MAY MISSIONAutomate all fulfilment · solid recurring cash flowWEEK 3 OF 4
WEEK PROGRESS0 / 0
RIGHT NOW · POST-NAP, BEFORE AUSSIE SIGN-OFF
Michael Baxter pricing email · websites-only
FRIDAY 15 MAY PROMISE · 3 DAYS OVERDUE · NDIS / AGED CARE · AEST 15:00 NOW
Friday Michael pivoted off retainers entirely. He's at capacity (2 new staff, 80 casuals, half team sick, A$120K extra overhead). Google Ads pushed 2-3 months. Wants websites first as a fixed project, then revisit ads with lower retainer + per-SIL-booking bonus.
What he said Friday
A$2K retainer was his ceiling — A$3K too high right now
Wants websites Project 1 · ~3 weeks delivery
Include BOTH disability AND aged care on the same site (aged care licence in 6 weeks)
Wants quote → then mockup → then catch-up this week
Layered: websites now · Google Ads ~3 months · possibly lower retainer + bonus per SIL booking
Aged-care reference competitor he flagged: ADA Australia
What to send
Short apology for delay (sick this weekend, doctor over)
Fixed quote · Resilient Life Care + Lumi Support
Inclusions: aged care + disability content blocks · SEO basics · booking form · tracking · GHL pipeline
Timeline: 3 weeks from quote approval
Acknowledge layered model: ads paused 2-3 months
Next: he replies → mockup refresh → catch-up this week
PRICING · LOCKED
STANDARD
A$3.5K each / A$7K both
List rate for new clients. Reference price only.
MICHAEL ★ MULTI-YR RATE
A$2.75K each / A$5.5K bundle
100% upfront on approval. A$1.5K off standard. Frame as relationship pricing (Saint years). Cash arrives this week.
PHASE 2 SWEETENER
+ 5 hrs/mo dev
Website dev hours baked in when Google Ads phase starts (2-3 months out). Sites keep evolving without separate dev invoices.
What's in scope: 10 pages each site to start (home, about, services overview, 5 service detail pages incl. SIL / complex care / hospital discharge / aged care positioning / community access, locations, contact + referral). Mobile responsive · hosting on your server · on-page SEO · copy written by your team with Michael reviewing · domain handover from his end. Phase 2 ads framing locked: lower retainer + bonus per SIL booking + 5 hrs/mo website dev.
James / SBD · A$3K same offer · confirm: SBD or James personally?
Dayana Romero reply · Wed 27 / Thu 28 May call
BATCH B · PAYMENTS + TEAM
Pay first, talk second
Pay Arik (A-R-I-K · PPC · never Eric)
Pay Jovana (J-O-V-A-N-A · Meta reporting)
Pay Jethro
Message Jovana 14:00 BALI · phase-out, full pay this month, help 2 wk
Janelle removed · not on payroll
BATCH C · TONIGHT PREP
Pre-call work before calls go live
Steven King · finish + ship gold-on-green tweak (Friday promise · NOT tonight's call but owed today)
Chris Stewart · pull 4 slipped commitments from May 7 (templates, phone, DBR, training)
Verify patient list export status · Caroline + Steven + Chris (DBR launch gate)
Tim Romanoski · churn save-play cheat-card (Cameron Expectation Gap)
BATCH D · ADMIN + ACCESS
Quick wins today
Book recording studio for sales training (re-record this week)
Dad as FB Business Manager admin (Shy or Jovana can help)
Confirm Dr Baha mid-week call slot
Akneera follow-up · single clean touch
Today's contact hit list
Every person you're touching today. Strikethrough as you go.
Michael Baxter · AU · email (locked draft ready)
CASHA$5.5K bundle 100% upfront · 10 pages/site · 3 wk timeline + weekly Friday check-ins · Phase 2 includes 5 hrs/mo dev. Paste the email I drafted, hit send, goal is in his inbox before AEST EOD.
Steven King · UK · WhatsApp/email
PROMISEDShip gold-on-green tweak (Friday Monday-morning promise). NOT a call today.
Mike Lee · LIFTD · Stripe nudge
CASHInvoice unprocessed. Fresh payment link + polite chase.
Marc Yune · US · SMS
CASHSupportive framing. Wife is in more intense treatment. Check in personally before recap. Then recap US$2.5K handover option. Offer to send Audrey the mockups he asked for.
Audrey (Adriana Rincon) · US · email
Mockups + automation sequences. 3 wk overdue. Audrey = Adriana, same person. Marc routed all decisions through her per Apr 21 call.
CRITICALCASH
Goal: in his inbox before AEST end-of-day so it's first thing Tuesday morning Aus time. Reference the Right Now block above for full framing.
