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. Every change is written down and every version stays online.
| 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. We can sign in; the won-job loop needs API access, which is a separate switch. | your current bill | Keep Have, unread |
| 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 | |||
| Your contractor license number. Required on every repair ad and page (B&P §7027.1), and Google verifies it before Local Services Ads will run. The number on your sites is the wrong format, so we repeat it nowhere until you confirm. Our four pages carry the same gap. How: text or email us the number exactly as it reads on your CSLB record. Takes: a minute. | You | Before Move 3 | Need you |
| Which domain the pages live on. We have GoDaddy, so the move is on us. We need the name. On your own domain the traffic is yours. How: tell us which one to use, an existing name or a new one we register inside your account. Takes: a decision, not a task. | You | Before Move 3 | Need you |
| One business, or an entity per brand? Blocks QuickBooks, so it comes before Move 4, and it decides one payment account or several. How: one conversation with your accountant and attorney, then tell us the answer. We will lay out both options first if that helps. We file nothing. Takes: one call. | You | Before Move 4 | Need you |
| Your past-customer and building lists. Starts the review drive and re-inspection outreach now, instead of waiting years for the clock to fill. How: any format, a spreadsheet, an export out of JobTread or Mailchimp, even a folder of old invoices. Do not tidy it first, we clean it. Takes: however long the export takes. | You | Before Move 4 | Need you |
| The "3 impartial estimates" line on your Balcony & Deck site. Decided Jul 24 and still live there. That site is not one of ours to edit. How: your team removes the line, or gives us WordPress 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 |
| Find out what JobTread API access needs. We can sign in now, so we go and look rather than ask you to switch on something we may be able to switch on ourselves. If it turns out to need you, it moves to your list with the exact steps. | Us | Move 3 | Queued |
| Swap the shared logins for proper access. Partner access on Meta, an API token on JobTread. Better for you three ways: revocable in one click, gives us only what we need, and lets you change your passwords whenever you like without breaking anything of ours. | Us | Move 3 | Queued |