Jessica's Workbench

Loading today’s briefing…

Where Things Stand

Top Focus Today

Today’s Schedule

Urgent Comms

This Week Ahead

Recent Wins

Personal

Open personal tasks, live from Airtable. Check a box to mark it done.

Systems Build Queue

What we need to build (Backbone systems), live from Airtable. Parked ideas live here on purpose so they stay visible instead of becoming rabbit holes. Check a box when a build ships.

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

This Week, in order

Each client's full week, ranked at recap approval. The top picks carry the Focus badge.

Loading…

All Open Tasks 0

Live from Airtable, every open and in-progress task across all clients. Check a box to mark it Done in Airtable (10-second undo before it sends). Refreshes on every load.

Loading live tasks…

Systems

Every non-client build and project, live from Airtable. In progress at the top; finished work sits inside each Shipped toggle. Tap a card to see where it stands and the steps left (checkboxes write back to Airtable).

Loading…

Active Engagements

Active

Karen Moffitt

Little Miss Moffitt · $1,000/mo LIVE · since 5/1/26

Retainer locked 5/22. First invoice June 1 covering May. Next: prep + send June 1 invoice, watch for Karen's Business Plan + Chase template, schedule financials deep-dive + SOP-build chat.

Active

Marla Osner

Eclipse + WWC · $600/mo · 5/16

Workshop materials in CC. Eclipse pillar #6 brainstorm open. Hub build planned this weekend.

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.

Paused

Daniel Brennan

Brennan + Brennan Landscaping · 5/17

Hub built + welcome email drafted (5/22). Today: push to Netlify + send. Quick-win first (invoicing autopilot, free).

Lead

Chris Earley

Discovery form sent 5/15

7 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.

Active (self)

Backbone Studios

Jessica's own agency · Set up as real-client 5/28

First 30-day priorities live. LinkedIn 2x/wk, profile optimization, sales pages, pipeline review, Tally pricing gate. Engagement plan at Clients/Backbone-Studios/Implementation Roadmap/.

Partnerships + Pipeline (click to expand)

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

Tip: tap a client's name in the sub-tab bar above for the full bird's-eye-to-detail view of that engagement (today's tasks, projects, recent notes, quick reference).

Karen Moffitt Active retainer

Little Miss Moffitt · artisan bakery · Philadelphia · 8.5 years in business

Pricing: $1,000/mo flat LIVE (eff May 1, first invoice June 1, pay-for-previous-month) Cadence: Weekly meetings + newsletter 1st & 3rd Thursdays Tier: 1 / Personal Practice (special tier)

Web hub Notion hub Drive folder littlemissmoffittbaker.com Pricing sheet

Today (Wed 6/3)

THE ONE THING: Prep Karen for today's Tom Sheridan / Kensington Food Group meeting (SJU FMK301 class context, parallel test company). Critical, lands today.

3 posts going live today: Abigail Scott single cookie story on IG + FB Reels, plus the kindness research LinkedIn piece.

First May invoice still gating: loose ends to fix before sending (hub push being one of them, addressed in this session).

Currently Working On

Karen retainer (LIVE, $1K/mo) 5 next tasks

Phase: Live · Effective May 1, 2026 · First invoice for May still pending · Karen-only pay-for-previous-month

Wrap loose ends and send first May invoice (3-section format: workstreams + outside-WS + monthly recurring). Hub push is one of the loose ends (done today).
Set up Stripe autopay for $1K/mo recurring (one-time setup, then it's automatic)
Watch for Karen's Business Plan + Chase template (incoming)
Schedule financials deep-dive session (best sellers, profitability)
Schedule SOP-build chat (SOPs tab live on web hub, 8 priority items in Clients/Karen/SOPs/README.md)
Update Operating Plan + AI Visibility Audit + Internal Playbook PDFs to absorb 5/21 + 5/22 + new SOPs/Grants/Business Plan + SJU class
Set quarterly retainer review reminder (target Aug/Sept 2026)

Karen + SJU FMK301 class (Fall 2026) 5 tasks

Phase: Pre-class relationship-building · 25% · James Partner (SJU) + Tom Sheridan (Kensington Food Group) as parallel test company

