PaperSt.AI
LACC / BDA Board
LA Construction Consultants · Balcony & Deck Advisors · Soft Story Advisors
as of 2026-08-06
LA Construction Consultants · Balcony & Deck Advisors · Soft Story Advisors
as of 2026-08-06
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
Read Jul 28. Ads pointed at the old site; relaunch pending.
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. | |||
| One DNS record puts the site on your domain. GoDaddy › My Products › laconstructionconsultants.com › DNS › Add New Record: Type CNAME · Name compliance · Value lacc-compliance.pages.dev. Tell us before you save it and we switch on our side the same day. This is what lets ads send people to your own domain. Your email and every other record stay untouched. | You | 2 minutes | Need you |
| Which name do the ads run under? The state license record still shows only DTAG INC, and the license number in an ad must sit under the name on that record. Say start now and ads run as DTAG INC · Lic #1061967 this week. Say wait for the DBAs and they run as LA Construction Consultants once the record shows them. Either answer starts ads. No answer is the only thing that does not. | You | One word | Need you |
| Grant us partner access to your Meta ads account. You offered this Jul 27. We email you our Business ID; you approve it in two clicks. It lets us run the campaigns and install the conversion tracking, and your password stops being shared. Ads cannot launch without it. | You | 2 clicks | Need you |
| The design you picked is built on all nine pages. One yes puts it live. The whole site is finished in Dark Steel on a private preview, checked on phone screens, with your license number now in every footer. Say yes and it replaces the current pages the same day. | You | One yes | Need you |
| Ten minutes with the Google Voice login, with Fallon. If the Monday session did not happen, any morning this week works. It is the one switch that lets automatic missed-call texts start before the number moves. | You | 10 minutes | Need you |
| $202,715 of already-approved work is waiting to be scheduled. Nine jobs, six customers; three calls cover 70% of it, and one $79,940 job has waited over four months. The named call list is in your email from Jul 29, biggest first. What those calls come back with decides where next month goes. | You | 3 calls | Need you |
| The two Facebook messages: closed. You answered Aug 1: they were your own tests. Nothing to do. | You | Answered Aug 1 | Answered |
| The license entity: answered. DTAG Inc., Lic #1061967, with LACC and B&DA as its two DBAs; Soft Story income to DTAG as commission, noted for the books. The one open sliver is the ads-name row above. | You | Answered Aug 3 | Answered |
| The domain: answered. laconstructionconsultants.com carries the compliance pages. B&DA stands alone and funnels back through LACC, as you described. We bring a one-page picture of how the two sites sit together before building anything hard to undo. | You | Answered Aug 3 | Answered |
| One business, or an entity per brand: answered. Two DBAs under one company, B&DA for inspections, LACC for repairs. That is what QuickBooks needed. We file nothing. | You | Answered Jul 27 | Answered |
| Jack finished the BMO move. Verified against JobTread Aug 2: zero BMO or Sirott records left in the pending stage. Thank Jack for us. Clean read: 89 quotes, $4.9M, 58 customers; 13 calls cover 70%. | You | Verified Aug 2 | Done |
| The “3 impartial estimates” line: settled, it goes. It is off every page we control. The only copy left is on the B&DA WordPress site your outside developer manages: one message to them removes it, or give us access and we do it. | You | Settled Aug 3 | Answered |
| With us · what we are doing next | |||
| Every funnel page can book a 20-minute call straight into your inbox. A visitor picks a time, the booking lands in your email with a calendar invite, and they get a confirmation with the same invite. Mon to Fri, 8 to 5, never more than three a day. | Us | Live Aug 2 | Live |
| The instant lead alert reaches you directly. The moment a lead lands you get the email, with us copied. Nothing waits on a relay. | Us | Live Aug 3 | Live |
| Legal-accuracy check on the SB 721 pages: found, fixed, live. The penalty description was wrong in two ways. We corrected every affected page against the statute text itself. | Us | Fixed Aug 2 | Done |
| The same check on the SB 326 pages: six corrections, fixed, live. The one that mattered: since July 2024 civil engineers may also perform these inspections. All corrected before any ad money goes behind the pages. | Us | Fixed Aug 3 | Done |
| Build the phone system. Your rules are locked: humans answer first, the AI is the backup. The receiving side is live, the missed-call connector is in build, and AI answering waits on the number move, which starts the day you say go. | Us | In build | In build |
| Get your ~10 Balcony & Deck funnel emails out of Katalyst first. Finished copy you already paid for, inside the system you are leaving. We copy them, we change nothing. | Us | Next | Next up |
| Read the rest of your Katalyst account. The read-only audit: contacts, live automations, funnels. It decides what the move off Katalyst costs. | Us | Next | Next up |
| Review your Mailchimp account. Runs with the Katalyst audit. May hold the past-customer list the re-inspection drive needs. | Us | Next | Next up |
| Build the CRM automations. Stages, instant reply, follow-up, reminders. The seven automations in your scope. | Us | In build | 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 | Queued | Queued |
| Your Meta ad account: read Jul 28. $64 over 30 days, about 195 clicks at 33 cents, all pointed at the old B&DA site, no conversion tracking anywhere, delivery stopped Jul 26. The relaunch points spend at the new pages with tracking, and waits on the three asks at the top. | Us | Done Jul 28 | Done |
| JobTread API access: sorted, nothing needed from you. A working key, tested live Jul 27. It belongs to Kodi’s user, so if Kodi ever leaves we reissue it. | Us | Done Jul 27 | Done |
| Your lists are in. The Mailchimp export is a referral list of roughly 9,300 realtors and property managers, useful slowly and in segments. The re-inspection drive runs on your JobTread history, which we already pulled. | Us | Done | Done |
| With BMO set aside, the workable pipeline is $4.9M across 60 customers. Read Jul 29. Every proposal already has a phone number or email on file, and about fifteen calls cover 70% of the money. The refreshed call list is ready whenever you want it. | Us | Done Jul 29 | 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. Then $900 every two weeks, the schedule you asked for; next is 2026-08-20. 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 2026-08-06 · joseph@paperst.ai
Built on the signed Scope of Work (2026-07-22).
Built on the signed Scope of Work (2026-07-22).