Action Items 77 items · portal.action_items
2026-07-04 15:16 UTC
| Priority | Task | Project | Assignee | Status | Due |
|---|---|---|---|---|---|
| high | Review architecture decisions and approve tech stack | FSM Automation - 80% Target | 🔧 Nexus | pending | 2026-03-27 |
| high | Add APScheduler for daily reminder cron job | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-03-27 |
| high | Implement auto-availability SMS trigger in webhook flow | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-03-27 |
| high | Add availability_sent and reminder_sent flags to jobs table | FSM Automation - 80% Target | 🗄️ Schema | pending | 2026-03-27 |
| high | Implement two-way Zoho sync (write dates back) | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-04-10 |
| high | Build enhanced availability portal with FullCalendar | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-04-10 |
| high | Build event-driven workflow engine | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-05-01 |
| high | Design unified data model merging jobs + schedule_entries | FSM Automation - 80% Target | 🗄️ Schema | pending | 2026-05-01 |
| high | Set up FastAPI project structure | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-05-01 |
| high | Build tech mobile PWA with React | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-05-29 |
| high | Build automation metrics dashboard | FSM Automation - 80% Target | 🔬 Insight | pending | 2026-06-05 |
| high | Define activation event metric = first resurrected deal with a logged follow-up action, with concrete measurement criteria | CloserOS (ChaiTech 90-day) | insight | pending | |
| high | Deliver baseline churn benchmark and defined activation event metric by end of week 1 to feed Nexus data pipe design and Closer conversion funnel | CloserOS (ChaiTech 90-day) | insight | pending | |
| high | Design 14-day activation milestone implementation that proves value before buyer dopamine fades (retention engineering for anxiety-churn) | CloserOS (ChaiTech 90-day) | ledger | pending | |
| high | Build outbound sequence targeting solo-founder ICPs in HubSpot and Pipedrive communities, landing on Pulse's headline hook | CloserOS (ChaiTech 90-day) | closer | pending | |
| high | Hit 50 paying users at $149/mo ($7,450 MRR) by day 90 to fund sprint-two second CRM connector without a funding conversation | CloserOS (ChaiTech 90-day) | closer | pending | |
| high | Sign 3 paying Zoho SMB pilot accounts (credit card, not LOI) within 30 days — target HVAC / landscaping / contractor / agency verticals | — | eugene | pending | |
| high | Ship launch copy, paid creative, and founder community seeding — all built from the headline 'Your next closed deal is already in your CRM — you just stopped following up.' | CloserOS (ChaiTech 90-day) | pulse | pending | |
| high | Re-price LEDGER pilot tier to $299/mo minimum — retire the $99 price point before any outbound begins | — | eugene | pending | |
| high | Final go/no-go check Monday: confirm Nexus webhook infra, Atlas schema, Insight benchmark, and Closer outbound sequence are all in flight before any build work starts | CloserOS (ChaiTech 90-day) | eugene | pending | |
| high | Execute Phase 3b persona runtime wiring | — | eugene | pending | |
| high | Ship token/cost dashboard tracker | — | eugene | pending | |
| high | Instrument the full transaction pipeline: categorization accuracy by source (bank feed vs. manual), transaction type, merchant category, and business vertical | — | insight | pending | |
| high | Build and harden CSV upload + manual reconciliation fallback ingestion path to eliminate bank feed single-point-of-failure before pilots go live | — | nexus | pending | |
| high | Draft and review deal-state event schema capturing first-resurrected-deal-with-logged-follow-up as a discrete queryable record across all CRM connectors | CloserOS (ChaiTech 90-day) | atlas | pending | |
| high | Coordinate webhook pipe and event schema architecture review before either ships | CloserOS (ChaiTech 90-day) | nexus | pending | |
| high | Pull retention cohort data from comparable solo-founder SaaS tools in the $99-149 range to stress-test Ledger's 45-day median churn threshold | CloserOS (ChaiTech 90-day) | insight | pending | |
| high | Run cohort analysis on the 651 categorized transactions — segment the 83% blended accuracy into per-source and per-type breakdowns to identify weak clusters | — | insight | pending | |
| high | Rewrite LEDGER positioning to lead with outcome ('Know your cash position every Monday morning') and retire the mechanism-first 'fractional CFO who happens to close your books' framing | — | pulse | pending | |
| high | Stand up webhook endpoint infrastructure for deal-state change detection, tested and receiving real CRM events by end of day Friday week 1 | CloserOS (ChaiTech 90-day) | nexus | pending | |
| medium | Implement confidence scoring for auto-scheduling | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-03-27 |
| medium | Analyze historical scheduling data for confidence thresholds | FSM Automation - 80% Target | 🔬 Insight | pending | 2026-03-27 |
