πŸ“Œ CF Estate Restructure β€” Audit + 9-Phase Plan
Plan
Full audit of 144 Workers / 5 zones / 12 KV / 4 D1 / 2 R2. Target architecture: tenant-isolated hubs (BT/Sperry/GiftCue/Trnka/Personal) on bosstorque.ai subdomains, behind Cloudflare Access. Registry D1 as single source of truth, FTS5 search, RAG chatbot, deploy-time auto-indexing. Phased migration, rollback plan, 13-section report.
BOSSTORQUE Β· Worker Hub
NEW: TENANT HUBS LIVE BT Internal → Sperry → GiftCue → Trnka → Personal →

Worker Hub

All live Cloudflare Worker deployments — internal tools and client projects.

152
Total Workers
56
BT Internal
12
Personal
17
GiftCue
67
Sperry Tree Care
BOSSTORQUE Internal
All
Campaign
Audit
Report
Internal
Ops
Tech
Shopping Toolkit β€” Full Catalog
Catalog
All 11 cashback portals, 17 affinity/member programs, 6 travel programs, niche retailers, two Apple EPP codes, and Walmart Business GETSTARTED15 promo. Source of truth for deal-stack searches β€” affinity triage by product category.
StrategyMay 13
BOSSTORQUE Master Goals
Primary goal, financial floor, hard constraints, 90-day priorities, and virtual operator model for BT, GiftCue & Sperry.
Deal-Stack Method β€” Primary Rule
Method
Required playbook for any best-deal product/service search. Six-layer stack: retailer sweep + dual-Gmail offer scan + eBay Browse API + cashback portal + Mercury/Ollo card cashback + speed-vs-price matrix. Tested on a 5K BTU AC β€” saved $36 vs single-retailer search.
eBay Browse API β€” Headless Access
Tech
Global default for any eBay listing fetch, price comparison, or search task. Server-to-server OAuth2 + Browse API. Credentials live in Cloudflare Pages secrets on always-pay-less. Locks the architecture so every future task starts from the same place.
Allie Miller AI Strategy Report
Report
31 initiatives scored β€” gap analysis, H-S matrix, phased roadmap for BT/GiftCue/Sperry, risk/cost-benefit, Cowork-unattended flags.
bt-notify β€” Unified Push Relay
Tool
Single endpoint any task or worker POSTs to with channel + text and gets a real push notification on Jason's phone. Bearer-auth, 4 channels live: giftcue, sperry, bt-ops, personal. Replaces Dispatch and Slack self-posts.
bt-email-monitor β€” Inbox Brief Engine
Tool
Three-times-daily Gmail inbox brief worker (8 AM / 12 PM / 4 PM PT). Classifies unread by P1 to P6 priority, renders HTML, pings bt-ops in Slack, archives in D1.
bt-email-monitor β€” Auth Layer
Tool
Gmail OAuth auth-and-token-refresh layer for bt-email-monitor. Handles refresh tokens, scope checks, CF Access gate for the dashboard.
BOSSTORQUE β€” Homepage
Site
Main bosstorque.ai homepage worker. Public-facing landing for the consulting brand.
BOSSTORQUE β€” Legal Pages
Doc
Privacy Policy and Terms of Service for bosstorque.ai. Boilerplate plus BT-specific data-handling and engagement terms.
Quicken Cleanup β€” May 2026
Doc
Runbook plus automation traces for the recurring Quicken account-cleanup pass. Mercury OAuth fix and category-rule audit captured here.
BT Automation Security Scan
Audit
March 2026 security audit of BT automations β€” token hygiene, secret rotation, blast-radius analysis on the scheduled-task fleet.
BT Pipedrive Setup
Doc
April 2026 setup doc for the BT Pipedrive instance β€” pipeline stages, custom fields, automation rules, integration plan.
Tree Care Market Sizing
Report
Bottom-up TAM and SAM model for the tree care AI consulting vertical. Used to size BT's near-term ICP at 5 to 150 employees, $1M to $20M revenue.
Tree Care Starter Sample
Sample
Sample deliverable for tree-care ICP outreach β€” what a typical BT engagement output looks like for a small operator.
