Q2 · Day 25 of 91
Goals Cheat Sheet + Gap Analysis
11 goals · 174 projects · 1,885 tasks
The Read — April 1–25
April was the bot fire month. Now reorganize: Sales / Clients / Ops, plug 12 gaps, archive 31 orphan "Standalone:" goals.
Synthesized from 212 handoffs · 1,885 tasks · 11:10 UTC · 2026-04-25
Tasks CreatedApr 1–25
1,885
1,515 from bye · 160 execute
Real GoalsCurated
11
G1 Clients · G2 Sales · G3 Ops · G4 Personal · CapEx + 6 monthlies
Orphan GoalsNeed Reclassifying
31
"Unassigned: Standalone:" rows in brain.goals
Proposed GapsAwaiting Approval
12
3 Sales · 3 Clients · 6 Ops
DOMINANT APRIL FIRE
Bot qualification reliability has no parent goal.
The qualified-tag apply rate broke 2026-03-29. 24 clients failing, 120+ tasks burned, multiple SOWs shipped — but the outcome metric ("apply rate ≥90%") isn't anchored anywhere. C1 fixes that.
29.8%
Current
apply rate
90%
Proposed
target
1 · April Cheat Sheet 14 themes
Volume = tasks / handoffs
| Work Cluster | Volume | Where it Landed | Goal Coverage |
CAPI fleet rollout
(backfill + dataset verify + relay) |
105 / 18 |
p23, p114, p106 (G1+G3) |
covered Covered, needs explicit goal |
GHL bot tag-correctness regression
(qualified-tag broke 2026-03-29) |
~120 / 12 |
p305, p306, p308 (G7 orphans) |
no goal Needs C1: apply rate ≥90% |
TaskOS v3 / brain hierarchy
(goals → projects → tasks) |
88 / — |
p38, p7 (G3) |
covered Covered via G3 |
Conversations audit pipeline rebuild
+ DoW dashboard |
90 / 8 |
p1, p297, p238 |
covered Covered |
Mission Control + dashboard fleet
(CAPI, CPL WoW, conversations) |
~70 / 7 |
p116, p301 |
no goal Needs O1: dashboard coverage |
Crawl-space B2B retargeting
(121 DMs + 17 emails) |
~15 / 4 |
Not in projects yet |
no goal Needs S1: outbound motion |
Hyros pre-call experience
+ booking page |
~12 / 3 |
p306-style needs_review |
no goal Needs S2: show-rate ≥75% |
VSL Queen / A1 Newark / Indianapolis CS
Churn fires |
~25 / — |
g41, g40, g61 (orphans) |
no goal Needs C2: churn <3% |
Meta App Review + 8 disabled accounts
Compliance escalation |
~15 / 2 |
p44 (G3) |
no goal Needs O2: compliance/access |
Daily shutdown + slack-sweep capture
Personal productivity |
32 / 25 |
p60 (G4) |
covered Covered via G4 |
Skill fleet builds
(CAPI backfill, ghl-contact-sync, capi-test-fire) |
~50 / 6 |
p44 (G3) |
covered Covered via April Monthly #4 |
Hiring + team build
(Gene Ops Mgr, Amarillo Zap, JDs) |
~10 / — |
g37, g43, g45 (orphans) |
covered Covered via April Monthly #5 |
Sean / financial visibility
(P&L, company card) |
~5 / 2 |
g33, g34 (orphans) |
no goal Needs O3: weekly P&L |
Creative production loop prototype
(script→AI audio→edits) |
~8 / 2 |
g35, p108 |
no goal Needs O4: cost-down |
2 · Goals Reorganized 3 buckets
Sales · Clients · Ops (incl. Personal)
SALES
Maximize EyeFly MRR
2 goals · 8 projects
"Scale MRR by growing active client count, reducing churn, and maximizing lead-to-close conversion."
G2
Maximize EyeFly MRR — anchor goal
—
Active
APR-1
Scale to 60+ active clients by 2026-04-30 — 28 of 60
47%
Active
Active Projects
- Lead-to-close email sequences (daily until unsubscribe) — backlog
- Lead-to-close GHL infra (pre/post/no-show/LT nurture) — backlog
- MVF sales launch — all niches — active
- Booked calls actually show up — active
- Sales calls start closing — active
- Ad spend scaled to $850/day — blocked
- Kicksy setup audit · Fresh ads tested every month
April Signals
- Hyros pre-call experience reverse-engineered + SOW (2026-04-22)
- EyeFly booking confirmation page — Hyros mobile-split sections
- Crawl-space B2B retargeting list — 121 verified DMs + 17 emails (2026-04-24)
- Q2 project list consolidated + Hyros pre-call SOW incorporated
CLIENTS
Maximize revenue per client
1 goal · 17 projects
"Every active client generates maximum qualified revenue through reliable bot qualification and delivery."