Prep Karen for June 3 Tom Sheridan meeting at Kensington facility (questions to bring, what to learn, intro to Hugs Disguised as Cookies™)
Subscription concept R&D: "Send a Hug a Month Club" cost model + label production gating + fulfillment cadence
Order new labels (placeholder, gates subscription launch)
After June 3: capture meeting outcome, decide whether to push subscription concept toward Q4 2026 or hold for F26 class learnings first
Late summer 2026: prep Karen's onboarding materials for James's class

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)

Karen 6abc repurposing 2 tasks

Phase: Active · 35% · Transcript + clip-cut table + 3 blog angles shipped 5/20

First blog post from 6abc segment (one of the 3 mapped angles)
Cut social clips from the 6abc segment

Coming Up

Karen first $1K retainer invoice (new 3-section format, covers May)Mon 6/1

June 4 newsletter: Glazed Lemon Cookie launch (open questions parked on Karen)Wed 6/3 prep

June 3 Tom Sheridan meeting prep (Kensington Food Group, SJU FMK301 class context)Before Tue 6/3

FIFA Super Pitch top 20 selection watch (Philly regional 6/26)Mid June

June 18 newsletters (ecomm + corp gifting)June

Tally assessment + audit return follow-up if no responseOpen

Recent Notes

Fri 5/22 Continuation call done by phone (Karen power issue). Retainer LOCKED, $1K/mo, effective May 1, first invoice June 1, Karen-only pay-for-previous-month. SJU FMK301 class confirmed for Fall 2026 with Kensington Food Group as parallel test company. SOPs scope opened on Karen web hub. Pricing pivot, financial deep-dive, SOPs, Business Plan check all covered in continuation. 23-slide retainer deck delivered, 6abc repurposing kit shipped (transcript + clip-cut table + 3 blog angles).

Thu 5/21 Karen meeting day. Pre-meeting email sent. Karen lost power 30 min in, before pricing pivot. 10 action items captured in Notion. Continuation booked Friday 9 AM.

Wed 5/20 AI Visibility Audit, Operating Plan, Internal Playbook PDFs intentionally held for post-continuation update. 6abc transcript + 3 blog angles mapped. June newsletter arc set (6/4 ecomm Glazed Lemon, 6/4 corp gifting end-of-Q2, 6/18 ecomm school year, 6/18 corp gifting July booking).

Tue 5/19 Karen meeting pushed again from Tuesday to Thursday 5/21. 13-week calendar now reference-only as new system builds. SUPER-simple social constraint locked: reuse assets, 2 to 3 sentence captions, no Canva unless asset doesn't exist.

Mon 5/18 Major mid-day pivot. Karen Monday meeting pushed to Tuesday 5/19 at 11 AM. Retainer scope rewritten end-to-end: flat $1K/mo OBM + LinkedIn-first strategic partner, no rev share. One quarterly structural system from six options. Audience pivot to HR managers, marketing directors, BD/sales pros in trades/finance/construction/HVAC/painting.

Quick Reference

Trademark (critical)

ALWAYS "Hugs Disguised as Cookies™" in public (legal issue w/ Hershey). Singular: "Hug Disguised as a Cookie™". "Hugs" alone is OK only in internal docs.

Hashtag rule

EXACTLY 5 per post. Never #LittleMissMoffitt or brand name. High-search-volume only. Mix flavor-specific + category + seasonal + broad + niche/local.

Voice red flags

No em dashes. No "reminder" language ("It was a reminder that..."). No motivational quote energy. No corporate speak (strategic, impact, takeaway). No TED Talk phrasing. No moral endings.

LinkedIn voice

More humor + self-deprecation than brand guide. Use "Shocker." callbacks, parentheticals, 🍪 emoji. Story-first openers. Asks questions, invites conversation. 4 to 5 hashtags.

Brand colors

Primary #d02025 red, Accent #dcb9a3 warm blush/tan.

Karen's URLs (corrected)

Site: littlemissmoffittbaker.com (not the old .com). IG: @littlemiss.moffitt (with the period). FB: Lilmsmoffitt. LinkedIn company: little-miss-moffitt (199 followers, underused).

Pricing snapshot

Hugs Disguised as Cookies™ single $10.99. 6/12/24 cookies: $18.25 / $36.50 / $73. 8/16/24 bars: $36 / $72 / $108. Mixed boxes top $181. Corporate avg $500 to $2,000.