Quicken + Mercury OAuth 400 Fix
Doc
Runbook for the recurring HTTP 400 error when reconnecting Mercury inside Quicken. Root cause is stale OAuth state β€” clear cookies, deactivate, reactivate. Confirmed fix May 13, 2026.
BT DM Check Bookmarklet
Tool
Drag-to-bookmark-bar button that grabs your LinkedIn DM draft text and sends it to the BT Tree Care Copilot's strict DM Check for review + rewrite. No leaving LinkedIn.
bt-email-monitor β€” Setup Guide
Doc
Three-times-daily inbox brief (8 AM / 12 PM / 4 PM PT). Classifies unread Gmail by priority (P1 Sales, P2 Client, P3 Czech, P4 Personal, P5 FYI, P6 Newsletter), renders an HTML report, pings #bt-ops in Slack, stores everything permanently in D1 for archive search. Setup guide with Gmail OAuth steps, NOTIFY_TOKEN rotation, and CF Access config.
BT Tree Care Copilot β€” App
App
Live Claude-powered tool for the Tree Care campaign team (Jason, Armen, Lazar). Shared workspace, persistent chats, ICP fitness scoring (1–10) with downloadable graded spreadsheets, daily Slack usage report, brand voice baked in. Replaces the ChatGPT Project that was crashing on Lazar's account. Password: treecare-2026-bt
BT Tree Care Copilot β€” Build Doc
Doc
Private Claude-powered campaign tool for the Tree Care vertical. Replaces the ChatGPT Project that was crashing on Lazar's account. Same workflow β€” better engine, full control, ~3x cheaper. Includes ICP scoring (1–10), shared workspace, daily Slack reports, and a productized template for future client campaigns.
Warmup Sequence β€” Phase 2 Zap Builder
Build
Unattended Cowork prompt that drives Zapier UI via Chrome MCP to build all 4 warmup Zaps (no-show detection, reschedule, cancellation, TidyCal entry). Pairs with the Phase 1 Kit + Pipedrive build.
Warmup Sequence β€” Explainer for Armen
Coaching
What a pre-call warmup is, why it drops no-show rates from 40–60% to 15–25%, and the full 5-email sequence + 4-email no-show recovery branch for the Sperry Case Study campaign.
Warmup Sequence β€” Kit Build Spec
Build
Drop into a Cowork session with the Kit MCP connected. Claude builds both sequences, all 9 emails, all tags, and all automations in the user’s Kit account via API.
AI Operator Model β€” Spec & Playbook
Strategy
The BOSSTORQUE framework for deploying Claude as a full-time business operator. Covers 3 operator types, 6-component tech stack, authority matrix, comms architecture, session rhythm, 8-step launch playbook, and ROI model. Reference implementations: Sperry Tree Care + GiftCue.
Cloudflare MCP Connector Fix
Infra
Replaced 3 fragile OAuth-based Cloudflare MCP connectors with a single token-based stdio server. 13 tools recovered. No more localhost callback loops.
Session Report β€” Kit API Fixes & Automation Build
Internal
Kit V4 root cause found (key scope, not broken API). kit_send.py hardened with send_at preservation, tel: stripping, dry-run. UI inject helper and WP scripts built. Friction log closed at 14 items.
Session Report — May 4, 2026
Ops
Sperry Q2 session: Kit WS2 stubs rebuilt (9 emails, IDs 23982498–23982507), Email 5 promo violations caught, real-photo Meta approval deployed, Michele draft created. Open: 15% discount decision, Quo SOW pricing, Michele email send.
WP Headless Access — Setup & Reference
Ops
Application Password configured for sperrytreecare.com REST API. Headless curl patterns, Wordfence allowlist, Elementor data workflow, and key page IDs. Locked globally.
Lazar — ICP Validation Feedback (v1)
Campaign
First-list coaching memo. Reviewed all 19 LinkedIn URLs Lazar submitted, mapped against the updated Sperry campaign ICP (tree care only, $1M–$50M, 5–150 employees, OR/WA/ID/NV/AZ/CA/BC). 3 keepers, 1 maybe, 15 to drop. Includes updated GPT project instructions.
