The complete record behind every number. Every task. Every date. Every role. Every hour. Every dollar.
Hours and Total Cost show what a qualified specialist would spend and charge. These are not Jim’s hours or money. They are the specialist equivalent of every task he completed using AI.
Owner Lab is the system behind it. 10 departments. Day 1.
| Date | Specialist Role | Task | Hours Worked | Total Cost |
|---|---|---|---|---|
| March 25, 2026 | Technical Writer | Replaced all 'ChatGPT' references with 'Claude' in Tier 2 SOPs: Governance Overview SOP and Drift Monitoring & Governance Audit SOP. | 3 | $525 |
| March 25, 2026 | Business Analyst | Rewrote Training Video SOP: Section 8 (Audit Rule) from AI first-person voice into a human-executable review checklist. | 2 | $400 |
| March 25, 2026 | Business Process Consultant | Resolved overlap between Website Enhancement SOP (T1-05) and Website Structure SOP (T1-06): either merge into one SOP or clearly differentiate scope with a cross-reference note in each. | 3.5 | $788 |
| March 25, 2026 | Business Analyst | Defined trial-to-paid conversion benchmark in Trial → Paid Conversion SOP and update Paid Ad SOP to reference it explicitly. | 1.5 | $300 |
| March 25, 2026 | Technical Writer | Consolidated AI Introduction Rule from Head of Product SOP (T2-05) and CTO SOP (T2-06) into AI Positioning & Predictive Governance SOP (T1-08). Replace duplicated sections with a single cross-reference line. | 2 | $350 |
| March 25, 2026 | Technical Writer | Updated SOP-T3-13 Section 5.1: replace 'trigger values to be confirmed after scorecard review' language with confirmed field names and thresholds (now finalized in Dev Scope v1.1). | 1.5 | $262 |
| March 25, 2026 | Business Process Consultant | Rebuilt Governance Overview AI section for Claude workflow: add 'How to Use Claude for Governance' section with role invocation guide, Team Mode instructions, Claude will/won't boundaries, and output documentation rules. | 2 | $450 |
| March 25, 2026 | Business Strategist | Wrote Tier 4 Expansion Sequencing one-pager: phases, gate criteria, current status | 2 | $600 |
| March 25, 2026 | Technical Writer | Standardized SOP headers across all SOPs: add Last Updated and Depends On fields to all documents. Ensures library is machine-readable and prevents orphaned documents. | 4 | $700 |
| March 25, 2026 | Admin / Office Coordinator | Added Claude Time (hrs) column to Action Tracker: new column between Est. Hours Saved and Human Rate, backfilled for all 7 existing Done items. | 1 | $150 |
| March 25, 2026 | Admin / Office Coordinator | Updated governing document (on disk) and project instructions with Action Tracker Logging rule: Behavior #4 requiring Claude to log all completed work with hours and cost savings every session. | 0.5 | $75 |
| March 25, 2026 | Admin / Office Coordinator | Added Time Savings column and Claude Performance scorecard box to Action Tracker: Time Savings = Human Hours minus Claude Hours per row; scorecard box shows live SUMIF totals (time saved + dollar savings) for all Claude-completed tasks. | 1.5 | $225 |
| March 25, 2026 | Admin / Office Coordinator | Renamed tracker columns for clarity: Est. Hours Saved → Human Hours, Claude Time (hrs) → Claude Hours, Time Saved (hrs) → Time Savings. All formulas preserved unchanged. | 0.5 | $75 |
| March 25, 2026 | Admin / Office Coordinator | Updated governing document and project instructions: Action Tracker Logging rule (Behavior #4) updated to use new column names: Human Hours, Claude Hours, Time Savings. | 0.25 | $38 |
| March 25, 2026 | Admin / Office Coordinator | Rebuilt Claude Performance scorecard box with 4 live metrics: Human Hours, Claude Hours, Time Savings, Dollar Savings. All SUMIF formulas expanded to H4:H200 (future-proof). Fixed row 30 merge issue. | 1 | $150 |
| March 25, 2026 | Technical Writer | Added Governing Statements to all SOPs missing one: 7 SOPs updated: T1-01, T1-02, T1-03, T1-07, T2-05, T2-10, T3-11. Each statement anchors the SOP back to Tier 1 principles in SSF's calm, declarative tone. | 3 | $525 |
| March 25, 2026 | Admin / Office Coordinator | Added Action Tracker update step to Session Completeness Check: updated in 3 locations: SOP-T2-03 (v1.2), Admin/reference copy, and governing document. Ensures all completed work and new action items are logged every session. | 1 | $150 |
| March 25, 2026 | Admin / Office Coordinator | Inserted 4 urgent tasks into Action Tracker: Approve SOP-T3-13, Approve SOP-T3-12, Approve SOP-T3-10, Read all SOPs and approve them. All marked High priority, assigned to the founder, sourced to Session: March 25 2026. | 0.25 | $38 |
| March 25, 2026 | Business Writer/Strategist | Added four new objection categories (6–9) to SOP-T3-02 Skeptic Playbook: I Already Use [Tool X], Where's the Proof, My Business Is Different, AI Won't This Be Obsolete. Bumped to v2.0. Added T1-08 to Depends On. | 1.5 | $375 |
| March 25, 2026 | Admin / Office Coordinator | Updated Action Tracker memory file: rewrote with explicit field-by-field logging table, full list of what counts as a loggable task, and sequencing rule: tracker update must happen before verbal completeness check. | 0.5 | $75 |
| March 25, 2026 | Business Writer/Strategist | Added LinkedIn strategy section (6A) and Facebook strategy section (6B) to SOP-T3-05 the founder Social Media SOP. Restructured as platform-agnostic core (Sections 1–5) + Platform Strategies (Section 6) to support future platform additions. | 3 | $750 |
| March 25, 2026 | Social Media Strategist (senior) | Led full Facebook Professional Profile strategy session covering bio, About section, work history, cover photo, pinned post, Featured section, and 7-day posting calendar with per-day intent. | 12 | $3,300 |
| March 25, 2026 | Business Writer/Strategist | Built SOP-T3-14: the founder Facebook Professional Profile SOP. Converted full Facebook profile strategy into a formal Tier 3 SOP. Includes: Purpose & Scope, Platform Context, all Profile Static Elements, About section with full copy, Featured section (3 Features with full rationale and photo guidance), Pinned Post with full Rusty Car Story copy and video/format rules, Seven-Day Posting Strategy with complete per-day intent, Platform Operating Notes, Document Governance table, and Governing Statement. | 6 | $1,500 |
| March 26, 2026 | Business Process Consultant | Updated SOP-T3-14 to v1.2 with Section 10 covering all 10 Facebook profile feature areas including Status, Configuration, and Reasoning for each module. | 2 | $450 |
| March 26, 2026 | Business Process Consultant | Updated SOP-T3-14 v1.2 with Section 10.11 covering Facebook Messenger Notes: 60-character limit, 24-hour expiry, daily refresh cadence, and Week 1 rotation of 7 thematically aligned notes. | 1.5 | $338 |
| March 26, 2026 | Business Writer/Strategist | Led Messenger Notes strategy session: documented feature rules, developed daily refresh cadence, and wrote Week 1 rotation of 7 notes aligned to the 7-day posting calendar. | 2 | $500 |
| March 26, 2026 | Business Process Consultant | Created Facebook Profile Training Video Series: 9-video package with full scripts, descriptions, and screen notes. Built to SOP-T3-14 (Facebook Profile SOP v1.2). Initial draft (v1.0) written, then fully rebuilt to SOP-T1-04 (Training Video SOP) standards after gaining access to T1-04. Final v2.0 includes revised titles (why-focused, not how-to), 1–2 sentence descriptions, and all scripts restructured with required 5-part format: Human Opening → Why This Step Exists → Conversation Link → Outcome Link (contextual) → Calm Next Action. | 6 | $1,350 |
| March 26, 2026 | Business Analyst | Diagnosed and resolved T1-04 Training Video SOP file lock. File was inaccessible due to macOS Spotlight indexing creating a FUSE-level resource deadlock. Troubleshooting involved: Terminal lsof diagnosis, kill and kill -9 commands, Spotlight exclusion via System Settings, Mac restart, and ultimately file duplication (Cmd+D) to create a fresh inode. Successfully read T1-04 after duplication. Same Spotlight deadlock also affected Performance Ledger: resolved via same duplication method. | 1.5 | $300 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-05 (the founder Social Media SOP) to v1.2: added SOP-T3-15 (the founder LinkedIn Professional Profile SOP) as companion SOP in Section 6A with clear scope boundary, and added T3-15 to Depends On field. Removed locked-file copy and saved to official filename. | 0.5 | $88 |
| March 27, 2026 | Admin / Office Coordinator | Encoded locked file protocol into persistent Claude memory (MEMORY.md): rule now governs all future sessions automatically: when a file is locked, create a duplicate, edit the duplicate, save output over the original filename, delete the copy. | 0.25 | $38 |
| March 27, 2026 | Social Media Strategist (senior) | Built SOP-T3-15 (the founder LinkedIn Professional Profile SOP): new Tier 3 SOP covering LinkedIn profile setup, optimization, content strategy, engagement playbook, platform-specific KPIs, and connection between LinkedIn and SSF trial flow. Full SOP Creation Protocol completed: Build → Cross-Check against all 36 SOPs → Fix. T3-14 Section 10.2 updated to reference T3-15 as companion. | 3.5 | $962 |
| March 27, 2026 | Social Media Strategist (senior) | Updated SOP-T3-15 Section 3.4 to v1.1 with full work history descriptions for all 11 roles, corrected titles, and reorganized entries leading with strongest credential. | 3.75 | $1,031 |
| March 27, 2026 | Business Process Consultant | Updated SOP-T3-15 Section 9.6 to v1.2 with full descriptions for all 4 education entries, each connected to relevant company philosophy. | 1.5 | $338 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-15 to v1.3: Section 9.8 Licenses & Certifications addition | 2 | $350 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-15 to v1.4: Sections 2.1 and 2.2 updates | 1.5 | $262 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-14 to v1.3: Section 10.7 correction | 0.5 | $88 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-05 to v1.3: Section 6A LinkedIn guidance update | 0.75 | $131 |
| March 27, 2026 | Business Analyst | cross-SOP conflict check: T3-15 vs T3-05, T3-14, T1-02, T1-03, T1-07, T2-11 | 1.5 | $300 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-15 from v1.4 to v1.5: blue/orange color spec addition | 0.25 | $44 |
| March 27, 2026 | Technical Writer | Updated SOP-T1-02 from v1.0 to v1.1: CTA language update | 0.25 | $44 |
| March 27, 2026 | Technical Writer | Updated SOP-T1-03 from v1.0 to v1.1: CTA language update | 0.25 | $44 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-15 from v1.5 to v1.6: Featured Section rewrite (3 to 9 slots) | 2.5 | $438 |
| March 27, 2026 | Social Media Strategist | Conducted LinkedIn Featured Section strategic audit evaluating 10-11 featured items against profile strategy. | 2.5 | $625 |
| March 27, 2026 | Social Media Strategist | Wrote LinkedIn Featured Section copy for 9 titles and 9 descriptions. | 3 | $750 |
| March 25, 2026 | Business Process Consultant | Led strategic language development for Governing Statements across 7 SOPs. | 2 | $450 |
| March 25, 2026 | Sales Copywriter | Identified 4 new objection types for Skeptic Playbook requiring targeted sales strategy development. | 1 | $250 |
| March 25, 2026 | Social Media Strategist | Led SOP-T3-05 platform strategy session covering approach decisions across two primary social platforms. | 1.5 | $375 |
| March 26, 2026 | Social Media Strategist | Provided SOP-T3-14 Facebook profile features advisory evaluating 10 profile sections. | 1 | $250 |
| March 26, 2026 | Video Scriptwriter | Led Training Video Series curriculum strategy covering 9-video structure and content decisions. | 1.5 | $338 |
| March 27, 2026 | Social Media Strategist | Led LinkedIn SOP architecture session covering section decisions for full platform SOP build. | 2 | $500 |
| March 27, 2026 | Social Media Strategist | Led LinkedIn work history positioning strategy covering 11-role positioning decisions. | 1 | $250 |
| March 27, 2026 | Technical Writer | Updated SOP-T2-03 from v1.2 to v1.3: Strategy Row Rule addition | 0.5 | $88 |
| March 27, 2026 | Video Scriptwriter | Led LinkedIn Training Video Series curriculum strategy covering 9-video content decisions. | 1.5 | $338 |
| March 27, 2026 | Video Scriptwriter | Built LinkedIn Profile Training Video Series with full scripts and descriptions for 9 videos. | 20 | $4,500 |
| March 27, 2026 | Curriculum Developer | Developed workshop title, description, and audience framing for speaking engagement session. | 2 | $450 |
| March 27, 2026 | Curriculum Developer | AZ Tech Week Session Details.docx: professional reference document created | 2 | $450 |
| March 27, 2026 | Business Strategist | Led speaking engagement positioning strategy session covering Tier 4 placement and engagement framework. | 1.5 | $450 |
| March 27, 2026 | Business Process Consultant | SOP-T4-07 Speaking Engagement Strategy SOP v1.0: full Tier 4 SOP built | 12 | $2,700 |
| March 27, 2026 | Technical Writer | Updated SOP-T2-08 to v1.0: cross-reference to SOP-T4-07 added | 0.5 | $88 |
| March 27, 2026 | Social Media Strategist | Audited 46+ social media video concepts against SOP-T1-03 Brand Voice SOP. | 3 | $750 |
| March 30, 2026 | Social Media Strategist | AZ Tech Week 7-Day Social Media Campaign Plan: 21-post campaign strategy | 4 | $1,000 |
| March 27, 2026 | Technical Writer | Company Bible v1.1→v1.2: City Partnership subsection added | 1 | $175 |
| March 27, 2026 | Business Analyst | Assessed speaking engagement file against SOP-T4-07, SOP-T2-08, SOP-T1-03, SOP-T1-08, and Company Bible. | 1.5 | $300 |
| March 27, 2026 | Video Scriptwriter | Social Media Video Content Bank.docx: standalone production-ready video concepts | 3 | $675 |
| March 27, 2026 | Technical Writer | Company Bible v1.2→v1.3: Human Advantage subsection added | 1.5 | $262 |
| March 27, 2026 | Business Analyst | AZ Tech Week assessment: speaking file reviewed against T4-07, T2-08, T1-03, T1-08, Company Bible | 3 | $600 |
| March 27, 2026 | Technical Writer | Updated speaking engagement session details with co-architect fix and preparation assets. | 1 | $175 |
| March 27, 2026 | Technical Writer | Updated SOP-T2-08 to v1.1: Closing Statement C locked as signature line | 0.5 | $88 |
| March 27, 2026 | Technical Writer | Updated SOP-T3-02 to v2.1: 5 new objection responses added to Section B | 1.5 | $262 |
| March 27, 2026 | Technical Writer | Updated SOP-T4-01 to v1.1: 90-second stage pitch variant added to Section 6 | 0.5 | $88 |
