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Daily operating checklist & personal to-dos
Daily Operating Checklist
Five moves a day, in order. Reply fast to clients & warm leads, and keep the pipeline moving — everything below serves the $1M / best-AI-in-Orlando mission. Lean on the systems so you don't hold it in your head.
↻ Resets automatically every morningToday's progress0 / 0
v1 — placeholder times. Set your real start/stop above (saved for you); build the deep-work blocks around today's booked calls.
START · NUMBERS · DEEP WORK · SOCIAL · END
1Start of day15–20 min
Open the Command Station and read the “Decisions You Owe” list first — that's your cockpit for what needs you today. Don't plan the day until you've seen it.Open Command Station ↗
Check the unified comms alert (all inboxes) and reply to anything hot — clients & warm leads first (Larry/Bridge, active deals, campaign replies). Fast replies are the mission. Anything needing real thought → note as a deep-work item.Open comms monitor ↗
Scan overnight health alerts. No alert = nothing to do. If one fired (finance, backups, LinkedIn queue, a site down, “campaign active but 0 sent”), triage it or hand it to Claude.
2Numbers5 min
Glance the Lead-Gen scorecard — replies, booked calls, opportunities. Are we producing, or idle?Open scorecard ↗
Check the cold-email bounce gate. Current waves sending cleanly (bounces low)? Clean → greenlight the next queued wave (property management, 1,374 leads). High bounces → hold and tell Claude.
$Finance5 min · you only
Open the finance app and clear today's money queue — pay anything due, route the pending bills, and handle any shortfall alert.Pay bills due, route the pending bills, and watch for a shortfall alert. (Live counts appear here once the finance summary is connected.)Open Finance app ↗
3Deep work1–3 blocks
Pull your top 1–3 revenue-moving tasks straight from “Decisions You Owe.” Priority order: 1) live sales motion (calls/demos, proposals, nudging warm leads) → 2) closing/building for a paying client (Bridge voice agent, active builds) → 3) pipeline expansion (new leads, next wave).Open “Decisions You Owe” ↗
Block 1 — top revenue taskProtect these blocks. This is where the $1M gets made — everything else waits.
Block 2 — next revenue task (optional — pull the next item off the list when you finish)
Block 3 — next revenue task (optional)
4Social15 min
Open the Social Ops app and do today's checklist — the daily core + today's weekday focus. It tells you exactly what to post/engage. One block, done. (In a crunch it has a 5-min mode.)Open Social Ops ↗
5End of day10 min
Clear comms to zero. One last pass — no client or warm lead goes to bed unanswered.Open comms monitor ↗
Update the Command Station — check off what you decided/did, add any new decision you now owe. Keeps the cockpit honest for tomorrow.Open Command Station ↗
Set tomorrow's top 3 — the 1–3 revenue-moving tasks you'll start with. They'll be waiting in the Command Station tomorrow. Then stop; you're done.
⏱If I only have 20 minutes today
Comms → reply to every hot client + warm lead. (Responsiveness = the mission.)
Command Station → do the single most revenue-moving “Decision You Owe.”Open Command Station ↗
Glance the scorecard + cold-email bounce gate — wave clean? greenlight the next. Health alert fired? hand it to Claude.
Open the Command Station → clear hot comms → do your top revenue task → 15 min on Social Ops → clear comms + set tomorrow's top 3.
Your to-dos