2026-02-24
CEO Check-in (12:00 AM)
Current Status: WEEK 3 OF 12 — REVIEW NEEDED
90-Day Plan Progress: Week 3 of 12 (Feb 24 - Mar 2, 2026)
Week 2 Deliverables — All Deadlines Have Passed
All deadlines (Feb 19-21) are now in the past. Files exist for all agents:
- ✅ BDR (Alex): COMPLETED — 75 prospects (exceeded 50 target). FINAL list + CSV ready.
- ✅ Content (Emma): Both case studies DRAFTED (anesthetize + haytek)
- ⚠️ CMO (Sarah): WIP file exists — unclear if finalized (deadline was Feb 19)
- ✅ Sales (Mike): Outreach sequences DRAFT exists
- ✅ Social (Taylor): LinkedIn optimization plan FINAL exists
Jason's review status: Unknown — no memory from Feb 17-24 confirming review/approval.
Week 3 Priorities (Foundation phase, per 90-day plan)
- Implement automated content distribution
- Set up sales meeting scheduling system
- Create standardized proposal templates
- Launch email nurture sequences
- Begin partnership negotiations
Blockers / Open Questions
- Has Jason reviewed Week 2 deliverables?
- CMO target market research needs sign-off before Sales/BDR/Social can execute outreach
- Sales activation was blocked pending: LinkedIn credentials, email/SMTP, CRM access, approval authority
Notes
- No memory updates logged Feb 17-24 (gap in tracking)
CEO Check-in (6:00 AM)
- Status report delivered via cron check-in
- Week 3 blockers still in place: Jason has not confirmed review of Week 2 outputs or provided sales activation credentials
- Primary blocker: CMO target-market-research-WIP.md — never confirmed FINAL; may still need Jason's sign-off before Sales/BDR/Social can execute
- Week 3 priorities (automated content distribution, scheduling system, proposals, email nurture, partnerships) have NOT been kicked off yet
CEO Check-in (12:00 PM)
- Second status report delivered
- Same blockers persist: no Jason review confirmation, CMO research still WIP, Sales/BDR/Social still in standby
- Week 3 priorities remain unstarted
- Action needed from Jason: review Week 2 deliverables, approve CMO target market strategy, provide credentials
Afternoon Session (2:00–3:15 PM EST) — MAJOR PROGRESS DAY
Todoist Setup — Complete
- Jason chose Todoist for task management
- Created 3 projects: 📋 Review & Approve, 🚀 Business, 📊 Lead Generation
- Added 12 tasks covering all pending AI team deliverables with Google Drive file attachments
- All files uploaded to Google Drive "Workspace" folder (ID: 15OKNiXKiy1oEhZp_MjkjQjBdlnfeArp0)
- Config saved to: todoist-config.md
Todoist Webhook System — Configured
- Endpoint: https://jarvis-webhooks.durhamchristian.com/hooks/todoist
- nginx on Jason's webserver proxies to http://192.168.237.11:18789/hooks/todoist (injects auth token)
- OpenClaw config updated: hooks.enabled=true, mappings array with todoist entry, transformsDir set
- Transform: ~/.openclaw/hooks/transforms/todoist.js — handles note:added, item:updated (APPROVED label), item:completed
- HMAC verification using client secret
- Labels: APPROVED (2183130144) | Approval Acknowledged (2183130298, green)
- Protocol: On APPROVED → add Approval Acknowledged label + post read-receipt comment
- Webhook events subscribed: item:completed, item:updated, note:added
- Cron fallback: every 30 min, job ID d08cc988-17ac-46cb-ace6-855bad545f8a, model=kimi-k2
- OAuth token obtained (exchanged code e2c478...) → token: eab29c6c19b67f747cbccfa95fa9df3adea61d2a (saved to todoist-oauth-token.md, appended to todoist-credentials.md)
- Known issue: Real Todoist webhook events still not firing to our endpoint despite OAuth. Manual task processing used as workaround. Investigate further.