Membership Fix — Fitness Look
Internal
Peer-level read on potential collaboration with Sylvia LeRahl / Membership Fix. Honest fit assessment, three collaboration angles, off-ramp built in. Shared ahead of May 6 call.
Sperry Requests Worker β€” Friction Report & Roadmap
Internal
Audit of the May 1, 2026 dynamic-rendering rebuild. 20 friction points fixed (architecture rot, static-content sprawl, tooling). 26-item enhancement roadmap across 5 ROI tiers. 23/23 invariants pass.
P&L — April 2026
Tech
Monthly close: revenue $8,643, expenses $5,294, net $3,349. 0 uncategorized items.
Meta Campaign Build Report β€” Spring 2026
Report
Full QA, 12-point friction log, Rob's feedback alignment, tech stack, improvement opportunities, and locked build playbook for future Meta campaigns.
BOSSTORQUE Template Library
Internal
Master index of all reusable BOSSTORQUE deliverable templates β€” Meta Ad Approval, Email, Reports. Starting point for new client work.
Armen Sync — Apr 23 Meeting Brief
Report
Campaign status, LinkedIn unblock, Kit approval, 24-post schedule rebased to May 11 launch, Zapier wiring priority, and full post-meeting action table.
Mercury CLI / MCP — Build Optimizations
Tech
Mercury MCP is read-only; CLI handles writes. Maps 6 BOSSTORQUE workflows to MCP-read or CLI-write paths, locks 6 standards, and surfaces the broader vendor-MCP build acceleration pattern.
Pricing v2 — Q2 PowerLeak Free Banner
Site
/pricing rebuild with prominent Q2 2026 PowerLeak callout (normally $995, free through June 30). Step-1 of How-We-Work updated to surface both TorqueCheck + PowerLeak free paths.
Tree Care Campaign Brief v4.2
Campaign
Full BT lead gen campaign plan for the tree care vertical. LinkedIn organic funnel, Kit email sequences, PipeDrive pipeline, Zapier automations. Delivered to Armen Mar 2026.
Home v2 — Dual Entry Paths
Site
/ rebuild with dual hero CTAs (5-min TorqueCheck, PowerLeak Q2 Free, Book a Call) plus a Q2 callout strip below the hero.
TC Landing New — Worker Port
Site
Port of /torquecheck-landing-new from Typedream to Cloudflare worker. Identical content; ready for integration into bosstorque-site once source repo is connected.
TC Sticky Bar — Business Health Check Variant
Site
Port of /torquecheck-landing-sticky-bar from Typedream. Uses "Business Health Check" framing with a sticky CTA bar.
Sperry Ads β€” Rob Approval Page
Ops
Rob Miron creative review β€” shows his feedback addressed, revised copy, real photo placeholders. Approve or request changes before April 29 launch.
MCP Connector Build — Friction & Fixes
Ops
Retrospective on adding Cloudflare Observability + GraphQL + Workers Builds MCPs via the mcp-remote bridge. 3 connectors deployed, 3 new standing rules (R9–R11) added.
Claude Operating Rules
Internal
Plain-text reference for Claude's BOSSTORQUE operating rules, context, and behavioral guidelines.
Meta Campaign Rebuild Doc
Ops
Incident doc β€” campaign built in wrong ad account. Full creative snapshot with images, targeting specs, and 8-step rebuild plan for Sperry account by April 29.
Meta Campaign Friction Report
Ops
Analysis of friction points in the Sperry Meta ad build β€” wrong account incident (F9), Rob creative rejection (F10), MCP fix confirmed. Prevention protocols added.
Kit Email Friction Analysis
Ops
Full Kit email friction audit for Q2 β€” session playbook, API status table, and deliverability fixes. Supersedes earlier friction report.
Jobber Integration β€” Friction Report & Build Doc
Ops
Diagnostic on the Jobber API integration β€” read_requests scope friction, Client.requests workaround, operational runbook, and refresh token recovery.
BOSSTORQUE β€” Site Comparison Report
Audit
Worker site (B+) vs. production bosstorque.ai (D+). Compare & contrast, dimension-by-dimension table, and 7-item strategic action plan. DNS cutover is #1.