Press contacts

Matteo Iadonisi (6abc, May 2 segment). Laura Mannion (Chester County Chamber, facilitated 6abc intro). Guillermina Rios (CC Single Mothers Conference chair).

Relationship

10-year history, friends before clients. Treat like family but not actual family. Personally invested in her success.

Marla Osner Active retainer

Eclipse Total Health (hormone health) + Wealthy Women Coaching (financial). NP, urgent care full-time. Two distinct brands, two distinct voices.

Pricing: $125/mo flat per brand ($250 total) + workshop add Cap: ~1 hour/week per brand, flag scope creep Hub: Not yet built (planned this weekend)

eclipsetotalhealth.com wealthywomencoaching.com @eclipsetotalhealth @wealthywomencoaching FB Group (Eclipse)

Today (Wed 6/3)

Marla workstream lineup send still gating (7 days running). Three asks still queued for her: program ladder, patient testimonials with permission, Charm email forwarding rule to auto-notify on new intakes.

Johanna patient story shipped to IG + FB today.

W5 (AI Visibility Audit) is the next active build once program ladder lands.

Currently Working On

Marla content engine (both brands) 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 (25 + 2 bonus topics, ready)
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 (Free Brain Fog Guide, Patient Stories, Workshops, About Marla)
REBUILD Marla social plan from scratch (Eclipse + WWC)

Lead magnet pivot (Brain Fog Guide PDF) 3 tasks

Phase: Setup · 30% · Pivoting from vague workshop library to single high-relate PDF

Confirm Brain Fog Guide PDF can be used as new LM (replacing workshop library)
Build CC landing page + email automation + IG/FB bio link update
Pin the launch post to top of grid for rest of launch month

CM upgrade pitch ($750/mo combined) 2 tasks

Phase: Drafting · 15% · Content Multiplier across both brands, webinar-to-30-days-of-content frame

Send Marla the CM upgrade pitch text (frame: relief from tech she hates, not more work)
Position Marla as the Offer B Content Multiplier case study

Marla hub build (this weekend) 3 tasks

Phase: Planning · 0% · Same artifact-based pattern as Karen + Dan

Process Marla's Tally assessment + audit
Build backend Cowork artifact (marla-client-hub)
Build client-facing static HTML at backbonestudios.co/marla/

Coming Up

Marla hub build (artifact + static HTML at backbonestudios.co/marla)This weekend

Email Marla the video topics docx (waiting for her to pick 5-8 topics)Soon

Patient testimonial post permission (Dr. House quote)Open

IG follower growth (follow 50-100 niche accounts to fix 47/8 ratio)Open

WWC content engine (waiting for Marla to settle WWC direction)Blocked on Marla

2027 women's retreat (Eclipse + WWC combined: health + wealth)2027

Recent Notes

Mon 5/5 May calendar build + article research. 15 posts built for May in Creator's Companion. Voice modes documented (clinical vs personal). Affiliate links incorporated (LifePro + Magic Weighted Blanket, Sat 5/24 roundup). Origin story reel scheduled Thu 5/14, pin to top after publishing. Brain Fog Guide locked as new LM (replacing workshop library), launch Fri 5/15.

Mid-late April Eclipse pillar #6 brainstorm open (candidates: educational article recaps for LinkedIn AI visibility, women's wellness industry commentary, awareness-month content). Marla picks 5-8 video topics from docx (still waiting). Brain Fog Guide replaces workshop library as cold-reach LM.

Wed 4/9 Webinar lesson learned: Marla posted Zoom link before CC page was ready. New rule: confirm CC list + landing + automation BEFORE Marla posts anything.

Early April Two voices documented from her published articles (Voyage Pennsylvania interview + Sherises Studios "Failure at Rock Bottom"). Marla's actual voice is sassier and more vulnerable than the brand voice doc suggests.

Quick Reference

Two voice modes

Clinical: measured, professional, no profanity. For educational reels, biology carousels. Personal: loosen up. Mild profanity OK if it lands ("shit," "hell," "ass" appear in her published writing). Self-deprecation, humor, direct callouts.

Eclipse brand voice

Warm, clinical but approachable, empowering, educational. Lead with empathy (audience has felt dismissed by conventional medicine). NEVER make specific medical claims. Never salesy. No em dashes.

