create-proposal skill. Don't over-engineer scope.James committed within 24 hours from yesterday's call. Check bank now.
This call is today. The position paper was yesterday's prep item. If it is not written, write it in the next 30 minutes before the call.
Highest-leverage expansion move in the book right now. Phone routing via Carlo ticket already assigned.
Call was yesterday. Same-day delivery is the rule. Warm leads die when follow-up lags.
create-proposal skill (PandaDoc)Two separate items -- both must land today or Monday is scrambled.
Chris Stewart paid £5,000 upfront. He is inside a GHL automation system with 0 of 28 fixes shipped. A broken URL is still live. The DnD filter is absent. Chris received a merge-fail email before paying -- he paid anyway, which tells you his tolerance is not zero, but it is finite. Meanwhile the Ben JV call is today, and the entire JV assumes a working, scalable fulfillment backend. You are negotiating a $15K install deal on a pipe that cannot currently onboard one client cleanly. The Carlo session is not booked. Meta ads are spending $100/day feeding leads into the same broken system. Mollie cannot function as a setter until GHL is fixed. Every hour today that goes to JV positioning and not to booking the Carlo session is a decision to build the floor higher while the foundation is still cracked.
0/28 fixes shipped since 13 Apr. Day 11 of no action. Broken URL still live. DnD filter absent. PII leaking. Chris Stewart is a paying client inside this system. Carlo session not booked. The ClickUp task has not been created. This is the constraint that limits every other system in the business.
Partner call is today Fri 24 Apr. Decision deadline 2026-05-01. Written position paper must be in hand. Pricing floor $15K install + $3K/month. IP ownership, exit clause, CSP brand firewall, dev partner identity, equity split -- all must be resolved or explicitly deferred on the call. Do not leave with a vague handshake.
B2B campaign is live at $100/day with Meg. CAPI downstream events (appointment booked + opp won) still unverified. Without verified CAPI the pixel optimises blind and CPL will drift up over the next 7-14 days. Meg must confirm verification status before end of this week.
Both clients onboarded in the last 3 days. Momentum is highest in the first 7 days. PatientFlo setup, SM guidelines, and creative brief must all move this week. Chris is exit-minded and will want EBITDA-style reporting on what his £5K is producing. Reporting v1 must ship before his 30-day check-in or you are setting up the same dynamic that lost Casey.