Claude Desktop Performance Standards
Internal
BOSSTORQUE Cowork standards: context continuity, CLAUDE.md architecture, HTML delivery, Cloudflare Workers guide, skill system, QA logs, connector inventory.
BOSSTORQUE.AI β€” Expert Site Critique
Audit
Full expert review of bosstorque.ai (live WordPress production). Design D, Copy C, Conversion D+. Priority #1: DNS cutover to worker site. 11-item action list.
BOSSTORQUE Site — Expert Design Critique
Audit
Full expert review of bosstorque-site.jason-8ce.workers.dev. Design, copy, conversion, and performance graded. 10-item priority action list with effort estimates.
What Jason Does for Work
Personal
Parent-friendly explainer page for BOSSTORQUE. Plain English, no jargon — what Jason does, who he helps, and four concrete before/after stories.
LinkedIn Growth Operator — Interview Brief
Campaign
2-page brief for the SMM interview: tree care LinkedIn campaign overview, Phase 2 role details, daily task breakdown, success metrics, and engagement terms. May 4 start.
The TorqueCheck™
Campaign
Free 3-minute diagnostic quiz for construction and field service operators. 10 questions, instant scoring, contact capture — qualifies leads and delivers personalized results.
PowerLeak Assessment — Q2 2026 Microsite
Campaign
Public-facing intro microsite for the PowerLeak Assessment offer. Free for Q2 2026 ($995 value). Targets construction and field service companies.
Cloudflare for Small Business — Field Guide
Internal
8 capabilities, 7 SMB use cases, cost comparison, and honest limits. The page itself is served by a Worker — the meta-proof point. Shareable to prospects and clients.
PowerLeak Assessment — Sample Report
Campaign
Anonymized sample report for a PNW concrete contractor ($4.2M revenue, 22 employees). 5 PowerLeaks totaling $387K with BOSSKIT toolkit CTA. Social proof for the offer.
P&L — March 2026
Tech
Monthly close: revenue $5,358, expenses $1,284, net $4,075. 0 uncategorized items.
CAN-SPAM Reference — B2B & B2C Rules
Doc
7 compliance requirements, B2B vs B2C breakdown, per-email penalty ($53K), Sperry commercial client use cases, and pre-send checklist.
🚧 WIP — Staged, Not Published
The following documents are staged locally but not yet deployed or linked from the hub.
Document Status
Meta Launch Checklist Apr 2026In progress — not a final deliverable yet
SOW Open Work Audit (Apr 13)Internal audit doc — not client-facing
Quo SOW DraftSuperseded by signed Quo SOW now on hub
Q2 LP Deck (slide format)Pending decision — may overlap with sperry-q2-deck
Brand Deck (16:9 format)Pending decision — different format from brand guide
Lead Gen FrameworkInternal — deploy only when client-ready
Design Iterations ArchiveHistorical design drafts — archive only, no deploy needed
Roadmap Update (potential v2)Verify if same as sperry-roadmap-march2026 before deploying
Personal
Mother's Day Picker β€” Original
App
Original Mother's Day Picker app for Mom. Predecessor pattern that became GiftCue. Still live for sentimental reasons.
Lazar β€” ICP Profile
Doc
ICP profile worker for the Lazar engagement / relationship. Personal contact mapping.
BOSSTORQUE β€” Meta Ad Template
Template
Reusable Meta Ads creative template for BT campaigns. Personal sandbox for ad iteration.
Czech Citizenship Timeline
Report
Interactive Β§31(3) pipeline β€” 3 scenarios (Fast/Standard/Conservative), active blockers, milestone dates, and passport route comparison. Fast track: passport in hand Mar–Apr 2027 via Prague.
Czech Passport Acceleration Report
Report
PM-level acceleration plan for Β§31(3) citizenship declaration. 11 levers ranked by impact, document gap analysis, risk register, 90-day sprint. Target: submit Sep 2026, passport Jun 2027.
Czech Citizenship — Application Friction Report
Personal
Pre-filing friction analysis for §31(3) declaration. 16 friction points, risk matrix, 5-wave parallel execution plan, 12–18 month realistic timeline. May 2026.