WWC brand voice

Empowering, warm, encouraging. Women-first. Financial confidence + independence. Accessible, not intimidating. No em dashes.

Eclipse pillars

Education, Empathy/validation, Personal story, Patient transformation (how they feel, not medical claims), Soft CTAs, Pillar #6 TBD. No behind-the-scenes per Marla.

Eclipse aesthetic

Slate blue/grey background, gold headline, white text, circular photo frames. Or deep forest green + cream serif + sage. Clean, minimal, breathing room. Never busy.

Scope cap

$125/mo per brand. ~1 hour/week each. Flag scope creep immediately. Pitch in progress: $750/mo combined Content Multiplier (relief framing, not more work).

Intake form rules

Arial 11pt body, bold 12pt headers. One blank line between questions. Save as .docx for Charm Health. Skill: format-this-for-marla.

Webinar setup (CC)

Build CC list + landing page + automation BEFORE Marla posts anything. Manual registrant export from Zoom to CC before reminder sends.

Sensitive context

Lost her daughter while pregnant (mentioned in both published articles). Don't write content using this without her explicit permission.

Voice references

Voyage Pennsylvania interview (March 2026) + Sherises Studios "Failure at Rock Bottom" (March 2026). Read these to calibrate before writing personal-mode content.

Comparable accounts

@drmennobgyn (Dr. Corinne Menn, 215K, OBGYN + menopause). @optimizedprime_crnp (Darius Clemons, peer NP, direct booking link).

Personal context

Lived perimenopause overlap her audience asks about. Practice partner: Dr. Soiferman. Husband (2018), son James. Self-published "Youth Football 101 For Moms" on Amazon.

Dan Ninerell Hired 5/21

The Modern Classical Chefs · private chef · Laurel Springs NJ · serves S Jersey + Philly + Princeton + Jersey Shore to Cape May

Pricing: $475/module flat (Founder Client Rate, Dan-specific). $3,800 total for 8 modules. Per-module Stripe invoice, paid in advance (due on receipt). Case study: Opted in for named public case study (first Backbone named CS) Email: dan@modernclassicalchefs.com

Web hub modernclassicalchefs.com Standing Meet link

Today (Wed 6/3)

Kickoff send shipped Thu 5/29: Services Agreement + Stripe payment link + onboarding list bundled in one email. Engagement formally underway.

Billing rhythm flipped from NET 7 to due on receipt: workstream starts when invoice clears.

Awaiting Dan's reply on which workstream first (Foundation, Menu, or both together).

Hub push needed (Recaps card + this session's update) to refresh backbonestudios.co/dan.

Currently Working On

Dan Ninerell onboarding (hired 5/21) 7 tasks

Phase: Kickoff · 35% · $475 x 8 modules = $3,800 total · per-module Stripe invoice paid in advance

Send Dan follow-up email today
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, due on receipt, ACH + card)
Schedule kickoff Zoom within 7 days (Foundation + Menu Generator simultaneously)
Monitor materials handoff via "Send me a file" form on the web hub
Nudge Dan about Sou Chef API access in week 2 if no movement

Foundation + Menu Generator (workstreams 1 + 2) 3 tasks

Phase: Pre-kickoff · 10% · Both starting simultaneously per Dan's preference, Foundation feeds Menu

Foundation: structured intake + AI operating layer (his #1 enabler)
Menu Generator: menu to proposal in 15 min (his #1 dread, currently 60 to 90 min)
Recapture Gemini AI search results next refresh (errored 5/18 with 503)

Case study capture 4 tasks

Phase: Active · 20% · First named Backbone public case study

Before-state metrics captured: AI search results May 2026, current LinkedIn cadence, time per custom menu, hours/week on dread work
Implementation tracking: which workstreams move first, which lag, why
90-day and 6-month after-state metrics
Direct quotes (ask permission), Google review prompt, photo asset of him plating (with permission)

Coming Up

Kickoff Zoom (Foundation + Menu Generator)Within 7 days

WS3: Financial visibility (organizational, NOT tax advice)After 1+2

WS4: Calendar + inbox stop dropping ballsSequenced as we go

WS5: Win the AI search / Tier 1 audit fixes (his stated #1 goal)Sequenced

WS6: LinkedIn + content cadenceSequenced

WS7: Operating Brain doc + admin-readySequenced

WS8: Productized expertise / second income streamSequenced

Bonuses (included, no extra): SOPs for top workflows + Business Plan starterCaptured alongside

Recent Notes

Thu 5/21 Decision call HAPPENED. Dan said YES to all 8 workstreams. Opened with "Before we start, the answer is yes. I love you. I want to work with you." Was willing to pay full retainer. Proposed per-module billing himself ("so you don't overextend yourself because you have your other two clients"). Cash flow framing came up as the reason (variable $500 to $700/month around big upcoming job). No hard deadline agreed.

