SIS

Hermes Ops Hub

one clients.json, one rendered map · regenerated 2026-07-12 19:59 UTC
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slots sold
$500 setup ($250 deposit + $250 at go-live) + $497/mo
RESOLVED 2026-07-12 (Drew ruling, final): $500 setup total = $250 deposit on call + $250 at delivery/go-live, then $497/mo. Propagated to CLAUDE.md, offer LOCK UPDATE, verified in call script + funnel play + deployed offer pages.
Policy: Cohort 1 = ONE price, $497/mo hard floor, no discounting. 3-option anchor retired. Final link verified live: $747 today ($250 balance + first month) then $497/mo. Price re-eval at 10 clients.
Final payment link: https://buy.stripe.com/28EdRaft81Tm0nfeFSds40a (today: $250 balance + first month's $497)
47%
Fortified Asset Solutions — Connor Brown
General handyman / home services (Pensacola, FL — brand-new business)
Stage: Phase 3 — Web Presence: Google Business Profile verification (video verification in progress) — critical path item; Phase 4 CRM setup and Phase 7 A2P are also active in parallel
Sold: 2026-07-10 · Go-live: not yet · Guarantee day 1: not started
A2P: ON_HOLD
Site: https://fortified-assets.com
GHL sub-account: wy499VZUtEWfXxsy5FHi
▸ Next action (drew): Chase Connor for the CP-575 photo + reconcile the business-hours / service-area conflict between legal/LEGAL_FILINGS.md and WEB_PRESENCE_RUNBOOK.md, while Drew finishes the Drew-owed items (voicemail greeting, Cloudflare contact@ verify, GBP verification follow-through) — final payment collection is the true gating step since it both completes billing and unlocks A2P submission.
A2P blocker: EIN only ~16 days old (filed 2026-06-25) — carriers reject young EINs. HOLD submission until ~Jul 20-27 (EIN 4+ wks old). Also needs: CP-575 photo from Connor + final payment (Drew ruling). A2P is the FINAL wire-in; SMS/text responses go live after it clears + cross-carrier test.

Owed by client

  • CP-575 photo (IRS EIN assignment letter — the single blocker on A2P submission)
  • Business hours confirmation (conflicting docs — see intake item 'Working hours')
  • Service-area towns confirmation (conflicting docs — see intake item 'Service area')
  • Site approval / sign-off on the live fortified-assets.com site

Owed by Drew

  • Create Connor's GHL user seat + re-point WF-03/WF-06 task-assign actions to him + tag his cell contact record 'owner-phone'
  • Record/set the voicemail greeting on (850) 266-7764
  • Verify the contact@fortified-assets.com destination address in the Cloudflare Email Routing dashboard
  • Follow GBP verification through to completion (Connor's video verification is in progress, awaiting Google review)
  • Collect final payment — $250 balance + first month's $497 (this is also what unlocks A2P submission per Drew's ruling)

Docs

Intake (17 items)

Legal business name
FORTIFIED ASSET SOLUTIONS LLC — confirmed on Sunbiz, doc L26000347458, filed 2026-06-25, ACTIVE.
INTAKEDONE
EIN + CP-575 photo
EIN 42-3537047 received via Drew text. CP-575 letter photo (the actual IRS assignment letter, distinct from the Sunbiz LLC filing) is the single item blocking A2P submission.
INTAKETO DO
Business address
9562 Hummingbird Blvd, Pensacola, FL 32514 — owner's home; hidden on GBP as a service-area business.
INTAKEDONE
Cell (owner)
(850) 293-3930 — confirmed 2026-07-11, currently set as the tracking-line forward destination.
INTAKEDONE
Personal email
No personal email on file confirmed in docs read. contact@fortified-assets.com exists as the business inbox (interim: forwards to Drew) but that is not the same as capturing Connor's own email address.
INTAKETO DO
Existing accounts (GBP/site/FB)
Confirmed brand-new business — no prior GBP, site, or Facebook existed. Domain purchased by Drew: fortified-assets.com.
INTAKEDONE
Services to advertise
ASSUMPTION — inferred from the 6 live service pages (drywall repair, small remodels, punch-list work, furniture/fixture install, interior painting, deck/fence repair), not from a formal checked-off intake answer. Worth a quick confirm-with-Connor pass.
INTAKEDONE
Service area
CONFLICTING SOURCES: legal/LEGAL_FILINGS.md lists 'Confirmed operating details (Drew, 2026-07-11): Pensacola, Perdido, Gulf Breeze, Milton, ~30mi radius' as already confirmed, but WEB_PRESENCE_RUNBOOK.md (same date) still flags service-area towns as '[CONFIRM WITH CONNOR]' and lists it as a GBP blocker. Task brief also names this an item still owed by client. Marked pending here pending Drew's clarification — do not treat as fully locked until reconciled.
INTAKETO DO
Working hours
SAME CONFLICT AS ABOVE — legal/LEGAL_FILINGS.md says 'Hours: Mon–Fri 8:00 AM – 5:00 PM' is confirmed, but WEB_PRESENCE_RUNBOOK.md flags hours as '[NEEDS CONNOR — not captured]' and required before GBP can be finalized. Marked pending; flagged for Drew to reconcile which doc is current.
INTAKETO DO
Licenses/insurance (only provable)
None claimed — intentional per BUILD_LOG trust-stack decision: new business, no license #/insurance #/BBB/review-count fabricated anywhere on the site.
INTAKEDONE
3-5 job photos + headshot
Not supplied yet. Site currently uses 9 optimized Pexels stock images with an honest 'illustrative, not completed jobs' disclosure line as a placeholder.
INTAKETO DO
Logo
None yet — SIS to handle. Site currently uses text-only branding (no logo asset built).
INTAKETO DO
Why-they-started (2-3 sentences)
Not captured.
INTAKETO DO
2-3 review names
Not captured — do not contact yet, per intake tracker instruction.
INTAKETO DO
Number customers see (tracking line decision)
(850) 266-7764 — purchased, live, decided.
INTAKEDONE
Domain preference
fortified-assets.com — Drew bought, confirmed, live.
INTAKEDONE
Review response tone
Not yet discussed with Connor; Reviews AI is set to Suggestive mode in the meantime (agent drafts, human approves — no tone locked in yet).
INTAKETO DO