Mike Lee · Stripe invoice not processed · chase nudge
CASH
You confirmed it hasn't gone through. Send a polite "saw the invoice is still pending — here's a fresh link" message so LIFTD work can start.
Steven King · gold-on-green tweak (Skin Aesthetics by Krystian)
PROMISED
Friday call promise: gold version of the "consultation" wording for Monday morning. Background green stays. Christian wanted brand green = dark green + gold accent. Deliver before tonight's call.
Check Stripe · Jason (parents' clinic) invoice
CASH Confirms cash you have before team payments.
Midday · payments + Jovana
14:30 → 16:30 BALI
Pay first, then have the phase-out conversation. Reverse order makes it transactional.
Pay Arik (PPC)
TEAM A-R-I-K · NEVER Eric. Thursday conversation queued — pay before, talk later.
Pay Jovana
TEAM J-O-V-A-N-A · Meta reporting. Pay BEFORE the phase-out message.
Pay Jethro
TEAM
Message Jovana · 14:00 BALI (your time) · phase-out
TEAM
Frame: full pay this month + ask for help next 2 weeks + apologise + explain lost retainers. Direct, no guilt. She can keep client ad accounts in her own portfolio for the month — handier than re-permissioning everyone right now.
Add Dad as FB Business Manager admin
ADMIN Backup safety. Shy or Jovana can help walk it. Do it today.
Book recording studio · sales training (this week)
ADMIN
You told Steven Friday you'd re-record early this week. Lock the slot now so Wed or Thu is confirmed. Then content goes to Steven + Chris Stewart + Caroline.
Follow up Marc Yunes + Adriana · US$2.5K GHL in-house
CASH
M-A-R-C space Y-U-N-E-S (NOT Mark Hewn). US$2.5K (NOT GBP). Clean cash + removes fulfilment load. Don't let this drift.
Akneera follow-up · single clean touch
CASH
Aak no-showed 13 days ago. One clean call attempt. If silent → warm-deferred by Friday.
Emilia · MX Skin & Laser (Leeds) podcast
18:30 BALI · 11:30 UK
Posture: she presents. You listen. Zero pitch.
Full package already shipped (audit + 3 site concepts + EMDR LP + brand deck)
Tone: Eastern European integrity-led, anti-Kardashian. Match it. Don't agency-speak.
Only follow up if she asks first.
Chris Stewart · Underline Medical
22:00 BALI · 15:00 UK
Lead with the slip. Own the 4 overdue commitments (May 7): templates, phone number, DBR, sales training videos.
Cameron doctrine: "get angrier about the problem than they are." Deliver, don't excuse.
Agenda after the opener:
Website status walk · WordPress migration timeline
DBR this week (patient list export = gating step · confirm today)
Phone number setup status
Ad account access + 17 Megan creatives ready to ship
Slack invite — Chris on the workspace
Sales training recording slot confirmed this week
DO NOT open with the agenda. Open with the oldest slip delivered + a "here's what's changing this week." Chris's confidence is the constraint, not yours.
Tim Romanoski · Warrior Medical · churn save
TUE 01:00 BALI · MON 17:00 UK
Don't argue the suspension. Acknowledge, validate, listen.
Diagnose constraint first, discount second. Expectation Gap: where did promise vs reality diverge?
Offer: respect 30-day notice + one free month hands-on + DBR (5-figure upside) + one aggressive no-brainer lead-gen test.
Cameron: "Treat every churned client like game tape after a loss — obsessively study where you fucked up."
DO NOT: discount-first, vague promises, beg. DBR is the concrete value lever.
Tuesday 19 May
Jess day · onboarding automation · Hazz
P1Jess 30-day notice + DBR ask (same convo)
P2Onboarding automation build · Claude Code + N8N + Carlo
P3Hazz cold email launch lock
P4Casey + James sub-account soft outreach
Jess · 30-day notice + DBR ask
MORNING · IN PERSON
Same conversation per your call. Separating either feels disingenuous (DBR before) or removes the ask leverage (DBR after).
Frame: "I literally have no work for you right now. Not your fault. I'm paying the next 2 invoices + the 30-day notice. The one thing I'd love your help with during your notice is the DBRs for Caroline + Steven King + Chris Stewart — that's it."
Deliver notice + DBR ask
No guilt. Direct. Then schedule individual catch-up calls with Caroline + Steven + Chris before news circulates.
Lock CSM transition plan
You absorb client comms · Megan picks up campaign reviews · Carlo continues onboarding. Document before Wed.
Onboarding automation build · Claude Code + N8N
MORNING / AFTERNOON
Pull onboarding spec from vault
~/obsidian-vault/projects/csp-onboarding-automation.md + scope file at ~/active/team-training-drafts/5-onboarding-presentation-agent-scoping.md
Build with Claude Code + N8N
N8N at http://204.168.203.29:5678. Carlo (GHL) parallel-builds his side.