Wed 5/20 Deliverables sent: Pre-meeting brief, Operating Plan v5 (20pp), AI Visibility Audit (26pp incl 12 Phase 3.5 gallery cards), Pricing Proposal v6 (10pp), Internal Playbook v2 (15pp Jessica's eyes only). Phase 3.5 captures: ChatGPT (6), Claude (6), Gemini errored on all 6 (503), Perplexity intentionally skipped.

Mon 5/18 Pre-meeting brief sent. All deliverables saved at Clients/Dan/Recommendations/.

Tue 5/13 Met at AI Search & LinkedIn class (Sandler Training Center, Trung Nguyen + Ryan Harbinson presenting). Warm acquaintance. Jessica invited him into the early case-study cohort.

Quick Reference

Founder Client Rate

$475/module flat across all 8 (Dan-specific, do NOT default to future clients). Total $3,800 (vs $3,250 package or $4,300 a la carte). Bonuses: SOPs + Business Plan starter.

Payment mechanics

Per-module via Stripe Invoicing, paid in advance (due on receipt). Updated 2026-05-26 from the original NET-7-after-ship structure. We agree on next workstream, invoice goes out for $475, Dan pays (ACH or card), module work begins, ships, confirmed, next workstream queues. No retainer, no long-term commitment. Off the client-facing hub.

Tech stack to PRESERVE (don't replace)

Sou Chef (CRM bolted onto WordPress), Nuvei (cards), QuickBooks (accounting), Gmail, WordPress, ChatGPT Plus with "Clara" assistant. Affiliated with Chefpreneur (built his website).

Sensitivities

Don't push the Claude migration, he'll decide. Cash flow seasonality real, addressed constructively in WS3 + WS8. Wife exists but he doesn't want her involved in business decisions. Future-state thinker who can over-invest, keep focus on present pains.

5th accountant pending

WS3 explicitly NOT tax advice, NOT a CPA replacement. Organizational financial visibility only.

Privacy rule

Never name diagnoses in any deliverable (universal rule for every client).

His stated #1 goal

Be the result that comes up on Gemini/ChatGPT/Google AI for private chef searches in his service area. Burnout signal: year 4 of "give me 3 years" to wife.

Service tiers

Classic for 2 ($425), Classic Tailored ($135/person, $510 min), Classic Meals weekly prep ($410+).

Buyer profile

Affluent clientele ($250K to $1M+ households). Female household decision-makers are his actual buyer (per his own intake).

Contract

Short Services Agreement going out within 24h of follow-up email. Dan can also reply "agreed" to greenlight in parallel without waiting on signed paperwork.

Daniel Brennan Reset / paused

Brennan + Brennan Landscaping · Main Line PA · 25 years (founded 2000) · 100% word-of-mouth · ex-husband, beta client

Pricing: TBD, principles locked 5/21 (below Ninerell anchor, friends/family rate, affordability hard constraint) Stage in Notion: still Prospect Hub: Built locally, NOT pushed live yet

Web hub (after push) brennanlandscapes.com Drive folder Notion (legacy)

Today (Wed 6/3)

Hub v3 still built and staged, NOT pushed to Netlify yet (12 days old as of today).

Welcome email still drafted, NOT sent (12 days).

This sits in the "untouched 7+ days stale" pile from the 5/29 weekly review. Worth a deliberate decision: push and send this week, or formally pause and note the next move.