Journey (41 steps across 9 phases)

0
Phase 0 — Sale & Intake
88%
▾
0-0
Deposit paid via live Stripe link👤 drew
⚑ Note: Logged in pipeline. Exact payment date not found in docs read — sold_date inferred from BUILD_LOG.md build-date (2026-07-10), flagged as assumption.
STATUSDONE
0-1
Send intake sheet (00_INTAKE_KIT)🤖 agent
⚑ Note: Text + email within 1 hr of sale.
STATUSDONE
0-2
Capture facts to CLIENT_FACTS + BUILD_LOG🤖 agent
⚑ Note: Client folder created; BUILD_LOG.md is the running record.
STATUSDONE
0-3
Chase intake items to completion👤 drew
⚑ Note: CP-575 photo is the single item blocking A2P submission. See intake_items for full 17-item breakdown — several are stale on the receipt tracker but resolved elsewhere (see notes on items 4, 7, 8, 9, 15, 16).
STATUSIN PROGRESS
1
Phase 1 — Foundations
75%
▾
1-0
Buy domain👤 drew
⚑ Note: fortified-assets.com purchased via Cloudflare; live and DNS-managed there.
STATUSDONE
1-1
Create GHL sub-account🤖 agent
⚑ Note: Regular blank base, location id wy499VZUtEWfXxsy5FHi.
STATUSDONE
1-2
Buy tracking number + route + voicemail👤 drew
⚑ Note: (850) 266-7764 is the FAS Tracking Line, live, forwarding to Connor's cell (850) 293-3930, 20s timeout. Voicemail greeting still not recorded (Connor records, or Drew reads script).
STATUSIN PROGRESS
1-3
Business email routing (contact@)👤 drew
⚑ Note: contact@fortified-assets.com — MX records in, routing enabled. Drew still needs to add + verify the destination address in the Cloudflare dashboard (open P2 item, SESSION_HANDOFF 2026-07-12). Interim: forwards to Drew, eventually Connor.
STATUSIN PROGRESS
2
Phase 2 — Site to Complete & Live
80%
▾
2-0
Resolve placeholders (domain/phone/email)🤖 agent
⚑ Note: All real values in — verified via live curl sweep, no REPLACE/000-0000 tokens remain.
STATUSDONE
2-1
Imagery🤖 agent
⚑ Note: 9 optimized Pexels stock handyman images (Drew ruling) — honest 'illustrative, not completed jobs' disclosure line added. Real client photos still pending (see intake item 11).
STATUSDONE
2-2
Privacy + Terms live🤖 agent
⚑ Note: A2P-grade SMS clauses (STOP/HELP, msg&data rates, no third-party sharing) verbatim per A2P_RESEARCH doc — this was the A2P site-readiness blocker and it's cleared.
STATUSDONE
2-3
Deploy to real domain + SSL🤖 agent
⚑ Note: Live at https://fortified-assets.com (apex + www), Cloudflare Pages project fortified-asset-solutions. 14 routes verified 200, 21 JSON-LD blocks valid.
STATUSDONE
2-4
Client reviews + approves site🔧 client
⚑ Note: Site is live and clean (SITE_AUDIT_vs_BUILDER_CHECKLIST grade B/B+) but has not yet been sent to Connor for formal sign-off (open P1 item, SESSION_HANDOFF 2026-07-12).
STATUSTO DO
3
Phase 3 — Web Presence (findability)
29%
▾
3-0
AIO / indexing pack🤖 agent
⚑ Note: sitemap.xml, robots.txt (AI-bot allowlist), llms.txt, llms-full.txt, schema, OG all live and verified byte-for-byte against repo.
STATUSDONE
3-1
Search Console verify + submit sitemap👤 drew
⚑ Note: Split task: Drew starts the GSC property (Google login) and pastes the TXT value; agent adds the DNS TXT record with the Cloudflare DNS-scoped token and submits the sitemap.
STATUSTO DO
3-2
Bing Webmaster + Bing Places🤖 agent
⚑ Note: Import from GSC (needs GSC verified first) and from GBP (needs GBP verified first) — both blocked on upstream steps.
STATUSTO DO
3-3
IndexNow ping + Apple Business Connect🤖 agent
⚑ Note: IndexNow LIVE — key file deployed, all 6 (then 13 after service-page expansion) URLs submitted + verified HTTP 200. Apple Business Connect not yet started — flagged verify-carefully, never run in production before.
