Portfolio/Action queueMonday, June 29 at 6:51 AM EST

Action queue · 81 pending

Proposed actions across every client and your own engines. Sorted by severity. Approve/reject lands in v0.2 — for now, click through and edit queue.md directly.

CrossCourt·Integrate Helios SMS API for instant lead replieshighCALL-20260604-01

ExpectedCharles wants real-time AI SMS responses on the new $20 intro funnel — current manual delays up to 24h are killing conversion. Pull Helios API docs, prove auth + send + receive against a test number, then wire to the existing intro-funnel lead webhook so every new lead gets an AI reply <60s. Model the flow on the Ben Daugherty / Philadelphia basketball school setup ($15 trial → $69 biweekly w/ Stripe-in-SMS).Channelbuild

CrossCourt·Pull May intro-session breakdown by ad sourcehighCALL-20260604-02

ExpectedMay dropped to 13 paid+showed-up intros vs Jan/Mar/Apr trend of 23-31. Slice paid-intro count by: ad campaign, landing page (crosscore.com/first-time vs prior funnel), and lead source. Goal: prove whether the new landing page is the cause of the drop or just coincided with it. Output: a one-page chart + 3-bullet diagnosis.Channelresearch

CrossCourt·Refresh Meta creative — current ads fatigued in 10-mile radiushighCALL-20260604-03

ExpectedCharles flagged ad fatigue. Current chain: Irving (ad mgr) → Ricki (concept) → designer → editor — too slow. Pull current ad performance, identify the 3 worst-performing creatives, draft 3 replacement concepts (hook + visual + script) that lean into the new $20 intro offer. Stage them in a doc for Charles to greenlight before Irving deploys.Channelbuild

Josh Halpern — Halpern Law (Personal Injury)·Add daily briefing failure alerthighJH-WK17-03

Expectedzero missed briefingsCost1 hr setupChannelops

Michael G Attias — Caterzen·Enrich 110 A-band for emails (still open)highMA-WK19-11

Cost~$0.55 Apify + ~$5 SerpAPI for owner LinkedIn lookup

Michael G Attias — Caterzen·Comprehensive Apify Maps universe scrape (re-weighted by empirical fingerprint)highMA-WK19-02

Expectedreplace 2,615 maps-seed with a proper national universe. Query matrix = ~700 metros >100k pop × catering-vertical keywords, with category coverage shifted by retention finding:Cost~$200-400 Apify creditsChannelops

Michael G Attias — Caterzen·Link-back detection + Apollo enrichment on the A-bandhighMA-WK19-04

Expectedre-run script 06 against the A-band of the new cohort (~5-15k matches) to find Online Ordering customers (Track A target list). Then Apollo enrichment on ALL A-band (Track A + Track B).Cost~$50-100 Apollo + free FireCrawl recovery (top up if needed ~$30)Channelops

Michael G Attias — Caterzen·Hunter / PDL second-pass enrichment for the 20 unmatched companieshighMA-WK18-21

ExpectedMichael reviews `data/2026-05-01-v1-send-list-for-michael-review.md` and answers 5 questions: (1) approve/drop names, (2) sender identity (direct caterzen.com vs Cynthia AgentMail), (3) sharper savings number for Touch 1, (4) Brooks Grocery as proof point yes/no, (5) final goCost0 (Ricki sends, Michael answers)ChannelRicki → Michael

Michael G Attias — Caterzen·Vetted-lead-list deliverable for Michael's reviewhighMA-WK18-12

Expected~50-100 lead CSV (firmographic + EzCater-link confidence) sent for sign-off BEFORE first cold-email send. Michael explicitly asked on 05-01 call.Cost1 hr curationChannelops → Michael

Michael G Attias — Caterzen·Two-track cold-email sequence drafted + first sendhighMA-WK18-13

ExpectedTrack A (EzCater fee-savings) + Track B (generic Caterzen Growth Audit), 3 touches each, CTA = the qualifying form (NOT a calendar link). 50-lead pilot first.Cost~4 hrChanneloutbound (AgentMail)

Michael G Attias — Caterzen·Expand the cohort — get him "all the caterers he needs"highMA-WK18-07

Expectedscrape additional Apify Google Maps queries to push from 2,615 → 8-12k caterers. Today's cohort is 72 city/query combos. Add: every metro >250k pop × ["catering company", "BBQ catering", "drop-off catering", "corporate catering", "wedding catering"] = ~1500 query combos. Estimated ~$80-150 in Apify credits.Cost1 day script + run + ingestChannelops