Czech Citizenship Research — Trnka Evidence Report
Personal
Evidence report for §31(3) declaration under Czech Act No. 186/2013. Confirms Hans Trnka's Bohemian Heimatrecht (folio 307), never-naturalized status, and Eva Trnka Parkerson's citizenship chain. Updated May 2026.
Trnka Research β€” Master Archive
Personal
Comprehensive 12-section research archive for Czech Β§31(3) citizenship application. All evidence, village analysis (HeΕ™maneč, JH District as #1), Feldpost 510 corrected, descent chain, open gaps, and action plan. May 2026.
Jason Β· Studio
Personal
Jason's personal studio page hosted on Cloudflare Workers.
Concert Watcher
Personal
Polls JamBase for new shows by tracked artists in Portland, Seattle, SF, Vegas, NOLA. Cron 2x daily. Slack alerts include Hilton + Marriott booking links pre-loaded for that city/weekend.
Artist Review — Trim List
Personal
Categorized review of 424 tracked artists (JamBase + Seated, deduped) with KEEP/MAYBE/TRIM tags across 13 buckets. Used to trim the Concert Watcher list to fit JamBase's 1,000-call / 14-day trial limit.
Jazz Fest Hotel Watcher
Personal
Watches Le MΓ©ridien, Kimpton Fontenot, and Virgin Hotels NOLA for Jazz Fest 2027 weekends. Cron 8am/8pm PT. Posts to #music-hotline when rates open or change >5%.
Client Projects — Most Recent First
GiftCue β€” Hugo Slack Relay
Tool
Bidirectional Slack relay that fronts Hugo Mercer (Claude as CEO of GiftCue). KV-backed live HUGO_CONTEXT, fetched on every Slack event and prepended to system prompt.
getgiftcue.com β€” Marketing Site
Site
Public marketing site at getgiftcue.com plus waitlist email capture into KV namespace giftcue-waitlist. Coming-soon framing pre-launch; admin CSV at /admin/waitlist.
GiftCue β€” Domain Redirects
Tool
Worker bound to giftcue.ai and giftcue.org. 301 redirects every path to the canonical giftcue.app equivalent.
GiftCue β€” Anthropic Proxy
Tool
Anthropic call proxy used by giftcue-may2026 to avoid same-zone subrequest recursion (error 1042). Also hosts the /deploy/{worker} relay used by all hub-publish jobs.
GiftCue / BT — Ops Audit · May 12, 2026
Audit
Four-task audit: hub publish, cadence review (7 new tasks), documentation hygiene (43 drift items), TCPA counsel shortlist (5 firms).
GiftCue — Status · May 12, 2026
Status
End-of-day project status. Tasks shipped, what’s live, what’s queued.
GiftCue — The Full Megillah
Megillah
Comprehensive build + business report. 17 sections: executive summary, architecture, tech inventory, mobile + native path, 3 QA rounds, notifications/operator DB, fulfillment strategy (5 phases), two-sided monetization, financial forecast Y1-Y3, timeline to profitability, risk register, 30/60/90, decisions, business manager recommendations.
GiftCue — Marketing & Adoption Plan
Marketing
Channel strategy ranked by ROI, launch calendar through Mother’s Day 2027, Y1 budget ($4,300), SEO content calendar (12 cornerstone posts), KPIs, what Claude does alone vs needs Jason.
GiftCue — Field Notes (public blog)
Blog
Public-facing SEO blog at getgiftcue.com/blog. Cornerstone posts on thoughtful gift-giving by Hugo Mercer. Currently noindex until V1.1 launch. 14 posts live (12 cornerstones plus supplementals). New post weekday at 5am PT.
GiftCue — Privacy Policy (DRAFT)
Legal
Pre-launch privacy policy draft. Covers sender/recipient asymmetry, third-party processors, 30-day session TTL, CCPA + GDPR-lite, Oregon governing law. Lawyer review queued for $5K MRR.
GiftCue — Terms of Service (DRAFT)
Legal
Pre-launch terms of service draft. $7/picker pricing, $9/mo subscription, refund terms, liability cap, governing law Oregon (Lane County). Lawyer review queued for $5K MRR.
