Tasks

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

One board, all initiatives. New task

Owner:All Mine (ewing)Mark Ewing Claude Unassigned·Status:Active All Open In progress Blocked Done·✨ Claude-proposed ⚑ Needs triage

Prio	Title	Owner	Status	Added by	Scope	Due	$
P0	HR.com — build buyer list	Ewing✨	open	Claude	initiative: deal-ops-hrcom	—	●
P0	Form Next Chapter LLC	Mark✨	open	Claude	initiative: form-llc	—	●
P0	Draft operating agreement	Mark✨	open	Claude	initiative: form-llc	—	●
P0	Engage M&A attorney (shortlist 3, pick 1)	Mark✨	open	Claude	initiative: form-llc	—	●
P0	Confirm CII partnership terms	Ewing✨	open	Claude	initiative: partner-recruiting	—	●
P0	Review 212 legacy pre-cast letters (approve/kill/edit)	Mark✨	open	Claude	initiative: outreach-precast-400	—	●
P0	Send approved batch of letters (target: 400)	Mark✨	open	Claude	initiative: outreach-precast-400	—	●
P0	HR.com — define engagement milestones & first deliverable	Ewing✨	open	Claude	initiative: deal-ops-hrcom	—	●
P0	Engage M&A attorney (shortlist 3, pick 1)	Mark✨	open	Claude	initiative: form-llc	—	●
P0	Confirm CII partnership terms	Ewing✨	open	Claude	initiative: partner-recruiting	—	●
P0	Review 212 legacy pre-cast letters (approve/kill/edit)	Mark✨	open	Claude	initiative: outreach-precast-400	—	●
P0	Send approved batch of letters (target: 400)	Mark✨	open	Claude	initiative: outreach-precast-400	—	●
P0	HR.com — define engagement milestones & first deliverable	Ewing✨	open	Claude	initiative: deal-ops-hrcom	—	●
P0	HR.com — build buyer list	Ewing✨	open	Claude	initiative: deal-ops-hrcom	—	●
P0	Draft operating agreement	Mark✨	open	Claude	initiative: form-llc	—	●
P1	$1m toggle	Claude	open	Claude	initiative: next-chapter-os	—	○
P1	Obtain EIN	Mark✨	open	Claude	initiative: form-llc	—	●
P1	Open business bank account	Mark✨	open	Claude	initiative: form-llc	—	●
P1	Confirm primary domain (chapter.guide) + alternates	Mark✨	open	Claude	initiative: digital-presence	—	○
P1	Build public 1-pager website	Mark✨	open	Claude	initiative: digital-presence	—	○
P1	Build 1-pager email follow-up collateral	Mark✨	open	Claude	initiative: digital-presence	—	●
P1	Set up Google Workspace (mark@, ewing@, info@)	Mark✨	open	Claude	initiative: digital-presence	—	○
P1	Recruit vertical broker — precast	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P1	Formalize partner tiers & referral economics	Ewing✨	open	Claude	initiative: partner-recruiting	—	●
P1	Build follow-up cadence (email 1-pager, call script)	Mark✨	open	Claude	initiative: outreach-precast-400	—	●
P1	Wire responses into CRM (master-crm-web)	Mark✨	open	Claude	initiative: outreach-precast-400	—	○
P1	Design Precast — lock shortlist criteria	Ewing✨	open	Claude	initiative: deal-ops-design-precast	—	○
P1	Design Precast — run Signal Run 002 (real scoring)	Ewing✨	open	Claude	initiative: deal-ops-design-precast	—	○
P1	Open business bank account	Mark✨	open	Claude	initiative: form-llc	—	●
P1	Confirm primary domain (chapter.guide) + alternates	Mark✨	open	Claude	initiative: digital-presence	—	○
P1	Build public 1-pager website	Mark✨	open	Claude	initiative: digital-presence	—	○
P1	Build 1-pager email follow-up collateral	Mark✨	open	Claude	initiative: digital-presence	—	●
P1	Set up Google Workspace (mark@, ewing@, info@)	Mark✨	open	Claude	initiative: digital-presence	—	○
P1	Recruit vertical broker — precast	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P1	Formalize partner tiers & referral economics	Ewing✨	open	Claude	initiative: partner-recruiting	—	●
P1	Build follow-up cadence (email 1-pager, call script)	Mark✨	open	Claude	initiative: outreach-precast-400	—	●
P1	Wire responses into CRM (master-crm-web)	Mark✨	open	Claude	initiative: outreach-precast-400	—	○
P1	Design Precast — lock shortlist criteria	Ewing✨	open	Claude	initiative: deal-ops-design-precast	—	○
P1	Design Precast — run Signal Run 002 (real scoring)	Ewing✨	open	Claude	initiative: deal-ops-design-precast	—	○
P1	Obtain EIN	Mark✨	open	Claude	initiative: form-llc	—	●
P2	Calibrate funnel rates from first 50 letter responses	Ewing✨	open	Claude	initiative: research-funnel-rates	—	○
P2	Engage CPA / bookkeeper	Mark✨	open	Claude	initiative: form-llc	—	○
P2	Decide insurance (E&O, GL)	Mark✨	open	Claude	initiative: form-llc	—	○
P2	Set up shared Dropbox/Drive structure	Mark✨	open	Claude	initiative: digital-presence	—	○
P2	Logo + basic brand kit	Mark✨	open	Claude	initiative: digital-presence	—	○
P2	Recruit vertical broker — HVAC	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P2	Recruit vertical broker — roofing	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P2	Recruit vertical broker — plumbing	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P2	Populate sale_price_est for all pulled list companies	Ewing✨	open	Claude	initiative: research-funnel-rates	—	○
P2	Engage CPA / bookkeeper	Mark✨	open	Claude	initiative: form-llc	—	○
P2	Decide insurance (E&O, GL)	Mark✨	open	Claude	initiative: form-llc	—	○
P2	Set up shared Dropbox/Drive structure	Mark✨	open	Claude	initiative: digital-presence	—	○
P2	Logo + basic brand kit	Mark✨	open	Claude	initiative: digital-presence	—	○
P2	Recruit vertical broker — HVAC	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P2	Recruit vertical broker — roofing	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P2	Recruit vertical broker — plumbing	Ewing✨	open	Claude	initiative: partner-recruiting	—	○
P2	Populate sale_price_est for all pulled list companies	Ewing✨	open	Claude	initiative: research-funnel-rates	—	○
P2	Calibrate funnel rates from first 50 letter responses	Ewing✨	open	Claude	initiative: research-funnel-rates	—	○