Jason Segal — JLS Video·Find original engagement scopehighJS-WK17-01

Expectedlocate proposal / email / call notes / Slack thread defining what "Cynthia AI Agent — GLS" isCost15 min digging Gmail + Slack + DriveChannelresearch

Jason Segal — JLS Video·Trial check-in with JasonhighJS-WK17-02

Expectedconfirmation of scope + scheduled recurring cadence + clear success criteria for trial conversionCost15 min draft + send (after JS-WK17-01)Channelchat / email

Rusty Osborne — Cynthia AI Concierge ("Samwise")·Post daily Facebook ads analysis to SlackhighCALL-20260609-01

ExpectedDaily (or every 3 days) analyze ad spend, leads generated, and performance metrics. Post to #facebook-ads channel with current summary and 3 specific optimization suggestions (targeting, budget, creative). Flag opportunities to reduce lead cost or increase conversions.Channelops

Rusty Osborne — Cynthia AI Concierge ("Samwise")·Auto-send SMS confirmation on bookinghighCALL-20260609-02

ExpectedWithin 60 seconds of Calendly booking, send personalized SMS to confirm booking and re-engage prospect. Goal is improved attendance and follow-up conversations. Start with simple confirmation, eventually automate re-engagement sequences.Channeloutreach

Rusty Osborne — Cynthia AI Concierge ("Samwise")·Send pre-call briefing to SlackhighCALL-20260609-03

Expected10 minutes before each call, pull recent Fathom transcripts, Gmail emails, Active Campaign history, and signup context. Post summary to #call-briefing with key talking points and prospect background to improve close rate.Channelclient-comm

Cynthia Direct — 1099-Rep Placementsmy business·Tune SDR qualification queries — 0 qualified/day for 2 weekshighcd-1

ExpectedRestore qualified-lead flow (the whole point of the daily loop)Cost~$0.12/run + dev time

Cynthia Direct — 1099-Rep Placementsmy business·Launch outreach to the top-44 rosterhighcd-2

ExpectedFirst replies → first discovery callCostAgentMail sends (own outreach)

Content Engine — LinkedIn Content Intelligencemy business·Clear the drafted-but-unposted backloghighce-1

ExpectedActually start posting daily (the whole point)Costapproval time

SDR Loop — Autonomous Daily Sourcing Enginemy business·Diagnose the 0-qualified plateauhighsdr-1

ExpectedRestore qualified flow into the pipeline

SDR Loop — Autonomous Daily Sourcing Enginemy business·Add new sources / broaden ICP querieshighsdr-2

ExpectedNew company supply the loop hasn't already burned through

CrossCourt·Stand up Instagram DM respondermedCALL-20260604-04

ExpectedCharles asked for IG DM coverage to capture community engagement. Mirror the SMS flow: AI replies to every new DM <60s, qualifies, and pushes to the $20 intro link. Reuse the ig-dm-batch.js / instagram-dm-v2.js pattern already in /home/cynthia/services/. Connect to Crosscourt's IG account first.Channelbuild

CrossCourt·Wire Maven Daily revenue-leak surfacing into SlackmedCALL-20260604-05

ExpectedMaven Daily agent is live (per call) but Charles wants the single daily recommendation + revenue-leak alerts (failed payments, stale leads) posted to Crosscourt's Slack so he opens one place, not an email. Hook the existing daily-briefing engine output to the Crosscourt Slack workspace.Channelbuild

CrossCourt·Draft 30-day SMS nurture for the 20% lead-form trafficmedCALL-20260604-06

ExpectedCharles split 80/20 between landing page and lead forms; the 20% goes through a 30-day SMS nurture. Audit the current nurture sequence, identify drop-off points, and rewrite weak messages. Target: lift lead-form → $20 intro conversion to within 50% of the direct landing-page rate.Channelbuild

CrossCourt·Pull current ad metrics for week-2 baselinemedCC-WK17-02

Expectedlive spend / leads / purchases / CPL for the period since 2026-04-16Cost30 minChannelops

Michael G Attias — Caterzen·V2 — Restaurant cohort expansion (after V1 hits visible)medMA-WK18-15

Expectedper Michael 2026-05-01, target is "catering companies and any/all restaurants on their platform". Our 2,615 cohort is caterer-only. Two paths to evaluate: (a) Apify Maps queries for restaurant categories that commonly cater (BBQ chains, fast-casual, sandwich, pizza, Mexican); (b) SerpAPI `"ezcater.com" -site:ezcater.com` then enrich the unique domains.CostTBD (path a: ~$80-150 Apify; path b: ~$30 SerpAPI + ~$30 enrichment)Channelops

