cadence touch on Wilcox PRO-2226 AND Old Sage PRO-2126. Both went out 5/29 to Jake Gillen (Wilcox $10K, family friend) and Tri-City Construction (Old Sage $49K, Woo Box source). Wilcox 1st Status Update was due 6/2 (1d overdue); Old Sage hits today 6/3. One Power Email each, identical structure: "Wanted to confirm you received the proposal and let me know if there are any questions before we move forward."
Why: This is fresh-window cadence integrity. Two proposals just sent — touching them on the 5-day mark is the disciplined Easton + Voss move. Wilcox is also NS2 leverage (locked-in W22 ship per W22 SCOUT recon) + Brandon's warm relationship. Old Sage is a $49K Woo Box lead → biggest single-touch value today. Combined: 10 min to send, protects ~$59K of in-stage pipeline from cooling drift between today and Mon 6/8 Pulse.
Time: 10 min execution. Confidence: 150% — Three Gates clear (Earnings ✓ Operations ✓ Life ✓), Four Cases yes, scoped, executable before 7am if Brandon wants the day clean.
Alternatives if you'd rather:
sent date logged. Pre-write option-trio + ship today or Thu. Lever: NS2 +1 (would move count 4 → 5) + premium tier. ~30-45 min to draft + send. 2. Cooling-deal close-the-loop batch: Derek Roberts (261d cold) + Randy Hoffacker Idaho (155d) + Raykon (Casey Cloward, 79d). Three messages, 15 min, decide each: re-touch or cold-storage. All have d_next 6/3 deadlines.```
---
_Discovery Detector A (MEMENTO/MEMJO recurrence) skipped this refresh — no qualifying 7d MEMJO content. Detectors B + C ran clean._
---
Next Reply Expected: 2026-06-03. Suggested move: check Gmail thread 19e811b8eac4a9fa mid-day; if no reply, short bump only per Hermes' next-step note.! QSP Canvas board NS counters still at 2026-04-27 values (NS1=3, NS2=3, NS3=$187K). Vault-reconciled numbers above are authoritative. QSP counter refresh owed at next Pulse Mon 6/8. > > ! Yesterday's dashboard claimed "Holladay Hills FFKR Architects PRO-2626 landed 6/1" — current Deal Tracker shows highest PRO-### is PRO-2526 (Ben Kendall) and no Holladay Hills FFKR entry. Either the deal wasn't created yet on Monday, was demoted, or yesterday's claim was speculative. Brandon verify at Pulse 6/8.
Earnings (NS2 still constraint, $246K floor 49% of NS3
Operations
Life
| Dim | Status | Lever |
|---|---|---|
| Business | 4 verified Q6 wins + 2 proposals out W22 + Sodo Agreement queued; NS2 unstuck from → mid-quarter | |
| Team | Nate Sodo close pending Agreement back · Allie Woodbury concept delivered yesterday · Hailey wk 3 onboarding clean · Hermes vm-sync nominal through 09:30 | |
| Brandon as leader | E3 dominant — Pulse + Woodbury executed; today's stack tests cadence-touch discipline pre-meeting load | |
| Client relationships | Cluster 1 hot (3 Meeting Invite deals warm but unscheduled) · Lloyd cluster firing (Woodbury 6/2 + Grover-Johnson 6/3 + WELL House 6/10) · Hebdon Studios calendar live | |
| Lead flow | May leads-contacted 155 vs 60 target +95; June W1 pace pending Pulse 6/8 | |
| Premium fees | Wilcox $10K + Old Sage $49K + Mecham queued $49K + Snow Haus $49.5K + Olmsted $49K — premium ($99K+) tier needs Union Square ($99K) re-energize or Mecham bundle anchor | |
| Net margin | Q1 baseline 57.4% holding · Open Invoices $957K still — Natalie collections push owed June W1 |
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## ★ HERMES ↔ CORTEX lane boundary — still parked for Brandon's pen post-Hermes round-trip 5/30.share.loftsixfour.com/l64-os — still owed.inbox/qbo-snapshot-260531/), MACK Todoist queued for API work within 7-day window (by 6/7).Pulled from board 9268257824. May closed at Pulse 6/1; June W1 column opens at Pulse 6/8.
