PaperSt.AI
LACC / BDA Board
LA Construction Consultants · Balcony & Deck Advisors · Soft Story Advisors
as of 2026-07-31
LA Construction Consultants · Balcony & Deck Advisors · Soft Story Advisors
as of 2026-07-31
Gordon Myers · three-brand acquisition & fulfillment system
The whole business on one page.
This board is the single place we both work from, instead of a project tool neither of us opens. What is live, what is open and who owns it, every app and its cost, and what ships when.
LiveIn buildQueuedKeep
HaveHave, unreadNeed you
Left chip: where the build is. Right chip: whether we can get in.
Move 1 done: every lead is caught. Move 2 in build: the Katalyst replacement.
Jul 24 · The form used to discard the lead. Now it saves and alerts. Anything before Jul 24 is gone.
Access · We now hold Katalyst, GoDaddy, JobTread, Mailchimp and Meta. JobTread and Meta are both read, and what they found is below. Katalyst and Mailchimp are next in Move 2.
Closed · JobTread API access, which we said we would try to turn on ourselves before asking you. We could. Tested live Jul 27, so the won-job loop is not waiting on you.
New · The phone system. Your team wrote up what it should do, and that plan is now a build track on this board, with your rules locked in: humans answer first, the AI is the backup. Full section below.
1 · Catch every lead→
2 · Work the lead→
3 · Turn the ads up→
4 · Compound it
Working together
—
Every link in one place, with a picture of what is behind it. Swipe sideways, or use the arrows. Tap a card to open it.
01
Demand
Meta Ads
Running, per you. We can get in now, not read yet.
Have, unread
02
The pages
Cloudflare Pages
Four SB 721 / SB 326 pages. Hidden from Google.
Live
03
Capture
Cloudflare Workers
Saves the lead before it answers. Never drops one.
Live
04
Your database
Cloudflare D1
Every lead and building, with source and next due date.
Live
05
Instant alert
Cloudflare Email
Fires on arrival. Target: contact under 5 minutes.
Live
06
Work the lead
Lead board · Claude
See it, stage it, mark it won or lost.
Board live
07
Do the job
JobTread
Your system of record. We connect and leave it alone.
Keep
08
The books
QuickBooks Online
Profit and loss per brand, plus job costs.
Move 4
↻ Two loops make it compound. Won-job feedback: a closed job sends its value back to the ad platforms, so bidding chases revenue, not form fills. The re-inspection clock: every inspection records its next due date, so each building becomes a dated future job.
| Move | What ships |
|---|---|
| 1 · CatchShipped Jul 24 | Nothing gets lost. Your lead database is live. Every submission is saved with the ad or search that produced it, and alerts on arrival. |
| 2 · Work itAug 3 – Aug 8 | Every lead answered fast. Stages, automatic first reply, follow-up until a human connects, reminders. Plus the Katalyst audit and the move off it. |
| 3 · Ads upAug 10 – Aug 15 | Spend more, see what it bought. Pages on your own domain, open to Google. Ad source tracked to the won job. Local Services Ads sit outside your signed scope. |
| 4 · CompoundAug 17 – Sep 5 | Growth without more ad spend. The scorecard, plus re-inspection outreach to past customers. Map listings, reviews, SEO, QuickBooks and entity work sit outside your signed scope. |
A working plan, reviewed weekly, not a guarantee. Moves 3 and 4 also wait on Google's own approval times. What each Move needs from you is in the open list below.
1Your existing bills, unchanged. Meta Ads, GoDaddy, JobTread, Katalyst, Mailchimp. Your ad budget goes straight to Meta, never through us.
2Ours, opened in your name, billed at cost. Cloudflare about $5 a month for the pages, the capture, your database and the lead alerts. Claude $5 to $100 depending on how many leads it reads. Nothing is marked up.
3Everything we build on top is included. Lead board, CRM automations, the scorecard, won-job feedback to the ad platforms, the SEO engine. No separate line for any of it.
4Not started yet, and priced before we do. QuickBooks Online Plus $115–140 (rises Aug 1) · a phone line per brand about $23 · Stripe per transaction · Google Local Services per lead. Google Business Profile and Search Console are free.
5Katalyst is the one that leaves. Do not cancel it before we have your emails out. Anything built inside it goes when the subscription does.
Software is opened in your name and billed to you at cost. We never mark it up. Prices as of 2026-07-23. All 21 apps, what each one does and who holds it →
Fallon wrote the spec. Here is the build, on her list, with your rules locked in.
The rules you set, now on the record: humans answer first. The phone rings for your team for about four rings, and the system only steps in when nobody picks up or it is after hours. The AI is the backup, not the receptionist. And JobTread stays for repairs and jobs only: calls and messages live on your lead board, and nothing writes into JobTread automatically.