MDP Commercialization — Strategic Memo
Memo
Multi-angle commercialization workup for the Mother’s Day Picker. 4 paths scored against BT goals (margin / hands-off / location-indep / sellable IP). Recommends venue-facing SaaS for wellness venues. ICP, pricing, 30-day validation test, risk register, kill criterion.
GiftCue — Live MVP (Private)
Live
Internal-only working MVP of a multi-occasion conversational gift picker. Sender intake β†’ AI generates 8 personalized options β†’ recipient picker (MDP-pattern accessible UX) β†’ pick-back-to-sender. KV-backed sessions, 30-day TTL. End-to-end verified.
GiftCue — Business Plan & Build Report
Plan
Full commercialization plan: market sizing, ICP, pricing, unit economics, revenue projections (Y1-Y3), go-to-market sequence, risk register, decisions waiting on Jason. Built autonomously, 12 sections, ~90 min build.
GiftCue — QA Report (5-pass)
QA
Unattended 5-pass deep QA: functional/AI quality (12 personas), security & safety, accessibility (WCAG 2.1 AA), performance & cost projections, failure modes. 4 critical issues found and fixed in same session. Overall grade: A-.
GiftCue — Operator Console
Ops
Real-time view of every gift built. Total/opened/picked/fulfilled counters. Per-session sender + recipient links. "Mark fulfilled" workflow. Event log in KV.
Mother’s Day Picker — Build Report
Report
Conversational gift picker for Mom (79). 20 venues, 8 grouped sections, multi-select compare flow, AI personalization, full phone-deploy infrastructure built alongside. 10 bugs caught and fixed.
All
WS1 · Site
WS2 · Email
WS3 · Meta
WS4 · Automation
Strategy
Infra
Sperry β€” Hub Dashboard
Hub
Sperry Tree Care's dedicated dashboard worker. Cross-links the active Sperry campaigns, reports, and operational pages.
Sperry β€” Kit Template (preview)
Preview
Preview worker for the Sperry brand kit template. Temp staging URL pre-finalization.
Sperry β€” Workstream 2 Email 3
Preview
Preview of the WS2 email 3 draft for Sperry's nurture sequence.
Sperry β€” Email Draft
Preview
Generic Sperry email draft preview worker from early May 2026.
Sperry β€” Tree Club Enrollment
Preview
Preview of the Sperry Tree Club enrollment landing page.
Sperry β€” Tree Club Thank You
Page
Sperry Tree Club post-enrollment thank-you page.
Sperry β€” Estimate Thank You
Page
Post-estimate-request thank-you page for Sperry quote requesters.
Sperry β€” Spring Landing Page
Page
Spring 2026 Sperry seasonal landing page for pruning and storm-prep traffic.
Sperry β€” Winner Preview
Preview
Preview of the Sperry winner-announcement layout for monthly giveaway campaign.
Sperry β€” Weekly Report May 8
Report
Sperry Tree Care weekly status report covering the week of May 8 2026.
Sperry β€” May SOW (actual)
Doc
Statement of work as executed for May 2026 Sperry engagement. Captures actual scope, deliverables, hours.
Sperry β€” Referral Log
Log
Running log of Sperry customer referrals β€” source, status, reward owed.
Sperry β€” Referral Share Page
Page
Customer-facing referral share page. Generates a referral link plus stock copy for SMS, email, or social share.
Sperry β€” Image Library
Asset
Indexed Sperry photo library for use in emails, landing pages, and ads. Categorized by service type and season.
Sperry β€” Jobber Proxy
Tool
Auth-fronting proxy worker for the Sperry Jobber API. Used by automations that need to hit Jobber without exposing the token.
Sperry β€” Asset Server
Tool
Asset serving worker for shared Sperry media. CDN-fronted, immutable cache headers.
Sperry β€” Assets (Apr 2026)
Tool
April 2026 snapshot of the Sperry asset bundle β€” pinned URLs that older campaigns still link to.
Sperry β€” Assets Serve Helper
Tool
Lightweight helper worker for assets-serve fronting. Pairs with sperry-assets.
Sperry / BT β€” TOS Page
Doc
Terms of Service page covering the Sperry/BOSSTORQUE service relationship.
