Meeting Notes

In Progress

Running meeting agenda doc for AGM/HG. Dates, topics discussed, action items. Quick-access for on-the-fly note capture during meetings.

AGM Pro Tools
Priority Projects

In Progress

Active priority projects and to-do items for AGM Pro Tools. Track what's in flight, what's blocked, and what needs attention across all AGM workstreams.

HG & ATE Master List

Live

Project hub for Heavenly Greens and Artificial Turf Express. Costco workflow, Tim & Troy to-do list, newsletters, content production, video assets, and more. Shareable with HG team without exposing AGM internals.

Sections HG Projects (10) · ATE Projects (2) · Shared Resources · Quick Links

Tim & Troy
To-Do List

In Progress

Running to-do list for Tim and Troy. Active operational items, priorities, and follow-ups for Heavenly Greens.

AGM Pro Tools

Live

SaaS product connecting field service platforms to AGM. Now across 3 platforms: Jobber, CENTAH/Salesforce, and Field Routes. Not just an FSM connector — bridges into enterprise CRMs.

Milestone 3 platforms integrated · Mar 12, 2026
Platform 1 Jobber → AGM · Texas Turf · Live (free use case)
Platform 2 CENTAH → AGM + Salesforce · Heavenly Greens / Costco · Live · AGM $297 + ProTools $297
Platform 3 Field Routes → SERTBO · Valleywide Pest · Live · ProTools Core $297/mo
Pricing Core $297/mo (Jobber, HCP) · Pro $597/mo (Field Routes, Service Fusion) · Enterprise $997/mo (ServiceTitan, BuildingConnected)
Deferred Logo · Email signature · Search Atlas SEO for agmprotools.com

Jobber-AGM
Texas Turf

Live

Ivana's Jobber → AGM sync. 4 workflows in production. Self-healing Layers 1–4 ALL complete and active. Durability rated 10/10 as of Mar 13. Health endpoint, SQLite event store, synthetic canary, live validator, dead-letter drain — all deployed.

Status Fully operational · Layers 1–4 verified Mar 13, 2026
Next up Commercial pipeline — same instance, second AGM pipeline. Need Andrew to create stages + routing signal from Ivana (how residential vs commercial is distinguished in Jobber).
Slack bot harlan_agm_pro_tools_ · AGM workspace

Field Routes-SERTBO
Valleywide Pest

Signed

Field Routes → SERTBO integration for Valleywide Pest Control. First paying AGM Pro Tools subscriber. Core tier $297/mo. Signed Mar 18, 2026. 8,373 customers · 4,599 subscriptions.

Client Valleywide Pest Control
GHL instance SERTBO — Andrew's agency
Platform Field Routes → SERTBO (AGM)
Status SIGNED — Core $297/mo · Mar 18, 2026
ProTools Tier Core · $297/mo
Key flag 49% of customers have no email — phone-only handling required

AGM Revenue & Growth Strategy

Active

Full revenue model across 14 clients, 7 service lines, 3 client types. $10,677/mo active MRR. 2 paying ProTools clients (HG Costco + Valleywide). Updated Mar 18, 2026.

Active MRR $10,677/mo
Pipeline Valleywide + HG Costco signed — no pipeline pending
Revenue by Service
AGM Grow 4 clients · $3,088/mo
AI SEO 3 clients · $2,991/mo
AGM Build 3 clients · $1,491/mo
AGM Scale 1 client · $997/mo
Manufacturer 1 client · $697/mo
ProTools 2 clients · $594/mo (HG Costco + Valleywide)
Hosting 7 clients · $225/mo
ProTools Tiered Pricing
Core $297 Jobber, Housecall Pro — small operators, simpler APIs
Pro $597 Field Routes, Service Fusion, ServiceM8 — mid-market, multi-location
Enterprise $997 ServiceTitan, BuildingConnected — large operators, complex integrations
Growth Priorities
Immediate Pitch AI SEO to Turf Prep, Alpha Turf, JNR · Reactivate East Coast + Turf Casa
Near-term Pitch Sunburst on ProTools Enterprise for BuildingConnected ($997) — would hit $2,816/mo max stack · Land first ServiceTitan client · Follow up Garrett Sheehan (Jobber)
Strategic Sunburst = first max-stack client candidate · BuildingConnected via existing AGM client (no cold sale) · Validate 2+ clients per ProTools tier before raising
Max stack $2,816/mo per client (ProTools Enterprise + AI SEO + Grow + Hosting)
Client Roster (14 active)
$1,500+ Sunburst ($1,819 → $2,816 w/ ProTools Enterprise) · Amazing Turf & Lawn ($1,519) · DFW ($1,519)
$600–$1,200 Texas Turf ($822 — ProTools free) · Oasis Turf ($1,072) · JNR ($797) · Alpha Turf ($697) · Realturf ($697) · HG Costco ($594) · ATE ($297)
Under $500 Turf Prep ($497) · Valleywide ($297) · East Coast ($25) · Turf Casa ($25)