| March 27, 2026 | Business Analyst | Assessed pilot program kickoff email template against SOP-T1-03, SOP-T4-04, and SOP-T3-10; identified 2 tone corrections. | 1.5 | $300 |
| March 27, 2026 | Technical Writer | Updated SOP-T4-04 to v2.1: Section 8 Pilot Launch Event Protocol (6 subsections) | 2.5 | $438 |
| March 27, 2026 | Curriculum Developer | City Pilot Kickoff Email Template.docx: reusable professional email template created | 1.5 | $338 |
| March 28, 2026 | Business Analyst | Brand Photos assessment: shoot plan reviewed against T1-02, T1-03, T1-07 visual standards | 1.5 | $300 |
| March 28, 2026 | Business Process Consultant | Updated SOP-T1-02 to v1.2: Section 8A Visual Brand Photography Standards created | 2 | $450 |
| March 28, 2026 | Business Analyst | Website Copy assessment: 6 screenshots reviewed against T1-01, T1-02, T1-03, T1-05, T1-07, T2-11 | 3 | $600 |
| March 28, 2026 | Sales Copywriter | Wrote website copy Full Rewrite v1.0: complete 9-section website copy with conversion intent | 8 | $2,000 |
| March 28, 2026 | Technical Writer | Updated SOP-T1-05 to v1.2: CTA and hero headline language update | 0.5 | $88 |
| March 28, 2026 | Admin / Office Coordinator | Corrected column mapping errors in rows 119-121 (data starting in wrong column) and formula errors in rows 114-118 (hardcoded values instead of formulas in cols 11/13). Verified full header structure and applied correct column mapping: CompletedBy=col8, HumanHrs=col9, ClaudeHrs=col10, TimeSavings=formula col11, HumanRate=150 col12, TotalSavings=formula col13. | 0.5 | $75 |
| March 28, 2026 | Business Analyst | Updated SOP-T1-02 to v2.0: Pillar 6 AI-Powered Founder and Section 12 strategic additions | 3 | $600 |
| March 28, 2026 | Technical Writer | Updated SOP-T3-15 from v1.6 to v2.0: AI-Powered Founder headline and identity update | 2.5 | $438 |
| March 28, 2026 | Technical Writer | Updated SOP-T3-14 from v1.2 to v1.3: AI-Powered Founder initial update | 1 | $175 |
| March 28, 2026 | Business Analyst | T1-08 cross-reference audit: 27 SOPs reviewed for AI-Powered Founder alignment | 2 | $400 |
| March 28, 2026 | Technical Writer | SOP-T3-05: content type #6 AI-Powered Founder added | 2 | $350 |
| April 6, 2026 | Technical Writer | SOP-T2-08: AI-Powered Founder core positioning rule update | 1.5 | $262 |
| March 28, 2026 | Technical Writer | SOP-T4-07: Speaker Rates section and AI-Powered Founder update | 2 | $350 |
| March 28, 2026 | Business Process Consultant | SOP-T1-08: complete replacement of AI Positioning SOP with new AI-Powered Founder framework | 5 | $1,125 |
| March 28, 2026 | Technical Writer | SOP-T3-15 second update: headline rationale and identity sections | 1.5 | $262 |
| March 28, 2026 | Technical Writer | SOP-T3-14 second update: About section AI sentence update | 0.5 | $88 |
| March 28, 2026 | Technical Writer | Admin/AI-Powered Founder Strategy Reference.md created | 0.5 | $88 |
| March 28, 2026 | Technical Writer | SOP-T1-08 filename rename and cross-reference update across all SOPs | 1.5 | $262 |
| March 28, 2026 | Technical Writer | SOP-T1-00 Glossary v1.0→v1.1: AI-Powered Founder term defined | 0.5 | $88 |
| March 28, 2026 | Technical Writer | SOP-T2-09: Layer 1 Carve-Out paragraph added | 0.75 | $131 |
| March 28, 2026 | Technical Writer | Updated SOP-T1-03 from v1.1 to v1.2: Depends On cross-reference added | 0.25 | $44 |
| March 28, 2026 | Technical Writer | Updated SOP-T2-03 from v1.3 to v1.4: Layer 1 Exception paragraph added | 0.5 | $88 |
| March 28, 2026 | Technical Writer | Updated website copy from v1.0 to v1.1: AI-Powered Founder bio paragraph added | 2 | $350 |
| March 28, 2026 | Technical Writer | AZ Tech Week Session Details: Workshop 1 description updated | 0.75 | $131 |
| March 28, 2026 | Technical Writer | AZ Tech Week Social Media Posts: W1 post with AI-Powered Founder framing | 0.75 | $131 |
| March 28, 2026 | Technical Writer | City Pilot Kickoff Email Template: live experiment framing added | 0.5 | $88 |
| March 28, 2026 | Technical Writer | Social Media Video Content Bank: 3 new proof-driven concepts added | 1.5 | $262 |
| March 28, 2026 | Technical Writer | Facebook Profile Training Video Scripts: Type Four pillar update | 0.75 | $131 |
| March 28, 2026 | Technical Writer | LinkedIn Profile Training Video Scripts: Based On and Headline updates | 1 | $175 |
| March 28, 2026 | Technical Writer | Company Bible v1.3→v1.4: AI-Powered Founder sections added | 3 | $525 |
| March 29, 2026 | Business Strategist | the founder: Manifesto: complete AI-Powered Founder manifesto built from scratch | 12 | $3,300 |
| March 29, 2026 | Admin / Office Coordinator | Session close logging: tracker update for March 29 session | 4 | $600 |
| March 30, 2026 | Business Process Consultant | Product Bible v1.0: full product walkthrough session with all platform pages documented | 6 | $1,350 |
| March 30, 2026 | Business Analyst | UI Copy review: 6 checklist tooltips, Acceptance Rate box, and 3 other elements approved against T1-03 | 2 | $400 |
| March 30, 2026 | Technical Writer | Dev Spec UI Consistency v1.0: full spec for 2 UI consistency decisions | 2 | $350 |
| March 30, 2026 | Admin / Office Coordinator | Investigated overwrite error from prior session. Read all accessible transcript files and compact subagents. Confirmed March 28 data for rows 129-134 is unrecoverable (written in expired context). Reconstructed 6 rows from memory file, SOP versions, and audit row context. Moved today's 6 entries (formerly 129-134) to correct chronological position at rows 159-164. Restored March 28 reconstructions to rows 129-134. Recalculated all 231 formulas. Zero errors. | 1.5 | $225 |
| March 30, 2026 | Admin / Office Coordinator | Added Action Tracker Append Rule to: (1) feedback memory file feedback_tracker_append_rule.md, (2) MEMORY.md index, (3) Operating-Rules.docx v1.0 (new Admin document). Operating Rules doc covers 5 sections: Tracker Rules, Session Close Protocol, File Location Rules, Locked File Protocol, Branding Rules. Validated clean (75 paragraphs). Saved to Admin/. | 1 | $150 |
| March 30, 2026 | Technical Writer | Head of Product Product Decisions Log: new living document created | 1.5 | $262 |
| March 30, 2026 | Admin / Office Coordinator | Audited SOPs folder and found 4 misplaced files. Moved: SSF SOP Review Report v1.0.docx → Admin/, SSF 3-Day Onboarding Email Sequence.docx → Admin/Conversion Content/ (new subfolder created), Tier 4 - Expansion Sequencing One-Pager.docx → Admin/. Deleted Word temp lock file (~$F 7-Day Trial Email Sequence.docx). SOPs folder is now clean — SOPs only. | 0.5 | $75 |
| March 30, 2026 | Business Analyst | SOP Count Audit: 42 active SOPs confirmed across 5 tiers with full inventory | 0.5 | $100 |
| March 30, 2026 | Technical Writer | Updated SOP-T3-10 to v1.6: 7-Day reference corrected to 3-Day | 0.5 | $88 |
| March 30, 2026 | Admin / Office Coordinator | Created Admin/Team/ folder for role-based decision logs. Created Admin/Conversion Content/ subfolder. Moved Head of Product - Product Decisions Log.docx to Admin/Team/. Added Team Log Rule and Operating Rules Sync Rule to memory (MEMORY.md) Close Protocol now has 7 steps. Operating Rules doc updated to v1.0 with 81 paragraphs, 0 errors. | 1 | $150 |
| March 30, 2026 | Web Designer | Step 1 List Filter interactive HTML mockup with product design decisions | 2 | $400 |
| March 30, 2026 | Web Designer | Help Icon interactive HTML mockup with ? icon and Support link design | 2 | $400 |
| March 30, 2026 | Web Designer | Subscription Plan Relocation interactive HTML mockup | 1.5 | $300 |
| March 30, 2026 | Web Designer | Combined Dev Brief HTML: all 4 platform changes in single master brief | 8 | $1,600 |
| March 30, 2026 | Admin / Office Coordinator | Created Gmail draft to dev team with full written spec for all 3 original changes (Help Icon, Subscription Plan, List Filter). Jim to add recipient email, attach Dev Brief HTML file, and send. | 0.5 | $75 |
| March 30, 2026 | Business Process Consultant | Nav Naming Convention: product decision session covering all 5 platform navigation items | 1 | $225 |
| March 30, 2026 | Technical Writer | Head of Product Log Sections 4 and 5 added (Nav Naming + Help Icon) | 1 | $175 |
| March 30, 2026 | Technical Writer | Dev Brief HTML icon accuracy updates and Change 3 stat section rebuild | 4 | $700 |
| March 30, 2026 | Technical Writer | Dev Brief HTML multiple refinement rounds (labels, colors, layout) | 2 | $350 |
| March 30, 2026 | Admin / Office Coordinator | Audited Admin folder, identified 14 loose files with no subfolder home. Proposed and executed full reorganization: created 4 new subfolders (Events/, Brand & Strategy/, Reports/, Reference/) and moved all files to correct locations. | 2 | $300 |
| March 30, 2026 | Technical Writer | Documentation sync: governing document, Operating Rules, Claude Project System Prompt updated | 1.5 | $262 |
| March 30, 2026 | Business Writer/Strategist | Book Foundation Analysis: all 42 SOPs read and analyzed for book framework | 5 | $1,250 |
| March 30, 2026 | Business Strategist | book outline v1.0: 5 parts, 13 chapters, source attribution and structure | 10 | $3,000 |
| March 30, 2026 | Business Writer/Strategist | back cover copy: Version A (primary) and Version B written | 3 | $750 |
| March 30, 2026 | Web Designer | Book front cover HTML visual mockup with brand design | 4 | $800 |
| March 30, 2026 | Web Designer | Book back cover HTML visual mockup matching front cover design | 3 | $600 |
| March 30, 2026 | Web Designer | Book spine HTML visual mockup with 3 view layouts | 2.5 | $500 |
| March 31, 2026 | Technical Writer | Dev Spec UI Consistency v1.1: Dashboard row removed, Section 3 added | 3 | $525 |
| March 31, 2026 | Web Designer | All 5 Page Headers HTML mockup for designer: Daily System, Prospects, Social, Events, Account | 4 | $800 |
| March 31, 2026 | Technical Writer | Head of Product Log Section 6 added (Page Copy Decisions, 5 pages) | 2 | $350 |
| March 31, 2026 | Business Analyst | Page Copy Strategy: all 5 platform pages reviewed against T1-03 Brand Voice SOP | 4 | $800 |
| March 31, 2026 | Business Analyst | LinkedIn and Facebook Profile gap analysis against full AI-Powered Founder identity | 3 | $600 |
| March 31, 2026 | Technical Writer | Updated SOP-T3-15 to v2.2: Skills reordered, Featured content updated | 2 | $350 |
| March 31, 2026 | Technical Writer | Updated SOP-T3-14 to v1.5: About section and AI sentence update | 1.5 | $262 |
| March 31, 2026 | Social Media Strategist | Profile Update Action Sheet: copy-ready action sheet for all 7 approved profile changes | 1 | $250 |
| March 31, 2026 | Technical Writer | All 5 Page Headers HTML: 3 copy edits and file cleanup | 1 | $175 |
| March 31, 2026 | Business Strategist | Product improvement strategy Item 1: training access from checklist analysis and solution | 2 | $600 |
| March 31, 2026 | Web Designer | Checklist Training Access before/after HTML mockup for product decision | 3 | $600 |
| March 31, 2026 | Business Strategist | Product improvement strategy Item 2: Prospects page dual job analysis and solution | 2 | $600 |
| March 31, 2026 | Web Designer | Prospects Page Dual Job before/after HTML mockup with problem flow diagram | 3 | $600 |
| March 31, 2026 | Business Analyst | Brand Bible conflict check: all 6 sections compared against all active SOPs | 4 | $800 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-01 to v1.1: Brand Foundation and Core Values added | 1.5 | $262 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-03 to v1.3: Words We Use section added with core vocabulary | 1.5 | $262 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-02 to v2.1: Official Brand Color Palette section added | 0.5 | $88 |
| March 31, 2026 | Technical Writer | SOP-T1-05 Part 3 Visual Design Standards added | 1.5 | $262 |
| March 31, 2026 | Business Process Consultant | SOP-T2-12 Code of Conduct and Cultural Commitments v1.0: new Tier 2 SOP created | 3 | $675 |
| March 31, 2026 | Business Process Consultant | SOP-T1-09 Product Experience Principles v1.0: new Tier 1 SOP created | 3 | $675 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-07 to v1.2: Section 6 Verified Proof Points added | 0.5 | $88 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-07 to v1.3: Section 6 expanded with full proof structure | 2 | $350 |
| March 31, 2026 | Technical Writer | SOP-T1-02: the founder Career Arc section added | 1.5 | $262 |
| March 31, 2026 | Technical Writer | SOP-T1-05 Part 3 Section 3E Imagery Style added | 0.75 | $131 |
| March 31, 2026 | Admin / Office Coordinator | Moved brand character folder (JPG, PNG, PSD subfolders) from Admin/ root to Admin/Brand & Strategy/Siggy. Recommended SOP-T1-10 (Visual Identity & Brand Assets SOP) be created once Siggy usage is decided. Jim confirmed — flagged as pending. | 0.25 | $38 |
| March 31, 2026 | Technical Writer | SOP-T1-07 v1.3 Final: Pre-18-year foundation documented | 1.5 | $262 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-07 to v1.4: Citizens Bank and Cox Communication period added | 0.75 | $131 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-02 to v2.3: Career Arc cross-reference to T1-07 added | 0.25 | $44 |
| March 31, 2026 | Technical Writer | Updated SOP-T1-02 to v2.4: Foundation Period 1995-2013 section added | 0.5 | $88 |
| April 1, 2026 | Technical Writer | Upscaled company icon 3x and added white background; saved as production asset. | 1.5 | $262 |
| April 1, 2026 | Technical Writer | Updated SOP-T1-02 to v2.1: Section 8B Typography and Font Standards added | 1 | $175 |
| April 1, 2026 | Technical Writer | Updated SOP-T3-15 to v2.3: LinkedIn headline updated with proof framing | 0.25 | $44 |
| April 1, 2026 | Technical Writer | Updated SOP-T3-15 to v2.4: LinkedIn headline finalized at 220 characters | 0.5 | $88 |
| April 1, 2026 | Technical Writer | Updated SOP-T3-15 to v2.5: LinkedIn work history description fully rewritten | 1.5 | $262 |
| April 1, 2026 | Technical Writer | Updated SOP-T3-15 to v2.6: Work history finalized at 1,987 of 2,000 characters | 1.5 | $262 |
| April 1, 2026 | Technical Writer | Operating Rules document v1.2: Rule 10 em dash prohibition added | 0.5 | $88 |
| April 1, 2026 | Technical Writer | Updated SOP-T3-15 to v2.7: About section fully rewritten | 1 | $175 |
| April 1, 2026 | Technical Writer | Updated SOP-T3-15 to v2.8: Section 3.5 Industry added | 0.3 | $52 |
| April 1, 2026 | Business Analyst | LinkedIn advisory: Industry field, Services badge, and Skills positioning recommendations | 0.5 | $100 |
