS61d
**Fix critical code review issues** — (1) Chat route: user message text missing from Claude API call, (2) Chat UI: infinite loop risk in useEffect/useCallback chain, (3) Verify profiles FK reference in migration61d
**Add Next.js middleware** — No auth middleware exists. Protected routes need middleware to redirect unauthenticated users to /login.next61d
**Create base schema migration** — The core tables (websites, profiles, website_subscriptions, change_requests, deploy_logs, analytics_snapshots, gsc_snapshots, monthly_reports) don't have a migration file yet. Need to create the foundational schema before the chat/addon migration can run.61d
Add `ANTHROPIC_API_KEY` to `.env` for transcript summarization + title variant generation61d
Set up Google Sheets credentials (`credentials.json`) for outlier output — reuse from carousel-generator if available61d
Consider TubeLab API as alternative to yt-dlp for more reliable channel scraping61d
Create reference photos directory for thumbnail face-swap matching61d
Wire up `/video-edit` skill to use new DOE scripts instead of old approach61d
Check Tim's Automize usage — blocked until Automize API token is createdblocked61d
Check Scott's Automize usage — blocked until Automize API token is createdblocked61d
Pay Nitin $300 final invoice, send wrap-up message61d
Close pending additional deals (details TBD)wait61d
Build call quality scorecard workflow in GHL (see Section 2)61d
Build QC custom fields in GHL (15 fields — see `GHL-Workflows/kaizen-qc-automation.md` Section 1)61d
**Generate Automize Private Integration Token** — GHL API key is scoped to Kaizen only. Go to Automize sub-account → Settings → Integrations → Create Private Integration Token. Add to `mcp-server/.env` as `GHL_API_KEY_AUTOMIZE`61d
**Restart Claude Code** to activate QuickBooks MCP + GHL custom fields fix61d
Follow up on 5 no-shows: Jayla Moore, Yasmin Sadiq, Zahir Nashid, Blacky Men, Acquisitions Manager61d
Update Google Sheet to assign the 7 missing clients to Aldo (Camilo Tatis, Jordan Ward, Janine Rivera, Bernardo Tancredi, Omri Ben Baruch, Loany Baide, Adam Painter)61d
Consider tracking follow-up calls more systematically (only 2 recorded)61d
Matt Cronin shows "No" attended in sheet but has Fathom recording on Mar 17 — update sheet61d
Set reminder to refresh QuickBooks token before ~late June 2026 expiry61d
Restart Claude Code session to verify QuickBooks MCP shows as "Connected" in `claude mcp list`61d
Test a QBO query (e.g., search customers or invoices) to confirm end-to-end works61d
Save QuickBooks credentials to Bitwarden manually (CLI was locked)61d
Add Neon Postgres + Vercel Blob via Vercel dashboard61d
Refactor scrub.js and bulk route to use Vercel Blob61d
Refactor cache.js from SQLite to Neon Postgres61d
Redeploy and smoke test /api/scrub/single61d
Address background job processing for serverless61d
Remove jobs.js in-memory Map — use DB exclusively61d
Refactor download route to serve from Vercel Blob61d
Top up Perplexity API credits ($5 minimum) at perplexity.ai/settings/api61d
Test Perplexity MCP tools in a new session (requires restart)61d
Close before April 10th if possible61d
Obtain V&A payoff letter (contact Evan Pickus 732-254-5333)61d
Confirm tax lien cancellation with Borough of Keansburg61d
Buyer's attorney: run title on Block 160, Lot 17blocked61d
Get addendum signed by seller (price to $138K, closing April 17)61d
James: call Whiteman Law Group for V&A mortgage payoff amount61d