STATUSIN PROGRESS
3-4
Google Business Profile create + verify👤 drew
⚑ Note: Created 2026-07-11 on the SIS-managed Google account (SAB, address hidden, category Handyman, tracking number). Connor is filming VIDEO verification now (Google routed this SAB listing to video instead of postcard — faster). Awaiting Google review. Critical-path item: Bing Places (3-2) cannot start until this verifies.
STATUSIN PROGRESS
3-5
Facebook + Instagram business profiles👤 drew
⚑ Note: Documented in WEB_PRESENCE_RUNBOOK but never run end-to-end on a live SIS client yet — flagged verify-carefully on first real run.
STATUSTO DO
3-6
Trust / directory listings🤖 agent
⚑ Note: Per-vertical directory pass, not yet started.
STATUSTO DO
4
Phase 4 — CRM Setup
60%
▾
4-0
Apply Hermes Trades Snapshot v3👤 drew
⚑ Note: v2/v3-equivalent state loaded into Fortified zero-conflict (Agency → sub-account → Load snapshot). Reviews AI arrived as 'Auto Responses' (wrong) and was corrected to 'Suggestive' during install — now a formal SOP step (INSTALL_SOP 16b) since it does not travel with the snapshot.
STATUSDONE
4-1
Swap 9 custom values (via PIT)🤖 agent
⚑ Note: 8 of 9 set with real data (Business Name, Owner Cell, Owner First Name, Privacy Policy URL, Tracking Number, Trade Noun, Trade Service, Website URL). Review Link intentionally stays empty until GBP verifies, then paste the short review link.
STATUSIN PROGRESS
4-2
Fix sub-account fields + add Connor as user👤 drew
⚑ Note: Custom fields set via API. Still open: create Connor's user seat, re-point WF-03/WF-06 task-assign actions to him, tag his cell contact record 'owner-phone' (DONE-text identity depends on this tag).
STATUSIN PROGRESS
4-3
Dashboards: guarantee widget + saved view🤖 agent
⚑ Note: Guarantee Tracker + 'HERMES — Monthly Report' dashboard built and confirmed present/opened. Note: SMS-delivery and reviews-received have no native GHL widget — those 2 numbers are pulled manually each month (Conversations / Reputation tabs).
STATUSDONE
4-4
Client installs LC mobile app🔧 client
⚑ Note: Not started — depends on Connor's user seat existing first (see 4-2).
STATUSTO DO
5
Phase 5 — Funnels
38%
▾
5-0
Wire contact form to GHL (lead capture)🤖 agent
⚑ Note: Cloudflare Pages Function (functions/api/lead.js) creates a GHL contact via PIT on form submit. Tested end-to-end with a real lead (created + verified in GHL, then deleted). Works today — does not need A2P.
STATUSDONE
5-1
Speed-to-lead wiring (form to SMS/route)🤖 agent
⚑ Note: WF-03 installed (Draft) via snapshot; consent is field-bound (survey checkbox → SMS Texting Consent custom field → Opted In). Stays Draft until the Phase 7 A2P publish gate — SMS auto-reply cannot fire before then.
STATUSIN PROGRESS
5-2
Booking / calendar (if used)👤 drew
⚑ Note: Optional per client — not yet evaluated for Connor.
STATUSTO DO
5-3
Email sending domain (SPF/DKIM)👤 drew
⚑ Note: Not yet configured on fortified-assets.com.
STATUSTO DO
6
Phase 6 — Workflows
38%
▾
6-0
Review request (done-text / stage trigger)🤖 agent
⚑ Note: WF-05a/b/c installed (Draft) via snapshot. Activates at the Phase 7 publish gate; also needs the Review Link custom value, which needs GBP verified first (see 3-4, 4-1).
STATUSIN PROGRESS
6-1
Review response (GBP reputation)🤖 agent
⚑ Note: WF-06 installed (Draft); Reviews AI verified set to Suggestive (agent drafts, human posts — auto-respond intentionally off). Needs GBP connected to the Reputation tab to actually function.
STATUSIN PROGRESS
6-2
Monthly report template🤖 agent