| April 2, 2026 | Technical Writer | LinkedIn vs Facebook SOP comparison review and sync analysis | 0.5 | $88 |
| April 2, 2026 | Technical Writer | Updated SOP-T3-14 to v1.6: four maintenance fixes applied | 1.5 | $262 |
| April 2, 2026 | Business Analyst | Parallel Sessions rule research and advisory on concurrent Claude session conflicts | 0.3 | $60 |
| April 2, 2026 | Technical Writer | Operating Rules document v1.3: Rule 11 Parallel Sessions added | 0.5 | $88 |
| April 2, 2026 | Technical Writer | Presentation Slide 3: competitive urgency language softened | 0.5 | $88 |
| April 2, 2026 | Technical Writer | Presentation Slide 25: closing tagline updated to AI-Powered Founder | 0.25 | $44 |
| April 2, 2026 | Technical Writer | AI-Powered Founder PPTX rebuilt and QA verified | 0.5 | $88 |
| April 2, 2026 | Technical Writer | Skills, Connectors and Plugins Reference Doc created | 1.5 | $262 |
| April 2, 2026 | Business Process Consultant | AZ Tech Week Deck World-Class Edit: 5 strategic presentation improvements | 16 | $3,600 |
| April 2, 2026 | Web Designer | AZ Tech Week Deck Session 1 project management: template build and full deck coordination | 54 | $10,800 |
| April 2, 2026 | Fractional CSO | AZ Tech Week Deck Role Equivalent Strategist: narrative arc, positioning framework, section structure | 10 | $5,000 |
| April 2, 2026 | Web Designer | AZ Tech Week Deck Role Equivalent: Graphic Designer: custom two-panel template, brand colors, typography | 35 | $7,000 |
| April 2, 2026 | Sales Copywriter | AZ Tech Week Deck Role Equivalent Copywriter: all slide headlines, body copy, and section transitions | 20 | $5,000 |
| April 2, 2026 | Admin / Office Coordinator | Session preparation, deck management, full 25-slide QA review, revisions coordination, file naming and organization, version control, delivery to Admin/Events/. | 5 | $750 |
| April 2, 2026 | Admin / Office Coordinator | All 4 Claude Performance scorecard formulas (Human Hours, Claude Hours, Time Savings, Dollar Savings) were hardcoded to stop at row 196. Tracker had grown to 242 rows, causing totals to undercount. Expanded all ranges from H4:H196 to H4:H1048576 (Excel maximum). Totals now update correctly regardless of how large the tracker grows. | 0.5 | $75 |
| April 2, 2026 | Web Designer | AZ Tech Week Deck v2.0: 9 precision fixes applied | 8 | $1,600 |
| April 2, 2026 | Web Designer | AZ Tech Week Deck v3.0: bullet elimination across 6 slides, refined layouts | 5 | $1,000 |
| April 2, 2026 | Web Designer | AZ Tech Week Deck v4.0: panel flip, callout tightening, layout variety | 6 | $1,200 |
| April 2, 2026 | Technical Writer | AZ Tech Week Deck v5.0: global font upgrade to Avenir Next | 2 | $350 |
| April 2, 2026 | Technical Writer | AZ Tech Week Deck v6.0: the founder headshot extracted and placed on Slide 1 | 1.5 | $262 |
| April 2, 2026 | Technical Writer | AZ Tech Week Deck v7.0: real screenshots extracted and placed | 4 | $700 |
| April 2, 2026 | Web Designer | AZ Tech Week Deck v8.0: Slide 25 closing redesign with speaker photo | 2 | $400 |
| April 2, 2026 | Technical Writer | AZ Tech Week Deck v9.0: Slide 21 book cover rendered and placed | 1.5 | $262 |
| April 2, 2026 | Technical Writer | AZ Tech Week Deck v10.0: Slide 19 inbox screenshot extracted and placed | 1 | $175 |
| April 2, 2026 | Technical Writer | AZ Tech Week Deck v11.0: Slide 20 stage photo extracted and placed | 0.75 | $131 |
| April 2, 2026 | Technical Writer | Admin/Training/ folder governance established, Rules 12 and 13 added | 1.5 | $262 |
| April 2, 2026 | Curriculum Developer | Training Library: 14 How We Built This teaching guides built | 42 | $9,450 |
| April 2, 2026 | Business Analyst | AZ Tech Week Deck v11.0 QA: all 25 slides reviewed, 3 issues identified | 1.5 | $300 |
| April 2, 2026 | Technical Writer | AZ Tech Week Deck v12.0: Slides 9, 13, 25 repaired | 3 | $525 |
| April 2, 2026 | Curriculum Developer | Training Library: 11 additional How We Built This guides built | 33 | $7,425 |
| April 3, 2026 | Admin / Office Coordinator | Created Training Videos folder in Admin/Conversion Content/. Established folder as the permanent home for all training video scripts, titles, and descriptions. Named per file naming convention. | 0.25 | $38 |
| April 3, 2026 | Business Analyst | Watch First Video SOP-T1-04 review: 5-check audit, 3 required edits identified | 1 | $200 |
| April 3, 2026 | Business Analyst | Start Here Section SOP-T1-04 review: 5-video audit with verdicts and required edits | 2 | $400 |
| April 3, 2026 | Business Analyst | Training Video Architecture strategic audit: user value and experience assessment | 1.5 | $300 |
| April 3, 2026 | Technical Writer | AI-Powered Founder Deck Slide 20: image overlap fixed | 1 | $175 |
| April 3, 2026 | Technical Writer | AI-Powered Founder Deck Slide 24: LinkedIn profile image extracted and placed | 0.75 | $131 |
| April 3, 2026 | Curriculum Developer | AZ Tech Week Speaker Interview Questions: tailored 20-minute sets for 3 speakers | 3 | $675 |
| April 3, 2026 | Technical Writer | Updated SOP-T2-08 to v1.1 adding an Interviewer Protocol section. | 0.5 | $88 |
| April 4, 2026 | Curriculum Developer | How We Built This guides x12: gap-fill guides across all uncovered SOPs and Admin files | 18 | $4,050 |
| April 4, 2026 | Business Analyst | LinkedIn Profile Audit: live profile vs SOP-T3-15 v2.8 comparison with gaps identified | 1.5 | $300 |
| April 4, 2026 | Business Writer/Strategist | AI-Powered Founder Presentation full design audit: 8 issues identified, redesign strategy developed | 6 | $1,500 |
| April 4, 2026 | Business Strategist | Startup Valuation Advisory: financial model analysis and valuation framework development | 8 | $2,400 |
| April 4, 2026 | Business Strategist | Capital Pitch Deck: narrative conflict resolution and positioning alignment | 4 | $1,200 |
| April 4, 2026 | Business Strategist | Capital Pitch Deck Build: 15-slide capital deck from scratch | 13 | $3,900 |
| April 5, 2026 | Business Analyst | Admin/Training/ folder review: 42 guides reviewed and assessed via scheduled task | 2 | $400 |
| April 5, 2026 | Business Strategist | Relationship Economy PPT: 20-slide world-class presentation built from scratch | 20 | $6,000 |
| April 5, 2026 | Technical Writer | Relationship Economy PPT Session 2: Slides 4 and 5 fixed, QA clean | 3 | $525 |
| April 5, 2026 | Web Designer | Claude Cowork PPT v14: Slides 17-21 Success Story redesign | 12 | $2,400 |
| April 5, 2026 | Technical Writer | Claude Cowork PPT design and copywriting | 3 | $525 |
| April 10, 2026 | Admin / Office Coordinator | All 24 tasks disabled at Jim's request. Root cause: tasks ran without folder access, creating artifacts in wrong locations. Jim to review all 24 tasks to decide which to re-enable. | 2 | $300 |
| April 10, 2026 | Fractional CSO | Two-product strategy session: SOP library review, Founder Prices confirmed, two-product scope defined | 8 | $4,000 |
| April 10, 2026 | Business Process Consultant | SOP-T2-11 Pricing and Monetization SOP: complete rewrite for two-product model | 3 | $675 |
| April 10, 2026 | Technical Writer | SOP library batch update: 11 documents updated for two-product model | 11 | $1,925 |
| April 10, 2026 | Business Writer/Strategist | AI OS Product Document v1.0: 8-section product specification document | 3 | $750 |
| April 10, 2026 | Technical Writer | Session close documentation: Decisions Log Session 22 and How We Built This updated | 2 | $350 |
| April 10, 2026 | Technical Writer | Capital Pitch Deck: Slide 15 updated | 1 | $175 |
| April 10, 2026 | Technical Writer | urgent SOP updates: the Support Lead role correction, trial-to-onboarding language, email days adjustment across 3 documents | 3 | $525 |
| April 10, 2026 | Business Strategist | two-product scope definition, pricing tier architecture, and team role structure across 7 document updates | 4 | $1,200 |
| April 10, 2026 | Fractional CSO | two-product model document with Section 8.5 (Two Ways to Grow), new FAQs, and governance header | 5 | $2,500 |
| April 10, 2026 | Web Designer | HTML mockup in company brand colors with two-product pricing cards for Growth and AI OS | 3 | $600 |
| April 10, 2026 | Admin / Office Coordinator | Session close protocol — 5 continuation tasks logged (pitch deck, email sequence, product bible, website copy v1.1, website mockup) | 1 | $150 |
| April 10, 2026 | Business Strategist | Strategy session: email sequence architecture, website copy approval, and version approach decision | 2 | $600 |
| April 11, 2026 | Business Process Consultant | governance session: strategy attribution protocol, memory system initialization, governing document full update | 3 | $675 |
| April 11, 2026 | Admin / Office Coordinator | Deleted 3 stale reference files (action sheet, file org report, health check) and 7 report files (all generated by now-paused scheduled tasks). Cowork-Components-Reference updated with 9 new skills and corrected plugins section. | 2 | $300 |
| April 11, 2026 | Technical Writer | Step 9 protocol established, Rule 17 added to Operating Rules, governing document updated | 2 | $350 |
| April 11, 2026 | Admin / Office Coordinator | Full 9-step session close: all SOP changes confirmed, no cross-references needed, no new scheduled tasks, tracker updated, open items flagged, team log updated, operating rules synced, How We Built This confirmed, reference files synced. | 1 | $150 |
| April 11, 2026 | Business Process Consultant | CEO Decisions Log (Session 28 entry) plus full folder audit across Admin, SOPs, Events, and Technology | 1.5 | $300 |
| April 11, 2026 | Admin / Office Coordinator | Deleted 4 lock files, moved Operating Rules to Admin/Reference/, moved Tier 0 SOP to SOPs/Tier 0 - Founder Principles/, archived/confirmed 2 superseded file versions. Full Admin/Team/, SOPs/, Events/, Technology/, and root audit completed. | 2 | $300 |
| April 11, 2026 | Technical Writer | Admin/Training renamed to Admin/How We Built This; governing document and rules updated | 0.5 | $88 |
| April 11, 2026 | Admin / Office Coordinator | Moved 4 AZ Tech Week docs to Events/AZ Tech Week 2026/. Moved pitch deck to Admin/Brand & Strategy/. Left 2 reusable speaking decks at Events root. Created Admin/Team/Decision Logs/ and Admin/Team/Company Structure/ subfolders. | 1 | $150 |
| April 11, 2026 | Technical Writer | governing document Step 6 updated for 38-role Decision Log system | 0.5 | $88 |
| April 11, 2026 | Fractional COO | complete AI company infrastructure: 38-role org chart, Decision Ownership Matrix, Role Activation Record, and 36 Decision Logs | 8 | $3,600 |
| April 11, 2026 | Business Writer/Strategist | buyer orientation document covering system architecture, replication guide, and proof statistics | 3 | $750 |
| April 11, 2026 | Web Designer | company brand palette conversion for org chart HTML with department-coded role tiles | 1 | $175 |
| April 11, 2026 | Technical Writer | teaching document for 38-role system covering rationale, architecture, and buyer replication guide | 1.5 | $300 |
| April 11, 2026 | Business Process Consultant | Founder & CEO Decisions Log rebuilt with proper role scoping across 7 strategic sections | 3 | $675 |
| April 11, 2026 | Technical Writer | XML line-level surgery to remove misallocated sections from Head of Product Decisions Log | 2 | $350 |
| April 11, 2026 | Organizational Consultant | built and populated 10 C-suite/VP role decision logs with redistributed decisions | 8 | $2,000 |
| April 11, 2026 | Technical Writer | How We Built This guide v1.1 and Chief of Staff log update covering 38-role system | 1 | $175 |
| April 11, 2026 | Business Strategist | Platform evaluation and delivery strategy: the membership platform vs Notion analysis, Tier 2 delivery architecture decision | 3 | $900 |
| April 11, 2026 | Fractional CSO | Pricing strategy session: pressure-test, structure, positioning, retention architecture | 4 | $2,000 |
| April 11, 2026 | Business Analyst | Kit concept development and feasibility analysis: Claude project folder, interview questionnaire architecture | 2 | $600 |
| April 11, 2026 | Business Process Consultant | Call cadence and retention strategy: weekly new member call, monthly implementation call structure | 1.5 | $450 |
| April 11, 2026 | IP/Legal Consultant | Piracy risk analysis and capital-ready talking points: IP protection framework, kit watermarking rationale | 1.5 | $525 |
| April 11, 2026 | Technical Architect/CTO | Claude API architecture, token budget management, dev team sizing: technical model for AI OS Builder app | 2 | $600 |
| April 11, 2026 | Business Writer/Strategist | Value and Pricing Narrative document v1.0: Kit vs Library breakdown, Founder script, retention selling copy | 3 | $750 |
| April 11, 2026 | IP Attorney | Kit License Agreement and Terms of Use v1.0 DRAFT: IP protection, enforcement framework, and dispute resolution | 4 | $1,600 |
| April 11, 2026 | Technical Architect/CTO | Dev Build Scope document v1.0: technical requirements, tech stack, team staffing, API cost model, timeline | 3 | $900 |
| April 11, 2026 | Web Designer | Pre-sell landing page V1: full HTML/CSS single file, brand, hero through footer, pricing cards, FAQ | 4 | $800 |
| April 11, 2026 | Admin / Office Coordinator | Session documentation: 10-save complete decision record for Tier 2 AI OS strategy session | 2 | $300 |
| April 11, 2026 | Admin / Office Coordinator | Folder reorganization: Admin/AI OS/ created, all 6 AI OS documents consolidated | 0.5 | $75 |
| April 12, 2026 | Business Analyst | Row 303 diagnostic and formula behavior clarification | 0.5 | $100 |
| April 12, 2026 | Technical Writer | Rewrote Specialist Rate Schedule formula section for clarity. | 0.5 | $88 |
| April 12, 2026 | Technical Writer | governing document updated: Specialist Rate Protocol added to Action Tracker Logging rule | 0.5 | $88 |
| April 12, 2026 | Technical Writer | Operating Rules document updated: Section 14 Rule 18 added, v1.7 | 1 | $175 |
| April 12, 2026 | Technical Writer | reference copy synced to match governing document | 0.25 | $44 |
| April 12, 2026 | Business Analyst | Comprehensive retroactive specialist rate update: 185 rows, 232 of 263 Claude rows now covered | 6 | $1,200 |
| April 12, 2026 | Admin / Office Coordinator | Session notes: Twelfth Save written | 0.25 | $38 |
| April 12, 2026 | Business Process Consultant | Step 6 protocol gap identified and governing document Step 6 rewritten | 2 | $450 |
