Sync Status: Local only

Week of Feb 9, 2026

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END GOAL
$1M/month
Then: Billionaire

🎯 Current Strategy

Aggregator Model: Own the demand instead of selling it.

Build TelehealthLeads.com as lead gen brand. Generate leads via Meta/Google ads. Sell to telehealth clinics on rev share or per-lead basis. Cole runs marketing, clinics fulfill.
1
Phase 1
Foundation
Research, prospect list, outreach templates
✓ Complete
2
Phase 2
Outreach Blitz
LinkedIn presence, founder meetings, close 3 partners
▶ In Progress
3
Phase 3
Scale
Optimize CAC, expand ad spend, add more partners
Upcoming

⚡ Active Sub-Agents

telehealth-prospecting
Found 25 new telehealth companies
Complete
podcast-research
15 podcast guest opportunities identified
Complete
acquisition-hunting
Found telehealth clinics for sale ($75K-$2.9M)
Complete

📋 Today's Priority Queue

1
Eland Siddle call - Tue 2:30pm
BOOKED ✓
2
Send LinkedIn follow-ups (Cindy, Gary)
Drafts ready
3
LinkedIn content - post FDA crackdown take
Content ready
4
Reply to Valiant (Dr. Swidan wants call)
Awaiting times
5
Keep CRE alive (existing clients)
Maintenance

📊 CRE Client KPIs (Live)

9
Active Clients
$18K
30d Ad Spend
252
30d Leads
$71
Avg CPL
Top Performers (30d)
Great Lakes Spray Foam 73 leads | $36 CPL
D&C Spray Foam 50 leads | $30 CPL
Schultz Roofing 40 leads | $69 CPL
Lapp Roofing 33 leads | $77 CPL
Premier Roofing 20 leads | $99 CPL
Data from: SFA KPI Tracking | Last sync: Feb 9

🏆 Recent Wins (Feb 8-9)

Eland Siddle call booked - First partnership meeting scheduled
133 outreach emails sent - Full telehealth/pharmacy pipeline
ClickUp cancelled - $116/month saved
4 LinkedIn responses - Eland, Cindy, Gary, Nora
Full call prep complete - Pitch deck, pilot proposal, objection handling
Last updated: | Refresh

⚡ NEXT ACTION

Send outreach to top contacts
0
Ready
133
Sent
4
Replied
1
Booked

🔥 Hot Leads

Eland Siddle - LuvoHealth
Ex-Lemonaid ($400M exit), building men's health telehealth
📞 CALL BOOKED
Tue Feb 10, 2:30pm
Cindy Crayder
Concierge GLP-1/peptide telehealth operator
WARM - Replied
Follow-up ready
Gary M. Austin - ManifoldHealth.AI
CEO OneCare, AI clinical decision support
QUALIFY
Draft ready
Valiant - Dr. Eihab Swidan
GHL email reply - wants to schedule call
RESPOND
Awaiting Cole's times

⚡ FIRST ACTION

Record Script #1: "I Started Peptides"
📝 Ready Scripts
💡 All Ideas
🎣 Hooks

🎬 SCRIPT 1: "I Started Peptides" (RECORD THIS FIRST)

I just started injecting myself with peptides. And I'm going to document everything. Look - I'm 29. I've got a baby, a business that's rebuilding, and honestly? I've been neglecting my health. I used to be shredded. Now I'm 20 pounds overweight and feeling it. So I'm doing something about it. Started a peptide protocol a few days ago. Not just for weight loss... for energy, recovery, longevity. The whole stack. I'm going to share my bloodwork, my results, the side effects - everything. No BS. If you're curious about peptides but don't know where to start... follow along. I'll be the guinea pig so you don't have to guess. Follow for updates. Drop a comment if there's something specific you want me to cover.

🎬 SCRIPT 2: "The Agency Model is Broken"

Most marketing agencies are selling you a lie. They charge you $5k, $10k, $20k a month... and what do you actually get? Leads. Maybe. That you still have to close yourself. I ran an agency that hit $130k a month. And you know what I learned? The model is broken. Clients don't want leads. They want customers. They want revenue. So now? I only do performance deals. You don't pay me unless I make you money. If your agency isn't willing to bet on themselves... ask yourself why you're betting on them.

🎬 SCRIPT 3: "The Morning That Changed Everything"

I used to hate mornings. Snoozed until the last possible second. Started every day already behind. Then I had a kid. Now I'm up at 5am whether I like it or not. But here's what changed: One - I walk the dog before my brain wakes up enough to make excuses. Two - I'm at the gym before my inbox can steal my attention. Three - By 8am, I've already won the day. Everything else is bonus. You don't need a perfect routine. You need a non-negotiable first hour. What's yours?

🎬 SCRIPT 4: "I Gained 20 Pounds"

I'm going to be real with you. I gained 20 pounds. Used to be shredded. Six pack, the whole thing. Then life happened - business stress, a baby, late nights, bad food choices. And I let it slide. But here's the thing about getting out of shape when you've been in shape before: You know the path back. So this is me, publicly committing. I'm documenting the comeback. Not because I have it figured out. Because accountability works. If you're in the same boat... let's go together. Follow along.