| Metric | W1 | W2 | W3 | W4 | W5 | May Actual | Target | Gap | Status | Owner |
|---|---|---|---|---|---|---|---|---|---|---|
| Ex. Clients Contacted | 0 | 0 | 6 | 22 | 0 | 28 | 140 | -112 | ⬇️ | Brandon |
| Clients Responded | 0 | 0 | 4 | 4 | 1 | 9 | 20 | -11 | Brandon | |
| Leads Contacted | 0 | 89 | 0 | 66 | 0 | 155 | 60 | +95 | Brandon | |
| Leads Responded | 1 | 1 | 0 | 8 | 0 | 10 | 10 | 0 | Brandon | |
| Project Opportunities | 0 | 1 | 2 | 3 | 0 | 6 | 10 | -4 | ⬇️ | Brandon |
| Proposals Requested (Inbound) | 0 | 1 | 1 | 2 | 0 | 4 | 6 | -2 | ⬇️ | Brandon |
| Proposals Sent | 2 | 0 | 1 | 0 | 1 | 4 | 6 | -2 | Brandon | |
| Prop Req from Lead Outreach | 0 | 0 | 1 | 0 | 0 | 1 | 3 | -2 | Brandon | |
| Deal Value Closed | $39K | $0 | $29K | $119K | — | $187K | $167K | +$20K | Brandon | |
| New Projects | 1 | 0 | 1 | 1 | 0 | 3 | 4 | -1 | ⬇️ | Nate |
| Revenue Collected | $0 | $62.3K | $16.0K | $7.5K | $4.5K | $90.4K | $103K | -$12.6K | Brandon | |
| Open Invoices | $224K | $164K | $164K | $203K | $203K | $957K | $100K | +$857K | Natalie |
Cash flow flag: Open Invoices stayed at $957K through May close. Natalie has Hidden Oak / South Hills / Malik open per Nate's 4/17 note — June push owed.
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Behind · Brandon + Nate · Bottleneck: Marketing→Leads→Meetings→Proposals→SentBehind · Brandon + Nate · Bottleneck: outreach still Brandon's priority leverOn-Track · NateAccomplished · Brandon + NateBehind · BrandonOn-Track · Brandon · "2 so far (Bedingfield/SALT + Carver/Evergreen)"Behind · Brandon · "written and waiting for website launch"On-Track · Brandon + NateBehind (Q5 carry) · Brandon · Bottleneck: Reprioritize — Value Engines · Monday 09–11 session moved the needle; derivative Playbook work staged for Wed PM / Thu AMBehind · Nate · "Derive from updated Lux Res Engines"Not Started · NateOn-Track · Nate · Week 3 of summerBehind · Nate + Brandon · "Contingent on Value Engines"Not Started · BrandonNot Started · BrandonNot Started · BrandonNot Started · BrandonNot Started · Brandon + NateOn-Track · BrandonOn-Track · BrandonOn-Track · Nate + BrandonAccomplished · BrandonAccomplished · BrandonAccomplished · Brandon---
Pulled from Outreach Log 18410699434. 43 rows surfaced (W18-W19 Nashville + W21 Google review batch + W22 Google review follow-ups + W22 Hermes Quail Hollow drop).
Outbound (last 7d):
19e811b8eac4a9fa) + Natalie billing verification (gmail 19e811b95e3706f4) · both reply-expected today 6/3monitor stateConfirmed Google reviews logged Q6: Aaron Day · Pieter Berger · Steve Broadbent · Sam Evans · Greg Walker · Kory Robison · = 6 verified to date.
Vault-tracked W4 (5/18–24) batch still not on Outreach Log:
▸ Backfill needed: 60+ W4 touches live in pipeline/scout-reconciliation-260524.md + W22 reconciliation 5/31 6 personal outbound + 1 inbound not yet on Monday Outreach Log. Hand to SCOUT.
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/os-refresh today 05:00agents/agent-personalities.md v1.4.1)---
Source: Monday doc 18397158609. 3-Year Target (North): Scale revenue to $1,523,437.50 by Dec 31, 2027 at 30% margin · 60-40 lux res / rooftop mix · 12 lux res + 8 flagship rooftop / yr · 10-20 repeat partners Purpose (South): "We create outdoor environments that leave you transformed. If it doesn't give you goosebumps, we haven't done our job." Core Values (East): 01 Creative Courage · 02 Relentless Growth · 03 Proactive Collaboration Strategic Anchors (West): IMMRSV System · Go-To Rooftop+Lux Res Experts · Collaborative-Not-Combative · Design-for-WOW · Portfolio-That-Sells Ways We Work: 04 Passion with Standards · 05 Finish Strong Tagline: Brace for goosebumps.
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Pulled from 12Q Revenue Planner 18398685318.
