Evening, Sam

Friday 3 July · On-site, evening window · 1 focused task

7:42:00 pm

PERTH · AWST

RUNWAY

+$265

$3.6k cash · burn $785/mo

first green month

Income beat burn for the first time this month. Rolands + Ava cover most of the fixed costs; the copytrader server pause dropped burn by $75.

TRADING ENGINE

3/3 healthy

77.7% win rate · all instances live

heartbeat 22s ago

V5 bot, gold-tracker and the paused-safe copytrader all reported clean in the last cycle. Win rate is the 30-day rolling figure across live instances.

PIPELINE

1,295 leads

1 paying client · cold-calling live

+50 vetted this week

The scraper sweep covers Perth trade suburbs; 50 leads are audited and sitting in the Call Console. Conversion target is 1 new client this month.

AGENCY

Ava live

$699 receptionist · 1 site shipped

14 calls handled this week

Ava is the AI receptionist product — first deployment is live and answering after-hours calls. The shipped site is the Rolands build; the tradie template is next.

WHAT NEEDS YOU TODAY

3

Rolands August invoice

fires 1 Aug

Bump the Xero template to $300, not $375 (goldcopytrader paused).

Why: the recurring template still says $375. The copytrader server is off, so August's bill is lower — and the template fires automatically on 1 Aug. Fix it before then and nothing else needs doing.

Delete stale Cloudflare workers

157/100 cap

157/100 workers — 139 stale ones are safe to remove.

Why: the account is over its worker cap, which blocks the next demo-worker deploy. The audit is already done — the 139 flagged workers have had zero traffic in 30+ days. One batch delete clears it.

Confirm the tradie GHL snapshot

unblocks onboarding

Finish the 2 selective snapshots to unblock the per-client clone.

Why: the delivery backlog still shows this open. Once the two snapshots are confirmed, every new tradie client can be cloned from the template in minutes instead of built by hand.

THE TEAM · LIVE

CF

CFO via Opus · 6:58 pm

Rolands' Aug invoice should be $300, not $375 — want me to adjust the Xero template?

Why: goldcopytrader is paused, so its $75 line item shouldn't bill. I've drafted the change; it applies before the 1 Aug run.

AI

HEAD OF AI via GLM-5.2 · 6:41 pm

GLM-5.2 is wired and 5× cheaper than Opus — I've routed bulk web-design drafts to it.

Why: drafts are high-volume, low-stakes work. Opus stays on client-facing output and anything that touches money.

SE

SECURITY nightly · 3:30 am

All box .env files verified 600. Nightly cred backup ran clean at 03:30.

all clear · no action needed

CM

CMO via GLM-5.2 · 5:12 pm

3 content ideas queued from this week's wins — want to review before I draft?

Why: the Ava launch and the first green month are both story-worthy. Drafts stay internal until you approve them.

Money

July 2026 · first green month · CFO watching the Aug invoice run

synced with Xero · 6:58 pm

CASH ON HAND

$3,612

≈ 4.6 months runway at current burn

MONTHLY BURN

$785/mo

↓ $75 — copytrader server paused

NET THIS MONTH

+$265

income $1,050 · costs $785

RECURRING · NEXT 30 DAYS

RO

Rolands — monthly retainer needs update

Xero template still $375 — should be $300 from Aug

$300

1 Aug

AV

Ava receptionist — client #1

Live and billing clean since June

+$699

15 Jul

IN

Infra — VPS, domains, APIs

Fixed monthly stack, all auto-paid

−$785

rolling

Team

Your AI board — 11 seats, live. 3 need you.

CO

COO

via Opus

WORKING ON

Prepping tonight’s build plan for the cockpit.

CF

CFO

via Opus

WORKING ON

Rolands’ August invoice drafted, waiting on your nod.

needs you

CM

CMO

via GLM-5.2

WORKING ON

3 posts and 3 fresh ideas queued for approval.

needs you

AI

Head of AI

via GLM-5.2

WORKING ON

3 system builds researched and proposed to you.

needs you

SE

Security

nightly

WORKING ON

All box .env verified 600, backup ran clean at 03:30.