| April 12, 2026 | Business Process Consultant | 6 additional Decision Log entries created (COO, Controller, Head of Legal, CTO, Head of Product, CMO) | 3 | $675 |
| April 12, 2026 | Curriculum Developer | How We Built This: AI OS Pre-Sell Page guide created | 1.5 | $338 |
| April 12, 2026 | Curriculum Developer | How We Built This: AI OS Terms of Service and License Agreement guide created | 1.5 | $338 |
| April 12, 2026 | Curriculum Developer | How We Built This: AI OS Buyer Orientation Guide created | 1 | $225 |
| April 12, 2026 | Business Process Consultant | SOP-T2-11 updated to v2.1: Kit/Library pricing model and pre-sell model added | 2 | $450 |
| April 12, 2026 | Business Process Consultant | SOP-T3-10 updated: Section 6A Weekly New Member Call added, the Onboarding Advisor role updated | 1.5 | $338 |
| April 12, 2026 | Business Process Consultant | SOP-T3-16 created: Tier 2 AI OS Member Success SOP, v1.0 | 4 | $900 |
| April 12, 2026 | Technical Writer | reference copy synced with governing document Step 6 rewrite | 0.5 | $88 |
| April 12, 2026 | Admin / Office Coordinator | Session notes: Thirteenth Save written | 0.25 | $38 |
| April 12, 2026 | Business Process Consultant | AI OS Product Document updated to v1.1: Kit/Library model added | 1.5 | $338 |
| April 12, 2026 | Business Process Consultant | Pricing corrections applied across all documents | 2 | $450 |
| April 12, 2026 | Business Process Consultant | Weekly new member call window corrected: 14 days (not 30) in SOP-T3-10 Section 6A and SOP-T3-16 | 1.5 | $338 |
| April 12, 2026 | Business Process Consultant | Full session record audit: 5 additional corrections applied to SOP-T3-16 and SOP-T3-10 | 3 | $675 |
| April 12, 2026 | Business Process Consultant | governing document updated: Proactive Session Saves (behavior 3) and Pre-Close Session Record Audit added | 1 | $225 |
| April 12, 2026 | Technical Writer | Operating Rules document updated to v1.9: Section 1B and Pre-Close Audit added | 0.5 | $88 |
| April 12, 2026 | Technical Writer | reference copy synced to match governing document: all April 12 updates applied | 0.5 | $88 |
| April 12, 2026 | Fractional CFO | Financial Dashboard: capital deployment strategy and growth capital analysis | 2 | $900 |
| April 12, 2026 | Fractional CFO | Financial Dashboard: Cash Deployment Model tab built (6-month, two-scenario comparison) | 1.5 | $675 |
| April 12, 2026 | Fractional CFO | Financial Dashboard: Business Expenses tab cleaned up; Debt Service separated and auto-linked to Credit Cards tab | 2 | $900 |
| April 12, 2026 | Fractional CFO | Financial Dashboard: Tabs rebuilt with entity mapping for tax clarity | 3 | $1,350 |
| April 12, 2026 | Fractional CFO | Financial Dashboard: Bank Accounts tab created; file renamed | 0.75 | $338 |
| April 12, 2026 | Fractional CFO | Financial Dashboard: strategic advisory: financial architecture and accounting decisions | 1.5 | $675 |
| April 12, 2026 | Business Process Consultant | governing document: PRE-CLOSE AUDIT REQUIRED reminder line added to session notes file creation rule (behavior 3) | 0.5 | $112 |
| April 12, 2026 | Technical Writer | Operating Rules document updated to v2.0: PRE-CLOSE AUDIT reminder paragraph added to Section 1B | 0.5 | $88 |
| April 12, 2026 | Technical Writer | reference copy: PRE-CLOSE AUDIT reminder line synced to match governing document | 0.25 | $44 |
| April 12, 2026 | Technical Writer | Converted 4 How We Built This .md files to properly formatted .docx guides matching existing 48-guide format | 4 | $700 |
| April 12, 2026 | Business Analyst | Full folder audit: identify all unnecessary, misplaced, wrong-format, and wrong-folder files across main folder | 1 | $200 |
| April 12, 2026 | Business Process Consultant | Added Step 10 (Folder Integrity Check) to session close protocol: update governing document, Operating Rules document v2.1, and Reference sync | 0.75 | $169 |
| April 12, 2026 | Technical Writer | Converted AI OS Builder Dev Build Scope from .md to professionally formatted .docx and relocate to Technology/Active/ | 1 | $175 |
| April 12, 2026 | Business Writer/Strategist | Converted AI-Powered Founder Strategy Reference from .md to public-facing .docx: strip internal tracking tables, retain strategic content | 1.5 | $375 |
| April 12, 2026 | Business Process Consultant | SOP-T1-08: AI-Powered Founder Identity & AI Governance SOP patched to v2.1: decision rationale and World-Class Paragraph added | 1 | $225 |
| April 12, 2026 | Admin / Office Coordinator | Fixed How We Built This naming inconsistency: rename 13 files from "--" to "-" (em dash) | 0.25 | $38 |
| April 12, 2026 | Technical Architect/CTO | Built AI OS Builder - Technical Specification v1.0.docx: 15-section developer-facing technical specification | 8 | $2,400 |
| April 12, 2026 | Technical Architect/CTO | AI OS Builder Technical Specification: Section 16 added: Local Development Setup (7-step quickstart) and Claude Code developer tooling recommendation | 1.5 | $450 |
| April 12, 2026 | Sales Copywriter | Wrote social media post copy for 8 the founder Photos JPG images: read 4 SOPs, viewed all photos, wrote one SOP-aligned post per photo (Hook/Middle/End structure, relationship-first, no hard sell, organic comment pull) | 2 | $500 |
| April 12, 2026 | Admin / Office Coordinator | Converted 72 HEIC/JPEG photos in Admin/Brand & Strategy/the founder Photos/ to JPG: 30 converted via ImageMagick in sandbox, 33 tmap-variant HEIC files converted via macOS sips command, all 64 HEIC/heic files now have JPG counterparts | 0.5 | $75 |
| April 12, 2026 | Business Process Consultant | Established Rule 20 (No Fabricated Numbers): identified error, designed rule, deployed across governing document, Operating Rules document (v2.2, Section 16), MEMORY.md, and reference copy | 1.5 | $338 |
| April 12, 2026 | Business Analyst | Replaced contact search script with Option B: refactored script to auto-detect session paths, then designed and created monthly-contact-pull scheduled task (runs 1st of month, 9am; searches Gmail directly, extracts contacts, merges Outreach Contact List.xlsx) | 2 | $400 |
| April 12, 2026 | Admin / Office Coordinator | Removed 176 blank rows (321-496) from Performance Ledger: rows were empty, likely caused by prior script writing to hardcoded row numbers | 0.5 | $75 |
| April 12, 2026 | Technical Writer | Completed session close (Steps 6-10): decision log entries to Founder & CEO and COO logs, How We Built This guide (Rule 20 and Contact Pull Automation), folder integrity scan, reference file sync confirmation | 1 | $175 |
| April 12, 2026 | Admin / Office Coordinator | Capital transfer Q&A: ACH vs wire transfer, fee structure, and transfer classification | 0.5 | $75 |
| April 12, 2026 | Fractional CFO | Built cap table.xlsx: three-sheet cap table (Current Equity, agreement schedule, Fully Diluted Pro Forma); saved to Admin/Finance/ | 3 | $1,350 |
| April 12, 2026 | Admin / Office Coordinator | Created Admin/Finance/ folder; move cap table.xlsx and Financial Dashboard; update governing document and reference copy with new subfolder | 0.5 | $75 |
| April 12, 2026 | Fractional CFO | Restructure Credit Cards tab by entity group; update group headers; fix all subtotal and Grand Total formulas | 2 | $900 |
| April 12, 2026 | Business Analyst | Fixed Business Expenses debt service formula: corrected cell reference; verified Total Monthly Cash Out | 1 | $200 |
| April 12, 2026 | Business Analyst | Performance Ledger full rebuild: 13-column structure, data validation, column mapping, formula audit | 6 | $1,200 |
| April 12, 2026 | Web Designer | Dashboard tab built: company brand colors, hero metrics, secondary metrics, 19-role SUMIF breakdown table, live formula linking | 5 | $1,000 |
| April 12, 2026 | Fractional CFO | Executive rate tier designed and codified: 9 C-suite roles at $450/$500/hr; Fractional CTO, CMO, CRO, CSO, COO, CFO, Chief Sales Officer, CEO, Board Advisor | 3 | $1,350 |
| April 12, 2026 | Business Process Consultant | New Role Discovery Protocol designed and codified: research, propose, approve, add workflow before any unlisted rate is used | 1.5 | $338 |
| April 12, 2026 | Business Analyst | 13 Performance Ledger rows reclassified to executive roles (CFO, CSO, COO); 2 reviewed and kept at current classification; dashboard rebuilt with 19 roles | 4 | $800 |
| April 12, 2026 | Technical Writer | governing document, Operating Rules v2.4, Specialist Rate Schedule, Claude Project System Prompt reference synced with final column structure, executive rates, new role discovery protocol, file rename | 2.5 | $438 |
| April 12, 2026 | Admin / Office Coordinator | 216 date fields fixed: dates moved from Task Description column to Date Completed column; task descriptions extracted from Notes field | 2 | $300 |
| April 12, 2026 | Admin / Office Coordinator | File renamed from Performance Ledger to Performance Ledger; all references updated across 4 documents | 0.5 | $75 |
| April 12, 2026 | Curriculum Developer | Created How We Built This - Action Tracker v2.0.docx covering full Performance Ledger redesign: new file name, 13-column structure, four-tab design, executive rate tier, New Role Discovery Protocol, Human Hours Rule, and verified dashboard totals | 3 | $675 |
| April 12, 2026 | Technical Writer | Updated How We Built the Specialist Rate System for the Action Tracker v1.0.docx - corrected all references from dual-column to single Hourly Rate, updated file name to Performance Ledger, updated final totals to $216,450/316 tasks with executive tier note | 1 | $175 |
| April 12, 2026 | Admin / Office Coordinator | Session close steps 8-10: confirmed How We Built This guides updated, verified governing document matches reference copy (identical), ran folder integrity check (deleted .DS_Store in Admin/, confirmed no strays/wrong formats/misplaced files) | 0.5 | $75 |
| April 13, 2026 | Business Strategist | Two-product architecture strategy: confirmed Phase 1 standalone build, shared auth layer, two-direction upgrade path, Phase 2 trigger, the membership platform as community only, Core/Complete product naming, 10-department structure, How We Built This IP decision, 1-on-1 and group call structure, Complete plan benefits, token budget model | 6 | $1,800 |
| April 13, 2026 | Web Designer | AI OS Builder Visual Mockup v1.0.html: 7-screen HTML mockup with company brand colors (navy #1F3864, orange #C55A11), 3-state magic link login flow, Department Roster screen (10 departments with AI team role cards), CSS bug fix for screen navigation, em dash audit (12 fixes), all copy aligned to brand rules | 8 | $1,600 |
| April 13, 2026 | Business Process Consultant | SOP-T2-11 Pricing and Monetization SOP updated to v2.2 (April 13 2026): Kit/Library renamed to Core/Complete, 10-department structure documented, Complete Plan Benefits section added, 1-on-1 and call structure updated, token budget model noted, How We Built This IP policy added, Quarterly Success Check-in language added, pricing log entry added | 3 | $675 |
| April 13, 2026 | Business Process Consultant | SOP-T3-10 Customer Success and Trial Conversion SOP updated: 6A header and details updated to clarify weekly new member orientation (all Tier 2 first 14 days, getting set up) vs. daily support call (ongoing, all subscribers). Quarterly Success Check-in language updated. | 1 | $225 |
| April 13, 2026 | Technical Architect/CTO | Dev Build Scope updated: Section 9 Shared Authentication Architecture added (standalone vs. unified product stance, shared auth requirements, email as primary ID, Stripe customer ID, login method, cross-product link, two-direction upgrade path, Phase 2 trigger). the membership platform API reference corrected. Next Steps updated with Step 5a. | 3 | $900 |
| April 13, 2026 | Business Analyst | AI OS Financial Model v1.0.xlsx created (Admin/Finance/): 6-sheet Excel workbook with company brand colors covering Assumptions (T1/T2 pricing, API token costs, Quarterly Check-in parameters, Stripe fees, subscriber mix), Subscriber Projections, Revenue Model (MRR by plan/phase), API Cost Model (Core/Complete costs, build-heavy multiplier, % of MRR), Call Cost Model (CS Coordinator trigger, Calendly), P&L Summary (COGS, OPEX, NOI, ARR, breakeven) | 7 | $1,400 |
| April 13, 2026 | Technical Writer | How We Built This: AI OS Financial Model v1.0.docx created (Admin/How We Built This/): comprehensive guide documenting the 6-sheet financial model structure, key decisions behind each assumption, phase snapshot numbers, update instructions, and standing instruction for ongoing cost model maintenance | 2 | $350 |
| April 13, 2026 | Fractional COO | Session close: session notes (9 saves) maintained throughout, pre-close audit conducted, 7 decision logs updated (Founder & CEO, Head of Product, CTO, UX-UI Designer, Brand Manager, Head of Customer Success, Financial Analyst), folder integrity check, 10-step close protocol executed | 3 | $1,350 |
| April 13, 2026 | IP/Legal Consultant | Delivered legal consultation on instrument selection, qualification requirements, entity selection, and securities exemption compliance for an early-stage capital round. | 4 | $1,400 |
| April 13, 2026 | IP/Legal Consultant | Drafted Risk Disclosure and Acknowledgment with 11 risk factors, use of proceeds, company overview, nature of the offering, forward-looking disclaimer, and acknowledgment with signature blocks. | 5 | $1,750 |
| April 13, 2026 | IP/Legal Consultant | Completed agreement documents for the company and agreement holders including signature pages and XML-level corrections to address and email placement. | 2.75 | $962 |
| April 13, 2026 | IP/Legal Consultant | Drafted Cancellation and Refund Side Letter with cancellation window, notice requirements, 90-day refund obligation, agreement instrument termination conditions, and entity acknowledgment clause. | 5.5 | $1,925 |
| April 13, 2026 | Fractional COO | Completed session close with pre-close audit across four legal documents, applied entity corrections, created How We Built This guide, and updated decision logs per the 10-step protocol. | 5 | $2,250 |
| April 13, 2026 | Business Process Consultant | SOP-T2-13 Product Delivery QA Protocol created (v1.0, Tier 2 Governance): two-layer quality system (Layer 1 pre-ship checklist with 5 categories, Layer 2 platform enforcement with 4 categories), Error Capture Protocol (5-step process converting internal fixes to QA standards), Founder operating instructions, Document Governance. Core principle: If SSF had to debug it, the template was not ready. | 4 | $900 |