1Automatic missed-call texts. A caller who hangs up gets a polite text within about a minute: sorry we missed you, how can we help. First thing we switch on. It needs ten minutes with the Google Voice login, and one connector we are building now.
2AI call answering and message collection. After your four rings, or after hours, a natural voice answers, handles the basic questions, asks the right follow-ups, and takes a detailed message. Your team gets the summary by text and email the moment the call ends. It also absorbs the junk calls so they stop reaching you. Live once the number moves (below).
3Professional voicemail greetings. One for business hours, one for after hours, switched by the schedule. Recorded once, changed whenever you like.
4Saved reply templates. New inspection inquiries, repair inquiries, proposal follow-ups, report notifications, review requests. Written with Fallon so the wording is yours, then one tap to send, same wording every time. These are the same follow-ups Move 2 is already building.
5Business hours and routing. The schedule decides what a caller gets: ring the team, text back, or the AI answers. Weekends and evenings covered.
6Contacts organized. Every call, text and voicemail lands on your lead board next to the person it belongs to, with tags, notes and the full history in one place.
7Internal notes. Your team writes notes on a lead that the client never sees. No more side text threads about a client.
8One polished experience. Same voice, same records, from the first call through inspection, report, repairs and follow-up. That is the point of the whole build.
The number, in plain terms. 424-946-8057 is a Google Voice number today. Google Voice cannot do automatic text-backs or AI answering, and nothing can bolt them onto it. So the number moves to a proper phone carrier, Telnyx, in an account opened in your name. Callers notice nothing. The move takes roughly three weeks once you say go, and that clock is the carriers', not ours. The system behind it runs on the same rails as your lead board: Claude is the voice on the phone, Cloudflare holds the records. The receiving side, the part that logs every call event and alerts us, is already built, tested and live, waiting for the number to connect to it. Gordon's read on volume, under ten calls a day with about a third junk, is exactly the size where this runs for tens of dollars a month.
About OpenPhone, honestly. OpenPhone renamed itself Quo last year. Everything on the list above gets built either way, so this is not a features question. The difference is where your number lives and who keeps the records. With OpenPhone, the number ports into their app, the AI and the history live inside their subscription, and leaving later means porting out again. That is the Katalyst situation with a different logo, and you just paid to get out of it. With our build, the number sits in a carrier account in your name, and every call and message lands on the lead board you already own. Monthly cost lands in the same range either way. Our recommendation is the owned route, and the call is yours.
| Item | Owner | By | Status |
|---|---|---|---|
| With you · these are the ones that unblock us | |||
| You can answer any of these right here. Tap Comment under a row and type your answer. It stays on the board where the item is, so it cannot get buried in a text thread, and anyone on your team can see it and add to it. Texting us still works if that is faster. | |||
| The two Facebook messages: closed. They were your own tests. You answered Aug 1: "I think it was me testing the system." So nobody is waiting on a reply, and the earlier version of this row, which read them as two waiting prospects, was wrong in a way only you could see. Closed, and the walkthrough deck is corrected to match. Nothing to do. | You | Answered Aug 1 | Answered |
| The look: you picked 06, Dark Steel. We are building it now. Answered: you chose look 06 from the ten. The complete example page is being rebuilt in that design first, then all nine pages follow it, with every readability and phone check re-run against the dark palette before anything ships. Nothing to do; you will get the finished example to glance at before launch. | Us | In build | In build |
| The license record is read. One question left for your accountant. We read the full CSLB record for 1061967 with Gordon on Jul 30: registered to DTAG Inc, a corporation, at 13547 Ventura Blvd #171, Gordon as qualifying individual, current and active. No DBA appears on the record. Until the brand names are confirmed, anything we publish pairs the number with DTAG Inc. dba the brand name, which is safe either way. Your Aug 1 note confirmed the license number, 1061967, thank you; the half still open is the entity behind it. How: one question to your accountant or attorney, in their words: are LA Construction Consultants and Balcony & Deck Advisors filed as DBAs under DTAG Inc, and is the company the corporation the state shows or an LLC. Takes: one question. Also: the license expires 31 Oct. | You | Before any ad | Need you |
| The domain: you said laconstructionconsultants.com. One check before we act on it. You answered Aug 1: laconstructionconsultants.com. Noted, and we can do that. The check first: that is also the domain carrying your team's email, so its move gets extra care and never happens on a Friday. And in the same messages you said you want Balcony & Deck as the lead funnel, which would point the other way and carries no email at all. How: one word settles it: do the four inspection pages live on LACC or on Balcony & Deck? Takes: a decision, not a task. | You | Before Mon | Need you |
