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The OS Team
Table view
OS Processes:
New Users
Onboarding Reminders
Import
Partner Snapshots
Coach OS
Fitness OS
Agnt OS
Fagan Twins
Wake Water
RevenuEvolution
Project Scale
Onboarding Call
Scheduled
Showed
No Show
Cancelled
Payment Management
Active Account
Failed
Failed payment received
Cancel Requested
Cancel Form
Churned
Saves
Forms & Surveys
Imports
Cancel
Additional Account
White Label
A2P
Upgrade
Support
New Leads
Leaky Bucket
AI
Bot Replies
Calling
Failed Payments
New Leads
Inbound
Marketplace Payments
Agency
Additional Accounts
Add User
Theme Change
Location ID
Affiliate
Referral Notifications
Cancellations
Payouts
Certificates
Intercom
Taging For Audiences
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Tasks:
Clean Up
Theme accounts
Snapshot
Templates
Internal
Supa demo
Do it by feature or nav menu for now
I also need you to look at the theme 3 account - see the demos under automations and the purple and black
purple and black theme for automation demos
Meaning figure out how to apply a global theme across all supa demos
Intercom
Playbook
Playbook OS Account
Playbook Supademos
Project Board with each page
Remove Word Partners
All account data
Import & Onboarding Form
Summarize with Chat GPT
Dan biggest goals
Policies
Onboarding and imports improvements
Themes applied and sentiment - follow up with ceo life? Any answers?
Contact CEO Life
Ask Chubbs For Theme Responses
All support tickets at inbox zero
Send Annie A Message
AI chat for ga - and IG and account clean up
Message Water OS
Justyn Cruz
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Update:
Internal Account
- Automations Cleaned
- Pipelines Organized
- Smartlists Cleaned
- OS to Intercom Tagging Set up for Audiences
- Onboarding & Import Survey Pulled (with upgrade recommendations)
- Agency Actions
- Snapshots Load
- Additional Account Creation
- ID & Location Name Pulling
- Add to Themes Sheet (Adding, but not using yet/in-progress)
- Intercom Support
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In Progress:
- Intercom - Update Partner Audiences for Tagging
- Messages - Review all internal messages are pulled and in Notion Database
- Forms & Surveys - Pull Remaining
- Partner Snapshots
- BD - Golden Builder Boards
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๐๏ธ List 1: Create
Card Name | Description | Labels | Priority | Due Date |
Welcome to Boardnameโข | Initial onboarding and setup of the board architecture. | Onboarding, Setup | High | 2025-05-15 |
Re-Imagine | Redesign and rethink the business model and customer journey. | Strategy, Planning | High | 2025-05-16 |
Systems Building | Building the backend systems and automation flows. | Systems, Architecture | High | 2025-05-17 |
Operating System Building | Structuring the business OS for scalability and automation. | Systems, Architecture | High | 2025-05-18 |
Custom GPT | Building custom AI models to enhance business processes. | AI, Automation | Medium | 2025-05-19 |
Your Business | Defining business structure, mission, and key operations. | Business, Strategy | Medium | 2025-05-20 |
Your Brand | Building brand identity, assets, and visual consistency. | Branding, Identity | Medium | 2025-05-21 |
Your OS | Setting up your custom Operating System to manage all business activities. | Systems, Architecture | High | 2025-05-22 |
๐๏ธ List 2: Build
Card Name | Description | Labels | Priority | Due Date |
Forms | Setting up lead capture, feedback, and application forms. | Lead Gen, Data Capture | High | 2025-05-23 |
Pages | Building the main website, landing pages, and opt-ins. | Web Design, SEO | High | 2025-05-24 |
Link In Bio | Setting up social media integration with a central link hub. | Social Media, Branding | Medium | 2025-05-25 |
Website Pages | Structuring main web pages: Home, About, Services, etc. | Web Design, Branding | High | 2025-05-26 |
Funnel Pages | Creating opt-in, sales, and upsell pages. | Funnels, Conversion | High | 2025-05-27 |
Application Page | Developing an application process for clients and users. | Data Capture, Onboarding | Medium | 2025-05-28 |
Call Scheduled Page | Setting up booking confirmations and reminders. | Scheduling, CRM | Medium | 2025-05-29 |