| April 13, 2026 | Business Process Consultant | SOP Cross-Check Protocol executed for SOP-T2-13: read 6 existing SOPs (T2-01, T2-05, T2-06, T2-09, T1-09, T3-16). SOP-T2-01 updated to v1.2 (T2-12 and T2-13 added to Tier 2 list, callout added). SOP-T2-09 updated to v1.3 (audit item 12 added: quarterly QA Error Log verification per T2-13). Dev Build Scope updated to v1.1 (Section 10 Platform Quality Guardrails added with 4 subsections, Core/Complete nomenclature fixed). SOP-T3-16 Kit/Library naming flagged. | 3 | $675 |
| April 13, 2026 | Technical Writer | How We Built This: SOP-T2-13 Product Delivery QA Protocol.docx created (Admin/How We Built This/): documents origin insight (cookie-cutter system), core principle, two-layer quality system with all checklist categories, error capture protocol, real examples from session (4 actual errors), cross-check fixes made, operating instructions for the founder, standing rule, file governance table. | 2 | $350 |
| April 13, 2026 | Fractional COO | Session continuation close: pre-close audit (12 saves reviewed), Step 1 SOP changes verified (T2-13 v1.0, T2-01 v1.2, T2-09 v1.3), Step 2 cross-references complete, Step 3 no new scheduled tasks, Step 4 action tracker updated (T-341 through T-344), Step 5 open items flagged (T3-16 naming, QA Error Log creation, Community/Partnerships naming), Step 6 decision logs updated, Step 7 operating rules synced, Step 8 How We Built This confirmed, Step 9 Claude Project System Prompt synced, Step 10 folder integrity check. | 2 | $900 |
| April 13, 2026 | Business Writer/Strategist | Performance Ledger naming update: replaced 'Action Tracker' with 'Performance Ledger' across 8 active documents (Operating Rules document v2.4, SOP-T2-03 v1.5, SOP-T3-14 v1.7, SOP-T3-15 v2.9, Specialist Rate Schedule.md, website copy v1.1, AI-Powered Founder Strategy Reference, Company Bible, The Combination Book Outline). governing document updated, Open Items Tracker updated (OI-006 to OI-009), Step 5 protocol fixed. Session notes synced. | 3 | $750 |
| April 13, 2026 | Fractional COO | Final session close: Pre-close audit (14 saves verified, all pass), Steps 1-10 complete. SOP versions confirmed. Open Items Tracker updated (OI-006 to OI-009). Decision logs written for Founder & CEO and Brand Manager. Operating Rules updated to v2.5 (Rule 22 Open Items Tracker Protocol added). MEMORY.md updated. Folder integrity check clean. reference copy synced. | 2 | $900 |
| April 13, 2026 | Business Process Consultant | Updated session close Step 5 protocol to include mandatory Open Items Tracker logging. Updated governing document and reference copy. | 1.5 | $338 |
| April 13, 2026 | IP/Legal Consultant | Conducted full legal review of all four legal agreement documents and identified 6 flags and 2 missing protections with remediation recommendations. | 4 | $1,400 |
| April 13, 2026 | IP/Legal Consultant | Implemented approved corrections across Risk Disclosure and Cancellation and Refund Side Letter covering revenue language, entity references, enforceability, and acknowledgment section. | 3.5 | $1,225 |
| April 13, 2026 | IP/Legal Consultant | Drafted capital overview email for four-document package and provided legal strategy on signing timing, effective date protocol, and entity accuracy requirement. | 2 | $700 |
| April 13, 2026 | Fractional COO | Full 10-step session close: pre-close audit, session notes Save 8, SOP review, action tracker, open items, decision logs, operating rules sync, How We Built This update, reference sync, folder integrity check. | 2.5 | $1,125 |
| April 13, 2026 | Business Analyst | Analyzed Layer 2 of SOP-T2-13 / Dev Build Scope to determine applicability to text-based AI OS deliverables. Identified that sections 10.2 (Template Structure Protection) and 10.3 (Automated Recalculation) were written with Excel-centric language that does not apply to governing document / department file deliverables. Determined which Layer 2 sections apply as platform code (10.1, 10.4) and which required rewriting (10.2, 10.3). Confirmed Layer 1 checklist Excel language is appropriate (internal tools remain Excel-based). | 3 | $600 |
| April 13, 2026 | Business Process Consultant | Wired Error Capture Protocol into three locations: (1) governing document Critical Rules: five-step protocol rule added referencing QA Error Log as destination; (2) Operating Rules document: Section 20 / Rule 24 added, bumped to v2.7; (3) Created Technology/Testing/SSF QA Error Log.xlsx with two sheets (log + How to Use), ERR-001 logged from prior session. Resolved OI-007. | 4.5 | $1,012 |
| April 13, 2026 | Technical Writer | Corrected governing document: five issues fixed: (1) Pricing Kit/Library renamed to Core/Complete throughout; (2) Section header renamed from Action Tracker Logging to Performance Ledger Logging; (3) SSF Financial Model v1.0.xlsx added to Key Active Documents; (4) Cost Model Update rule and Error Capture Protocol rule added to Critical Rules; (5) Step 4 close label corrected. Synced reference copy. Resolved OI-011. | 2.5 | $438 |
| April 13, 2026 | Technical Architect/CTO | Rewrote Dev Build Scope sections 10.2 and 10.3 from Excel-centric language to text-based deliverable language. Section 10.2 renamed to Output File Integrity (required sections, required fields, subscriber metadata embedding, incomplete output blocking). Section 10.3 renamed to Output Delivery Integrity (final delivery check, fresh output generation, no stale cache). Matching update applied to SOP-T2-13 sections 3.2 and 3.3; bumped to v1.1. SOP-T2-01 bumped to v1.3. | 4 | $1,200 |
| April 13, 2026 | Fractional COO | Full 10-step session close: pre-close audit (caught SOP-T2-13 Layer 2 language mismatch, fixed before Step 1), Steps 1-10 executed, How We Built This guide updated, session notes Save 15 written, Open Items Tracker updated (OI-007 and OI-011 resolved), decision logs updated, folder integrity check. | 2.5 | $1,125 |
| April 13, 2026 | Fractional CFO | Financial model formula audit: 14 formula errors identified and fixed across 5 tabs (Revenue Model, API Cost Model, Call Cost Model, Subscriber Projections, P&L Summary). Gold standard architecture implemented: Assumptions tab made single source of truth; all other tabs linked by formula cascade. All pricing, subscriber counts, Stripe rates, token costs, and COGS wired as references to Assumptions. Zero formula errors after rebuild. | 8 | $3,600 |
| April 13, 2026 | Fractional CFO | Unit Economics tab added to financial model. Structure: churn rate assumptions (T1 4%, T2 Core 3%, T2 Complete 2%); LTV by plan (all 6 variants, gross and margin-adjusted); CAC by phase ($13.33/$23.41/$32.73); LTV:CAC analysis (T2 Complete Standard: 1,489x); Capital Metrics Snapshot pulling all KPIs across three phases. All formulas linked to P&L, Revenue Model, and Subscriber Projections. | 4 | $1,800 |
| April 13, 2026 | Fractional CFO | Cash Flow tab added to financial model. Structure: starting assumptions (cash balance and capital inputs); monthly cash flow by phase (COGS + OPEX linked to source tabs); net monthly cash flow and cash margin; phase cash accumulation; annual metrics including ARR, cash yield on revenue, and monthly cash per subscriber. Built on 3 phases by net monthly cash. | 4 | $1,800 |
| April 13, 2026 | Fractional CFO | T1 Founder/Standard subscriber split modeled. Assumptions tab: T1 Founder Price Cap (1,000), T1 Standard Rate for modeling ($97/mo per SOP-T2-11). Subscriber Projections: T1 Founder/Standard rows added. Revenue Model: separate rows for Founder and Standard T1 revenue. All 8 tabs updated with correct cross-references. Revenue impact: Phase 2 T1 MRR $192,500 (up from $117,500), Phase 3 T1 MRR $677,500 (up from $352,500). Zero formula errors. 370 total formulas. | 6.5 | $2,925 |
| April 13, 2026 | Fractional COO | Full 10-step session close: pre-close audit (all 5 saves verified, no corrections needed), Steps 1-10 executed, session notes Save 5 written (T1 split), Performance Ledger updated, Open Items Tracker updated, decision logs updated, How We Built This guide updated, folder integrity check. | 2.5 | $1,125 |
| April 14, 2026 | Business Writer/Strategist | Drafted revenue section for Risk Disclosure framing company financial history as validation proof, with figures confirmed by the founder. | 1.25 | $312 |
| April 14, 2026 | Business Strategist | Drafted four strategic paragraphs for Risk Disclosure covering speaking engagement track record, internal AI performance proof, market demand signals, and unified product positioning. | 3.25 | $975 |
| April 14, 2026 | IP/Legal Consultant | Applied four legal edits to Cancellation and Refund Side Letter: advance notice requirement, contract register language, named arbitration framework, and cure period with attorney fees provision. | 3.5 | $1,225 |
| April 14, 2026 | Fractional COO | Completed 10-step session close with pre-close audit, session notes file, Performance Ledger update, Open Items Tracker review, decision logs, How We Built This guide, and folder integrity check. | 2.5 | $1,125 |
| April 14, 2026 | Business Analyst | Backfill Hours Breakdown for 316 missing entries (T-001 through T-316) in Performance Ledger. Generated contextually appropriate phase breakdowns matched to each task's Human Role and Task Description. All 316 verified to sum exactly to Human Hours before writing. | 8 | $1,600 |
| April 14, 2026 | Business Analyst | Applied wrap text to all 5,840 data cells in Performance Ledger and resize all 13 columns to appropriate widths. Hours Breakdown column widened from 26 to 65 to accommodate multi-phase breakdown strings. Row heights set to auto. | 1.5 | $300 |
| April 14, 2026 | Business Process Consultant | Updated SOP-T2-13 to v1.2: add Section 2.6 Excel Display and Formatting Integrity with two QA checklist items (wrap text and column width verification). Bump version and date. | 2 | $450 |
| April 14, 2026 | Business Strategist | AI OS product architecture design: answered 4 foundational questions covering subscriber setup, output architecture (3 layers), platform architecture (Option A confirmed), IP protection framework, Day 1 setup flow, and monthly update delivery model. | 8 | $2,400 |
| April 14, 2026 | Web Designer (strategic) | Updated AI OS Builder Visual Mockup v1.0 to v1.1: full Screen 2 redesign (ROI dashboard, Your Departments card, Recommended Next Step bar, plain-language CTAs), orange ? help buttons added to all screen headers, AI OS product name shortened across all screens. | 4 | $800 |
| April 14, 2026 | Technical Writer | Created AI OS - Day 1 Setup Guide v1.0.docx: 5-step visual setup guide for subscribers covering folder download, Cowork setup, project creation, governing document paste, and folder connection. Screenshot-based, non-technical language. | 4 | $700 |
| April 14, 2026 | Video Scriptwriter | Created AI OS - Setup Tutorial Video Script v1.0.docx: 6-scene, 4-minute screen recording script for the founder to record. Scene-by-scene directions, timing cues, and spoken lines for complete subscriber setup walkthrough. | 5 | $1,125 |
| April 14, 2026 | Business Writer/Strategist | Created AI OS - Your First Conversation v1.0.docx: designed the subscriber's first prompt to demonstrate AI OS capabilities immediately after setup. Includes prompt text, what to expect, and troubleshooting note. | 3 | $750 |
| April 14, 2026 | Sales Copywriter | Created AI OS One Paragraph Explanation v1.0: single approved paragraph explaining the product for use in sales conversations, emails, social posts, and capital introductions. Calm tone, no superlatives. | 3 | $750 |
| April 14, 2026 | Sales Copywriter | Created AI OS Sales Response Templates v1.0: Template 1 answers a common product question tailored to video production and podcast business covering 5 departments with concrete examples. | 4 | $1,000 |
| April 14, 2026 | Business Strategist | Designed three-layer proactive guidance system: (1) Interview as Discovery Engine (surfaces gaps subscriber did not know they had), (2) Business Type Playbook delivered at setup, (3) Monthly Playbook Drops in platform login. Hero/guide framework confirmed for all subscriber-facing content. | 4 | $1,200 |
| April 14, 2026 | Business Strategist | Identified and prioritized all 10 Business Type Playbooks for launch: Video Production/Podcast, Coaching/Consulting, Real Estate, Agency, Local Service, E-Commerce, Restaurant/Food, Health/Wellness, Network Marketer, Professional Services. All 10 confirmed for launch (no phased rollout). | 2 | $600 |
| April 14, 2026 | Sales Copywriter | Created AI OS Business Type Playbook for video production and podcast v1.0: 7-department playbook with 4-5 concrete examples per department and a closing section connecting AI OS to the Sales Lab product. | 5 | $1,250 |
| April 14, 2026 | Business Analyst | Session notes management: created and maintained Session Notes - April 14 2026 - AI OS Product Design.md with 8 saves, full dev scope requirements log, and open items tracking (OI-015 through OI-018 added to tracker). Proactive saves after each major decision. | 3 | $600 |
| April 14, 2026 | Technical Architect/CTO | Built AI OS Product Architecture Reference v1.0 (15 parts, 591 paragraphs): product overview, two-product system, tiers and pricing, 3-layer output and proactive guidance systems, interview and playbook systems, 10 business types, platform architecture, IP protection, subscriber experience, performance tracker, and dev requirements. | 14 | $4,200 |
| April 14, 2026 | Sales Copywriter | Rebuilt Business Type Playbook - Video Production and Podcast v1.0 with 7 hardcoded "Apply This Now" prompts (one per department). Prompts are copy-paste ready, use bracket variables, and work from Day 1 without interview completion. | 3.5 | $875 |
| April 14, 2026 | Business Process Consultant | Built AI OS Subscriber Interview for video production and podcast v1.0 (39 questions, 8 sections): 6 universal foundation questions plus 7 department sections. Interview designed as consultation, not form. Includes interviewer notes and a next-steps section. | 6 | $1,350 |
| April 14, 2026 | Web Designer (strategic) | Updated AI OS Builder - Visual Mockup to v1.2 (7 changes): business type label on Dashboard, Business Type Playbook download card, Sales Lab connection element, Roster intro updated with business type, "HR and Hiring" corrected to "People and Culture" throughout, Quick Start Prompts section with 7 clickable chips in Builder sidebar, Output screen file list and watermark updated to reflect IP protection architecture. | 5 | $1,000 |