HG Costco Playbook

Phase 2 Pending

Master operational playbook for HG Costco program. Phase 1 (flow diagram) live and pending Troy + Tim sign-off. Phase 2 (binder outputs) planned, not started.

Next step Troy + Tim sign off on Phase 1 → begin Phase 2 binder outputs

HG Polly (Voice AI)

Capability Ready

AGM-based voice AI for scheduling and pre-qualification. Two defined scenarios. Implementation is technically ready — waiting on Tim's parameters.

Scenarios Scheduling & Changes · Pre-Qualification
Platform AGM Pro Tools
Status Email sent to Tim Mar 6, 2026. Define parameters → test → refine.

AI Turf Advisor
Chat Widget

Built — Blocked

AI-powered website chat widget for artificial turf companies. Guides visitors through product selection, generates personalized PDF recommendations, captures leads into AGM pipeline with automated follow-up workflows. Multi-tenant, templatized — new clients via config file.

First client Heavenly Greens (assistant name: Polly)
Blocker Azure AD email setup (M365 sender address for HG)
Supports AGM subscribers (GHL pipeline) + non-AGM clients (Sheets/webhook)
Email backends Microsoft 365 · Google Workspace · SMTP

AGM Video Assets

In Progress

AGM Pro Tools video content — marketing overview and product demo. Two distinct videos: the animated marketing presentation on agmprotools.com, and the product demo walkthrough (in development).

Demo Video In development — product walkthrough

AGM Wednesday
Ask Us Anything

Agenda Ready

Weekly open call-in for any AGM client. Live Q&A, troubleshooting, feature walkthroughs, strategy. 30-45 min. Troy moderates, Andrew demos. Prep checklist due Tuesday EOD.

Schedule Every Wednesday · 30-45 min
Format Welcome + What's New (5 min) → Open Q&A (20-30 min) → Wrap + Preview (3 min)
Directive directives/agm_wednesday_aua.md
Prep due Tuesday EOD — platform updates, backup topics, open items from last week
Blocker Briggs integration pending (automated prep reminders + log tracking)
Purpose Client retention · reduce support tickets · feature feedback · community

AGM Friday Live

Agenda Ready

Weekly live show. Troy (industry, 3-5 min) → Andrew (AGM demo, 8-12 min) → CTA. 14-week Season 1, 5 clusters. Full production runsheet + content multiplication pipeline built.

Schedule Every Friday · 15-20 min
EP1 Topic After Hours AI Voice System
Weekly cadence Mon: lock episode → Thu 5pm: both submit prep → Fri: show → Mon after: multiply content
Runsheet directives/agm_friday_runsheet.md
Series bible directives/agm_friday_series_bible.md
Blocker Briggs integration pending (automated prep reminders + episode tracking)

March 2026 Trend Report Video

Re-render Pending

Monthly AGM trend report video. Final doc exists. HeyGen re-render in progress (lip sync fix after 3 render cycles).

Next action Review final video → add audio link in Google Doc → YouTube upload
Hard lessons Per-slide audio required. HeyGen must use FINAL audio. Mute avatar in Shotstack. Use Drive URLs.
Final doc Google Doc

AGM Pro Tools Logo & Email Sig

Deferred

Refined avatar, competitive intel (CRM Connector), Zapier refugee segment, approved copy directions — all ready. Waiting on bandwidth.

Status All research complete. Pick up next available session.