🎬 SCRIPT 5: "Why I'm Leaving Canada"

I'm planning to leave Canada. And I know that's going to upset some people. But here's my reality: The tax burden is crushing. The housing market is insane. The entrepreneurial environment is... let's just say it's not exactly encouraging. I've got a family now. A business to build. And I need to put us in the best position possible. I love this country. I grew up here. But loving a place doesn't mean you have to stay when the math doesn't work. Am I wrong? Tell me in the comments. I want to hear it.

🎬 SCRIPT 6: "Stop Selling Services"

If you're selling services, you're doing it wrong. Nobody wakes up wanting to buy marketing. Or consulting. Or design. They wake up wanting more revenue. More time. More freedom. A problem solved. So stop talking about what you do. Start talking about what they get. 'I run Facebook ads' becomes 'I put customers in your pipeline.' 'I do web design' becomes 'I build sites that actually convert.' The service is the delivery method. The outcome is what they're buying. Make sense?

📹 Quick Recording Tips

  • First 3 seconds matter most - hook immediately
  • Look at the camera lens, not your face on screen
  • Natural lighting - face a window if possible
  • One take is fine - imperfect > not posted
  • Energy slightly higher - camera flattens by ~20%

👥 CRE Clients (Active)

9 active clients | Revenue: $18-43K/month (lumpy)
Great Lakes Spray Foam
Top performer - 73 leads, $36 CPL
✓ Active
D&C Spray Foam
Strong performer - 50 leads, $30 CPL
✓ Active
Schultz Roofing
40 leads, $69 CPL
✓ Active
Lapp Roofing
Contact: Caleb Lapp | 33 leads, $77 CPL
✓ Active
Premier Roofing Systems
20 leads, $99 CPL
✓ Active
Southside Coatings
✓ Active
Absolute Roofing
Contact: Chris Kamis
✓ Active
Summit Roofing Solutions
Contact: Reuben Miller | A2P in progress
⏳ A2P Setup
Skyview Roofing
Contact: Lee Partee
✓ Active

🔥 Telehealth Hot Leads

Eland Siddle - LuvoHealth
Ex-Lemonaid ($400M exit) | Men's health telehealth
📞 CALL BOOKED
Tue Feb 10, 2:30pm
Cindy Crayder
Concierge GLP-1/peptide telehealth
WARM - Follow up ready
Gary M. Austin - ManifoldHealth.AI
CEO OneCare | AI clinical decision support
QUALIFY - Draft ready
Valiant - Dr. Eihab Swidan
Responded to GHL email - wants call
RESPOND - Need Cole's times
Nora Tarvus
MD/MBA/PhD | Ex-Apple | AI Healthcare
QUALIFY - Draft ready

📋 CS Playbook - Standard Operating Procedures

22 SOPs across 4 categories | Location: playbooks/cs-playbook/

🏗️ 01-Foundations

company-overview.md
service-offerings.md
client-expectations.md
team-roles.md

📊 02-Management

churn-prevention.md
client-health-scoring.md
escalation-procedures.md
performance-reviews.md

🚀 03-Onboarding

onboarding-overview.md
ghl-sub-account.md
ghl-domain.md
a2p-compliance.md
intake-form.md
onboarding-call.md
custom-values.md
admin-tasks.md

⚙️ 04-Operations

csm-touch-base.md
ongoing-support.md
daily-checklist.md
weekly-review.md
monthly-reporting.md
communication-templates.md

📁 Other Resources

📧
Outreach Templates
resources/
📊
Call Scripts
resources/
📝
Pilot Templates
resources/
🎯
LinkedIn Content
resources/
💼
Pitch Decks
resources/
📋
Checklists
resources/
0
DMs Sent
0
Replies
0%
Reply Rate
0
Calls Booked

🎯 Week 1 Goals

50 DMs Sent 0/50
5 Replies 0/5
2 Calls Booked 0/2

🏗️ Tina's Architecture

🏛️
GATEWAY
Core System (24/7)
📱
Channels
Telegram, WhatsApp
🤖
Agent (Tina)
AI Brain
🔧
Tools
Actions & APIs
Context Loaded Every Turn
💫
SOUL.md
Personality
AGENTS.md
Rules
👤
USER.md
Your Info
🧠
MEMORY.md
Long-term
💓
HEARTBEAT.md
Proactive
🛠️
TOOLS.md
Environment

🎯 Decision Flow

📨
Message In
📂
Load Files
🤔
Think
Use Tools
💬
Reply

📊 Priority Hierarchy

Higher = more influence on decisions

💫 SOUL.md
Who I am
⚡ AGENTS.md
How I operate
👤 USER.md
Who you are
🧠 MEMORY.md
What I remember
🛠️ TOOLS.md + HEARTBEAT.md
Environment & proactive tasks

✏️ Quick Edit

Tell me: "Update SOUL.md to [change]" and I'll edit it instantly.
📍 C:\Users\johnc\.openclaw\workspace\

📊 What Tina's Working On

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🎯 Big Picture

PHASE
2 of 3
Outreach Blitz
GOAL
1st Partner
Telehealth rev share
NORTH STAR
$1M/mo
Revenue target