Checkout Pages | Structuring seamless checkout experiences. | eCommerce, Payments | High | 2025-05-30 |
Calendar Pages | Integrating calendar booking for events and meetings. | Scheduling, CRM | Medium | 2025-06-01 |
Footer Pages | Setting up legal pages, terms, and privacy policies. | Compliance, Branding | Low | 2025-06-02 |
Policy Pages | Structuring terms of service, refund, and privacy policies. | Compliance, Legal | Low | 2025-06-03 |
๐๏ธ List 3: Automate
Card Name | Description | Labels | Priority | Due Date |
001 | IG Comments & DM's ๐จ | Automated IG comment replies, triggered DMs, lead capture from interactions. | Lead Gen, Engagement | High |
002 | Sales Discovery Calls ๐ฐ | Auto-confirmation, reminders, follow-ups, and CRM sync for booked calls. | Client Management | High |
003 | Client Onboarding ๐ซถ | Automated welcome sequences, contract signing, and calendar scheduling. | Client Management | High |
004 | Funnel Opt-Ins โก | Triggered email sequences, segmentation, and CRM updates for new leads. | Lead Gen | High |
005 | Courses & Products ๐ | Drip course delivery, certification triggers, and community invites. | Fulfillment | Medium |
006 | Community App ๐ฆ | Automated community invites, event reminders, and drip for new members. | Community | Medium |
007 | Payments Received ๐ธ | Auto-confirmation, invoicing, CRM updates, and access delivery. | Payments | High |
008 | Tasks & Projects ๐ฅท | Task assignment, reminders, and sync with project management tools. | Fulfillment | Medium |
009 | Sites, Leads & Ads โก | Automated lead capture, form submissions, and email triggers. | Lead Gen | High |
010 | A.I. Voice ๐โจ | Auto-call scheduling, reminders, CRM logging, and follow-up sequences. | Client Management | High |
011 | A.I. Chat ๐ฌโจ | Automated replies, lead capture, nurture sequences, and CRM sync. | Engagement | High |
012 | Store & Shop ๐๏ธ | Auto-inventory updates, purchase confirmations, and abandoned cart recovery. | Store | Medium |
013 | Account Health โ ๏ธ | System health checks, data recovery, and error monitoring. | Compliance | ใ
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๐๏ธ List 4: Launch
Card Name | Description | Labels | Priority | Due Date |
Ads | Launching paid ads on Google, Facebook, Instagram, TikTok. | Marketing, Ads | High | 2025-06-04 |
Socials | Setting up social media automation and campaigns. | Social Media, Outreach | High | 2025-06-05 |
Email Blasts | Creating automated email sequences for launch. | Email Marketing, CRM | High | 2025-06-06 |
Product Launches | Structuring the launch of new products and services. | Product, Marketing | High | 2025-06-07 |
Pre-Launch Warm-Up | Building anticipation with teasers and early-bird offers. | Marketing, Lead Gen | Medium | 2025-06-08 |
Influencer Outreach | Engaging influencers for product promotion and brand awareness. | Influencer, Social | Medium | 2025-06-09 |
Community Hype | Activating community-driven events and launches. | Community, Engagement | Medium | 2025-06-10 |
๐๏ธ List 5: Scale
Card Name | Description | Labels | Priority | Due Date |
Fulfillment | Automating fulfillment for digital and physical products. | Fulfillment, Logistics | High | 2025-06-11 |
Team Expansion | Scaling team operations with new hires and processes. | HR, Operations | Medium | 2025-06-12 |
Multi-Channel Sync | Integrating marketing channels for seamless flow. | Marketing, Sync | High | 2025-06-13 |
CRM Scaling | Expanding CRM operations and data handling. | CRM, Data Management | Medium | 2025-06-14 |
Affiliate Program | Setting up affiliate systems for growth. | Marketing, Affiliate | Medium | 2025-06-15 |
๐๏ธ List 6: Operate
Card Name | Description | Labels | Priority | Due Date |
Backend Management | Maintaining backend operations, databases, and servers. | Backend, IT | High | 2025-06-16 |
Tracking & Analytics | Implementing real-time analytics and tracking systems. | Data, Analytics | High | 2025-06-17 |
Compliance & GDPR | Ensuring all systems are GDPR and data compliant. | Legal, Compliance | High | 2025-06-18 |
Data Backups | Scheduling automated backups for all data. | Data, Backup | High | 2025-06-19 |
System Health Checks | Running regular health checks on all systems. | Maintenance, IT | Medium | 2025-06-20 |
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