Task Agent Routing (in transform)
- CMO task → cmo agent
- Anesthetize/Haytek → content agent (Emma)
- Outreach sequences → sales agent (Mike)
- LinkedIn optimization → social agent (Taylor)
- Prospect list → bdr agent (Alex)
- All others → main agent (Jarvis)
CMO Approval — Cascaded
- Jason approved CMO (Sarah) target market research
- Mike (Sales): Rebuilt outreach sequences → 5 ICP-tailored sequences (FINAL file saved + Drive uploaded)
- Alex (BDR): Prioritized 75-prospect list into Tier 1/2/3 (PRIORITIZED file saved + Drive uploaded)
- ⚠️ ICP gap: zero coverage of E-Commerce (ICP #3) and PE Portfolio (ICP #4) — flagged to Jason
- Taylor (Social): Updated LinkedIn optimization plan to align with ICP + wrote Posts 11–15
Content Work (Emma)
- Anesthetize case study: corrected (no PWA, added web search, enterprise licensing, .NET/Argyle Fox, 3-person team, iOS/Android restored by front-end engineer)
- Haytek case study: corrected (Windows-only, no Mac/Linux, ClickOnce not cross-platform, no firmware updates, added VPN infrastructure + API key management)
Company Name Fix — CRITICAL
- Correct name: Durham Christian Software Studio (NOT "Design Studio")
- Domain stays: durhamchristiansoftware.com (unchanged)
- Global sed replace across 21 workspace files (67 occurrences fixed)
- TOOLS.md, SOUL.md, USER.md all updated
- Proposal template had wrong domain (durhamchristiansoftware.com) — fixed back to durhamchristiansoftware.com
- Rule added to TOOLS.md: never use "Design Studio"
Proposal Template — Created
- File: business-development/proposal-template-DRAFT.md
- 10 sections, polished markdown, all corrections applied
- Drive link: https://drive.google.com/file/d/1oclji9db4NJUXg62XcnTDjhZ6XEJXpjH/view?usp=drivesdk
CBMC Email — SENT ✅
- Sent to info@cbmc.ca from jasonachin@durhamchristian.com
- Subject: "Local Whitby Business Owner - How to Get Involved?"
- Saved to IMAP Sent folder
- Watching for reply
Calendly — Connected ✅
- Token in: calendly-credentials.md
- Account: Jason Chin (thechampeon@gmail.com)
- URL: https://calendly.com/thechampeon
- Active: 30 Minute Meeting
- Next: embed Calendly link in outreach templates + LinkedIn sequences (pending Jason confirmation)
Credentials Confirmed
- SMTP: jasonachin@durhamchristian.com via heracles.mxrouting.net (in email-account-settings.md)
- LinkedIn: OAuth API configured at ~/.config/linkedin/credentials.json — no password needed
- HubSpot: hubspot-credentials.md confirmed OK to use
Open Items / Next Steps
- Embed Calendly link in email templates + LinkedIn sequences (awaiting Jason's go-ahead)
- Todoist webhooks not firing real events — investigate OAuth subscription requirement
- LinkedIn content (Posts 11-15) ready to schedule/publish when Jason approves
- LinkedIn optimization plan (READY file) ready to implement on Jason's profile
- Email outreach templates ready to activate once sequences confirmed
- Prospect list (Tier 1 priority) ready for outreach once Mike's sequences approved
Evening Session (Feb 23-24, 11:30 PM – 3:42 PM EST) — HUGE PROGRESS
OpenClaw / Gateway Fixes
- Telegram bot reconnected — Jason messaged /start, DM now working
- Control UI access restored: added allowed origin (https://jarvis.durhamchristian.com:8443), trusted proxy (192.168.237.2), enabled dangerouslyDisableDeviceAuth
- Telegram group policy: changed from "allowlist" (empty) → "open" (bot responds in all groups)
- Anthropic API key fixed: Moonshot key was accidentally placed in Anthropic slot during Kimi K2 setup. Fixed by setting env.vars.ANTHROPIC_API_KEY = correct sk-ant-api03-... key
- Model config issues resolved: claude-sonnet-4-6 now works; removed custom models.providers.anthropic entry that was conflicting; removed cacheRetention param that was causing sub-agent 404s
- Kimi K2 configured: moonshot provider added to models.providers.moonshot; MOONSHOT_KEY in config; heartbeat model set to moonshot/kimi-k2
Outreach Email Account
- jasonachin@durhamchristian.com — SMTP/IMAP via heracles.mxrouting.net:587
- Credentials: email-account-settings.md (password: beavis!2K3)
- Script: scripts/send-email.py — always use this, saves to IMAP Sent folder
- Sent 3 outreach emails (Feb 24 ~12:05 AM):
- Spark Centre → info@sparkcentre.org (partnership)
- AIS Technologies → info@aistechgroup.com (AI audit)
- Bayview Metals → info@bayviewmetals.com BOUNCED (email wrong)
- Corrected to: sales@bayviewmetals.com (Michael Bureau, VP) — resent via script ✅
Gmail Re-Auth
- gog token expired. Re-authed via manual OAuth exchange using curl (gog internal timeout was too slow)
- Token imported via
gog auth tokens import - dcbjarvis@gmail.com fully working again
CMO — FINALLY COMPLETE ✅
- Jason answered 5 blocking ICP questions on Feb 23:
- Prior experience: E-Commerce only
- Focus: ICPs #1-3 (Professional Services, Healthcare, E-Commerce)
- Avoid: ICPs #4-5 (PE, Financial) — out of reach for now
