Ewing · Off-Market Deal Room

Tasks

58 tasks · 58 open · signed in as Ewing · switch

One board, all initiatives. New task

Owner:AllMine (ewing)MarkEwingClaudeUnassigned·Status:ActiveAllOpenIn progressBlockedDone·✨ Claude-proposed⚑ Needs triage
PrioTitleOwnerStatusAdded byScopeDue$
P0Review 212 legacy pre-cast letters (approve/kill/edit)Mark✨openClaudeinitiative: outreach-precast-400—●
P0Draft operating agreementMark✨openClaudeinitiative: form-llc—●
P0Engage M&A attorney (shortlist 3, pick 1)Mark✨openClaudeinitiative: form-llc—●
P0Confirm CII partnership termsEwing✨openClaudeinitiative: partner-recruiting—●
P0HR.com — define engagement milestones & first deliverableEwing✨openClaudeinitiative: deal-ops-hrcom—●
P0HR.com — build buyer listEwing✨openClaudeinitiative: deal-ops-hrcom—●
P0Send approved batch of letters (target: 400)Mark✨openClaudeinitiative: outreach-precast-400—●
P0Form Next Chapter LLCMark✨openClaudeinitiative: form-llc—●
P0Confirm CII partnership termsEwing✨openClaudeinitiative: partner-recruiting—●
P0Engage M&A attorney (shortlist 3, pick 1)Mark✨openClaudeinitiative: form-llc—●
P0Draft operating agreementMark✨openClaudeinitiative: form-llc—●
P0HR.com — define engagement milestones & first deliverableEwing✨openClaudeinitiative: deal-ops-hrcom—●
P0Review 212 legacy pre-cast letters (approve/kill/edit)Mark✨openClaudeinitiative: outreach-precast-400—●
P0Send approved batch of letters (target: 400)Mark✨openClaudeinitiative: outreach-precast-400—●
P0HR.com — build buyer listEwing✨openClaudeinitiative: deal-ops-hrcom—●
P1Design Precast — run Signal Run 002 (real scoring)Ewing✨openClaudeinitiative: deal-ops-design-precast—○
P1Obtain EINMark✨openClaudeinitiative: form-llc—●
P1Open business bank accountMark✨openClaudeinitiative: form-llc—●
P1Formalize partner tiers & referral economicsEwing✨openClaudeinitiative: partner-recruiting—●
P1Recruit vertical broker — precastEwing✨openClaudeinitiative: partner-recruiting—○
P1Build public 1-pager websiteMark✨openClaudeinitiative: digital-presence—○
P1Confirm primary domain (chapter.guide) + alternatesMark✨openClaudeinitiative: digital-presence—○
P1Build 1-pager email follow-up collateralMark✨openClaudeinitiative: digital-presence—●
P1Set up Google Workspace (mark@, ewing@, info@)Mark✨openClaudeinitiative: digital-presence—○
P1Design Precast — lock shortlist criteriaEwing✨openClaudeinitiative: deal-ops-design-precast—○
P1Wire responses into CRM (master-crm-web)Mark✨openClaudeinitiative: outreach-precast-400—○
P1Build follow-up cadence (email 1-pager, call script)Mark✨openClaudeinitiative: outreach-precast-400—●
P1$1m toggleClaudeopenClaudeinitiative: next-chapter-os—○
P1Build public 1-pager websiteMark✨openClaudeinitiative: digital-presence—○
P1Obtain EINMark✨openClaudeinitiative: form-llc—●
P1Open business bank accountMark✨openClaudeinitiative: form-llc—●
P1Confirm primary domain (chapter.guide) + alternatesMark✨openClaudeinitiative: digital-presence—○
P1Build 1-pager email follow-up collateralMark✨openClaudeinitiative: digital-presence—●
P1Set up Google Workspace (mark@, ewing@, info@)Mark✨openClaudeinitiative: digital-presence—○
P1Recruit vertical broker — precastEwing✨openClaudeinitiative: partner-recruiting—○
P1Formalize partner tiers & referral economicsEwing✨openClaudeinitiative: partner-recruiting—●
P1Build follow-up cadence (email 1-pager, call script)Mark✨openClaudeinitiative: outreach-precast-400—●
P1Wire responses into CRM (master-crm-web)Mark✨openClaudeinitiative: outreach-precast-400—○
P1Design Precast — lock shortlist criteriaEwing✨openClaudeinitiative: deal-ops-design-precast—○
P1Design Precast — run Signal Run 002 (real scoring)Ewing✨openClaudeinitiative: deal-ops-design-precast—○
P2Logo + basic brand kitMark✨openClaudeinitiative: digital-presence—○
P2Set up shared Dropbox/Drive structureMark✨openClaudeinitiative: digital-presence—○
P2Decide insurance (E&O, GL)Mark✨openClaudeinitiative: form-llc—○
P2Recruit vertical broker — HVACEwing✨openClaudeinitiative: partner-recruiting—○
P2Recruit vertical broker — roofingEwing✨openClaudeinitiative: partner-recruiting—○
P2Recruit vertical broker — plumbingEwing✨openClaudeinitiative: partner-recruiting—○
P2Engage CPA / bookkeeperMark✨openClaudeinitiative: form-llc—○
P2Populate sale_price_est for all pulled list companiesEwing✨openClaudeinitiative: research-funnel-rates—○
P2Calibrate funnel rates from first 50 letter responsesEwing✨openClaudeinitiative: research-funnel-rates—○
P2Recruit vertical broker — plumbingEwing✨openClaudeinitiative: partner-recruiting—○
P2Recruit vertical broker — roofingEwing✨openClaudeinitiative: partner-recruiting—○
P2Recruit vertical broker — HVACEwing✨openClaudeinitiative: partner-recruiting—○
P2Logo + basic brand kitMark✨openClaudeinitiative: digital-presence—○
P2Set up shared Dropbox/Drive structureMark✨openClaudeinitiative: digital-presence—○
P2Decide insurance (E&O, GL)Mark✨openClaudeinitiative: form-llc—○
P2Engage CPA / bookkeeperMark✨openClaudeinitiative: form-llc—○
P2Calibrate funnel rates from first 50 letter responsesEwing✨openClaudeinitiative: research-funnel-rates—○
P2Populate sale_price_est for all pulled list companiesEwing✨openClaudeinitiative: research-funnel-rates—○