Harlan SMTP
Home Mac Setup

Done

Harlan can now send emails as himself from the home Mac. App password configured Mar 14, 2026. Both morning briefing and EOD emails will arrive from harlan.agm@gmail.com.

Account harlan.agm@gmail.com
Status SMTP tested & working — Mar 14, 2026

Harlan

Live

Execution layer. Holds all credentials, API keys, and OAuth tokens. Runs via Claude Code CLI on Home Mac and Office Mac. Builds scripts, deploys webhooks, sends emails, manages integrations. Session-based — cannot listen in real-time. Pushes updates to Telegram and writes handoff files for Briggs. Built prompt injection hardening layer, session startup checks, and EOD briefing email pipeline.

Role Builder & executor — deterministic Python scripts, API calls, deployments
Platform Claude Code CLI (Opus 4.6) · Home Mac + Office Mac
Credentials All API keys, OAuth tokens, SMTP — Tier 2 (credentialed agent)
Comms Telegram push (one-way) · Git handoff files · Email (SMTP as harlan.agm@gmail.com)
Crons 5:30 AM email triage · 5:40 AM briefing · 7 PM EOD
Voice ElevenLabs “George” — British, warm, dry humor
Session checks Voice, SMTP, Telegram, Google Workspace — verified every session
Security Prompt injection hardening directive + sanitize_input.py — deployed Mar 15

Briggs

Live

Chief of Staff & strategy layer. Always-on via OpenClaw on Mac Mini. Orchestrates agent roster, enforces flywheel cadence, monitors Telegram, and surfaces problems before they’re asked about. Built Mission Control dashboard, SOUL V2 written, git auto-commit discipline active. Zero credentials, zero execution access — by design.

Role Strategy, coordination, delegation — first point of contact
Platform OpenClaw · Mac Mini (always-on)
Model Claude Opus
Credentials None — Tier 3 (non-credentialed agent)
Comms Telegram (reads + posts) · Git handoff files · OpenClaw chat
Scope AGM Pro Tools — 100%
Dashboard Mission Control “Meet the Team” — built & signed off Mar 15
SOUL V2 Complete rewrite — 15 sections, reverse prompting, decision framework
Git discipline Auto-commit/push after every file change — active
Daily rhythm Morning briefing 8 AM · EOD rundown 7 PM · Gym block 4:30–6:30 PM
When needs execution Writes to briggs_to_harlan/ handoff → Harlan picks up next session or cron

Mission Control
Dashboard

Live

Custom Next.js dashboard built by Briggs on Mac Mini. “Meet the Team” view with all 6 agents, tools, outputs, and flywheel stage mapping. Dark mode, orchestration animations between cards. Served locally at 10.0.0.42.

Built by Briggs (autonomous)
Signed off Mar 15, 2026 — Troy approved
Features Agent cards · Tools & outputs · Flywheel stage flow · Lightning bolt orchestration viz

Briggs SOUL V2

Done

Complete rewrite of Briggs’s operating identity. 15 sections covering mission, boundaries, team routing, Harlan communication protocol, operational rhythm, flywheel enforcement, decision framework, ICP, security tiers, and prompt injection hardening. Ready for deployment.

Sections 15 — from North Star to key people
Key additions Reverse prompting · Four expectations · Prompt injection hardening · Decision hierarchy
File .tmp/briggs_soul_v2_draft.md

Prompt Injection
Hardening

Done

Security directive protecting all agents from prompt injection when processing external content. 9 sections covering 6 attack surfaces, 5 defense layers, detection patterns, agent-specific hardening, and monthly red team exercises. Includes sanitize_input.py utility — tested against 10 attack vectors.

Directive directives/prompt_injection_hardening.md
Utility execution/sanitize_input.py — shared sanitization for all scripts
Deployed Mar 15, 2026
Covers Social scraping · Email handoffs · Web scrapes · Agent-to-agent chain injection · Invisible Unicode · Encoding attacks

Morning Briefing
Pipeline

Live

Automated morning briefing flow. Email triage at 5:30 AM, briefing generation at 5:40 AM. Posts to Telegram for Troy, writes handoff JSON for Briggs, sends formatted email via SMTP. Includes Command Center sheet data from all tabs.

