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.
| 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. |
| App | What it does | ~ $ / month | Status |
|---|---|---|---|
| Getting found · generates demand | |||
| Meta AdsYours | Facebook and Instagram ads. Running, per you. We can get in now and have not looked yet. Your budget goes straight to Meta, never through us. | your budget | Move 3 Have, unread |
| Google Business ProfileYours, to claim | Your listing on Maps. The widest gap: a competitor shows 613 reviews, you have close to none. | free | Move 4 |
| Google Local ServicesYours, to open | The Google Guaranteed badge above normal results. Google verifies your license first. | per lead | Move 3 |
| Google Search ConsoleYours, to open | Which searches show your pages, and where you rank. Feeds the SEO engine. | free | Move 3 |
| The pages and the catcher · no lead lost | |||
| GoDaddyYours | Where your domains are registered. The move is on us now. Which name is your call. | your current bill | Move 3 Have |
| Cloudflare PagesOurs → you | Hosts the four landing pages, tools and blog. Temporary address, hidden from Google. | free | Live |
| Cloudflare WorkersOurs → you | Receives a form, saves it, fires the alert. Tested Jul 24. Never drops a lead. | ~$5 all Cloudflare | Live |
| Cloudflare D1Ours → you | Your lead and property database. Every lead and building, with brand, source and next due date. | included | Live |
| Cloudflare EmailOurs → you | Sends the instant lead alert. Reaches us and we relay, until you want it direct. | included | Live |
| Working the lead · you hold it | |||
| Lead boardOn your database | Every lead, its source, its stage, won or lost with its value. The part of Katalyst you actually use. | included | Live |
| CRM automationsOn your database | Reminders, stage moves and the seven automations in your scope, plus reply and follow-up. | included | Move 2 |
| ClaudeBilled at cost | Reads an inquiry, answers it, qualifies it, drafts follow-ups. Cents per lead. | ~$5–100 usage | Move 2 |
| Katalyst (GoHighLevel)Your vendor | What you pay for today. The audit is the first job in Move 2, then contacts and automations move off it. Do not cancel it before we have your emails out. Anything built inside it goes when the subscription does. | your current bill | Move 2 Have, unread |
| MailchimpYours | New to this map. Email marketing. May hold the past-customer list that Move 4 outreach runs on. | your current bill | Move 4 Have, unread |
| Doing the work and getting paid · where money lands | |||
| JobTreadYours | Estimating, job costing, scheduling, purchase orders, retainage. Your system of record, and it stays. API access is sorted as of Jul 27, so the won-job loop is not waiting on a switch. | your current bill | Keep Have |
| QuickBooks Online PlusYours, to set up | Per-brand profit and loss. Syncs both ways with JobTread. The entity question comes first. | ~$115–140 | Move 4 |
| StripeYours, to open | Card and bank payments, per brand, so advisory and repair invoices never share a merchant record. | per transaction | Move 4 |
| Business phone lineYours, to open | A number per brand. Caller ID is right, and it ports out with you. | ~$23 / brand | Move 4 |
| Measuring it · reads across all | |||
| ScorecardOn your database | Leads in, speed of answer, cost per booked appointment, won repair revenue. | included | Move 4 |
| Won-job feedbackMeta & Google | Sends closed jobs and their value back to the ad platforms. Katalyst cannot do this. | free | Move 3 |
| SEO engineOurs, run for you | Measures pages weekly, proposes moves, reverts what hurt. It never publishes. | included | Move 4 |
| 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. | |||
| Pick a look for the landing pages. The same page built ten different ways, at lacc-looks.pages.dev. Identical words in every one, so what you are picking is the design. Whatever you choose gets built across all four landing pages and the blog. How: tap through on your phone and email or comment the number. Mixing two is a fine answer. Takes: five minutes. | You | Open | Need you |
| Confirm which company the license sits under. Fallon sent CSLB 1061967 and we checked it against the state register the same day: current and active, general building, Gordon as qualifying individual. That is the number we needed. One thing before it goes on an ad: the register lists it under DTAG Inc, a corporation, and Fallon described the two brands as DBAs under an LLC. The law cares that we advertise under a name the license is registered to, so we hold it until that is confirmed. How: your accountant or attorney will know in a second. We need the entity the DBAs sit under, and whether both brand names are registered to 1061967. Takes: one question. Also: the license expires 31 Oct. | You | Before any ad | Need you |
| Which of your two domains the pages live on. Fallon gave us both, balconyanddeck.com and laconstructionconsultants.com, and they are at GoDaddy, so the move is on us. The four pages are about balcony inspections, so they sit naturally under Balcony & Deck, unless you would rather keep everything on the one name. Either is fine. How: tell us which. Takes: a decision, not a task. | You | Before Move 3 | 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. That history is in JobTread and we already have access, so we will pull it ourselves. Nothing further needed from you. Moved to our side. | Us | Move 4 | Answered |
| The "3 impartial estimates" line on your Balcony & Deck site. Decided Jul 24 and still live there. Fallon cannot edit the site; an outside web developer manages it, so this one comes back to you. How: ask your developer to remove the line, or give us access and we do it. Takes: a five-minute text edit. | You | Open | Need you |
| With us · what we are doing next | |||
| 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. We can get in now, so this stops being a question for you. First read tells you what your spend is actually buying and where the clicks land. | Us | Move 3 | Next up |
| 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, and it 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 |