Currently Working On

Daniel engagement (reset, paused) 5 tasks

Phase: Hub built + email drafted, ready for Netlify push and send · 25% · Strategy: quick win first, pricing convo second

Push Sales & Marketing/Backbone Studios Site/ to Netlify (daniel/index.html ready)
Send welcome email (drafted in chat, subject + body ready)
Quick-win execution (invoicing autopilot) starts when Daniel responds with 4 items: QB access, list of overdue invoices, sample invoices QB+Pages, voice memo
In-person 30-min walkthrough with one-pager (after quick-win lands)
Formal pricing proposal (after walkthrough, per-workstream + total)

Quick win: invoicing autopilot 3 tasks

Phase: Pre-execution · 10% · Free, no commitment, ships this week. Voice-memo-to-invoice + QB templates + auto-pay.

Wait for Daniel's 4-item response (QuickBooks access, overdue invoices list, sample invoices, voice memo)
Ship first overdue invoice this week (faster dollar payoff than Google Business Profile)
Daniel sees real money hit his account before any pricing talk

One-pager + pricing proposal 3 tasks

Phase: Spec done, PDF deferred · 50% · Spec at `Clients/Daniel/Recommendations/2026-05-22-one-pager-spec.md`

One-pager PDF render from spec (on Jessica's go, after walkthrough scheduled)
6 BEFORE → AFTER tiles, pricing intentionally OUT of one-pager
Formal pricing proposal: per-workstream + total, modeled on Ninerell v6, priced lower

Coming Up

Daniel responds with 4 items → invoicing autopilot quick-win execution beginsAwaiting

In-person walkthrough (30 min, one-pager PDF in hand)After quick-win lands

Pricing conversation (per-workstream + total, below Ninerell anchor)After walkthrough

WS1: Branded email at brennanlandscapes.comFoundation

WS2: Invoicing on autopilot (dictation + QB + QB Payments) - quick-win previews thisFoundation

WS3: Phone + inbox buffer (OpenPhone + AI reply drafts + VIP list)Sequenced

WS4: Pricing logic out of his head (voice memos + Google Sheets + AI chat)Sequenced

WS5: Getting found online (AI visibility centered, realtor partnerships offline)Sequenced

WS6: Capturing what's only in his head (Operating Brain Google Doc)Sequenced

Recent Notes

Fri 5/22 (PM) Hub built + welcome email drafted. Static hub at Sales & Marketing/Backbone Studios Site/daniel/index.html (greens palette, Cormorant Garamond + Inter). Ready for Netlify push + send. Strategy locked: quick win first (invoicing autopilot, free, ships this week), then in-person walkthrough, then Daniel picks workstreams, then pricing.

Fri 5/22 (AM) One-pager spec saved. Single phone-readable sheet, 7 sections, 6 BEFORE → AFTER tiles, pricing intentionally OUT. Tile 02 (Invoicing Autopilot) intentionally overlaps with quick win so Daniel previews the workstream before committing.

Wed 5/21 Engagement reset. Friday 5/22 detailed conversation now unlikely. Direction: rebuild presentation layer to match new artifact-based hub pattern being piloted on Karen + Dan. Pricing Principles locked.

Mon 5/18 In-person check-in, Daniel was unwell. PDFs not shared, plan not walked. One brief follow-up since.

Sat 5/16 4 PDFs delivered to Clients/Daniel/Recommendations/: pre-meeting brief, full operating plan (~22pp), AI visibility audit (~7pp), internal playbook (Jessica's eyes only). Still undelivered.

Quick Reference

Pricing principles (locked 5/21)

Priced LOWER than Dan Ninerell's v6 ($475/module, $3,800 total = the ceiling). Per-workstream AND total. Show market value as context ($25,500 to $38,600 Year 1). Affordability is a HARD constraint. Hours-back-per-month and bottom-line dollar impact OBVIOUS, not buried.

Voice rule

Plain language, short paragraphs, no jargon. Daniel is "simple-minded" in Jessica's words. No corporate speak.

Anthony sensitivity (private)

Anthony (brother) technically a partner but functionally an employee on profit share. Daniel won't restructure. Plan accordingly: efficiency gains help Daniel personally more than top-line growth he doesn't fully capture. Design install growth is the lever that actually changes his life.

Heather (accountant) analogy

Central change-story analogy. She buffered comms by adding systems + a small team. Daniel watched it work. Use her in the opener only, NOT repeated throughout.

Personal investment (private, off-record)

Daniel is father of Jessica's kids. She wants him more present with kids + (eventually) grandkids. Motivation behind the lower number. NONE of this appears in Daniel-facing materials.

