Jessica's Workbench Remote

· Last refreshed: 2026-05-22 07:47 AM ET (auto-deploy) · Sync routes to Mac via Apps Script
May progress toward $8K/month
$1,600 / $8,000
20%
Currently Working On
Karen 4 PM retainer meeting Dan Ninerell pricing send (6 days open) Melissa Hinman post-meeting follow-up
Last review: Thu 5/21 evening. Dan Ninerell YES to all 8 modules ($3,800 across 8 NET-7 modules). Karen continuation today 9 AM. Short work window today: leaving for Jon's by 11 AM (time off with JC). Today's musts: ship Dan Services Agreement + pay link, stand up Daniel hub + next-steps email, Karen 9 AM call, post on social for Karen + Marla.

Quick Notes

Drop any thought, observation, or comment here. Click Sync at the bottom and I append it to today's session log so it shows up in your next morning/midday/evening review.

Urgent Comms

Comms Agent not yet built. When it is, the most urgent emails, DMs, and messages will surface here. For now, see full Comms tab for placeholder structure.

Today's Schedule

9:00 AMKaren continuation call (meet.google.com/fyi-ygtk-hgj, picks up where 5/21 cut off) 10:00 AMTight turnaround window: Dan email, Daniel hub + email, Karen + Marla social posts 11:00 AMLeave for Jon's (time off with JC) 8:00 PMEvening review fires

Critical Work To-Dos (before 11 AM departure)

Karen 9 AM continuation call. Picks up where Thursday cut off. Deck + cheat sheet ready at Clients/Karen/Recommendations/. ~10 min before: open Chrome tabs with ChatGPT, Claude, Gemini, Perplexity and run "best Philadelphia bakery for corporate gifting" so slide 5 can screen-share live. Agenda: pricing pivot to $1K/mo retainer (off-deck verbal), financial deep-dive, SOPs, Business Plan, remaining workstreams.
Status90%
Email Dan Ninerell Services Agreement + Stripe pay link + first-steps list. One consolidated send. Push updated dan/index.html to Netlify first so backbonestudios.co/dan is current when he clicks through.
Set up Daniel hub + email next steps. Lighter version of the artifact-based hub rebuild. Just enough so Daniel has a landing page and clear next steps from Jessica.
Post on social for Karen + Marla. Quick, under the SUPER-simple constraint (reuse existing assets, 2 to 3 sentence captions).

Personal (before 11 AM)

Weekend (5/23 to 5/24)

Process Marla's Tally assessment + audit and set up her client hub (same artifact-based pattern as Karen + Dan).

JBC Threads to Open This Week

Start ADHD book research (Phase 1: validate niche on Amazon)
Work on financial set up (continuation of Monarch + Money Ritual)
Start grant research
Research how to apply for women-owned business certification (WBENC vs WOSB)

Backburner Personal To-Dos

Inbox Waiting To Be Filed

2 PDFs, 2 images, 1 video, 2 docs in _Inbox/. After the 9 AM Karen call, ask Claude to sweep these into destination folders.

Projects Overview

High-level only. Click into Clients, JBC, or Personal tabs to see tasks underneath each.

Active
Karen retainer transition
Active
Dan Ninerell onboarding (hired 5/21, $3,800 / 8 modules)
Paused
Daniel engagement (blocked on Karen + Dan landing live)
Active
Workbench mobile deployment (4 steps, ~25 min)
Active
Social template rollout (Batch 1)
Active
Melissa Hinman partnership

This Week Ahead

Karen continuation call (picks up where 5/21 cut off)Today, Fri 5/22 9:00 AM
Dan Ninerell follow-up email + hub push + Services AgreementToday, Fri 5/22
Dan Ninerell kickoff Zoom (Foundation + Menu Generator simultaneously)Within 7 days
SBA America 250 deadlineWed 6/10
Karen FIFA top 20 selection watch (Philly regional 6/26)Mid June
Social template Batch 2 build triggerMon 7/13 9:00 AM

Yesterday's Review

Shipped Thu 5/21: Dan Ninerell decision call YES to all 8 workstreams at Founder Client Rate $475/module flat ($3,800 total, NET 7 per-module Stripe). Follow-up email drafted, hub source updated to post-call state, both ready for Friday morning send + deploy. Karen meeting got 30 min, vibe positive, cut short by Karen's power loss (continuation today 9 AM). 23-slide retainer deck and cheat sheet built. Weekly recap saved. 6abc repurposing kit shipped earlier in week.
Carry-over items still open: Marla workshop materials, Call Treasury, iCloud Photos triage, Melissa Hinman follow-up. No date pressure on these.

