REMAP.ai — Daily Priority Board

4MAT — do before 9am departure

🧠 Mind cleanse

🏃 Movement

🧘 Meditation

🎵 Mozart time

🙏 Appreciation

🎯 The one big thing

📞 9:00am — Business coach (1 hr, travel now) · 📞 11:15am — CPR Group (30 min) — pricing retention · 📞 3:15pm — Migration consultant / SNL

⚠️ Carried from last week — still urgent: Joe + Pablo engagement docs · Loom delegation videos · Scope departing devs (~2 days left — today or never) · Lewis H confirm · Loom team briefs

Top 3 — do these first

1

Joe Woodham + Pablo — finalise & send engagement docs CRITICAL

Carried since Thursday. Every day without them loses momentum — Joe will go elsewhere. Sit with AI + Legal immediately after the business coach call. Both docs out before 11:15am CPR Group if possible.

Sales👤 You + AI + Legal

2

CPR Group — prep retention pitch & adjusted pricing 11:15am

Current client wanting to pause. Goal: keep them. Prepare 2–3 options — reduced scope, paused-but-retained model, restructured price. Don't let them fully exit. Prep talking points before 11am.

SalesOps👤 You

3

Scope & assign departing devs — AI Engineer + EO marketplace ~2 days left

Window is almost closed. Brief PM + dev team today. Use Claude to scope both marketplace builds. If not done today, it won't happen at all.

Product👤 You → Dev team

Remaining today

11

4

Migrate to Claude Team account — unblocks agent build

Move from personal to team account today. Do it between the business coach call and CPR Group — it unlocks the prioritisation agent build this afternoon.

Ops👤 You

5

3:15pm — migration consultant call prep (SNL / Spain & Lindsay)

15 min prep before the call. Know the migration scope, SNL's setup, and what you need the consultant to understand going in.

Sales👤 You

6

Build prioritisation agent in Claude — 1–2 hr block (afternoon)

After the migration call. Agentic Claude that takes your daily brain dump and outputs a structured priority board. High compounding value — do this only after tasks 1–3 are clear.

Product👤 You

7

Record Loom — team task delegation videos

Carried from last week. One short video per team member. State: task, why it matters, what done looks like, deadline. Do after CPR Group while you have momentum.

Ops👤 You

8

Enrol in Anthropic Academy + block 1hr daily learning slot

Sign up at anthropic.skilljar.com today. Then block 8–9am every morning as a standing learning slot. Start with Claude Code in Action or AI Fluency depending on current priority.

Product👤 You

9

Enrol in relationship coaching — mental load course + find coach

Two actions: (1) enrol in the mental load / relationship course, (2) find and book an ongoing coach (Joel if available). Treat this as a business priority — schedule it like one.

Personal👤 You

10

Establish 3-month webinar schedule — "The Claude Hour" agentic series

Map out 3 months of dates, topics, and formats around the agentic AI theme. Hand scheduling and promotion to marketing once the framework is set.

SalesProduct👤 You → Marketing

11

Check in with marketing — what are they executing this week?

Website rebuild moving? Adam LinkedIn relaunch scoped? Calendly cleanup done? Social posting running? Don't let delegation go silent.

Ops👥 Marketing team

12

Joe Woodham — confirm launch initiation & DocuSign or equivalent

Once engagement doc is sent, confirm signing method (DocuSign or other) and agree launch timeline and first steps.

Sales👤 You

13

Lewis H — confirm Sales Support sent follow-up

Delegated last week. Confirm it went. If not, it goes today.

Sales👥 Sales Support

14

Test Claude — run a structured check of current output quality

Use Claude on a real client deliverable or priority problem. Capture quality — feeds into agent build and model testing practice.

Product👤 You

✅ Last week: O'Brien call · SNL call + AI Engineer pitch · Migration consultant booked · Lyn pricing sent · Roadmap WhatsApp outreach · Massage

📞 9:00am Business coach · 📞 11:15am CPR Group (retention) · 📞 3:15pm Migration consultant / SNL

Urgent / you

High priority

Fixed / booked

Delegate

Break / buffer

Medium

Optional evening — confirms & admin only

Loom delegation guide — record at 1:40pm

Record one Loom per team member or group. Keep each under 3 minutes. State: what the task is, why it matters, what done looks like, and the deadline. Send immediately after recording.