Daniel's stated wish

More design install jobs ($5-8K avg now, would love bigger ones). 90% of running the business is on him. He's exhausted.

Tech / domain

Daniel owns brennanlandscapes.com (SocioSquares built the site). Strong domain control.

6 workstreams in the plan

Branded email, invoicing autopilot, phone/inbox buffer, pricing logic, getting found online (AI visibility + realtor partnerships), Operating Brain doc.

4 PDFs already built (undelivered)

Pre-meeting brief (3pp), full operating plan (~22pp), AI visibility audit (~7pp), internal playbook (Jessica's eyes only). Backup material for after Daniel buys in.

Backbone Studios Active (self)

Jessica's own agency · AI Systems Integration + OBM Retainer + productized AI Visibility Audit · Main Line PA · under JBC umbrella

Pricing: N/A (own brand). Sells: AI Visibility Audit, Offer A B2B Pipeline, Offer B Content Multiplier, AI Systems Integration Cadence: Same as external clients (daily docket, weekly review, monthly recap, quarterly audit) Hub: Planned at backbonestudios.co/backbone/ (deferred from 5/28)

backbonestudios.co LinkedIn (Jessica) IG @backbone.studios.co

Today

Set up as a real-client folder COMPLETE 5/28. CLAUDE.md + 11 subfolders + 3 seed docs + metrics tracker + agency growth tracker all in place.

First 30-day priorities now on master.md as [backbone] tasks. Daily docket surfaces them tomorrow morning.

Currently Working On

30-day priority 1: LinkedIn AI visibility production (2x/wk) 3 next tasks

Phase: Building · Workstream 2 · Highest-leverage AI visibility move you can make today

Lock 4 post topics for first 2 weeks of June
Draft + ship first June post (Tuesday or Thursday)
Apply LinkedIn AI visibility rules (specific verifiable details, natural-query phrasing, 200-400 words, named clients with permission)

30-day priority 2: Profile Optimization push 5 tasks

Phase: Not Started → Building · Workstream 5 · Foundation for every other AI visibility play

Ship LinkedIn company page for Backbone Studios (draft form OK)
Set up Google Business Profile (15 min, free)
Add Crunchbase entry
Draft About page on backbonestudios.co
Wikidata deferred until notability supports

30-day priority 3: Sales pages live on backbonestudios.co 2 tasks

Phase: Building · Workstreams 20 + 21 · Until live, LinkedIn inbound falls into void

AI Systems Integration sales page draft 1 (end of week 1 of June)
OBM Retainer sales page draft 1 (end of week 2 of June)

30-day priority 4: Weekly Friday pipeline review + 14-day touch rule 3 immediate tasks

Phase: Building · Workstream 19 · 15-min Friday review, touch every prospect within 14 days

Chris Earley re-engagement note (now 13+ days quiet)
Confirm Daniel hub push + welcome email status
Schedule Melissa Hinman partner follow-up

30-day priority 5: Tally form pricing gate (downsell to course) 3 tasks

Phase: Not Started → Building · Workstreams 9 + 21 · Stops unqualified discovery calls + routes low budget to course

Add pricing field to Backbone Discovery Tally form (3 tiers)
Test routing logic (low/mid → course autopay, high → discovery call)
Update form embed on backbonestudios.co

Quarterly AI Visibility self-audit 1 task (auto)

Phase: Building · Workstream 7 · Quarterly reminder scheduled, first fire July 1, 2026

Run audit script intentionally (deferred from May 28) at Claude/plugins/backbone-discovery-to-pdfs/scripts/run-backbone-studios-audit.command
Auto-reminder fires July 1, 9am ET (backbone-quarterly-audit-reminder scheduled task)

Coming Up (60 to 90 days)

Paid Ads Academy 5-day challenge (Ashley Brock VIP tier, $206 total)Jun 1 to 5

Q3 AI Visibility audit auto-fires (run script + log row in tracker)Jul 1

Press + Third-Party Validation push (Workstream 1, strongest AI visibility lever)60-day

Citation Strategy (workstream 3) 5 high-authority placements/month60-day

Course pre-launch infra: $27 tripwire, $197 course, Podia platform setup60-day

Cohort 1 live ($997 high-tier, 8-12 participants)90-day

First case study published (Karen $25/hr → $1K/mo retainer in 4 weeks)90-day

Build Backbone test hub at backbonestudios.co/backbone/ (deferred from 5/28)Soon

Recent Notes

Thu 5/28 Set up as a real-client folder. CLAUDE.md + 11 Hybrid subfolders + 3 seed docs (voice rules map, tooling stack inventory, ICP + positioning). Built engagement plan with first 30/60/90-day priorities. Added 6 [backbone] tasks to master.md. Scheduled task backbone-quarterly-audit-reminder created, first fire July 1.