G1
Maximize revenue per client — anchor goal
29%
Active
Active Projects
- Backfill Meta CAPI events for historical convos — 23%
- Reconcile Leads Transferred sheet with brain · Fix GHL bot CAPI trigger — blocked
- Rotate CL Omaha · Refresh Tampa LRE · Fix CF zero delivery
- Clean up hacked campaign remnants · Launch DBS Minneapolis ads
- Resolve at-risk client churn signals · Decide A1 renewal
- Creative QC process · iFLY pipeline design
- New client onboarding system · Client dashboards + operating rhythm
- Know which clients are happy · Clean inactive clients off Leads Transferred
April Signals
- Bot tag-correctness regression pinpointed to 2026-03-29 — 29.8% apply rate
- v4 prompts shipped (Step 9/11/13/16) + 5 GHL workflow-layer fixes
- ghl_contacts_current backfilled 2,587 → 11,107 rows
- Fleet 30d convo-to-tag join coverage 29% → 94.6%
- 5-CV fleet push to 28 GHL subaccounts
- CAPI fleet rollout — backfill + token rotation across 28 datasets
- Mission Control UX Phase 1 — template fixes + velocity footer deployed
- RED-tier: Charlotte-CL · Charlotte-CS · Greenville-CS · Manassas-CL · Sioux-CL
OPS · INCL. PERSONAL
Minimize input, maximize output
8 goals · ~120 projects
"Automate and delegate so team cost as % of revenue shrinks while output grows. Personal Productivity (G4) folds in: daily shutdown ≥90%, decision logging, weekly review compliance."
G3
Ops — Minimize input, maximize output
27%
Active
G4
Personal — protect family + daily shutdown
51%
Active
G7
CapEx: Stability / Nothing Breaks
42%
Active
APR-2
Launch 7 scheduled Claude tasks
—
Active
APR-3
Stand up first complete fulfillment pod
—
Active
APR-4
Build all 6 custom Claude skills
—
Active
APR-5
Hire 6 roles (CSM, Ops Mgr, Data Mgr, Strat, Editor, Setter)
—
Active
APR-6
Automate Phase 1-2 of Buyback Audit
—
Active
Active Projects
- Meta CAPI messaging datasets fleet rollout — 105 tasks in April
- Rebuild GHL conversation audit pipeline — 90 tasks · 1%
- Ship TaskOS v3 pipelines and auto-advance — 88 tasks
- Sync daily ad spend to Google Sheets — 16%
- Sync Postgres → Notion · Stand up goal/project/task hierarchy
- Build daily ads dashboard v2 · Build EyeFly creative system MVP
- NotebookLM infrastructure + second-brain rewire
- Operationalize daily shutdown · Task time tracking · Personal EA setup (G4)
- Centralize all credentials in Postgres vault
- SOW 5-7 n8n rewire · Audit + remediate n8n workflow fleet
- Meta App Review submission · Approval gate disable
- Auto-capture tokens · Build managed agents to own every function — 67%
April Signals
- 1,515 tasks captured from
bye · 160 from execute · 45 from shutdown - TaskOS realignment — goals, project dedup, dashboard v4, hygiene skill
- Cowork sandbox disk-full fix audited + shipped (2026-04-24)
- SB-3 Workspace Document Indexer + bye skill token trim
- Managed Agents v2 Layer 1 & 2 execution + Week 1 notification rewire
- CLAUDE.md gap analysis + workspace edit recommendations
- Karpathy SB-0/1/2 answers layer + Postgres-first migration
3 · Gap Analysis 12 proposed
Pending Akash approval
Pending Approval
Nothing has been written to brain.goals yet. These 12 proposed goals come from April work that has tasks/projects flowing through it but no parent goal. Reply approve all to insert, or cherry-pick by ID.
Sales — 3 proposed
[S1]Outbound B2B retargeting motion (crawl-space pilot → fleet)
121 DMs + 17 emails compiled this month with no parent goal. Net-new revenue lever. Suggested target: 10 booked discovery calls from B2B retarget by 2026-06-30.
[S2]Show-up rate ≥75% across all niches
Hyros pre-call experience SOW + booking page work consumed ~12 tasks; G2 has the project "Booked calls actually show up" but no measurable parent goal anchors it.
[S3]Outbound cold/MVF lead engine — first $5k MRR sourced from outbound by 2026-06-30
Project "MVF sales launch — all niches" has been active for weeks but no goal locks the outcome. Without a target, the work drifts.
Clients — 3 proposed
[C1]Bot qualification reliability — qualified-tag apply rate ≥90% fleet-wide
This was the dominant April fire (1,222 of 1,280 broken cases = missing AI DQ tag, apply rate cratered to 29.8%). 120+ tasks, multiple SOWs, no goal owns the outcome metric.
[C2]Minimize involuntary churn — <3% monthly client churn rate
VSL Queen cancellation, A1 Newark pause, Indianapolis CS at 0 leads on $325 — churn signals managed reactively. At 28 → 60 clients, 5% churn = 3 lost/mo.
[C3]Creative refresh cadence — every active client gets fresh creative every 30 days
"Refresh Tampa LRE", "Rotate CL Omaha", "Produce flatwork creatives" — recurring tactical work, no SLA. Becomes a Creative Pod KPI.