⏳ Departing cohort — brief first

6 × Devs — Build AI Engineer marketplace + EO marketplace as HTML/Claude. You'll scope these at 4pm and drop the brief in. Deadline: end of their last day.

Graphic Designer — Digital avatar for content, social post templates, website visual assets. Deadline: before they leave.

Departing PM — Document all operational roles and actions into the ops playbook. Coordinate handover. Deadline: final day.

Security/Compliance — PrivateAI trust centre, contract templates review, ASIC prep docs. Deadline: final day.

Sales Support

Lewis H — draft follow-up email: confirm competitive position, next steps, send tomorrow morning.

SNL — one follow-up attempt to confirm tomorrow's meeting with Tristan. If no reply, let it go.

Jamie — confirm the Tristan referral costing has been personalised and sent today.

Marketing & Sales Manager

Website rebuild — use the Claude content brief (you'll send it) to rewrite the AI Engineer outsourcing page and AI Roadmap page. Deadline: this week.

Calendly audit & cleanup — currently ~15 booking links, way too many. Consolidate to a clean, consistent set. Define which links to keep, archive the rest, and ensure all are Zoom-aligned. Deadline: today or tomorrow.

Adam SGP LinkedIn relaunch — enrich leads in Apollo first, then build a multi-touch LinkedIn sequence. Brief the SGP Sales Rep on execution. Deadline: this week.

BD Lead

Hypotagio outbound — update the messaging and add LinkedIn as a function. Deadline: this week.

Sole operator survey — prep the launch plan for the 1.7M Australian business outreach. Deadline: this month.

Marketing Junior

Social posting — 1–2 posts per day across agreed platforms. Start today if possible.

Client testimonial widgets — collect and format existing testimonials into embeddable assets for the website.

Legal / Accounts

Prepare the brief for the lawyer — demand letter. Get it to them today.

ASIC check and submissions — confirm status and action this week.

ANZ + Toyota finance payments — process this week. ATO: block a session with the accountant.

HR

Manage departing cohort offboarding — ensure clean exits and IP/access handover.

Redo staff contracts — updated templates, aligned to current service model. Deadline: this month.

DevOps + QA

DevOps — Audit all booking links. Confirm Zoom is correctly configured across all of them. Deadline: today.

QA — Review the Otter → proposal generator output. Is it producing what we need? Report back with gaps.

⚠️ Departing cohort has ~6 days remaining. Brief them THIS MORNING — assign tasks before 10am or the window closes.

Departing cohort — assign today

6 × Developers

AI Engineer marketplace — HTML/Claude build

EO marketplace — HTML/Claude build

Road map user dashboard (login + report push)

Open Claude deployments × 4

1 × Graphic Designer

Digital avatar for content creation

Social post template library

Website visual assets (REMAP + PrivateAI)

1 × Project Manager (departing)

Ops playbook — document all roles

Tech stack audit coordination

Manage cohort handover process

1 × Security / Compliance

PrivateAI trust centre build

Contract templates review

ASIC prep + compliance docs

Permanent team — owners

Sales

BD Lead Hypotagio outbound, LinkedIn function, sole operator survey

SGP Sales Rep Adam BD activation, Apollo enrichment

Sales Support Lewis H follow-up, SNL confirm, Jamie costing check

Cust./Delivery Engagement doc templates, client onboarding

Marketing

Mktg & Sales Mgr Website rebuild, Adam LinkedIn relaunch, Apollo brief

Mktg Junior Social post execution, testimonial widgets, LinkedIn calendar

Product & Tech

Head of Dev Ops flow maker, MCP (Blake Lanham), Claude deployments

ML Engineer LLM testing practice, property agent agentic

5 × Developers AOS launch, ongoing product builds

DevOps Booking links audit, Zoom alignment, AOS infra

QA Otter → proposal generator review, dashboard QA

Ops & Admin

Business Analyst BI dashboard, tech stack audit, ICP definition

Project Manager Coordinate handovers, departing cohort deliverables

Legal/Accounts Demand letter, ASIC, ATO, ANZ/Toyota payments

HR Staff contracts redo, departing offboarding, psychologist booking

Sales & BD

Active deals

Ops O'Brien / Chris Stark — deliver recovery strategy (call today)