Sperry β€” Accuracy Reference
Doc
Reference doc capturing Sperry-specific accuracy rules β€” pricing, service availability, photo licensing, claim guardrails.
Sperry β€” Punchlist (Apr 2026)
Doc
Operational punchlist captured during the April 2026 Sperry sprint. Tracks remaining cleanup items.
Sperry β€” Jobber Webhook
Tool
Webhook receiver for Sperry's Jobber events. Routes status updates into BT internal handlers.
Sperry β€” Seated Relay
Tool
Relay worker for Sperry's seated-booking handoff path. Internal infra.
Sperry β€” WS2 Email 03 (temp)
Preview
Temporary preview worker for WS2 email 03 review pass.
Sperry β€” Misc Preview (fancy-frog)
Preview
Auto-named Sperry preview worker (fancy-frog-c42e). Retained until origin doc is tracked down.
Master Marketing Rules Doc
Rules
14 sections · Brand voice, accuracy, species, CTAs, promos, promo mechanics
Q2 Email Campaign β€” Full Copy Review (All 12)
Campaign
8 club + 4 commercial emails, E6–E13 and C1–C4. Full body copy, subject lines, preview text, send dates. Ready for review before Kit build phase.
Email 5 Approval — Spring Giveaway
Campaign
Spring Giveaway drawing for $500 in free tree care β€” both referrer and referred entered to win; approval for Michele; target May 7 2026; Kit stub TBD">sperry-email5-approval-may2026May 4
Meta Ad Approval — May 7, 2026 (v4 — Current)
Campaign
3 ads for review β€” updated copy (Ads 1 & 2 from Michele), Kelly Lyons photos replacing placeholders. Awaiting approval before Meta update.
Meta Ad Approval — May 4, 2026 (v3)
Campaign
Replaces AI placeholders with 3 actual Sperry crew photos. 3 ads PAUSED awaiting Michele/Rob approval before launch.
Email 3 Approval — Spring Pruning Special ⚠️ URGENT
Campaign
WS2 Club Email 3 — “Club Members: Spring Pruning Special — Book This Week” — Kit 23982498 — Target May 7; priority scheduling removed; 15% discount pending Jason decisionsperry-email3-approval-may2026May 4
Sperry — $500 Winner Broadcast Mockup
Campaign
Post-contest broadcast announcing the spring giveaway winner (Terri V.). Awaiting Michele’s call to confirm name authorization. Built to new locked Kit email standards (740px, mobile-first, accessibility-hardened). Schedule send for Tue May 12.
📄 BOSSTORQUE Template Library
Templates
Canonical starting point for all approval pages, email campaigns, and reports. Start every new build here — never recreate from memory. Meta ad template live.
Weekly Status Report
Doc
Weekly client-facing status update for Sperry. Covers completed work, next steps, and open decisions.
Q2 Project Status
Doc
Live Q2 status dashboard: workstream progress, milestones, blockers, and delivery confidence.
Client Request Tracker
Tools
Running log of Sperry client requests, deliverables, and open action items by workstream.
Sperry — Photo Validator (deploy gate)
Infra
Self-contained worker that enforces real-photo / no-faces / no-AI rules. Run before every Sperry client-facing deploy. 47 approved IDs, 172 rejected, 7 AI keys, 2 stock patterns — all inlined.
Sperry — Photo Picker (sanctioned source)
Infra
Curated 47-photo whitelist. Filtered for: real Sperry photos only, no AI, no identifiable faces, no release-form flags. Only entry point for selecting photos for Sperry client-facing deliverables.
Sperry Stock Image Gallery
Tool
121 CC-licensed stock images β€” climbing, pruning, rigging, FEMA storm damage, USDA FS, Spokane urban canopy. Grouped by subject with lightbox preview. All commercially usable.
Media Library & Brand Assets
Infra
Consolidated media library for Sperry Tree Care. Brand photos, logos, and campaign-ready visual assets organized for Q2 deliverables.
WS4 Automation Plan
Doc
Automation roadmap for WS4: Kit sequences, ConvertKit tagging logic, lead scoring, and trigger rules.
Creative Design Preview
Infra
Live preview board for Q2 Meta ad creatives. Pulls from KV image server for quick client review.