Ops (incl. Personal Productivity) — 6 proposed
[O1]Every metric I check is on a self-updating dashboard (no manual pulls)
~70 tasks across Mission Control, CPL WoW, CAPI events, conversations DoW dashboards — but no goal owns "dashboard coverage of operating cadence." Anchors brain.dashboards registry expansion.
[O2]Meta compliance + access — App Review approved, 0 disabled ad accounts at any time
8 disabled ad accounts escalation in April + Meta App Review submission project + page access audits. No parent goal anchors this.
[O3]Financial visibility — P&L + expense tracking owned by Sean, refreshed weekly
Orphan goals 33 + 34 ("EyeFly company card", "Get P&L from Sean Jan-2025-onward"). Without finance visibility, "team cost ≤25% of revenue" (G3 metric) can't be tracked.
[O4]Creative cost-down — script→AI audio→edit pipeline producing <$50/ad-variant
Orphan goal 35 ("Scope + prototype client creative production loop") + p108 "Build EyeFly creative system MVP". Net-new capability, no measurable target.
[O5]Q2 hiring pipeline — 6 pod roles filled AND onboarded (extends April Monthly #5)
April Monthly #5 expires 2026-04-30. Pod scaling roadmap implies the same 6 roles need to be recruited and onboarded, not just hired. Quarterly outcome goal needed.
[O6](Personal) Decision logging + weekly review compliance ≥90% of weeks
G4 covers shutdown tracking but not memory/decisions.csv hygiene or weekly review themed-day adherence. Both are Cal Newport rhythms with no measurable goal.
4 · Reconciliation 31 orphan rows
Convert or archive
The 31 "Unassigned: Standalone:" rows in brain.goals aren't real goals. They're projects that the capture skill auto-promoted because they had no parent. Each needs to be reverted to a project under G1/G2/G3, or archived if 100% complete. None should remain in brain.goals.
| Goal ID | Title | Re-attach to | Action |
| 29 |
Update Monroe snapshot in ai-prompt-templates |
G1 Clients |
Convert to project, delete goal row |
| 31 |
Reply to Jason: % of day fighting fires + prototype plan |
G3 Ops |
Already a P3 task — delete goal row |
| 32 |
Root-cause bot transfer duplicate-send glitch |
G1 Clients (or new C1) |
Convert to project |
| 33 |
EyeFly company card for recurring software |
G3 Ops (or new O3) |
Convert to project |
| 34 |
P&L + raw income/expense data dump from Sean |
G3 Ops (or new O3) |
Convert to project |
| 35 |
Scope + prototype client creative production loop |
G3 Ops (or new O4) |
Convert to project |
| 36 |
Launch testimonial mashup video as ad |
G2 Sales |
Convert to project |
| 37 |
Set up Amarillo Zap as training rep with Regina |
G3 Ops (April Monthly #5) |
Convert to project |
| 38 |
Get leads/quotes/jobs/revenue from Sean (Thrasher/SureDry) |
G1 Clients |
Convert to project |
| 39 |
Produce crawlspace flatwork creatives for review |
G1 Clients (or new C3) |
Convert to project |
| 40 |
Audit Newark A1 page; transfer missed leads |
G1 Clients (or new C2) |
Convert to project |
| 41 |
Email VSL Queen cancellation + performance data |
G1 Clients (or new C2) |
Convert to project |
| 42 |
Send updated DBS crawlspace creatives |
G1 Clients |
Convert to project |
| 43 |
Define Gene's Ops Manager role |
G3 Ops (April Monthly #5) |
Convert to project |
| 44 |
Monroe: follow up on crawlspace campaign approval |
G1 Clients |
Convert to project |
| 45 |
Post qualifier job listings |
G3 Ops (April Monthly #5) |
Convert to project |
| 46 |
Check DBS leveling budget; align with Sean MN |
G1 Clients |
Convert to project |
| 47-50 |
Removed/Re-added 'transferred' tag (Thrasher Omaha/Wichita) |
— |
100% complete — archive |
| 51 |
Clarify Manassas CS GHL subaccount sharing CL location |
G1 Clients |
Convert to project |
| 52 |
Patch n8n relay q9cyJuKnxBT7xeBM |
G3 Ops |
100% complete — archive |
| 53-56 |
CAPI verification + relay runbook + scheduled task |
G3 Ops |
100% complete — archive |
| 57 |
Wire anomaly alert — qualified-tag apply rate |
G1 Clients (or new C1) |
Convert to project |
| 58 |
GHL Trigger 2/3 workflow audit |
G1 Clients (or new C1) |
Convert to project |
| 59 |
Investigate 4-subaccount Conversation AI silence |
G1 Clients (or new C1) |
Convert to project |
| 60 |
Add Denver Thrasher CL to ghl_pit_registry |
G3 Ops |
Convert to project (small) |
| 61 |
Triage Indianapolis CS — 0 leads on $325 |
G1 Clients (or new C2) |
Convert to project |