⚑ Note: 'HERMES — Monthly Report' dashboard installed via snapshot. Baseline population and a first dry-run report have not happened yet (open P2 item).
STATUSIN PROGRESS
6-3
Analytics baseline (GA4)🤖 agent
⚑ Note: Not started — starts the metrics clock once wired.
STATUSTO DO
7
Phase 7 — A2P & Text-Back (final gate)
6%
▾
7-0
Submit A2P brand + campaign👤 drew
⚑ Note: HOLD per Drew's 2026-07-11 ruling: submit only AFTER final payment is collected. Also blocked on Connor's CP-575 photo. Additional risk flagged: LLC filed 2026-06-25 (doc L26000347458) is under 30 days old at time of writing — brand-new EIN/LLC combos risk a first-attempt A2P identity-check bounce; plan is submit anyway, $10 appeal path is known if it bounces. Everything else in onboarding ships without A2P — only missed-call text-back and outbound SMS are gated on it.
STATUSBLOCKED
7-1
A2P approval, then 24h, then 3-carrier handset test👤 drew
⚑ Note: Cannot start until 7-0 is submitted and approved. AT&T/T-Mobile/Verizon handset test after a 24h carrier propagation wait.
STATUSTO DO
7-2
Activate missed-call text-back + SMS workflows👤 drew
⚑ Note: The last switch — SMS never flips on until the carrier test (7-1) passes. Publish gate, audited order per INSTALL_SOP.
STATUSTO DO
7-3
End-to-end test👤 drew
⚑ Note: Call-to-text, form-to-SMS+opportunity, STOP-to-DND, DONE-to-review — full loop test after activation.
STATUSTO DO
8
Phase 8 — Handoff & Operate
12%
▾
8-0
Billing: balance + first month, GO-LIVE recorded👤 drew
⚑ Note: RESOLVED 2026-07-12: final Stripe link is live — https://buy.stripe.com/28EdRaft81Tm0nfeFSds40a ($747 today = $250 balance + first month's $497, then $497/mo). The old 3-per-tier-links P0 is CLOSED (Cohort 1 = one price, no discounting). Collecting the final $250 + first month's $497 is also the trigger that unlocks A2P submission (7-0) per Drew's ruling.
STATUSTO DO
8-1
Onboarding walkthrough call (~30 min)👤 drew
⚑ Note: App, pipeline, DONE-texts, monthly report — not yet scheduled.
STATUSTO DO
8-2
Close BUILD_LOG to lessons, refine this map🤖 agent
⚑ Note: BUILD_LOG.md and multiple session-handoff docs are actively being kept current; this hub (05_HUB) is part of that refinement.
STATUSIN PROGRESS
8-3
Operate monthly👤 drew
⚑ Note: GBP posts, monthly report, guarantee-pace watch — starts once go-live is recorded.
STATUSTO DO

Assumptions / flagged discrepancies (verify with Drew)

  • sold_date (2026-07-10) is inferred from BUILD_LOG.md's build date, not an explicit logged Stripe timestamp — no source doc read gave an exact deposit-payment date.
  • Service-area towns and working hours: legal/LEGAL_FILINGS.md and WEB_PRESENCE_RUNBOOK.md directly conflict on whether these are confirmed. Treated as still-pending per the task brief's stated known truth and flagged for Drew to reconcile.
  • 'Services to advertise' intake item marked received based on the 6 live service pages, not a formal intake checkbox — reasonable inference, not a hard confirmation.
  • This client record was seeded from docs living in 31_HERMES/03_FULFILLMENT/clients/fortified_asset_solutions/, which MOVED.md says is now a FROZEN COPY — canonical lives at Desktop/00_Clients/00_ACTIVE/FORTIFIED_ASSET_SOLUTIONS/. Contents were assumed identical; not independently diffed against the canonical folder in this pass.

How to read this

To do In progress Blocked Done
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Hermes Ops Hub · generated by 05_HUB/generate_map.py from 05_HUB/clients.json · visual language carried over from 03_FULFILLMENT/HERMES_ONBOARDING_MAP.html