Brief
One calm operating plan
Morning scan and evening closeout in one place: Mine, Needs Neal, active rooms, parked work, and the smallest useful end-of-day record.
local-only
8
Mine open
8
Needs Neal
8
active lanes
7
waiting / parked
1. Mine
Open Mine- Consolidate Mom's celebration-of-life, end-of-life documents, and special photos in Google Drivehighpersonal · no due date
- Review and approve LinkedIn APS company page and Neal bio directionhighbusiness · due 2026-05-08
- File or confirm handling of 2024 Canada personal taxeshighpersonal · due 2026-05-08
- Work with Bernie to create one singular video file from the four video files from Mom’s celebration of lifehighpersonal · no due date
- Complete Darlene memorial follow-throughhighpersonal · no due date
- Pick the primary APS wedge market and simplest named promisenormalbusiness · no due date
- Pick the AURA VSL language territorynormalbusiness · no due date
- Choose first live Lex client and seed the context packnormalbusiness · no due date
2. Needs Neal
Open Attention- No live action until Neal approves launch date, lead list, exclusions, budget, destination URL, copy, creative, and publishblockedJackson will produce one named approval packet after sprint outputs complete.Open room
- After real use, choose the next ACC team feature: room teams, reminders, calendar, agent attention, or mobile/PWA polish.decisionNeal decision needed when ready.Open room
- Decide whether Chay needs a clean follow-up from the final script sourcedecisionNeal decision needed when ready.Open room
- Choose the immediate funnel bottleneck to tighten first: caller handoff, booked-meeting nurture, simulator link, or follow-up sequence.decisionNeal decision needed when ready.Open room
- Pick the VSL language territory: PAS-faithful, owner-outcome, premium advisory, or more direct salesdecisionNeal decision needed when ready.Open room
- Confirm the final Lex pilot criterion after Jackson posts the complete build context pack.decisionNeal decision needed when ready.Open room
- Pick the primary wedge market and simplest named promise for APSdecisionNeal decision needed when ready.Open room
- Decide whether to run the next internal test for voice trigger handling, transcript retrieval after processing, or stop and review the existing lab capture first.decisionNeal decision needed when ready.Open room
3. In Motion
active only- Use /today as the daily operating home base
- Review final script packet with Jackson before sending
- APS Funnel & Nurturejackson-hTie final caller script to booked-meeting nurture and PAS meeting flow
- Lex Buildjackson-hJackson brings the full Lex build context pack into this ACC room
- APS Offer / Market FitbernieMaintain one-page offer/market map as other rooms evolve
- APS Meta Launch / Campaign Opsjackson-shadowCopy rewrite v0.3 using Meta hook and CTA best practices
- Zoom Agent LabberniePoll or retrieve the latest Recall transcript and participant artifacts when processing is complete, then summarize only the useful test findings.
- Neal gives the first LinkedIn direction in room chat
4. Waiting / Parked
protect focus- AURA Command CenteractiveUse /today as the home base and let room teams emerge from active rooms.
- Chay Caller CampaignactiveIf approved, prepare clean Chay handoff from final artifact only
- AURA VSL LanguageparkedDraft 3 to 5 language territories from PAS/Karl source language.
- Lex BuildactivePost current status, wired pieces, knowledge-base map, remaining checklist, and tests into this room.
- YourForeman.aiparkedSeparate watched lane
- Jackson will produce one named approval packet after sprint outputs complete.
- Jackson and Bernie split audit/update responsibilities after Neal’s direction
Daily Closeout
not saved yetRecent Local Room Changes
5- Personal Relationship Indexjackson-hNext: Use the People relationship vector search for semantic-ish lookup across person notes; refresh it after Fireflies/meeting summaries update People notes.
- AURA Command CenterbernieNext: Neal opens /today first; Mine holds his commitments; Rooms open only for decisions, blockers, or meaningful next action.
- APS Meta Launch / Campaign Opsjackson-hNext: move
- AURA VSL Languagejackson-hNext: Neal reviews the v7 MP4. Jackson captures feedback and, if direction is approved, routes a production voiceover pass.
- YourForeman.aibernieNext: Use the agentic feature stack v1 to pick the first demoable owner experience: app command brief + action queue, with Telegram/WhatsApp as approval channels rather than the product boundary.
Previous Closeouts
0- Previous closeouts will show here.