| One business, or an entity per brand? Answered by Fallon Jul 27: two DBAs under one company, Balcony & Deck for inspections, LA Construction Consultants for repairs. That is what we needed for QuickBooks, so this comes off your list. It is folded into the license question above only because the state register says corporation and Fallon said LLC, and one answer settles both. We file nothing. | You | Answered Jul 27 | Answered |
| Your past-customer and building lists. Fallon sent the Mailchimp export Jul 27, thank you. Being straight about what it is: roughly 9,300 realtors, property managers and apartment owners, most loaded in rather than signed up. That is a good referral list and we will use it carefully, in segments, slowly. It is not the past-customer list, and that is the one the re-inspection drive runs on, because it needs buildings you have actually inspected and when. We pulled JobTread ourselves on Jul 28. It took nothing from your side, and what came back changed what we think the priority is. See the row below. Done. | Us | Move 4 | Done |
| With BMO set aside, the real pipeline is $4.9M across 60 customers. You told us on Jul 28: Jack moved those records, the whole BMO bank is on hold pending an ownership transfer, and it comes out of the picture. That settles what we could not tell from the data, and it changes the plan rather than just the number. Taking BMO out entirely: 91 proposals, $4,936,791, 60 customers, as of Jul 29. Every one already has a phone number or an email on file, and this is roughly fifteen phone calls, not 92. Fifteen covers 70% of the money. The shape is completely different once BMO is out, and this is the part worth knowing. With BMO in, one relationship was a third of everything and the ten biggest proposals belonged to five people. Without it, your largest single customer is 12%, the top six are 44%, and the ten biggest proposals belong to ten different people. So this is not one big conversation, it is sixty real ones, and the top fifteen are where the money is. Update Aug 2: Jack finished the move and we verified it live, zero BMO or Sirott records left in the pending stage. The clean read as of Aug 2: 89 quotes, $4,908,091, 58 customers, 13 calls to cover 70%. Across all 291 of your jobs there are no notes at all, and only 2 scheduled tasks in the entire system. That is the one habit worth starting, and it is exactly what this week's build gives you. The refreshed list is ready whenever you want it, BMO removed, sorted by person to call rather than by proposal. | Us | Move 2 | Done |
| Jack finished the BMO move, and we verified it against JobTread today. You said "done" on Aug 1; we re-read the live system on Aug 2 rather than taking anyone's word for it: zero BMO or Sirott records remain in Estimated Pending Approval. Thank Jack for us. The pending pipeline now reads clean: 89 quotes, $4,908,091, 58 customers, and 13 calls cover 70% of the money. Still true and still the habit worth starting: those 89 have zero notes and zero scheduled tasks against them, so nobody can tell which have been chased. The refreshed call list is ready whenever you want it. | You | Verified Aug 2 | Done |
| The "3 impartial estimates" line: you confirmed it goes. You answered Aug 1: Balcony & Deck runs as a lead funnel, no more three estimates. That settles the decision; the line itself is still live on the WordPress site because Fallon cannot edit it and an outside developer manages it. How: ask your developer to remove the line, or give us access and we do it. Takes: a five-minute text edit. | You | Decided Aug 1 | Need you |
| Ten minutes with the Google Voice login: booked with Fallon, Monday morning. You answered Aug 1: Fallon, Monday morning (Aug 3). Two settings inside Google Voice let us catch every missed call and voicemail the moment they happen, which is what makes the automatic text-back possible before the number moves. We drive, Fallon types the password. Takes: ten minutes, once. | You | Mon Aug 3 | Scheduled |
| With us · what we are doing next | |||
| New: every funnel page can now book a call straight into your inbox. A Schedule a 20 minute call button now sits on all nine pages, next to call, text and email. A visitor picks a time from your working hours, and the booking arrives in your email with a calendar invite attached; open it and it files into your calendar, Outlook or Google alike. The visitor gets a confirmation with the same invite, and replies to it reach you directly. No new login, no new tool to watch: your inbox is the system. Times offered are Mon to Fri, 8 to 5, twenty minutes each, never more than three a day, with a gap between calls. Try it: open any page, tap Schedule, book a slot with your own details, and watch it land in your email. Tell us if the hours or the three-a-day cap should be different. | Us | Live Aug 2 | Live |