Wed 5/27 Self-assessment plan locked. 25 workstreams (8 service delivery + 17 operational). Each graded with status. Two trackers deployed: Backbone metrics tracker + Agency growth tracker (25-row workstream master + pipeline + service line MRR + capacity + case studies). Audit + content roadmap deferred until intentional script run.

Tue 5/20 Audit-capture Phase 3.5 dry-run completed. 18 PNG cards (ChatGPT 6 + Claude 6 + Gemini 6) in Recommendations/audit-screenshots/. Backbone-as-her-own-brand approach validated.

Quick Reference

25 workstreams (status grades)

Service Delivery (1-8): Press, LinkedIn, Citations, Schema, Profiles, Content Audit, Monitoring, Wikipedia. Client Ops (9-13). Agency Ops (14-18). Growth Ops (19-22). Foundation (23-25). Current: 3 In Maintenance, 12 Building, 2 Needs Attention, 8 Not Started.

Voice red flags (avoid)

Em dashes. "Plain language" / "plain English." "More like a coworker." Naming Notion in client copy. "In today's world." "The truth is." AI-anthropomorphism: AI "thinks," "knows," "decides," "guarantees."

LinkedIn voice (AI visibility)

Specific verifiable details (named business, city, partner, number). Natural-query phrasing. Declarative, quotable. 200-400 words. Lead with first-party expertise. Press + named partners are strongest signal.

Up-front billing rule

ALL NEW retainers bill in advance for the upcoming month. Karen is the ONLY pay-for-previous-month exception (carve-out from existing relationship). Default phrasing: "monthly retainer billed in advance" / "invoiced on the 1st for that month's service."

Public channels

Website: backbonestudios.co (not .io). IG: @backbone.studios.co. LinkedIn: Jessica personal + Backbone company page (gated on biz plan). Email signature: flip to "Jessica Hager" when legal name change executes.

Where files live

Client folder: Clients/Backbone-Studios/. Business strategy: Business Projects/Backbone Studios/. Sales assets: Sales & Marketing/Claude Cowork Explainers/. Site source: Sales & Marketing/Backbone Studios Site/. Memory: Claude/memory/projects/backbone-studios.md. Engagement plan: Clients/Backbone-Studios/Implementation Roadmap/2026-05-28-backbone-engagement-plan.md.

Tracker locations

Per-client metrics: Clients/Backbone-Studios/2026-05-28-backbone-studios-metrics-tracker.xlsx. Agency growth: Business Projects/Backbone Studios/Agency Growth/2026-05-28-agency-growth-tracker.xlsx. Use guide: Clients/Backbone-Studios/Reference/2026-05-28-how-to-use-the-trackers.md.

Course funnel (3 tiers)

Tally form has pricing gate (priority 5). Low: $27 tripwire workbook (DIY). Mid: $197 self-paced course (DIY+). High: $997 cohort or $1K-2K+/mo done-with-you / done-for-you engagement. Course is downsell from assessment, not separate business.

Outsource priorities (when capacity hits hire trigger)

Production VA first (LinkedIn, citations, profiles, schema, tracker admin). OBM-style assistant second. Course operations only after Cohort 1 validates. Workstreams that stay Jessica-only forever: 1, 7, 12, 20, 22, 25.

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)

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)

Call Treasury about SBA case

iCloud Photos cleanup: Pass 1 triage with Claude

Run pmset Terminal command for 4:55am Mac wake

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/.

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.

Quick-access library. All docs live in your jessica@backbonestudios.co Drive. Source files in Cowork Playground/ are synced via Google Drive Desktop, so when you edit locally the Drive copies stay current automatically. Click any card to open.