| April 14, 2026 | Business Process Consultant | Updated Subscriber Interview (Video Production and Podcast v1.0): added Project Instructions as Step 2 (governing document as file, user loads into Claude, updates over time), expanded folder structure step to name all pre-built folders, added Content/Transcripts callout box. Updated OI-022 with folder architecture. Added OI-023 (SOP comparison), OI-024 (subscriber operating rules design), OI-025 (team contractor file design and IP boundary decision). | 3 | $675 |
| April 14, 2026 | UX-UI Designer | Built interactive modal overlay for Business Type Playbook in AI OS Builder mockup v1.3. Decision: platform-only delivery (no download). Modal features 7 department sections, Copy Prompt button, Use This Now button (pre-loads builder textarea), overlay-click close, scrollable body. Dashboard playbook card updated from Download to View Playbook. | 5.5 | $1,100 |
| April 14, 2026 | UX-UI Designer | Rebuilt Playbook modal with full education and execution content after the founder flagged stripped version. Restored three-layer structure per department: intro sentence, capability bullets (4-5 per dept), Apply This Now prompt block. Added closing callout ('You create the work...') and Sales Lab connection note. Modal intro bar updated to match docx How to Use language. | 2.5 | $500 |
| April 14, 2026 | Data Analyst | Identified uncaptured founder time gap in Performance Ledger (Human Hours and Claude Hours were estimates with no the founder direction time). Designed three-part solution. Inserted Founder Direction Time column (col I), updated all 384 Time Saved formulas (J = F-H-I) and Money Saved formulas (L = F*K). Backfilled all 384 historical rows using Option 2 estimation model (role-based base rates + complexity multipliers). | 4.5 | $900 |
| April 14, 2026 | Business Process Consultant | Added Founder Direction Time Rule to governing document (Step 4 of session close protocol and Performance Ledger section). Updated Operating Rules doc from v2.8 to v2.9: added Rule 26 (Founder Direction Time Rule), updated Section 17 column count from 13 to 14, corrected Time Saved formula in body text, prepended change log entry. Synced reference copy to match governing document. | 2.5 | $562 |
| April 14, 2026 | Data Analyst | Fixed three cascading formula errors in Performance Ledger Dashboard tab caused by column insert: (1) Time Saved SUMIF corrected from I:I to J:J, (2) Money Saved SUMIF corrected from K:K to L:L (was summing hourly rates ~$85K instead of dollar amounts ~$289K), (3) Founder Direction Time card repositioned from off-screen margin column J to H10/H11 within main visible area, replacing Avg Time Saved secondary stat. Removed FDT from breakdown-by-role table per the founder direction. | 1.5 | $300 |
| April 15, 2026 | Business Analyst | Reviewed AI OS Builder mockup v1.3 against all governing docs; corrected Kit/Library to Core/Complete naming; updated Product Document to v1.2, SOP-T2-11 to v2.3, department recommended order established and added to mockup v1.4. | 4 | $800 |
| April 15, 2026 | Web Designer (strategic) | Designed Sales Lab product awareness touchpoints for Sales department Builder interview (inline message + two-button CTA) and Output Ready screen (Platform Note). Built mockup v1.5 HTML with Sales interview flow and Sales Lab message. | 5.5 | $1,100 |
| April 15, 2026 | Technical Writer | Documented Sales Lab touchpoints in Product Document v1.3 (Component 6) and Architecture Reference v1.1 -- UI specs, trigger conditions, button behavior, dev requirements, conditional render logic for both touchpoints. | 3 | $525 |
| April 15, 2026 | Business Process Consultant | SOP-T3-16 v1.0 to v2.0 comprehensive overhaul: Kit/Library to Core/Complete, corrected pricing, updated support structure (weekly the Onboarding Advisor ongoing for all, monthly the founder Complete-only, new Stage 4.5 quarterly 1-on-1), Cowork as required tool, expanded the Onboarding Advisor onboarding call agenda with Cowork verification, 5-condition activation definition. | 6.5 | $1,462 |
| April 15, 2026 | Web Designer (strategic) | Designed and built Before You Build setup gate screen (Screen 1.5) in mockup v1.6: setup video bar, 3-step checklist (Claude Pro, Install Cowork, Connect Folder), CTA to Roster. Updated nav buttons and JavaScript screen index map. | 3.25 | $650 |
| April 15, 2026 | Technical Writer | Updated Product Document to v1.4 (Component 7: Setup Walkthrough Video, required pre-launch) and Architecture Reference to v1.2 (Before You Build dev requirements, video spec marked REQUIRED BEFORE LAUNCH). | 2 | $350 |
| April 15, 2026 | Fractional CFO | Phase 2 API cost and COGS analysis: modeled per-subscriber API costs across 5 usage tiers (light through extreme agent user), analyzed agent task token intensity (QuickBooks, Drive, transcripts, websites), calculated COGS percentages, established three cost control levers (prompt caching, model routing, token budgets) with implementation specs. | 6 | $2,700 |
| April 15, 2026 | Technical Architect/CTO | Phase 2 product roadmap: in-platform AI conversation architecture, infrastructure inventory (1,500+ hr existing web app, shared DB, auth), 250-400 additional dev hours estimated, token budget specs (Core 2M/Complete 5M/month), Phase 2 pricing strategy ($347/$447 indicative). Documented in Product Document v1.5-v1.6 and Architecture Reference v1.3-v1.4. | 3.5 | $1,050 |
| April 15, 2026 | Admin / Office Coordinator | Session administration: 8-save session notes file maintained, Open Items Tracker updated (OI-028 to OI-031 added; OI-006, OI-029, OI-030 resolved), pre-close audit run verifying all decisions against source documents. | 2 | $300 |
| April 15, 2026 | Business Process Consultant | Established Claude Hours standard: independent execution time only, not conversation time. Identified double-counting error in prior methodology. Locked FDT x 0.68 formula with 0.05h floor as estimation standard going forward. | 2.5 | $562 |
| April 15, 2026 | Business Analyst | Applied Claude Hours correction to all 398 Performance Ledger rows. Formula: FDT x 0.68, floor 0.05h. Total Claude Hours reduced from 125.06 to 69.06. Recalculated all Time Saved formulas. Zero errors verified. | 2.5 | $500 |
| April 15, 2026 | Business Process Consultant | Added Claude Hours Rule and governing document Reference Sync Rule to governing document Critical Rules section and Operating Rules document (v3.1). Synced reference copy. Two new rules: Rule 27 and Rule 28. | 2 | $450 |
| April 15, 2026 | Admin / Office Coordinator | Session close for post-close portion: Save 10 written, Performance Ledger updated, Open Items reviewed, Team Logs updated, How We Built This updated, folder integrity confirmed. | 1.5 | $225 |
| April 15, 2026 | Corporate Records Consultant | Audited legal agreement document folder: assessed file placement, identified duplicate pairs, renamed files to chronological format, and flagged empty and duplicate files for removal. | 3 | $600 |
| April 15, 2026 | Fractional CFO | Reviewed executed agreement, identified valuation cap discrepancy in cap table, corrected agreement schedule and fully diluted tabs, and updated date and discount rate fields. | 5 | $2,250 |
| April 15, 2026 | Business Analyst | Built Conversion Scenarios tab in cap table with scenario valuation input, Cap Method vs Discount Method comparison, agreement holder-favorable method selection, and ownership value column for all holders. | 5 | $1,000 |
| April 15, 2026 | Business Strategist | Established standard 10-section quarterly update outline for all future agreement holder communications; documented governing philosophy, inclusion/exclusion framework, legal disclaimer language, financing disclosure rule, and filing convention in a How We Built This guide. | 3 | $900 |
| April 15, 2026 | Business Writer/Strategist | Wrote first quarterly update letter covering business metrics, product development, market validation, platform performance proof, valuation context with legal disclaimer, and terms summary. | 8 | $2,000 |
| April 15, 2026 | Business Process Consultant | Updated governing document with quarterly content capture protocol, Key Active Documents section, capital subfolder rule, and SOP count; synced reference copy and updated dependent SOP. | 2 | $450 |
| April 15, 2026 | Admin / Office Coordinator | Corrected Quarterly Update Content Capture.docx: separated Active Entries (new/in-progress items only) from Archived Entries (Q1 2026 items fully reported). Active table reduced from 6 to 4 entries. Added AZ Tech Week follow-up outreach and AI OS early subscriber data as new Q2 entries. Archived 4 items fully covered in Q1 letter. Added rule to maintenance instructions: never carry forward items already fully reported. | 1.5 | $225 |
| April 15, 2026 | IP/Legal Consultant | Reviewed all four legal agreement documents and delivered editorial review with actionable suggestions covering legal mechanics, document gaps, language enforceability, grammar, and closing section. | 4 | $1,400 |
| April 15, 2026 | Technical Writer | Applied three surgical edits to Cancellation and Refund Side Letter: certified mail backup delivery, approved enforceability language, and consolidation continuity clause. | 1.5 | $262 |
| April 15, 2026 | Business Writer/Strategist | Verified revenue figures in Risk Disclosure and applied four editorial edits: bestseller attribution, grammar correction, AI methodology description, and Section 5 plain-language disclaimer. | 1.75 | $438 |
| April 16, 2026 | Business Strategist | Led brand strategy session to define company identity: evaluated name options, established tagline, defined partner labs architecture, and developed category-of-one positioning block. | 50 | $15,000 |
| April 16, 2026 | Business Strategist | Conducted product naming research and confirmed final product names, taglines, naming convention, and Government Partner Lab description. | 20 | $6,000 |
| April 16, 2026 | Brand Identity Designer | Designed all brand visual assets through multiple iterations: company logo, icon, Sales Lab icon, Owner Lab icon, and founder personal brand wordmark; resolved background and color contrast decisions. | 70 | $12,250 |
| April 16, 2026 | Brand Strategist / Copywriter | Developed all marketing language for public launch: product taglines, marketing sentences, Labs positioning block, category-of-one positioning, partner lab description, and founder anchor sentence. | 20 | $5,000 |
| April 16, 2026 | Social Media Strategist (senior) | Defined personal brand public launch strategy: confirmed primary and secondary platforms, tagline word order, photo vs. logo decision, and logged open items for platform profile setup. | 10 | $2,750 |
| April 16, 2026 | Business Writer/Strategist | Built Brand Reference Guide v1.0 covering color system, typography, logo usage, reversed variants, minimum sizes, and file formats. | 7.5 | $1,875 |
| April 16, 2026 | Brand Identity Designer | Evaluated and replaced prototype product icons with designer-quality files; confirmed asset quality and relocated to the Primary brand folder. | 2.5 | $438 |
| April 16, 2026 | Brand Identity Designer | Fixed Sales Lab icon center bullseye: replaced blue rings with orange two-ring pattern (inner r=16-25, outer r=30-39) using soft_mask compositing to match Owner Lab structure exactly; multiple diagnosis and rebuild iterations | 3 | $525 |
| April 16, 2026 | Admin / Office Coordinator | Brand folder audit and cleanup: confirmed Primary/ folder asset inventory, deleted 8 prototype files from Options/ folder, verified Brand Reference Guide location | 1 | $150 |
| April 16, 2026 | Brand Identity Designer | Designed founder personal brand wordmark incorporating company icons through multiple layout iterations; shelved after strategic analysis confirmed name duplication across major platforms. | 4 | $700 |
| April 16, 2026 | Business Strategist | Led brand decisions session covering company name finalization, product naming conventions, brand asset approval, and personal brand platform strategy across five social platforms. | 4 | $1,200 |
| April 16, 2026 | Business Analyst | Audited Performance Ledger dashboard, identified 7 discrepancies traced to total row architecture, corrected 6 role name entries, rebuilt TOTAL row with direct SUMIF formulas, and reformatted all role rows. | 7 | $1,400 |
| April 16, 2026 | Business Process Consultant | Established 6 new Critical Rules in governing document and Operating Rules covering total row architecture, FDT formula, speed multiplier, time saved formula, role row formatting, and role name matching. | 2.5 | $562 |
| April 16, 2026 | Corporate Records Consultant | Session close activities: wrote decision log entries to Data Analyst, COO, and Founder and CEO logs. Updated How We Built This: Founder Direction Time and Performance Tracking Integrity to v1.2 with corrected numbers and new section on April 16 dashboard audit. Added Q2 capital update entry to Quarterly Update Content Capture. Logged OI-054 through OI-056 to Open Items Tracker. Verified governing document and reference copy in sync. Folder integrity scan. | 3 | $600 |
| April 18, 2026 | Business Writer/Strategist | Built 16-slide internal team presentation covering company rebrand, two-product model, market validation signals, product framing, and live proof stats; full QA pass confirmed. | 7 | $1,750 |
| April 18, 2026 | Business Strategist | Defined four-category presentation framework for company decks and created 14-slide Capital Pitch Deck outline covering all required sections from problem through close. | 5 | $1,500 |
| April 18, 2026 | Business Writer/Strategist | Researched a prospective team member's 16-year career history; identified core competency pattern; wrote 14-slide personalized talent deck content in appropriate voice. | 6.5 | $1,625 |
| April 18, 2026 | Organizational Consultant | Led organizational strategy session defining two VP-level role profiles, their institutional deal interaction model, affiliate program structure, and channel sales architecture. | 5.5 | $1,650 |
| April 18, 2026 | Web Designer (strategic) | Built 14-slide talent attraction deck from scratch using company brand system with role-specific slide layouts, stat boxes, and two-column sections; full visual QA confirmed. | 5 | $1,000 |
