
This board is the single place we both work from. What is live, what is open and who owns it, and what ships when. When you answer a row it comes down, so what you see here is only what is genuinely open.
Twelve pages are live on your own domain, including the seven new service pages that went live this week, plus your team's lead sheet. Each service page carries its own two-minute scoping tool, so an enquiry reaches you already half-described, and no prices appear anywhere, by your standing rule. Every card below is the real thing: tap it to open the live page. The booking page and the three guide articles are live too; ads and search land on them.
| Item | Owner | By | Status |
|---|---|---|---|
| With you | |||
| Tap Comment under any row to answer. Pick your name from the list so we know who is speaking. | |||
| The IRS letter, and whose name the 424 number is in. You asked how to upload it here: you cannot yet, so just email it to joseph@paperst.ai. These two start the three week clock on moving the number, which is the piece that lets something answer the calls nobody picks up. | You | One email | Need you |
| 10 to 15 job photos, with Jack. You said you would arrange it. Before, during and after shots of real work. They are the one thing on this list we cannot make ourselves, and they go into the ads and the pages. | You | With Jack | Need you |
| Ads: one paperwork check before we spend a dollar. You told us DTAG Inc holds two registered names, LACC and B&DA. When we read the contractor licence record for 1061967 it shows DTAG Inc and no DBA listed. Advertising has to carry a name that appears on the licence, so this one line decides what the adverts can say. We have your signed form ready to file. All we need to know: has it been mailed to the CSLB, and did they confirm it? Everything else on the advert side is ours and in build. | You | One answer | Need you |
| Ten minutes with Fallon on the Google Voice login. You said Fallon on a Monday. That turns on an automatic text to anyone whose call is missed, which is the fastest thing on this board. We keep 424-946-8057 out front, and the 800 number can sit behind it later. | You | Ten minutes | Need you |
| With us | |||
| Switch the ads on. Tracking so Facebook can see who becomes an enquiry rather than just a click, a privacy page, the missing preview image, and the first advert. All four are ours. Nothing waits on you. | Us | This week | In build |
| Put Balcony & Deck Advisors on the pages. Inspection pages front as B&D, repair pages as LACC, each linking to the other. Scoping it now and you will get a date, not a guess. | Us | Scoping | In build |
| Your two Google listings, and a review plan you can actually follow. We have the login now. We check both are verified, make the details match everywhere, and bring you a written plan rather than just asking your team to chase reviews. | Us | This week | In build |
| Build the phone system and the CRM automations. Humans answer first, the AI is the backup. The automations are the seven in your signed scope: stages, instant reply, follow-up, reminders. Being straight with you: they have not started, they are queued behind the ads and the phone. Say the word and they move up. | Us | Queued | Queued |
| Move the database into an account in your name. It runs in ours because it was built first. This is the handover, and it happens well before the engagement ever ends. | Us | Queued | Queued |
| Friendly reminders | |||
| The “independent advisor” wording is still live on your Balcony & Deck site. You ruled this out on Aug 2 and again on Aug 3 and we recorded it as done. It is not: the homepage still says “we act as an independent compliance advisor… compare qualified estimates”, and the same idea appears seven times across three pages. That one is on us, we checked for the wrong words. We will send the exact replacement wording to whoever manages that site if you tell us who. | Us | We draft it | In build |
| Anything on your mind, put it here. Questions, corrections, or something you want moved up the list. It reaches us the same day. | Anyone | Any time | Open |