All Projects

Click any project to expand the steps, progress, and notes. Tasks shift as work lands. Mirrored into JBC and Personal tabs so you can focus on one category at a time.

Currently Working On 0
Upcoming / Parked 0

Active Engagements

Active
Karen Moffitt
Little Miss Moffitt · $1,000/mo · 5/18
Continuation call today 9 AM. Lock retainer, do financial deep-dive, SOPs overview.
Active
Marla Osner
Eclipse + WWC · $600/mo · 5/16
Workshop materials in CC. Eclipse pillar #6 brainstorm open.
Paused
Daniel Brennan
Brennan + Brennan Landscaping · 5/17
Engagement reset. Blocked on Karen + Dan Ninerell deliverables landing live. Real working conversation unscheduled.
Active
Dan Ninerell
Hired 5/21 · $475/module x 8 = $3,800 · Sou Chef CRM
Today: follow-up email + hub push + Services Agreement. Kickoff Zoom within 7 days.
Lead
Chris Earley
Discovery form sent 5/15
6 days since form. Nudge or drop.
Lead
Abby (Neville Dental + 2 more)
Verbal yes · 5/17
Send dentist-friend text with form link.
Active
Melissa Hinman (partner)
Met 5/20 · Potential white-label sub
Same-day thank-you, capture pricing, decide referral structure.
Paused
Shawn (Envision)
Offboarded 5/12 · Archived
In _Archive. AI ops re-pitch parked until Karen + Dan land live.

Client Projects (click to expand)

Karen continuation call (today 9 AM) 5 items
Phase: Continuation · 90% · meet.google.com/fyi-ygtk-hgj 9:00 to 10:00 AM ET
  • ~10 min before call: pull live AI search results in Chrome tabs (ChatGPT, Claude, Gemini, Perplexity) for "best Philadelphia bakery for corporate gifting"
  • Cover pricing pivot to $1K/mo retainer (off-deck verbal)
  • Financial deep-dive (best sellers, profitability)
  • SOPs overview, Business Plan check, remaining workstreams
  • After call: update Operating Plan + AI Visibility Audit + Internal Playbook PDFs with tweaks + new SOPs / Grant Scanning / Business Plan sections
Karen retainer transition 5 tasks
Phase: Close · 90% · Meeting today 4:00 PM
  • Walk through retainer proposal at today's meeting
  • Fill autopay start date placeholder before presenting
  • Ask Karen about SBA loan history (gates SBA America 250 eligibility)
  • After acceptance: set up autopay, kill hourly invoicing
  • Set quarterly retainer review reminder (~3 months post-autopay)
Karen content engine 3 tasks
Phase: Build · 40% · Layer 1 (Inbox) live, Layer 2 + 3 pending
  • Build 13-week Notion content calendar (Layer 2)
  • Build "Generate Karen 3 Posts" Cowork Skill (Layer 3)
  • REBUILD Karen social plan from scratch (simple, IG/FB + LinkedIn)
Marla content engine 6 tasks
Phase: Ongoing · 60% · May calendar live, CM upgrade pitch pending
  • Work on workshop materials in Constant Contact today
  • Email Marla the video topics docx
  • Build Constant Contact landing page for Brain Fog Guide
  • Set up CC email automation for LM download
  • Update Eclipse IG + FB bio link, add 4 Story Highlights
  • REBUILD Marla social plan from scratch (Eclipse + WWC)
Daniel engagement (reset, paused) 4 tasks
Phase: Paused · 20% · Blocked on Karen + Dan Ninerell deliverables landing live first
  • Build new Notion hub (artifact-based, modeled on Karen + Dan hubs once live)
  • Build decision call deck / presentation (modeled on Karen + Dan decks)
  • Build formal pricing proposal (modeled on Dan Ninerell v6, priced lower)
  • Schedule real working conversation once Daniel is well + Jessica is ready
Dan Ninerell onboarding (hired 5/21) 7 tasks
Phase: Kickoff · 35% · $475 x 8 modules = $3,800 total, NET 7 per-module Stripe
  • Send Dan follow-up email today (draft at Clients/Dan Ninerell/Recommendations/2026-05-21-dan-followup-email.md)
  • Push updated dan/index.html to Netlify BEFORE sending email
  • Send Services Agreement within 24h of follow-up email
  • Set up Stripe invoice template ($475 line item, NET 7, ACH + card)
  • Schedule kickoff Zoom within 7 days (Foundation + Menu Generator)
  • Monitor materials handoff via "Send me a file" form
  • Nudge Dan about Sou Chef API access in week 2 if no movement
Melissa Hinman partnership 5 tasks
Phase: Post-meeting · 30% · Met 5/20, follow-up today
  • Send same-day thank-you note
  • Capture meeting notes + pricing in `Business Projects/Backbone Studios/Partnerships/`
  • Decide referral structure (commission % vs reciprocal goodwill)
  • Add Melissa to a Backbone partners list (future white-label test)
  • Plan how/when to introduce her to Marla, if a plausible handoff candidate