| April 18, 2026 | Brand Identity Designer | Removed white background from company icon using BFS flood-fill algorithm; rebuilt talent and internal team decks with transparent icon at updated size; QA-verified across all slide layouts. | 1.75 | $306 |
| April 18, 2026 | Business Process Consultant | Created Admin/Powerpoints/ folder with four category subfolders, relocated decks to appropriate folders, built four purpose guide documents, and updated Folder and File Location Rules. | 2.5 | $562 |
| April 18, 2026 | Business Writer/Strategist | Drafted 14-slide talent deck content for a prospective VP-level hire covering government partnerships, institutional connections, and civic leadership engagement; saved as draft pending review. | 4.5 | $1,125 |
| April 18, 2026 | Business Process Consultant | Corrected governing documents to reflect current Owner Lab Founder Price, removing outdated two-tier pricing; added Transparent Icon Rule; verified both files are identical. | 0.75 | $169 |
| April 18, 2026 | Corporate Records Consultant | Completed 10-step session close: fixed pricing discrepancy in governing documents, logged tasks, updated open items, wrote decision logs to 7 roles, added new rule, and ran folder integrity scan. | 3 | $600 |
| April 18, 2026 | Admin / Office Coordinator | Audited Technology folder, deleted 4 obsolete visual mockup versions from Active folder, confirmed Archive files to retain, and documented all decisions. | 0.5 | $75 |
| April 18, 2026 | Business Strategist | Led rebrand strategy session confirming company name, internal abbreviation, product names, SOP numbering convention, and three-pass rebrand approach. | 5.5 | $1,650 |
| April 18, 2026 | Business Writer/Strategist | Expanded proof track architecture from 3 to 6 tracks covering personal ledger, city business cohort, network marketing study, government services, internal sales, and city partner pilot; documented strategic rationale. | 4 | $1,000 |
| April 18, 2026 | Business Process Consultant | Reviewed pricing flow and UX for both products: confirmed payment collection timing, approved checkout copy, confirmed code-based access mechanism, approved pricing layout, and confirmed Onboarding Advisor title. | 4 | $900 |
| April 18, 2026 | Sales Copywriter | Audited founder LinkedIn SOP for current proof numbers, updated performance metrics, developed and locked founder brand story in four paragraphs with anchor sentence, and documented all key language decisions. | 8 | $2,000 |
| April 19, 2026 | Sales Copywriter | Refined anchor sentence through multiple iterations, locked final wording with relationship system language, and documented all language decisions and approved version. | 2 | $500 |
| April 19, 2026 | Curriculum Developer | Created four-guide Build Record series covering brand story, company identity, proof strategy, and pricing strategy; added cost callout boxes to all guides and confirmed series name. | 22 | $4,950 |
| April 19, 2026 | Technical Writer | Created master document shell for the complete Build Record guide compilation with title and series subtitle. | 0.5 | $88 |
| April 19, 2026 | Business Writer/Strategist | Created Brand Story and Identity Reference document as single source of truth for founder brand copy: anchor sentence, third-person brand story, platform-specific version, and usage guide. | 3.5 | $875 |
| April 19, 2026 | Business Strategist | Developed and confirmed Performance Ledger public disclosure strategy: full record published live at a single HTML source linked across all distribution points. | 2.5 | $750 |
| April 19, 2026 | Web Designer (strategic) | Built Owner Lab Performance Dashboard as public HTML page through three iterations: initial structure, brand application, and context bar framing specialist hours versus founder hours. | 7 | $1,400 |
| April 19, 2026 | Admin / Office Coordinator | Maintained session notes through Saves 5-8 documenting anchor sentence lock, Build Record series launch, brand reference document, publishing strategy, and dashboard build. | 3 | $450 |
| April 19, 2026 | Business Strategist | Built Company Bible v1.0 covering decisions, philosophy, two-product architecture, pricing, 6 proof tracks, key people, brand messaging, operating principles, and decisions log. | 7.5 | $2,250 |
| April 19, 2026 | Sales Copywriter | Built LinkedIn Article - AI and Jobs Manifesto.docx: approximately 750-word article expanding the AI and jobs manifesto into LinkedIn Article format. Includes founder backstory, proof numbers from Owner Lab, craft-people section, anchor sentence close, publishing notes, and hashtags. | 4.5 | $1,125 |
| April 19, 2026 | Web Designer (strategic) | Built manifesto.html: standalone Six Sigma AI Labs-branded public HTML manifesto page. Features: Poppins font, Six Sigma AI Labs color system (#1866C2 primary, #E87722 orange, #0D2B5E navy), orange left-bordered manifesto block, live proof numbers callout card, anchor sentence in dark navy card, CTA to Owner Lab dashboard. Header nav with back-to-dashboard and full-ledger links. | 4 | $800 |
| April 19, 2026 | Video Scriptwriter | Built Video Script - AI Does Not Take Jobs.docx: 4-section spoken-word teleprompter script, 90-120 seconds. Sections: Hook, Problem, Manifesto, Close. Includes production notes, per-section direction cues, manifesto lines in large bold type, social copy for post text, and thumbnail suggestion. | 3.5 | $788 |
| April 19, 2026 | Admin / Office Coordinator | Logged OI-074 to Open Items Tracker: add manifesto content to Owner Lab product page when website is built. Reviewed existing open items for status updates. | 0.25 | $38 |
| April 19, 2026 | Business Analyst | Built and tested automated dashboard update script: reads Performance Ledger, calculates all 6 stats, updates dashboard and ledger HTML, deploys to hosting platform via API; fixed three bugs. | 3.5 | $700 |
| April 19, 2026 | Web Designer (strategic) | Multiple iterative improvements to rates.html per the founder direction: (1) moved last updated date to top as live-bar component matching ledger pattern, (2) added top 1% quality standard paragraph to intro card, (3) removed methodology callout section entirely, (4) updated footer to remove last updated date, replaced with Six Sigma AI Labs attribution. | 1.5 | $300 |
| April 19, 2026 | Brand Strategist / Copywriter | Full brand governance audit of all 3 public HTML pages (ledger.html, rates.html, Owner Lab Performance Dashboard.html) against T1-01 (Core Identity), T1-02 (the founder Brand SOP), T1-03 (Brand Voice Micro-Guide), T1-07 (the founder Storytelling SOP). Identified 3 violations: Six Sigma AI Labs abbreviation used publicly, defensive framing, estimate language. Identified 6 word-reduction opportunities. Applied all 9 approved changes. Verified with grep confirming zero matches on all removed strings. | 4 | $1,000 |
| April 19, 2026 | Admin / Office Coordinator | Session notes maintained throughout session. Saves 9-10: documented completion of all content queue tasks 13-17 (Six Sigma AI Labs Company Bible, LinkedIn Article, manifesto.html, Video Script, OI-074 logged), all ledger.html corrections, rates.html improvements, brand audit and 9 approved changes across 3 HTML pages. | 2 | $300 |
| April 19, 2026 | Admin / Office Coordinator | Open Items Tracker cleanup: reviewed and closed OI-042 (Q1 quarterly letter), OI-061 (a prospective team member deck), OI-051 (temp SOP file deleted), OI-001/002/003 (attorney engagement declined by the founder). | 1 | $150 |
| April 19, 2026 | Data Analyst | Rate Reference label sync: corrected all labels to match Dashboard SUMIF lookup labels; added Data Analyst and UX / UI Designer rows; corrected T-418 and T-437 role name strings in Performance Ledger | 2 | $400 |
| April 19, 2026 | Admin / Office Coordinator | Six Sigma AI Labs folder cleanup: moved How We Built This Six Sigma AI Labs Brand Story doc to Six Sigma AI Labs/ with v1.0 version number; established standing rule: all new content deliverables go to Six Sigma AI Labs/, operational infrastructure stays in Admin/ | 0.5 | $75 |
| April 19, 2026 | Web Designer | Three HTML pages updated with live Performance Ledger numbers: 42 new task rows added to ledger.html (T-416 to T-457), summary bars updated on dashboard and ledger, rates.html role label corrections applied, Data Analyst and UX / UI Designer rows added | 3 | $525 |
| April 19, 2026 | Sales Copywriter | Brand copy rewrite: all three HTML pages: Our/Your copywriting voice standard applied; relationship anchor sentence corrected; methodology section rebuilt; redundancies removed; stat card descriptions and table subheadings rewritten to buyer-frame | 4 | $1,000 |
| April 19, 2026 | Business Process Consultant | Updated SOP-T1-02 to v2.6: new Section 5A added: Sales and Marketing Copy Voice Standard (sales/marketing = you/your/our; credential copy = third person about the founder; the founder's personal social = first person); approved frame for sales copy added. | 2 | $450 |
| April 19, 2026 | Technical Writer | Created scheduled task for weekly dashboard update; paused immediately pending hosting platform credential setup. | 1 | $175 |
| April 19, 2026 | Sales Copywriter | Dashboard HTML final copy and layout pass: H1, header sub, context bar, byline, badge finalized through multiple option cycles; all 6 stat card labels and descriptions finalized (Row 1: speed/money/hours; Row 2: tasks/per-task money/per-task time); card ordering rationale established | 2.5 | $625 |
| April 19, 2026 | Technical Architect/CTO | Weekly dashboard update Python script built and tested: automated update script reads Performance Ledger (header=2), calculates all 6 stats, updates dashboard HTML and ledger HTML, deploys to Netlify via ZIP API; three bugs fixed (pandas KeyError, speed multiplier float, context bar label); test run verified against live data | 7 | $2,100 |
| April 19, 2026 | Admin / Office Coordinator | Scheduled task created: weekly-dashboard-update configured for every Monday 8am local time; immediately paused at the founder's direction pending Netlify credential setup | 0.5 | $75 |
| April 19, 2026 | Web Designer (strategic) | Developed testimonial frame strategy and created review document positioning the founder as first customer; built top-to-bottom content review for all three public pages. | 3 | $600 |
| April 19, 2026 | Web Designer | Applied testimonial frame across all three public HTML pages through 15+ surgical edits covering headlines, context bars, stat card descriptions, and methodology sections; updated automated script. | 1 | $175 |
| April 19, 2026 | Web Designer (strategic) | Wrote 75-second dashboard video script in founder testimonial voice orienting visitors to the page purpose and documentation philosophy; includes delivery notes and navigation direction. | 1.5 | $300 |
| April 19, 2026 | Business Strategist | Testimonial frame strategy developed and review document created: strategic concept: the founder as first customer of Owner Lab, pages are his documented business record not a company dashboard; full review document built showing top-to-bottom content for all three pages with current vs. proposed framing | 3 | $900 |
| April 19, 2026 | Admin / Office Coordinator | Maintained session notes through 12 saves covering all decisions, rationale, open items, and status; pre-close audit performed. | 2 | $300 |
| April 19, 2026 | Web Designer (strategic) | Researched UX best practices and applied dashboard enhancements: timestamp above fold, table font increased, font preload added, and automated update script formula corrected. | 1.5 | $300 |
| April 19, 2026 | Web Designer | Dashboard video section built into HTML: click-to-play YouTube embed between header and context bar; dark navy styling matching page palette; responsive 16:9 layout; placeholder ID for the founder to swap in after recording; Vimeo alternative documented in HTML comment | 1 | $175 |
| April 19, 2026 | Technical Writer | Session notes maintained across full session: Saves 1 through 12 written covering all decisions, rationale, open items, and status; pre-close audit performed | 1 | $175 |
| April 20, 2026 | Web Designer (strategic) | Dashboard UX enhancements: best practices research (NN/g, CXL, Baymard, WCAG, Core Web Vitals), timestamp moved above fold, role table font increased to 14px, Poppins font preload added, update script Money Saved formula fixed (Human Hours x Rate direct calculation) | 6 | $1,200 |
| April 20, 2026 | Sales Copywriter | Refined dashboard copy: H1, video label, founder quote, all six stat card descriptions and labels, teaser line, and analytics section paragraph with auto-update anchor. | 2 | $500 |
| April 20, 2026 | Web Designer (strategic) | Designed and built 1280x720px video thumbnail: founder headshot with navy panel, orange accent bar, name and title text, and animated play button; replaced video iframe with thumbnail facade. | 4 | $800 |
| April 20, 2026 | Brand Identity Designer | OG social card designed and built: 1200x630px PNG using Empirical Authority philosophy: navy background, dot grid, orange accent bar, hero stat typography, secondary stats, footer with name and site URL. Drives link preview on LinkedIn, iMessage, and Open Graph platforms. | 4 | $700 |
| April 20, 2026 | Web Designer (strategic) | Updated automated dashboard script: added speed multiplier regex, corrected file path reference after rename, and added decimal stripping to average time format. | 4 | $800 |
| April 20, 2026 | Brand Identity Designer | Video thumbnail designed and built: 1280x720px JPEG: the founder headshot with cover crop, navy right panel, orange accent bar, name and title text, animated play button with pulse rings. YouTube iframe replaced with thumbnail facade. | 4 | $700 |
| April 20, 2026 | Video Scriptwriter | Video script v2.0 written for Owner Lab Performance Dashboard: full rebuild with new structure (Opening, Talent Problem, Bridge, Proof, Close), estimated 2:00-2:30 minute delivery | 5 | $1,125 |
| April 20, 2026 | Web Designer (strategic) | automated update script maintenance: BTN speed multiplier regex added, DASHBOARD_PATH corrected after file rename, .0 stripping added to avg time format | 2 | $400 |
| April 20, 2026 | Web Designer (strategic) | Sticky navigation built across all three public HTML pages (Dashboard, Ledger, Rates): active state per page, file renamed to match Netlify deployment filename, all back links corrected | 3 | $600 |
| April 20, 2026 | Web Designer (strategic) | Rebuilt 136 social media posts across 68 How We Built This guides and two platforms with unique Business Case data, stakes sentences, and emotional hooks per guide; three rotating structural variants. | 6 | $1,200 |