| medium | Define data quality rules for customer contact info | FSM Automation - 80% Target | 📊 Keeper | pending | 2026-04-10 |
| medium | Review customer availability portal UX | FSM Automation - 80% Target | 📈 Pulse | pending | 2026-04-10 |
| medium | Document API data contracts | FSM Automation - 80% Target | 📊 Keeper | pending | 2026-05-01 |
| medium | Create migration scripts for schema unification | FSM Automation - 80% Target | 🗄️ Schema | pending | 2026-05-01 |
| medium | Build confidence scoring model for auto-schedule eligibility | FSM Automation - 80% Target | 🔬 Insight | pending | 2026-05-01 |
| medium | Code review FastAPI migration | FSM Automation - 80% Target | 🔧 Nexus | pending | 2026-05-01 |
| medium | Analyze geographic patterns for cluster optimization | FSM Automation - 80% Target | 🔬 Insight | pending | 2026-05-15 |
| medium | Add PostGIS extension for geographic queries | FSM Automation - 80% Target | 🗄️ Schema | pending | 2026-05-15 |
| medium | Integrate OR-Tools for route optimization TSP | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-05-15 |
| medium | UAT tech mobile app with field team | FSM Automation - 80% Target | 🎯 Closer | pending | 2026-05-29 |
| medium | Review SMS copy for customer communications | FSM Automation - 80% Target | 📈 Pulse | pending | 2026-05-29 |
| medium | Implement WebSocket for real-time updates | FSM Automation - 80% Target | ⚒️ Forge | pending | 2026-05-29 |
| medium | Security review of customer portal | FSM Automation - 80% Target | 🔧 Nexus | pending | 2026-06-05 |
| medium | Track and report automation KPIs weekly | FSM Automation - 80% Target | 🔬 Insight | pending | 2026-06-05 |
| medium | Define the CFO-layer feature roadmap (cash flow forecasting, runway analysis, Monday morning P&L report) and sequence it against the $499 price tier | — | ledger | pending | |
| medium | Build AI voice agent using webhook events | Next Steps | — | pending | |
| medium | Prepare a pipeline instrumentation answer for ChaiTech investor Q: 'What breaks at 500 customers?' — must be data-backed, not qualitative | — | nexus | pending | |
| medium | Zoho Creator pricing calculator — debug login issue, then expand | Next Steps | — | pending | |
| medium | Test arched windows correction with curl | Still To Do | — | pending | |
| medium | Run financial model for sprint one assuming TAM calculated on the full CRM ecosystem (HubSpot+Pipedrive+Salesforce+Zoho), not Zoho user base | CloserOS (ChaiTech 90-day) | ledger | pending | |
| medium | Set up early conversion funnel monitoring to distinguish signup-stall vs paywall-stall patterns and escalate to Pulse by week 4 if top-of-funnel leaks | CloserOS (ChaiTech 90-day) | closer | pending | |
| medium | Update MEMORY.md with correct DB password | Fixes Applied | — | pending | |
| medium | Apply same corrections patch to service_agent.py | Still To Do | — | pending | |
| medium | Produce one real-business case study from the first live pilot account — real numbers, real before/after — for use as primary marketing proof | — | pulse | pending | |
| medium | Create remaining Zoho scoring rules | Still To Do | — | pending | |
| medium | Test CentCom round table feature | Still To Do | — | pending | |
| medium | Test JustCall webhook with real call | Next Steps | — | pending | |
| medium | Pull P&L, cash position, and burn rate deliverables for each pilot account at signing — establish this as the standard CFO onboarding workflow | — | ledger | pending | |
| medium | Document Zoho as a launch beachhead in the 90-day plan, with a second CRM connector named as a sprint-2 prerequisite before product is called complete | CloserOS (ChaiTech 90-day) | aria | pending | |
| low | Create automation_metrics view for tracking | FSM Automation - 80% Target | 🗄️ Schema | pending | 2026-06-05 |
| low | Train technicians on new mobile app | FSM Automation - 80% Target | 🎯 Closer | pending | 2026-06-05 |
| low | Audit data completeness for automation eligibility | FSM Automation - 80% Target | 📊 Keeper | pending | 2026-06-05 |
| low | Schedule Phase 5b retrofit of 14 projects for backlog after Phase 3b is complete | — | eugene | pending | |
| high | Seed Command Portal with historical projects | — | shraga | completed | |
| high | Zoho CRM lead creation from bot conversations | — | shraga | completed | |
| medium | Integrate with Zoho Learn for training content | — | shraga | completed | |
| medium | Deploy Gerber SOUL.md files to agent workspaces | — | shraga | completed | |
| medium | Review zoho.bot_conversations table for training data | — | shraga | completed | |
| medium | Build SalesIQ Deluge bot (native integration) | — | shraga | completed | |
| medium | Test Round Table with all personas | — | eugene | completed | |
| medium | Created memory files for Mar 10, 11, 12, 13 | Fixes Applied | — | completed | |
| medium | Ran portal sync to populate CentCom | Fixes Applied | — | completed | |
| medium | Add OpenAI credits for semantic search (currently keyword fallback) | — | eugene | completed | |
| low | Fix agent spawn allowlist for round table | — | shraga | completed | |
| low | Create project templates for common workflows | — | shraga | completed |