| We found a legal-accuracy error on the funnel pages, and it is fixed and live. Being straight with you, because these are compliance pages under your license. The pages we built described the SB 721 penalty wrong in two ways: they claimed a second daily penalty the statute does not contain, and they ran the 180-day repair period from a notice when the law has it end at one. We caught it ourselves, read the statute line by line three separate ways to be sure, rewrote every affected page, and removed the deadline calculator entirely, because the statute never says what starts that 180-day count and any date it produced would have been an invention. The corrected pages are live now at the same links your team has, and a mechanical check now blocks the wrong wording from ever coming back. What the law actually says: one civil penalty, $100 to $500 a day set by the local fee schedule, when required repairs are still incomplete 30 days after the inspector's notice. Nothing needed from you; the links you have just got more accurate. | Us | Fixed Aug 2 | Done |
| Build the phone system. Fallon's full list, section above. The receiving side is live already; the missed-call connector is in build now; the AI answering waits on the number move, which starts when Gordon says go. | Us | In build | In build |
| $202,715 of approved work has never been scheduled. Found Jul 29, and it is the most useful thing we have found so far. Separate from the pending pipeline: this is work sitting in your own Approved (awaiting scheduling) stage. Nine jobs, six customers, $202,715 once the BMO accounts are set aside. Three calls cover 70% of it. The part that matters: one job at $79,940 has been waiting 125 days, and three of the six have been waiting more than four months. Nothing is scheduled against any of them and there are no notes, so nobody can tell which have been chased. This one is scheduling, not selling. The pending pipeline asks whether a customer will buy. This is work already approved on your side that has not been booked in. The list is ready, sorted by who to call rather than by job. | Us | Move 2 | Done |
| Get your ~10 Balcony & Deck funnel emails out of Katalyst. You told us about them on Jul 25. They are finished copy you already paid for, and they live inside the system we are moving you off, so they come out first. We copy them, we change nothing. | Us | Move 2, first | Next up |
| Read the rest of your Katalyst account. The read-only audit: contacts, live automations, funnels. It decides what the migration costs. | Us | Move 2 | Next up |
| Review your Mailchimp account. Runs with the Katalyst audit. May hold the past-customer list Move 4 needs. | Us | Move 2 | Next up |
| Build the CRM automations. Stages, instant reply, follow-up, reminders. The seven automations in your scope. | Us | Move 2 | In build |
| Send the lead alert straight to you. It reaches us and we relay today. Ends the relay once our sending domain is onboarded and you say go. | Us | Move 2 | In build |
| Move the database and workers into an account in your name. They run in ours because they were built first. This is the handover. | Us | Move 3 | Queued |
| Look at your Meta ad account. Done Jul 28, and it answered the question. Spend was $64 over 30 days across three boosted posts, and delivery stopped on the 26th. 195 clicks at about 33 cents. All three posts point at balconyanddeckadvisors.com, not at the pages we built. That page has no form on it, and there is no Facebook pixel anywhere on the site, so Facebook cannot see conversions, cannot optimise, and cannot show your ad again to anyone who visited. One post was set to messaging; the two conversations it produced were your own tests, you confirmed Aug 1. Emailed to you Jul 28. | Us | Move 3 | Done |
| JobTread API access: sorted, and it needed nothing from you. We went and looked rather than adding it to your list. There is a working API key on your account, tested against JobTread live on Jul 27, so the won-job loop is not waiting on a switch. One thing to know: the key belongs to Kodi’s user, so if Kodi ever leaves we reissue it. | Us | Done Jul 27 | Done |
| Swap the shared logins for proper access. JobTread is done: it runs on an API key now, so you can change your JobTread password whenever you like and nothing of ours breaks. Meta is the half still open. We read the account from an export rather than a connection, which works once but does not repeat, so it still needs Partner access from you. Better for you three ways: revocable in one click, gives us only what we need, and your passwords stop being load-bearing. | Us | Move 3 | Half done |
This list is the whole to-do list. Nothing lives in a separate tool, and nothing is tracked anywhere you cannot see. If it is not on this board, we are not doing it.
How we work
Weekly 30-minute session. Shipped, needs-you, numbers, next, risks.
This board is the shared board. Updated every time anything changes.
Every change is reviewable before it goes live.
Everything documented. Every account and automation, and how to run it.
Nothing ships without your yes. Nothing sent, published or paid.
You own it. Every account in your name. What sits in ours is marked above.
Billing
$1,800 a month, month to month. $900 received 2026-07-23, $900 due 2026-08-06. Monthly invoicing begins 2026-08-23. Labor at $100 an hour, software at cost, no build fee. Scope covers the CRM, automations, funnel, reactivation, scorecard and docs. Dotted items sit outside it.
PaperSt.AI
LACC / BDA Board · updated 2026-07-31 · joseph@paperst.ai
Built on the signed Scope of Work (2026-07-22).
Built on the signed Scope of Work (2026-07-22).