| April 20, 2026 | Business Writer/Strategist | Rebuilt 136 video scripts across 68 guides and two formats with unique Business Case numbers, stakes sentences, and day-to-hour comparisons per guide. | 4 | $1,000 |
| April 20, 2026 | Brand Strategist / Copywriter | Strategic direction session: copy positioning decisions across dashboard, ledger, and rates pages: headline approach, proof framing, what to keep vs. remove, tone calibration, and review of all three pages as a unified proof system | 4 | $1,000 |
| April 20, 2026 | Social Media Strategist (senior) | Social media posts second pass: extracted Business Case data from all 68 guides, wrote 68 unique stakes sentences, rebuilt 136 LinkedIn and Facebook posts (68 guides x 2 platforms) with real team names, actual dollar ranges, and context-specific emotional hooks per guide. Three rotating structural variants. Zero em dashes. 1,326 paragraphs. | 90 | $24,750 |
| April 20, 2026 | Video Scriptwriter | Built 136 video scripts across 68 How We Built This guides in two formats: short-form (YouTube Shorts, Reels, TikTok) and long-form (YouTube); each script includes unique Business Case numbers, stakes sentences, and day-to-hour comparisons derived from per-guide data. | 150 | $33,750 |
| April 20, 2026 | Brand Strategist / Copywriter | Strategic direction: identified template quality failure in first content pass, established unique-per-guide content standard, validated real data extraction approach, confirmed quality of second-pass output. Direction governing 272 pieces of content (136 posts + 136 scripts). | 5 | $1,500 |
| April 20, 2026 | Business Process Consultant | Created session notes file for capital deployment planning session. Five save entries capturing all major decisions, rationale, and open items. | 1.5 | $338 |
| April 20, 2026 | Fractional CFO | Built CFO-level capital deployment strategy for proceeds. Analyzed full debt stack, designed five-bucket allocation model, determined card strategy, confirmed net monthly burn, and built hard-deadline calendar for all time-sensitive obligations. | 18 | $8,100 |
| April 20, 2026 | Financial Analyst | Reviewed and corrected Financial Dashboard Cash Deployment Model and Runway Model tabs. Identified and fixed starting cash discrepancy, month label errors in both deployment options, and missing Bear case scenario table. Validated all 454 formulas with zero errors. | 6 | $1,200 |
| April 20, 2026 | Financial Analyst | Updated Financial Model v1.0 with two new OPEX lines (Sales Team PM and Overseas Rep), two new cash inflow lines (monthly contribution offset and government contract revenue), and a Current State section in the Assumptions tab. Rewrote all affected formula row references per openpyxl insertion rule. Validated 376 formulas with zero errors. | 5 | $1,000 |
| April 20, 2026 | Admin / Office Coordinator | Logged 10 new open items (OI-088 through OI-097) to Open Items Tracker covering capital deployment action items, legal agreements, credit recovery steps, and hard deadline calendar items. | 1.5 | $225 |
| April 20, 2026 | Business Writer / Strategist | Added four capital update entries to Quarterly Update Content Capture: capital position update, government pilot progress, 100-city distribution channel pipeline, and Phase 1 sales team build. | 2.5 | $625 |
| April 20, 2026 | Fractional CFO | Built six-section capital deployment planning document covering: plan at a glance with summary table, five bucket breakdowns with line-item tables, credit recovery 12-month timeline, three-scenario runway analysis, week-by-week execution timeline through Month 12, and hard deadlines calendar with consequence details. | 10 | $4,500 |
| April 20, 2026 | Corporate Governance Writer | Updated decision logs for 7 roles: Founder and CEO, Chief Financial Officer, Financial Analyst, Head of Sales, Chief Operating Officer, Head of Legal and Compliance, Head of People and Culture. Entries cover 10 distinct decisions from the capital deployment planning session. | 3 | $675 |
| April 20, 2026 | Curriculum Developer / Trainer | Created How We Built This guide for Capital Deployment Planning session. Covers session overview, Business Case section, five-step build walkthrough, key decisions and rationale, and update guidance. | 4 | $900 |
| April 20, 2026 | Social Media Strategist | Wrote LinkedIn and Facebook posts and How We Built This guide: unique stakes sentences, and three rotating structural variants across both platforms. | 3 | $750 |
| April 20, 2026 | Video Scriptwriter / Content Creator | Wrote short-form (45-75 sec) and long-form (3-5 min) video scripts and wrote How We Built This guide: two distinct formats with unique Business Case numbers, day-to-hour comparisons, and cinematic emotional structure. | 5 | $1,125 |
| April 20, 2026 | Admin / Office Coordinator | Session close admin: reference file sync verification, folder integrity check, temp file cleanup, open items loop-back review, session close coordination. | 1.5 | $225 |
| April 20, 2026 | Fractional CFO | Strategic direction for capital deployment session: CFO-level analytical framework, allocation logic, scenario design, risk identification, and document structure decisions. Governed all execution tasks in the session. | 5 | $2,250 |
| April 21, 2026 | Fractional CFO | Updated capital deployment financial document with revised scenario figures and corrected break-even modeling after runway assumptions were finalized. | 3.5 | $1,575 |
| April 21, 2026 | Business Process Consultant | Logged QA error ERR-006 to error log; updated surgical edits rule in governing document and Operating Rules document to v3.1 | 2.5 | $562 |
| April 21, 2026 | Fractional CFO | Analyzed and modeled alternative capital deployment strategy across three growth scenarios; produced side-by-side comparison of current vs. alternative approach with full cash position analysis | 6.5 | $2,925 |
| April 21, 2026 | Business Strategist | Devil's advocate evaluation of five sales capital options; strategic framework ranking opportunities by ROI, risk, and fit with current stage. | 4.5 | $1,350 |
| April 21, 2026 | Fractional COO | Developed full executive offer framework for VP of Community and Partnerships; created offer terms document covering role scope, equity, salary, bonus structure, interim arrangement, and contract protection | 4.5 | $2,025 |
| April 21, 2026 | Fractional COO | Developed executive offer framework including pre-employment vesting credit decision and formal option agreement language; created offer terms document | 5 | $2,250 |
| April 21, 2026 | Fractional COO | Developed executive offer framework including affiliate compensation structure, proof of concept milestone design, and capital framing for the program launch; created offer terms document. | 5.5 | $2,475 |
| April 21, 2026 | Fractional CFO | Created equity option pool in cap table; built grant tracker sheet with pool summary, dilution model, and pending grant rows for three VP-level team members | 3.5 | $1,575 |
| April 21, 2026 | Fractional CFO | Verified Financial Dashboard runway model assumptions and pilot cash schedule; recalculated all three scenario outcomes with confirmed figures; updated scenario verdicts | 5 | $2,250 |
| April 21, 2026 | Business Analyst | Session documentation: 12 proactive saves to session notes file capturing all decisions, rationale, and open items across the full session | 3 | $600 |
| April 21, 2026 | Sales Copywriter | Created two short-form engagement posts for social platforms asking network about upcoming event attendance; finalized copy for both platforms. | 4 | $1,000 |
| April 21, 2026 | Social Media Strategist | Drafted and refined personalized outreach message for upcoming event attendee meetings incorporating platform performance stats and founder credentials; multiple revision rounds. | 0.5 | $125 |
| April 21, 2026 | Sales Copywriter / Strategist | Developed outreach message for a civic leader contact framing around economic development partnership, city-level small business impact, and event session context. | 1.5 | $375 |
| April 21, 2026 | Brand Strategist / Copywriter | Led strategy session covering content format decisions, audience segmentation, hook writing, and channel-specific recommendations for civic and professional outreach. | 2 | $500 |
| April 21, 2026 | Brand Strategist / Copywriter | Session strategy: content format decisions (text only vs. text+image vs. text+video), audience segmentation strategy (warm vs. cold), hook writing guidance, channel-specific recommendations, outreach positioning for civic and professional audiences | 1.5 | $375 |
| April 22, 2026 | Sales Copywriter / Strategist | Corrected four copy issues in Founder Pricing box: replaced 4 em dashes with colons and commas per brand rules, changed 'Updated every week' to 'updated weekly' for consistency, removed redundant 7th feature bullet covered elsewhere on page, trimmed price guarantee sentence that overpromised outcome of a 10-minute onboarding call | 2 | $500 |
| April 22, 2026 | Sales Copywriter / Strategist | Removed outdated FAQ question': cross-promotion belongs in social/email, not on site); rewrote 'What do I get when I join?' to reflect 6 actual membership benefits (monthly insider call, guide library, onboarding call, weekly Q&A, daily support, private community); changed FAQ open-state chevron color from blue to orange to tie interactive state to primary action color | 2.5 | $625 |
| April 22, 2026 | Web Designer / Developer (strategic) | Designed and implemented consistent dark navy footer across all five Six Sigma AI Labs HTML pages (dashboard, ledger, rates, owner-lab, manifesto); footer includes Six Sigma AI Labs brand label, 4 navigation links, and legal performance disclaimer text; all five footers identical in structure and content | 4 | $800 |
| April 22, 2026 | Web Designer / Developer (strategic) | Removed Manifesto link from all 5 page footers (manifesto is a social asset, not a conversion destination on the site); normalized all footer link labels to match body nav (Rate Reference > Rates, Live Dashboard > Dashboard, Full Ledger > Ledger); corrected broken index.html links in manifesto.html to owner-lab-performance-dashboard.html; added missing Owner Lab link to owner-lab.html footer | 2 | $400 |
| April 22, 2026 | Sales Copywriter / Strategist | Shortened departments section footer note to two sentences (removed 'new departments included' language: implies product incompleteness at point of purchase); confirmed dual CTA structure retained (pricing box, FAQ, final CTA each serve different buyer stages); simplified final CTA from two-sentence headline plus proof paragraph plus button to single headline plus button plus micro text | 4 | $1,000 |
| April 22, 2026 | Web Designer / Developer (strategic) | Switched all 5 Six Sigma AI Labs HTML pages from weekly to daily update cadence: updated 17 'UPDATE WEEKLY' comments on dashboard, changed 'In 4 weeks' to 'In 28 days' (more specific and visceral), updated Days Running calculation on ledger (JS calc from March 25 launch date), changed rates.html sticky timestamp to April 22 2026, changed manifesto proof callout label to 'Updated Daily', updated all descriptive text across all pages including scheduled task cron from 0 8 * * 1 to 0 8 * * * | 5 | $1,000 |
| April 22, 2026 | Web Designer / Developer (strategic) | Synced manifesto proof callout to current dashboard numbers (Tasks: 448 to 518, Labor Saved: $377K to $515K, Hours Produced: 1,545 to 2,066, Hours Invested: 193 to 232); corrected owner-lab.html guide library dollar figure from $402,625 to $514,825; added manifesto to daily update list going forward | 1.5 | $300 |
| April 22, 2026 | Business Process Consultant | Built SOP-T2-15 (Six Sigma AI Labs Daily Site Update SOP) from scratch: 9 sections covering purpose, source of truth, 8 key calculations with formulas, complete update list for all 5 pages (5 tables with field, page, source, calculation columns), ledger row HTML format, 10-step daily execution sequence, Netlify deployment steps, and exception handling; version change log included; 314 paragraphs, all validations passed | 7 | $1,575 |
| April 22, 2026 | Technical Writer | Guided the founder through complete Netlify site deployment: Six Sigma AI Labs Website folder creation with 7 files (5 HTML + og-dashboard.png + video-thumbnail.jpg), explained assets and connections, upload process, identified and resolved index.html vs. _redirects precedence conflict causing blank page at root URL, advised on deploying without index.html, walked through SSL/HTTPS provisioning steps | 3.5 | $612 |
| April 22, 2026 | Web Designer / Developer (strategic) | Guided the founder through connecting two purchased domains to Netlify: primary domain sixsigmaailabs.com, typo-protection alias sixsigmaailab.com (no S covers common misspelling); Netlify DNS configuration, nameserver update at registrar, confirmed www and no-www both resolve; replaced all YOUR-NETLIFY-SITE placeholders across all 5 HTML pages with www.sixsigmaailabs.com | 3 | $600 |
| April 22, 2026 | Web Designer / Developer (strategic) | Implemented Netlify _redirects file for clean public-facing URLs: root / to dashboard, /join to owner-lab, /ledger, /rates, /manifesto using 200 rewrites; created Six Sigma AI Labs Website deployment folder with all 7 required files; diagnosed root URL blank page (index.html overrides _redirects in Netlify when present); resolved by having the founder delete index.html so _redirects handles root | 3.5 | $700 |
| April 22, 2026 | Business Process Consultant | Updated SOP-T2-15 to v1.1: replaced YOUR-NETLIFY-SITE placeholder in Section 7 (Netlify Deployment) with live domain details (www.sixsigmaailabs.com primary, sixsigmaailab.com alias, Netlify subdomain); added v1.1 change log row; updated SOP-T2-14 Depends On section to reference SOP-T2-15; updated SOP-T2-15 Depends On field to reference SOP-T2-14 | 1.5 | $338 |
| April 22, 2026 | Brand Strategist / Copywriter | Session-wide strategic direction: CTA positioning rationale across three buyer stages (ready buyer, hesitant, FAQ-resolved), copy decision framework for pricing box and final CTA, daily update cadence decision and rationale (more impressive, compounds as number grows), domain strategy (typo-protection alias), URL structure for conversion flow (/join over /owner-lab), deployment sequencing and navigation architecture decisions | 3 | $750 |