19 × 15 emails/day = 285/day sustainable. Ramp higher if warm-up state allows.
Verify 4 autoresponder fixes shipped
Pre-11am delay · misframe reframe · silent-lead nudge · slow misframe detection. If not shipped → defer launch to Wed/Thu.
CTAs ranked · pick top 2 for sequences
(1) swap ideas (2) 2-min case study (3) personal touch (4) value-first (5) 5-min ask. Don't lead with calendar link.
Casey + James · soft sub-account transfer outreach
After Jess convo, not before — she may have context on those accounts.
Wednesday 20 May
B2B Campaign 3 ship · Baha · Slack rollout
P1Ship B2B Campaign 3 ($100/day CBO UK Broad)
P2Dr Baha sales call
P3Slack rollout · Caroline + Steven + Chris
P4Caroline onboarding deck build
Ship B2B Campaign 3 · $100/day CBO UK Broad
Ad 13 + Ad 11 + 6-10 new concept ads (Andromeda doctrine · 50 creatives/wk). Megan = DRI. No edits first 72h. Kill threshold: CTR <1% at $30+ AND zero leads.
Dr Baha sales call
CALL Slot locked Monday. Bring warm anchor.
Caroline onboarding deck · manual HTML build start
CSP brand tokens. Scope at ~/active/team-training-drafts/5-onboarding-presentation-agent-scoping.md.
Re-record what got cut short Friday. Content goes to Steven + Chris + Caroline.
Thursday 21 May
DBR launches · Arik conversation · cold email live
P1DBR live · Caroline + Steven + Chris
P2Arik conversation (pay + scope reset)
P3Cold email campaigns live (if autoresponder verified Tue)
DBR live · Caroline + Steven + Chris
Cameron SOP: pull existing patient DB · warm-engagement text/email blast · book responders. Frame: "money already in your account." Volume + speed > copy. Jess delivers if engaged during notice.
Arik conversation
TEAM Pay one invoice + address the "ridiculous" comment + scope going forward.
Cold email campaigns go live
Only if Tue autoresponder verification passed. Otherwise defer to Fri.
Friday 22 May
Akneera close · Marc Yunes close · weekly health check
P1Marc Yunes close-out · US$2.5K
P2Validated B2B Campaign #2 · ship-or-hold
P3Weekly health check + churn-tracker
Akneera window closes
Silent = warm-deferred, log + move on.
Marc Yunes + Adriana close-out · US$2.5K GHL
CASH
Validated Campaign #2 · ship-or-hold
Only ship if C3 hit ≥20 leads at ≤$45 CPL by Thu evening. Cameron exploit-before-elevate. Otherwise stage but don't publish.
James SBD partnership warm touch
WhatsApp + AI build Loom. Past the 10-14d window from 23 Apr.
Weekly health check + churn-tracker
Run /weekly-health-check. Update vault/data/churn-tracker.md.
SQUEEZE MORE FROM THE WEEK · OPEN QUESTIONS
5 high-leverage questions you haven't answered yet
Existing patient DBs ready to fire Monday? If Caroline + Steven + Chris already have patient lists exported in a usable format, you can launch DBR before Thursday — Mon/Tue gives extra 48h of "money already in your account" cash.
Can Steven King's site go live this week not Wed/Thu? You said Wed/Thu on Friday's call. If gold tweak + WP migration is done by tonight, going live Tuesday compresses launch by 48h.
Is there a way to invoice Baxter the website on a 50/50 split (50% deposit, 50% on delivery)? Half the cash arrives this week instead of in 3 weeks.
Marc Yunes + GHL — can you sell the same package to Casey or James? They're offboarding, US$2.5K GHL in-house is exactly the bridge product for both. Sub-account transfer + setup = one-time cash without retainer.
Tim Romanoski — what if you offer 3 months free hands-on with prepaid bonus? If he prepays 3 months at half rate (~A$4.5K-6K), you get the cash now AND the chance to save the relationship. Cameron save-play allows prepayment hook on top of free month.
Decision points · parked
Not for execution this week. Watch + revisit.
Decision
Status
Revisit
Leave or stay (location)
Stay for now · recover first
Mid-June
B2B Campaign #2 ship
Gated on C3 performance
Friday evening
Cold email launch
Gated on 4 autoresponder fixes
Tuesday afternoon
Casey + James sub-account transfer
Soft outreach Tuesday
Reply-driven
Onboarding · manual vs full automation
Tuesday build w/ Carlo + N8N
End of week
Friday EOD verification
If cash, team, or launches miss — that's the failure mode.
Cash inflow
Mike Lee Stripe paid · Baxter quote sent · Marc Yunes closed · Jason status known