Close-Out — Monday, July 28

1 Today at a glance

• Lead hand-off is fixed, proven, and now instant. This morning a test lead ran the whole path (tagged qualified → queued → texted) with phone-carrier confirmation. This afternoon the delay was cut from up-to-5-minutes to ~5–11 seconds, proven again with live tests. Last step: one real outside person runs it end-to-end (your own numbers are blocked by design).
• The Texas expansion plan is written and published. Houston + Austin launch is fully scoped on one page — it needs ~15 minutes of your Facebook/CRM clicks and 4 decisions, then agents build everything (paused) for your approval.
• Two new Facebook pages are live: Texas statewide + Austin concrete-leveling pages (one page per state is the new scaling play — ~15× faster than per-city pages).
• The competitor swipe file is now serious: ~2,800 real ads collected today — the biggest players in foundation repair and basement work, plus every direct concrete-leveling competitor found — with 900+ ad videos safely backed up. Market research also confirmed: nobody in concrete leveling sells leads or pay-per-result — you'd be a category of one.
• The 30-day focus is locked and the task board is live. 96 unrelated tasks parked until Aug 27; Linear has 28 active plain-English cards with two-way sync.
• The Mac got 9.6 GB lighter. Cold video files were uploaded to Drive, verified byte-for-byte, then removed locally. Nothing was deleted unverified.
• Watch-out: both weekend check-ins silently stalled. The weekly cash check and the Sunday projections never actually ran — they froze on startup and sat "running" for 24+ hours. The weekly cash number and its safety tripwires were NOT checked this week (the Jul-31 no-signed-client gate is 3 days out). Both get re-run and diagnosed — see section 5.
• The books are clean: all 15 of today's sessions are saved to the brain and every transcript is backed up (1,658 of 1,658 in the archive).

2 Your links — everything in one place

Start here

Scoreboards

Fresh today — needs your eyes

Reference docs

3 The plan — one SOW, four steps

Sections 4–6 below are the complete task lists for each step, with everything each person needs. The two plan pages carry the full context — paste-ready text, click lists, and the decisions each step is waiting on.

4 Waiting on you — calls, clicks, approvals

Phone & messages (revenue today)

• Send Dan the two finished lead packets (Sam and Spencer — formatted and ready to paste; nothing was sent automatically).
• Call the leads that have sat cold: Cindy, Richard, Ann — plus Cindie wants work done next week, and Ann + Scott are owed apologetic follow-ups. Reply to the three unanswered Level King leads.
• Send the four ready-to-go follow-up drafts before the reply window closes tomorrow (Jul 29).
• One text to Dan, four asks: his follow-up-software key · his exact service area · his booking-form link · confirm he's good with the new instant delivery. This unblocks delivery into his system and widening ads to Fort Worth / Arlington / Grand Prairie.

CRM clicks (guides + paste-ready text on the Lead Machine plan)

• Paste the ready-made hand-off instruction into the bot (the 496-character block is on the plan page, copy-paste).
• Set up the 6-step follow-up cadence (numbered click list on the plan page).
• Flip the cleanup toggles: 6 safe automation drafts + 3 clicks from today's automation audit (pause the pre-call nurture, delete the dead auto-transfer automation that has never fired, disable the duplicate ad-event step).
• The audit pack still has the morning list: confirm the "qualified" tag step, add the phone+ZIP gate, clear 4 stale review tags.

Facebook clicks (~15 min — this exact step has blocked Houston/San Antonio since yesterday)

• Claim the new TX and ATX pages into the business account.
• Grant the automation user access to all four concrete-leveling pages — after this, agents dress the pages (photos, details) automatically.
• Connect the Texas page in the CRM's Facebook settings so the bot answers its Messenger inbox.

Decisions (one sitting)

• 4 Texas decisions on the launch plan: daily budget ($50/day suggested) · Dallas stays on its current campaign · which ad account builds it · the statewide bot's name.
• Review + activate the concrete-leveling ad sheet (built, paused).
• Confirm the Dallas campaign's budget intent — it's live at $100/day but still named "$50/day".
• Pick the delivery path into Dan's job software: bare cards now, test his API key, or wait for the connector.
• Line up one outside person (not you, not Dan) to message the page as a fake customer — the final proof of the whole lead path.
• Storage: OK a Drive-space bump (only ~13 GB headroom left) or prune old archives · glance at the 46 MB "New Folder With Items" in Downloads · decide on the ~70 GB staged macOS update.
• The standing queue: remove the "I'm a real person" line from client bots · landing-page form fixes · turn on call recording in the CRM · decide cold-email capacity · lift the manual-send hold when ready · submit the Facebook app review before the trial deadline.

5 Running on autopilot — agents handle these

• New today: re-run the two stalled weekend check-ins (weekly cash check + Sunday projections) and diagnose why scheduled runs freeze on startup before the next ones fire. The cash tripwire check comes first.
• New today: fix the 5 open items from the lead audit (a duplicate contact, two deleted contacts to re-create, debug text to scrub from packet notes, dead follow-up nudges) + build durable photo pages for the three leads with media.
• In progress: 3-day watch on the Dallas client bot — proving one real lead runs every step and reaches Dan in seconds.
• Daily ad batch for each active client + our own account — staged paused with screenshots for your OK, never self-launching.
• Reply drafts kept current for every live lead (sending stays manual until you lift the hold).
• Morning health report checked; anything red gets fixed and logged with an undo.
• Client messages cleared and check-ins hit daily.
• Next market pages minted as Facebook's daily limit allows: Oklahoma City next, then Tulsa.
• New ad creative wave + bot qualification tune (~55% → 70%) staged as approval packs. Sort the new swipe-file ads into ours-vs-clients buckets (~15 min, feeds the creative wave).
• Page dress-up (photos/details) for all four pages — blocked until you do the Facebook claim + assign clicks above.
• Houston/Austin ad build — blocked until the Facebook clicks + 4 Texas decisions above.

6 Collins' build list — gated until you say go

Four cards are labeled for Collins on the task board. Nothing gets sent to him without your explicit go (scope + pay + go, per your rule).

• Map today's client-setup steps — what's built vs missing
• Turn Dan's setup into a reusable checklist for the next client
• Design the setter tracking + coaching system
• Build the daily coaching brief for each setter

7 Board health check — your three questions, audited

8 Cleanups & technical notes

• The stale brain copy in the home folder is fixed for good — all seven scripts that kept regenerating it were patched today and verified.
• Mac cleanup swept 9.6 GB of cold video to Drive (verified byte-for-byte before anything was removed).
• Still queued (15 min): commit today's uncommitted code changes, and lock down the client report link before client #2 onboards.