- Current project size: ~$20K (want to grow significantly)
- Case studies: E-Commerce only
- Feedback saved to: agents/cmo/jason-feedback.md
- target-market-strategy-FINAL.md completed (Feb 24 ~8 PM EST)
- Sarah's top action items for Jason:
- 🔴 Publish E-Commerce case study (highest leverage asset)
- 🟠 Define pricing tiers ($40K-$300K range)
- 🟡 Confirm EHR integration experience before pitching Healthcare
- LinkedIn: 2x/week posts assumed in plan
LinkedIn Content Decisions
- Post 7 (Feb 17): VERY HIGH ENGAGEMENT — use as template for future posts
- Posts 8 & 9: CANCELLED (Jason didn't like them)
- Post 10 (Feb 24 8:30 AM): LIVE — sequel to Post 7 (AI productivity theme, no fake examples)
- Headline approved: "I help Christian-owned businesses automate, scale & modernize with custom software | 27 Years | .NET, AI, Cloud"
- LinkedIn URL: https://www.linkedin.com/in/jasonchin1
- Taylor (Social) completed full profile optimization plan (FINAL) including About section, Featured, Experience rewrites
BDR Progress
- Batch 1 sent Feb 23: Jason manually sent 4 LinkedIn connections:
- Joey Rhyne (Dow Smith Company)
- Tim Spiars (SPIARS Engineering)
- Jon DeLine / John Ingold (BETA Fueling Systems)
- Ryne Johnson (Spirit Movers)
- Logged in: agents/bdr/outreach-log.md
- BDR Tier 2 research spawned (6 companies: Advanced Propane, Anchor Transportation, AFG Rentals, Ables Landscapes, Weaver Parts, APS Building Services)
Todoist Tasks Added (Feb 24 ~3:30 PM)
11 tasks added across projects:
- Review & Approve: Publish E-Commerce case study, review Anesthetize draft, review Haytek draft, review CMO brief
- Business: Define pricing tiers, confirm EHR experience, update LinkedIn headline, pin Post 7 to Featured, decide outreach approval process
- Lead Generation: Sales meeting scheduling system, proposal template
Still Open
- Jason has NOT yet: reviewed case studies, updated LinkedIn headline, pinned Post 7, decided outreach approval process
- Outreach authority still unclear (Jason said he'll do emailing himself but no formal process set)
- gog Gmail token working but will need re-auth periodically (use same curl exchange method)
Pre-Compaction Flush (3:54 PM EST)
Session State at Compaction
- Current session compacted — all prior context preserved in summary above
- All major setup work from today is captured in memory
Final Status Summary (as of 3:54 PM Feb 24)
Confirmed Complete ✅
- Todoist setup + webhook config (cron fallback every 30 min, kimi-k2)
- CMO target-market-strategy-FINAL.md — complete + Drive uploaded
- Sales outreach sequences — 5 ICP-tailored sequences FINAL
- BDR Tier 2 research — output in agents/bdr/tier2-decision-maker-research.md + JASON-OUTREACH-READY-BATCH2.md (verify files exist)
- Taylor LinkedIn optimization — FINAL plan ready, Posts 11-15 written
- Content case studies — both corrected + Drive uploaded (Anesthetize + Haytek)
- Proposal template — business-development/proposal-template-DRAFT.md
- Email script — scripts/send-email.py (always saves to IMAP Sent)
- CBMC email sent — info@cbmc.ca (watching for reply)
- Outreach emails sent — Spark Centre, AIS Tech, Bayview Metals (correct: sales@bayviewmetals.com)
- Post 10 — live at 8:30 AM Feb 24
Still Needs Jason ⚠️
- Review both case study drafts (Anesthetize + Haytek) and fill in real tech stack placeholders
- Update LinkedIn headline (approved: "I help Christian-owned businesses automate, scale & modernize with custom software | 27 Years | .NET, AI, Cloud")
- Implement full LinkedIn optimization plan (FINAL) — About section, Featured, Experience
- Pin Post 7 to LinkedIn Featured
- Decide outreach approval process
- Follow-ups due ~Feb 28-29: Spark Centre, Bayview Metals, AIS Technologies (Email 2)
- Week 3 work not yet started: scheduling system, email nurture sequences, partnership negotiations
Key File Locations
- Content calendar: lead-generation/linkedin-content-calendar.md
- CMO brief: agents/cmo/target-market-strategy-FINAL.md
- BDR outreach log: agents/bdr/outreach-log.md
- LinkedIn optimization: agents/social/drafts/linkedin-optimization-plan-FINAL.md
- Proposal template: business-development/proposal-template-DRAFT.md
- Case studies: agents/content/anesthetize-case-study-DRAFT.md, agents/content/haytek-case-study-DRAFT.md
- Todoist config: todoist-config.md
- Email creds: email-account-settings.md
Model/Config State
- All agents: anthropic/claude-sonnet-4-6
- Heartbeat: moonshot/kimi-k2
- NO custom models.providers.anthropic block (use built-in registry)
- NO cacheRetention param in agents.defaults.models (was causing 404s)
- Anthropic key in: env.vars.ANTHROPIC_API_KEY
- Moonshot key in: models.providers.moonshot config
Follow-Up Emails Due ~Feb 28-29
- Spark Centre — info@sparkcentre.org (Email 2)
- Bayview Metals — sales@bayviewmetals.com (Michael Bureau, VP) (Email 2)
- AIS Technologies — info@aistechgroup.com (Email 2)