Ewing · Off-Market Deal Room

Tasks

75 tasks · 75 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$
P0Engage M&A attorney (shortlist 3, pick 1)Mark✨openClaudeinitiative: form-llc—●
P0Draft operating agreementMark✨openClaudeinitiative: form-llc—●
P0Form Next Chapter LLCMark✨openClaudeinitiative: form-llc—●
P0HR.com — build buyer listEwing✨openClaudeinitiative: deal-ops-hrcom—●
P0HR.com — define engagement milestones & first deliverableEwing✨openClaudeinitiative: deal-ops-hrcom—●
P0Send approved batch of letters (target: 400)Mark✨openClaudeinitiative: outreach-precast-400—●
P0Review 212 legacy pre-cast letters (approve/kill/edit)Mark✨openClaudeinitiative: outreach-precast-400—●
P0Confirm CII partnership termsEwing✨openClaudeinitiative: partner-recruiting—●
P0Send approved batch of letters (target: 400)Mark✨openClaudeinitiative: outreach-precast-400—●
P0Draft operating agreementMark✨openClaudeinitiative: form-llc—●
P0Engage M&A attorney (shortlist 3, pick 1)Mark✨openClaudeinitiative: form-llc—●
P0HR.com — build buyer listEwing✨openClaudeinitiative: deal-ops-hrcom—●
P0Confirm CII partnership termsEwing✨openClaudeinitiative: partner-recruiting—●
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—●
P1Implement two-layer gate (sell-intent x business-health)ClaudeopenClaudeartifact: strategy-yesno-decisions—○
P1Obtain EINMark✨openClaudeinitiative: form-llc—●
P1Open business bank accountMark✨openClaudeinitiative: form-llc—●
P1Confirm primary domain (chapter.guide) + alternatesMark✨openClaudeinitiative: digital-presence—○
P1Build public 1-pager websiteMark✨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—○
P1Answer: max spend per company (Q1 signal-engine)—openClaudeartifact: signal-engine-questions—○
P1Answer: tiered funnel gate (Q4 signal-engine)—openClaudeartifact: signal-engine-questions—○
P1$1m toggleClaudeopenClaudeinitiative: next-chapter-os—○
P1Answer: tiered funnel gate (Q4 signal-engine)—openClaudeartifact: signal-engine-questions—○
P1Set up Google Workspace (mark@, ewing@, info@)Mark✨openClaudeinitiative: digital-presence—○
P1Open business bank accountMark✨openClaudeinitiative: form-llc—●
P1Build 1-pager email follow-up collateralMark✨openClaudeinitiative: digital-presence—●
P1Obtain EINMark✨openClaudeinitiative: form-llc—●
P1Build public 1-pager websiteMark✨openClaudeinitiative: digital-presence—○
P1Confirm primary domain (chapter.guide) + alternatesMark✨openClaudeinitiative: digital-presence—○
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—○
P1Recruit vertical broker — precastEwing✨openClaudeinitiative: partner-recruiting—○
P1Design Precast — lock shortlist criteriaEwing✨openClaudeinitiative: deal-ops-design-precast—○
P1Design Precast — run Signal Run 002 (real scoring)Ewing✨openClaudeinitiative: deal-ops-design-precast—○
P1Implement two-layer gate (sell-intent x business-health)ClaudeopenClaudeartifact: strategy-yesno-decisions—○
P1Answer: max spend per company (Q1 signal-engine)—openClaudeartifact: signal-engine-questions—○
P2John: I wish the page had a weighted forecast that was "time based". Right now, there is no time element. Its as if everything closes on the same day. That's not a real revenue forecast.EwingopenEwing——○
P2Set up shared Dropbox/Drive structureMark✨openClaudeinitiative: digital-presence—○
P2Logo + basic brand kitMark✨openClaudeinitiative: digital-presence—○
P2Closed/lost — extract lessons into artifactsEwing✨openClaudeproject: closed-lost—○
P2Wire intuition-weights -> math-weights crossoverClaudeopenClaudeartifact: strategy-yesno-decisions—○
P2Recruit vertical broker — HVACEwing✨openClaudeinitiative: partner-recruiting—○
P2Recruit vertical broker — roofingEwing✨openClaudeinitiative: partner-recruiting—○
P2Recruit vertical broker — plumbingEwing✨openClaudeinitiative: partner-recruiting—○
P2Build centralized signal design workflow (NC owns)ClaudeopenClaudeartifact: strategy-yesno-decisions—○
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—○
P2Engage CPA / bookkeeperMark✨openClaudeinitiative: form-llc—○
P2Decide insurance (E&O, GL)Mark✨openClaudeinitiative: form-llc—○
P2Answer: weight-increase speed for winners (Q22)—openClaudeartifact: signal-engine-questions—○
P2add to HR.com - complete 1-pager due date is apr 22ndEwingopenEwing——○
P2@mark verify QuickCapture works !p2 #closed-lostMarkopenMark——○
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—○
P2Wire intuition-weights -> math-weights crossoverClaudeopenClaudeartifact: strategy-yesno-decisions—○
P2Set up shared Dropbox/Drive structureMark✨openClaudeinitiative: digital-presence—○
P2Logo + basic brand kitMark✨openClaudeinitiative: digital-presence—○
P2Engage CPA / bookkeeperMark✨openClaudeinitiative: form-llc—○
P2Recruit vertical broker — roofingEwing✨openClaudeinitiative: partner-recruiting—○
P2Closed/lost — extract lessons into artifactsEwing✨openClaudeproject: closed-lost—○
P2Decide insurance (E&O, GL)Mark✨openClaudeinitiative: form-llc—○
P2Recruit vertical broker — HVACEwing✨openClaudeinitiative: partner-recruiting—○
P2Recruit vertical broker — plumbingEwing✨openClaudeinitiative: partner-recruiting—○
P2Build centralized signal design workflow (NC owns)ClaudeopenClaudeartifact: strategy-yesno-decisions—○
P2Answer: weight-increase speed for winners (Q22)—openClaudeartifact: signal-engine-questions—○