WS4 Zapier Webhook Design
Doc
WS4 deliverable β€” Zapier webhook architecture for Jobber-to-Kit automation. Trigger logic, payload mapping, and sequence enrollment flow.
Kit Sequence Paste Guide — WS4
Doc
Step-by-step UI paste instructions for all WS4 sequence emails. Estimate Lead Warmup + Club Welcome sequences.
Meta Ad Approval — Apr 16, 2026 (v2 — Michele Reviewed)
Campaign
Original approval page sent to Michele — real Sperry crew & truck photos, original copy before Michele’s feedback. Version history — do not remove.
UTM Attribution Stack
Tools
Kit and Meta UTM taxonomy, GA4 passthrough, and Q2 campaign naming standards.
Spring Pruning Landing Page — WS3
Campaign
Meta ad landing page for the spring pruning urgency campaign. ISA-certified arborists, free estimate CTA. Destination URL for Campaign 1 ads.
Ad Image Server — AI Photos
Infra
Cloudflare Worker serving AI-generated Meta ad photos via KV. Powers the creative board mockups.
Q2 Giveaway Landing Page
Campaign
Spring giveaway campaign page on sperrytreecare.com. Lead gen entry form tied to ConvertKit sequence.
Copy Review — Q2 Campaigns
Doc
Copy review and edits for Q2 email sequences, ad creative, and landing page body copy.
Meta Ad Creative Board — Apr 14, 2026 (v1)
Campaign
Branded mockups for all 3 Q2 campaigns. Feed, Story, Carousel formats with real AI photos. UTM specs and Meta upload guide included.
Q2 Meta Ad Plan
Doc
Full Meta advertising strategy for Q2: audiences, budgets, creatives, and campaign structure.
Meta Ads Campaign Plan Q2
Doc
Full Q2 Meta advertising campaign plan β€” audience targeting, creative strategy, budget allocation, and conversion goals for WS3.
WS3 Campaign Approval — Spring Lead Gen
Campaign
Pre-launch approval microsite for Michele and Rob. Ad creative review (3 variants), audience targeting, budget, lead delivery flow, and sign-off CTA.
Q2 Execution Plan
Doc
Master Q2 execution plan β€” all four workstreams, milestones, owners, dependencies, and weekly delivery schedule for the full engagement.
AI Notetaker Spec
Doc
Specification for the Sperry AI notetaker integration β€” call recording workflow, summary format, CRM sync, and deployment requirements.
Site Security Checklist
Tools
WordPress security audit checklist for sperrytreecare.com. Plugins, permissions, and hardening steps.
Club Incentive Framework
Doc
Q2 Club nurture campaign incentive structure β€” referral tiers, offer mechanics, and fulfillment workflow for the Club subscriber retention program.
WS1 Campaign Summary
Doc
Workstream 1 recap: spring estimate campaign results, lead volume, and conversion metrics.
WS1 Security Audit Detail
Doc
Detailed WS1 website hardening audit β€” vulnerability findings, Wordfence configuration, plugin risk assessment, and remediation tracking.
Q2 Strategy Deck
Doc
Strategy presentation deck for the Q2 engagement. Campaign overview, workstream breakdown, milestone schedule, and success metrics.
Q2 Quote & Statement of Work
Doc
Client-facing Q2 quote and SOW. Covers full engagement scope, deliverable list, pricing, and timeline. Reference document for the Sperry engagement.
Sperry Brand Style Guide
Doc
Complete Sperry Tree Care brand identity — forest green palette, Lato+Merriweather fonts, logo rules, voice, imagery, ad copy framework, and BOSSTORQUE guardrails.
Q2 Statement of Work
Doc
Formal Q2 SOW: scope, deliverables, timeline, and pricing. Reference document for the engagement.
Full Site Audit Report
Doc
Comprehensive audit of sperrytreecare.com: SEO, performance, UX, and content gaps with prioritized fixes.
Phone System Comparison
Doc
Side-by-side comparison of phone/VoIP options for Sperry. Features, pricing, and recommendation.
Q1–Q2 Roadmap
Doc
Full engagement roadmap through Q2. Workstreams, milestones, dependencies, and success metrics.