| Quarter | Target Rev | Actual Rev | Target Profit | Actual Profit | Margin | Status |
|---|---|---|---|---|---|---|
| Q1 2025 | $253.8K | $223.8K | $76.1K | $43.2K | 19.3% | |
| Q2 2025 | $233.8K | $129.8K | $70.1K | -$37.9K | -29.2% | |
| Q3 2025 | $310.7K | $320.9K | $93.2K | $124.3K | 38.7% | |
| Q4 2025 | $310.7K | $179.5K | $93.2K | -$59.9K | -33.3% | |
| Q5 2026 | $304.7K | $534.2K | $91.4K | $306.6K | 57.4% | ★ |
| Q6 2026 (current) | $304.7K | TBD ($246K floor, 81%) | $91.4K | TBD | TBD | |
| Q7 2026 | $304.7K | — | $91.4K | — | — | upcoming |
| Q8 2026 | $304.7K | — | $91.4K | — | — | upcoming |
| Q9-12 2027 | $380.9K ea | — | $114.3K ea | — | — | upcoming |
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| Engine | Stage | Core Metric | Status |
|---|---|---|---|
| GET — Inbound | GET | New Leads / Month | 👻 Archived — context/value-engines/03-engine-1-get-inbound.png |
| GET — Outbound | GET | Booked Conversations / Month | 👻 Archived |
| CLOSE — Sales | CLOSE | Proposal-to-Close Rate (86% Q1) | 👻 Archived |
| DELIVER (unified Lux Res + IMMRSV) | DELIVER | On-Time Delivery Rate | 👻 Archived · Q6 Pillar 2 derivative work staged for Wed/Thu (post-Mon session) |
| GROW — Operations & Scaling | GROW | Revenue per Employee | 👻 To Be Mapped (hire-triggered) |
→ Canonical: context/value-engines/_index.md · Scale-up path: context/scalable-system-map.md View 3 · Lock: D-013
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Per D-013, traditional Playbook Library archived. L64's 30+ Claude Code skills + 19 CORTEX agents function as live playbooks.
/chief-triage · /chief-scorecard · /chief-90day · /chief-mbr · /unstick · /connect · /close-chat · /cortex-health-check · /cadence · /os-refresh · /decide/pitch-qualify · /pitch-agreement · /pitch-kickoff · /pitch-offer/scout-outreach/riff-weekly · /riff-message-canvas/cortex-ingest · /vault-snapshot · /learn · /playbook-register · /last30days · /handoff · /debrief/memento-graduate · /memento-health-check · /memjo-health-check · /bujo-intake · /cortex-resume · /cortex-save/imessage-bd-digest · /imessage-draft-reply/todoist-cli · /build-custom-mcp-server/cortex-build-infographic · /cortex-compose-image · /cortex-generate-styled-image · /cortex-author-design-system · /cortex-audit-design-system→ Per D-013, next hire triggers 3-5 traditional playbooks for that role's lane.
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context/l64-systems-vs-processes.md.→ Full quarterly Compounder run via /compounder (V2 layer)
---
| Meeting | Next | Status |
|---|---|---|
| Weekly Pulse (Mon 08:30 leadership) | Mon Jun 8 08:30 MT (5d) | LIVE — agenda template |
| Daily Triage | On-demand /chief-triage | LIVE |
| Monthly Business Review (MBR) | Tue Jun 30 (27d) | ✓ via /chief-mbr |
| Quarterly Sprint Planning (QSP) | Wed Jun 24 (21d, Q7 prep, 9–5 MT) | LIVE — QSP Deck |
| All Hands rollout | Post-MBR/QSP target | ▸ NEVER RUN (D-013 load-bearing) |
| Clarity Day | Annual (Jan target) | 🔨 SKILL-NEEDED — Clarity Day Deck |
| 90-Day Game Plan w/ Belinda | Mon Jun 8 10:00 MT (5d) | LIVE — /chief-90day |
Next up: Weekly Pulse · Mon Jun 8 08:30 MT · 5 days · agenda template (no facilitator deck) · L64 Weekly OS Ritual (15 min)
After that: 90-Day Game Plan with Belinda · Mon Jun 8 10:00 MT · 5 days · /chief-90day (prep mode fires this week).
Two-week look-ahead: QSP Q3 2026 prep · Wed Jun 24 · 21 days · Deck · /chief-90day (lock mode).
Per Ryan canon: "No scorecard, no recurring meeting. No agenda, no purpose. No purpose, no meeting."
Thu 6/4 preview: 11:00 [10-Minute Tactic] What's New in A.I. · 15:00 Andrea Wilson (Lindon UT, 195 N State St) Fri 6/5: Quiet (no booked external meetings as of pull) Sat 6/6: Quiet Sun 6/7: 10:00 BuJo scan heads-up + 15:00 BuJo → MEMJO ritual Mon 6/8: 08:30 Weekly Pulse · 10:00 90 Day Game Plan w/ Belinda
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~/CORTEX/inbox/ count: 158 files. Recent (last 7 days mtime):
_archive/▸ Inbox count 158 >> 5 (hygiene rule). Bulk = brand-iteration HTMLs from D-023 lock cycle (5/19-21) + 5/25 BACKPORT + W22 ingest residue. Brandon decides batch-archive vs route at next Pulse 6/8. Surfacing as flag, not blocker. Also flagged: Mender Bender (MNDR) design brief landed 6/2 (text MD + archived HTML). Per yesterday's auto-memory feedback entry on "make this html = LIGHTWEIGHT render, not full editorial chrome." Next ProposalCover deliverable hits the lighter render path.
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Generated by /os-refresh at 2026-06-03 05:00 MDT. Replaces prior dashboard — git history preserves earlier versions. Source: Monday MCP + CORTEX + Calendar + Deal Tracker page 1 (100 active items). Tier 3 writes (Monday writeback) require explicit approval via /sync-to-monday.