Content Calendar

Skeleton. Revamp in progress. As you redo Karen + Marla social plans from scratch, this tab fills in with current week + upcoming posts per client.

Drafts in Flight

No active drafts captured yet. Add them as they happen and they show here.

By Client

Karen content In rebuild
REBUILD from scratch. IG/FB optimized for IG growth + separate LinkedIn strategy. Notion content calendar deprecated.
  • Draft new Karen social plan (this week or next)
  • June 4 newsletter (Glazed Lemon launch) in review
  • This or That post drafted, needs approval + post
Marla content In rebuild
REBUILD Eclipse + WWC both. No medical claims (Eclipse). Distinct voice per brand. Notion content calendar deprecated.
  • Draft new Marla social plan (Eclipse + WWC)
  • May calendar in production (15 posts)
  • Workshop materials in Constant Contact (TODAY)
  • Brain Fog Guide LM launch follow-through (5/15 launched)
  • 2 webinar emails (Wed 5/21 save-spot, Wed 5/27 tomorrow reminder)
Personal / Backbone content (JBC) 5 tasks
LinkedIn rebuild + Backbone Studios marketing. Cowork Queen content pending.
  • Paste LinkedIn Experience rewrite into profile
  • Customize LinkedIn URL (drop jessica-b-348754141)
  • Add LinkedIn Featured section
  • Draft + post first LinkedIn post (AI + small biz, observational tone)
  • Build LinkedIn business page (Backbone Studios)

Status

Comms Agent is paused (waiting on this productivity system to stabilize, then resumes Step 2). When live, this tab pulls email + Messages + IG/LinkedIn/FB DMs and surfaces them grouped by urgency + sender.

Email

Planned: Most urgent emails surface in Today tab. Full inbox details here.
Email migration to Google planned (`jessica@backbonestudios.co` to Google Workspace, `jessicabrennan@mac.com` forwards). Plan at Claude/memory/projects/email-migration.md.

Messages (iMessage, Texts)

Pending Comms Agent build.

DMs (IG, LinkedIn, Facebook)

Pending Comms Agent build. IG and LinkedIn have no easy API; will use Claude in Chrome as fallback path.

Notifications (Tally, Stripe, etc.)

Tally form notification setup is a known issue (TASKS.md flagged). Once fixed, new discovery + audit submissions surface here.

Income Streams (JBC level)

StreamMonthlyStatus
Backbone Studios clients (Karen $1K + Marla $600 + Dan Ninerell per-module)$1,600+Live
The Cowork Queen (courses, speaking, training)$0Not started
KDP books$0In production
DoorDashvariesLive
MiscvariesAs it comes

Path to $8K

Karen retainer ($1K live)$1,000Live
Marla CM upgrade pitch (Eclipse + WWC)$600 to $750Pending
Dan Ninerell (8 modules x $475)$3,800 totalHired
Daniel engagement (reset, unscheduled)TBDPaused
2 Offer A retainers ($3K total)$3,000New
2 Offer B retainers ($2K total)$2,000New

JBC + Backbone Projects

Backbone (the business) + JBC umbrella (Cowork Queen, courses, KDP, migrations). Click to expand steps and notes.

Currently Working On 0
Upcoming / Parked 0

Personal Tasks (from master.md)

Personal Projects

Personal life projects beyond client work and Backbone. Click to expand steps and notes.

Currently Working On 0
Upcoming / Parked 0

Family Context

Jack
Evaluation in progress (Family/Jack/).
Connor
Family/Connor/.
JC
Family/JC/.
Marcy
Family/Marcy/.
Dara
Family/Dara/.
Verlee
Family/Verlee/.
Mom
Family/Mom/.
Dad
Family/Dad/.
Heidi
Family/Heidi/.

Health, Household, Personal Finance

Placeholder. Tell Claude what to track here: workouts, meds, fridge inventory, household projects, dentist, taxes, money goals beyond JBC business income.
0 tasks checked, ready to sync to master.md