Operations
Where the company runs — tasks, delegation, SOPs, automations
Open Tasks
12
Across all owners
Waiting on Ryan
2
Blocking delegation
SOPs Ready
5 / 7
Documented and delegable
Automations Live
1 / 5
Rest planned or Phase 2
Tasks
Overdue1
OVERDUE: BOV deliveryCritical
Barnes Family LP·Hickory Flat Industrial Park
All Tasks12
Call block — Tier-A owner list (12 dials)
Listing engine
Follow-up call: LOI responseCritical
Chastain Wealth Partners·Northside Office Condo
Cherokee Development Authority agenda review
Econ dev
Send 3-property shortlist
Path-Tec·Path-Tec
Draft counter LOICritical
Northside Office Condo·Northside Office Condo
Reply: survey timeline
Closing attorney (Milton)·Milton Land Assemblage
Accept + message 4 new connections
Prospecting
Approve VA research: Tier-1 owner batch #4
VA #1
Listing presentation deck for Hickory Flat
Barnes Family LP·Hickory Flat Industrial Park
Tour: Riverstone Pkwy MOB
Dr. Reeves·Canton Family Dental Group
Milton DD period expiresCritical
Milton Land Assemblage·Milton Land Assemblage
Past-client call: referral ask
Rockmart PM owner
VA & AI Assignments7
Waiting on Ryan — blocks delegation2
Tier-1 owner batch #4 — 25 owners from qPublic (Cherokee)
Needs 10-min QC review, then loads to call list
Draft LinkedIn post: I-75 NW industrial absorption
Draft ready for approval
BOV comps pull — Hickory Flat
In Barnes folder; Ryan finalizes narrative
Daily Opportunity Report — 7am scan
3 A-scores surfaced today
Log Tue-Thu call outcomes from Ryan's voice memos
Apollo enrichment — Top-50 industrial mid-tier (rows 20-35)
Mail merge + send — owner letter wave 3 (50 letters)
SOPs5 of 7 ready
SOP-01 · Owner list building (qPublic)
Weekly · Mon
SOP-02 · Apollo contact enrichment
Weekly · Tue
SOP-03 · Direct mail merge/print/send
Weekly · Wed
SOP-04 · CRM logging + follow-up hygiene
Daily
SOP-05 · LinkedIn connection admin
Daily · 10/day cap
SOP-06 · Listing presentation prep
Per appointment
SOP-07 · Deal file → closing checklist
Per contract
Automations1 live
Daily Opportunity Engine
7am weekday scan of GA growth signals → scored report
AI deal/contact summaries
Nightly Claude pass writes aiSummary fields from activity
Email sequence automation
Warmed inbox → 3-email owner sequences with reply detection
Voice memo → CRM logging
Ryan's post-call memos transcribed and logged automatically
Friday CEO review auto-draft
KPIs + pipeline deltas compiled into the CEO page every Friday 3pm
Admin Bottlenecks
- Call outcome logging still manual until voice-memo automation lands
- BOV assembly takes 3+ hrs — template + AI comps pull cuts it to 1
- No shared deal-file structure yet — closing docs live in email threads