Cron Two-cycle sync: 5:00 AM iMac (triage → scan → email → push) · 5:30 AM Mac Mini (pull → briefing → Telegram) · 6:45/6:55 PM evening cycle
Email from harlan.agm@gmail.com

EOD Briefing Email

Done

Automated end-of-day summary email. Day’s activity, pending items, what slowed us down, improvement proposals. Sent at 7:00 PM PT, timed for post-gym review.

Time 7:00 PM PT daily
Script execution/eod_briefing_email.py

Session Startup
Checks

Done

Pre-flight verification run on every new Harlan session. Confirms voice system, SMTP credentials, Telegram push, and Google Workspace configs before greeting Troy. Loads all feedback memories and applies corrections.

Checks Voice (API + permissions + test) · SMTP · Telegram · Google Workspace
Directive directives/session_startup_checks.md

Cron Heartbeat
Monitoring

Done

Container-level health monitoring for cron jobs. Detects when cron processes silently fail — the gap between “script error” (caught) and “container never ran” (invisible). Pushes alerts to Telegram.

Covers Silent cron failures · Container crashes · Missed heartbeats

Briggs Git
Discipline

Done

Auto-commit and push protocol for Briggs. Every file change triggers immediate commit via auto_commit_push.py. Filters sensitive files (.env, credentials, tokens) from commits. 30-minute safety net cron as backup.

Script execution/auto_commit_push.py
Directive directives/briggs_git_discipline.md

Scout

Not Started

Lead Signal Detector. Always-on social scanner — finds contractor pain signals on Facebook, X/Twitter, and Reddit. Routes qualified signals to AGM Pro Tools pipeline.

Model Perplexity (real-time web research)
Flywheel Intelligence

Quill

Not Started

Content Writer. Writes copy, designs content structure, and powers the AGM Friday content pipeline. Long-form, newsletters, and blog automation.

Model Gemini Ultra (long-form, Google Workspace)
Flywheel Content

Pixel

Not Started

Thumbnail Designer. Designs thumbnails, crafts visuals, and creates graphic assets for content distribution.

Model ChatGPT / GPT-4o (image generation)
Flywheel Content (visual)

Echo

Not Started

Social Media Manager. Posts content, engages with audience, grows following, and amplifies reach on LinkedIn and other platforms.

Model Gemini Ultra or ChatGPT
Flywheel Distribution
AGM
Never: GHL · GoHighLevel
White-labeled GoHighLevel platform. Referred to as "AGM" in all contexts — client-facing, internal, scripts, docs.
CENTAH
Never: Centar · Center · Centar
Field service management platform used by HG for the Costco program. Spelling is non-negotiable.
Texas Turf
Client slug
Ivana's company. Use "Texas Turf" as the project/client slug in Modal apps, secret names, and file references. "Ivana" is fine conversationally.
HG
Shorthand for Heavenly Greens
Acceptable shorthand. "Heavenly Greens" for formal references. HG Costco, HG Polly, HG Salesforce — all valid project prefixes.
Harlan
Not: "the AI" or "Claude"
Troy's name for the Claude instance that built and operates this system. British, warm, dry humor. Voice: ElevenLabs "George."
AGM Pro Tools
The product name
The SaaS product — Jobber-AGM integration. Not "AGM Tools" or "Pro Tools" alone. Full name in all product contexts.
Jobber
Context matters
"Jobber" = the field service software (getjobber.com). Also the name Troy uses for the Mac Mini cron scheduler. Usually clear from context.
Mac Mini
Always lowercase "mini"
Troy's always-on local machine used for cron jobs. Harlan Mission Control crons (email triage, EOD) run here.
01
Check execution/ before writing new code. ~110 scripts already exist. Only create new ones if nothing fits.
02
Self-anneal when things break. Read the error → fix the script → test → update the directive. Don't escalate unless the fix requires credentials you don't have.
03
Deliverables live in the cloud. Google Sheets, Slides, GitHub Pages. Local files (.tmp/) are intermediates only — always regenerable.
04
Directives are living documents. When you learn API limits, edge cases, or better approaches — update the directive. Don't create new ones without asking Troy.
05
Use voice for short responses. python3 execution/harlan_speak.py "message" — under ~300 chars, conversational, reactions. Text for technical content.
06
Push at end of session. When Troy wraps up, check git status. Don't let uncommitted work sit — he works across machines.