SA

Sales

via Opus

WORKING ON

50 leads vetted, Ava live on the phones today.

DE

Delivery

via GLM-5.2

WORKING ON

WA Machine Services site live and indexed.

CS

Customer Success

via Opus

SCHEDULED

Rolands healthy — next check-in scheduled for August.

PL

Platform

via Opus

WORKING ON

Cockpit rebuilt, all engines healthy overnight.

Comms

Live from the board — what every seat is doing, newest first.

CF

CFOvia Opus6:58 pm

Rolands’ Aug invoice should be $300, not $375 — want me to adjust the Xero template?

AI

Head of AIvia GLM-5.26:41 pm

GLM-5.2 is wired and 5× cheaper than Opus — routed bulk web-design drafts to it.

CM

CMOvia GLM-5.25:12 pm

3 content ideas queued from this week’s wins — want to review before I draft?

DE

Deliveryvia GLM-5.24:36 pm

WA Machine Services site is live and indexed. Testimonial requested from Danie.

SA

Salesvia Opus2:10 pm

50 leads vetted for the call console. Ava handled 14 calls today.

SE

Securitynightly3:30 am

All box .env files verified 600. Nightly cred backup ran clean.

✓ all clear · no action needed

Calendar

Today and the week ahead.

TODAY · SAT 4 JUL

On-site

5:00 pm

Content review

Approve the weekend queue before the window closes.

Content

8:00 pm

Build session · cockpit

Evening on-site window.

Build

SUN 5 JUL

6:00 pm

Instagram post goes live

“3 signs your business is leaking leads.”

Content

MON 6 JUL

10:30 am

Discovery call

Perth tradie lead from the website form.

Call

12:00 pm

TikTok post goes live

“POV: your phone answers itself.”

Content

TUE 7 JUL

2:00 pm

Rolands monthly check

Confirm the August retainer change.

Money

Content

4 posted this week · 3 queued · 2 awaiting you

Approvals

Everything waiting on your nod — content, money, board, and builds, in one place.

Content

Approve Instagram post · Sat 6:00 pm

“3 signs your business is leaking leads (and the 10-min fix).”

raised by CMO · via GLM-5.2

Top-performing hook reused. Approving schedules it to GHL for the Sat evening slot automatically.

Content

Approve TikTok post · Sun 12:00 pm

“POV: your phone answers itself while you’re on the tools.”

raised by CMO · via GLM-5.2

Your highest-saving theme this month. Short-form, tuned for the Sunday-noon tradie scroll.

Money

Rolands’ August invoice · bump to $300

Raise the monthly retainer from $375 to $300 on the Xero recurring invoice.

raised by CFO · via Opus

Copytrader was paused, so August drops to the V5-only rate. CFO has the Xero edit drafted — one tap sends it.

Board

Delete 139 stale Cloudflare workers

You’re at 157/100 on the worker cap — 139 are safe to remove.

raised by Head of AI · via GLM-5.2

Old demo + preview workers over the plan cap. Removing them frees the deploy lane that’s currently blocked.

Board

Publish this week’s content calendar

7 posts across TikTok, Instagram and LinkedIn, Mon–Sun.

raised by CMO · via GLM-5.2

The full week is drafted and slotted. Approving pushes all 7 into the queue; you can still approve each individually on Content.

Build

Auto-post approved content straight to GHL

Approve a post once and it schedules itself — no more copy-paste into the scheduler.

raised by Head of AI · researched via GLM-5.2

Removes the last manual step in the content loop. ~1 day to wire the GHL scheduling API to the approve button.

Build

Pull live client count + MRR from GHL into Money

The Money view starts from your real numbers instead of the model’s defaults.

raised by Head of AI · researched via GLM-5.2

GHL API creds are already wired. Half a day to feed real client + revenue counts into the runway calc.

Build

Nightly competitor-content scrape → weekly ideas

Feeds the “Suggestions from Head of AI” list automatically every week.

raised by Head of AI · researched via GLM-5.2

Uses the homelab scraper you already run. Keeps the idea pipeline full without you hunting for trends.