Michael G Attias — Caterzen·Wire `?attribute=ezcater_user` into the data-center/b2b UI as a click chipmedMA-WK18-20

Expected~15 lines in `reach/app/data-center/b2b/page.tsx` — read `attribute` from useSearchParams, forward to fetch, add a filter chip. So Michael clicks "EzCater Users" tab instead of remembering the URL.Cost30 minChannelops (UI work)

Michael G Attias — Caterzen·V2 — Hunter/PDL second-pass enrichment on 20 unmatched companiesmedMA-WK18-19

Expectedof the 31 confirmed-hit companies, 20 had no Apollo match. Run Hunter (domain → email patterns) and/or PeopleDataLabs as a second pass.Cost~$10-15Channelops

Michael G Attias — Caterzen·Confirm form ownership decision with RickimedMA-WK18-14

Expectedyes/no — do we build a parallel form on `catering.cynthiaconcierge.com` so we're not blocked on Michael/Joel finishing theirs in HubSpot?Cost0 (decision) → 4 hr build if yesChannelops decision

Michael G Attias — Caterzen·Email enrichment for the 2,615 (Apollo / Hunter)medMA-WK18-06

Expectedpull verified emails for as many of the 2,615 as possible. Source data has only ~10% emails. Apollo or Hunter can lift to 60-70%.Cost~$30 in API credits + 2 hr scriptChannelops

Michael G Attias — Caterzen·Spec the Caterzen Growth Audit deliverablemedMA-WK18-03

Expected`analyses/caterzen-growth-audit-template.md` — what goes in the audit (mystery-shop transcript + score, SEO scan, competitor table, 3 quick-wins, pitch for Caterzen + service bundle)Cost2 hrChanneldoc

Michael G Attias — Caterzen·Verify Brooks Grocery deal statusmedMA-WK18-04

Expectedclosed-paid? verbal? still in pitch? deal size?Cost0 min (one-line in the check-in message)Channelask Michael (folds into MA-WK18-01)

Loved Already Club·[VERIFY] Define week-2 launch metrics baselinemedLAC-WK17-01

Expectedsessions / conversion-rate / AOV / orders captured per day from Shopify Admin APICost1 hr cron + Shopify adapterChannelops

Loved Already Club·[VERIFY] First Meta ads campaign launchmedLAC-WK17-02

Expectedpaid traffic to top-converting product collectionsCost$500-1000 test budgetChannelMeta Ads

Rusty Osborne — Cynthia AI Concierge ("Samwise")·Post call transcripts to Trello cardsmedCALL-20260609-04

ExpectedWhen Fathom records a call, automatically post transcript as comment on matching Trello client card (paying clients only). Include timestamps and key discussion points for follow-up reference.Channelops

Rusty Osborne — Cynthia AI Concierge ("Samwise")·Monitor CRM for follow-up gapsmedCALL-20260609-05

ExpectedDaily, check Active Campaign and Trello for overdue follow-ups, inactive leads, and stalled deals. Flag gaps and at-risk leads in Slack #crm-accountability to keep Rusty accountable and prevent prospects falling through cracks.Channelops

Rusty Osborne — Cynthia AI Concierge ("Samwise")·Execute daily email blasts via Active CampaignmedCALL-20260609-06

ExpectedIn Slack, receive daily email draft from Rusty with message and list name. Confirm recipient list and subject line, then execute send via Active Campaign. Streamlines workflow and removes manual Nicki step.Channeloutreach

Rusty Osborne — Cynthia AI Concierge ("Samwise")·Auto-add Calendly bookings to Google SheetmedCALL-20260609-07

ExpectedWhen prospect books call via Calendly, automatically add booking details (name, email, phone, call time) to Google Sheet for lead tracking. Replaces manual data entry by Nicki.Channelops

Cynthia Direct — 1099-Rep Placementsmy business·Write the recruiter-free direct pitch + sequencemedcd-3

ExpectedReusable AgentMail sequence for the pipeline

Content Engine — LinkedIn Content Intelligencemy business·Verify creator-watchlist URLsmedce-2

ExpectedUsable watchlist for format-mining

Content Engine — LinkedIn Content Intelligencemy business·Wire approve → auto-schedulemedce-3

ExpectedRemove the manual gap between draft and post

SDR Loop — Autonomous Daily Sourcing Enginemy business·Confirm the nightly cron is actually firing on schedulemedsdr-3

ExpectedTrust the "set-and-forget" promise

Your self-record (`~/vault/self/`)fleet·(example) Replace with a real proposed actionmedq-1