Sales Joe Woodham — docs out, track response

Sales Pablo — docs out, confirm first action

Sales Lewis H — follow-up tomorrow

Sales Blake Lanham — MCP for accounting issue

Sales EO proposal — price up and finalise

Outreach & systems

Ops Adam SGP — Apollo enrichment + LinkedIn relaunch

Ops Hypotagio — update outbound + LinkedIn function

Ops Sales call structure + slide deck template

Ops Pitch process review + PDF deck format

Product & Build

Departing cohort deliverables

Product AI Engineer marketplace — scope today, build this week

Product EO marketplace — scope today, build this week

Product Website rebuild — AI Engineer + Roadmap pages

Product Digital avatar + social templates

Decisions

Product Lock pricing — no more volatility

Ops Busy Chat voice platform — decide cut or keep

Ops Booking links audit + Zoom alignment

Ops Otter → proposal generator review

Accounting, Legal & Compliance

Financial obligations

Acct ATO actions — block session with accountant

Acct Q rider actions

Acct ANZ + Toyota finance payments

Acct Tax last 2–3 years — confirm with accountant

Legal

Legal Lawyer brief for demand letter

Legal ASIC check & submissions

Personal — this week

Flights (time-sensitive)

EO Forum flights — week of 20th (urgent)

Pip — May flights to Australia

Pip/Spencer — Singapore flights

Andrew/Bastian — Singapore flights

Admin & health

Brenda Street rental extension

Psychologist — new appointment

Fix scooter storage box

Buy peptides + establish protocol

Digital, Brand & Content

Web & brand

Product REMAP.ai website — AI Engineer aligned

Product PrivateAI — trust centre + downloadable content

Ops Lock digital assets — no further changes

Product Client testimonials / case study widgets

Personal brand

Sales Redo Andrew LinkedIn — reflect positioning

Product Digital avatar for content creation

Sales Social — 1–2 posts/day, platform strategy

Ops Define post style, avatar, platform mix

Tech Stack Review

Systems audit

Ops Full tech stack audit — CRM, PM, billing, wiki, portal, HR, email, SMS

Ops BI dashboard — business numbers at a glance

Ops Ops playbook — all roles documented

Legal & compliance docs

Legal Redo client contracts

Legal Redo staff contracts

Legal Service agreements + ToS on websites

Product Build

Launches

Product AOS — launch and implement

Product AI Engineer marketplace

Product EO marketplace (overdue)

Product Road map user dashboard

Open Claude deployments × 4

Product 1. Awareness — inputs & prioritisation

Product 2. Social — AI strategist news monitor

Product 3. Compliance — REA space deployment

Product 4. Property agent agentic solution

Service add-ons

Product Compliance/policy push as add-on

Product Metrics dashboard for clients

Personal — this month

Holidays to book

Lembongan — Pip's birthday trip

June school holidays — Lovina area

Market & Positioning

Compliance market play

Compliance REA estate agency push — investigate + outreach (end of July)

Product AEO & GEO — assess and build as a service

Ops Define ICP — kill the vagueness

Lead gen campaigns

Sales Sole operator survey — 1.7M Australian businesses

Sales Road map lead gen — Facebook campaign

Sales Fractional CAIO pricing + compliance niche

LLM Practice & R&D

Internal capability

Product LLM model testing — standard assessment

Product Model testing — video content capture

Agentic monetisation

Product Property agent agentic solution — scraper + market feedback

Andrew's Positioning

Role clarity

Ops AI Strategist vs Fractional CAIO — define left/right boundaries

Sales Price the Fractional CAIO role

Sales YourAIGuy.com — review + update

Services lock-down

Ops Finalise service range — no more scope creep

Product Road map: compliance + policy push add-on

Product Metrics dashboard for road map clients

Flights — book ASAP

Confirmed trips needed

EO Forum — week of 20th (urgent)

Pip — May, to Australia

Pip + Spencer — Singapore

Andrew + Bastian — Singapore

Holidays to plan

Upcoming

Lembongan — Pip's birthday holiday

June school holidays — Lovina area

Admin & health

Admin

Brenda Street — rental extension

Fix scooter storage box

Mobile bill — pay today (due tomorrow)

Health & wellbeing

Psychologist — book new appointment

Buy peptides — both + establish protocol

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