SIS

Hermes Ops Hub — To-Dos

3/32 done · project_todos + every client's owed-by lists · regenerated 2026-07-12 19:59 UTC
P0
P0 — Critical / blocking
3/3 done
Pricing ruling locked ($500 = $250 deposit + $250 at go-live, $497/mo hard floor)👤 drew
⚑ Note: Drew ruling 2026-07-12, final. Propagated to CLAUDE.md, offer LOCK UPDATE, call script, funnel play, deployed offer pages.
STATUSDONE
Final Stripe link built + verified live🤖 agent
⚑ Note: https://buy.stripe.com/28EdRaft81Tm0nfeFSds40a — $747 today ($250 balance + first month), then $497/mo. Closes the old 3-per-tier-links P0.
STATUSDONE
Hub v1 (clients.json + generate_map.py + index.html) shipped🤖 agent
⚑ Note: Deployed at https://sis-hermes-hub.pages.dev, 2026-07-12.
STATUSDONE
P1
P1 — High priority
0/20 done
Build SIS Hermes SALES sub-account (the lead funnel)🤖 agent
⚑ Note: Pipeline: Mailed > Opened > Contacted > Booked > Showed > Won/Lost. Import 274 leads (00_ENGINE/lead-data). Wire QR-open webhook > GHL contact+stage+Telegram. Lead-rescue automations: email live now; automated SMS GATED on SIS's own A2P (Standard brand pending - blocked on SIS domain email + SIS-branded site). Chrome sub-agents build it like the template account.
STATUSOPEN
SIS's OWN A2P (Standard brand) - unblocks automated SMS lead-rescue👤 drew
⚑ Note: Prereqs per 2026-07-10 ruling: SIS domain email + live SIS-branded site. Until approved, lead-rescue = email + Telegram + manual calls only.
STATUSOPEN
Connor GHL user seat + re-point WF-03/WF-06 + tag owner-phone👤 drew
⚑ Note: FAS fill-out item. Blocks 4-2/4-4 in the FAS journey.
STATUSOPEN
Record/set voicemail greeting on FAS tracking line👤 drew
⚑ Note: FAS fill-out item. (850) 266-7764 — Connor records, or Drew reads script.
STATUSOPEN
CP-575 photo (IRS EIN assignment letter)🔧 client
⚑ Note: FAS fill-out item. Single blocker on A2P submission for Fortified Asset Solutions.
STATUSOPEN
Business hours + service areas confirmation🔧 client
⚑ Note: FAS fill-out item. Conflicting docs between legal/LEGAL_FILINGS.md and WEB_PRESENCE_RUNBOOK.md — needs Connor to reconcile.
STATUSOPEN
Site approval / client sign-off🔧 client
⚑ Note: FAS fill-out item. Live site (fortified-assets.com) not yet formally sent to Connor for sign-off.
STATUSOPEN
GBP video verification follow-through👤 drew
⚑ Note: FAS fill-out item. Connor filmed video verification; awaiting Google review.
STATUSOPEN
Cloudflare contact@ destination verify👤 drew
⚑ Note: FAS fill-out item. contact@fortified-assets.com MX/routing is in; Drew needs to add + verify the destination address in the Cloudflare dashboard.
STATUSOPEN
FAS spot-check survey + pipeline🤖 agent
⚑ Note: FAS fill-out item.
STATUSOPEN
Webhook live-fire test — scan QR / submit preview form with a TEST lead, verify it lands👤 drew
⚑ Note: drew+agent joint item.
STATUSOPEN
CP-575 photo (IRS EIN assignment letter — the single blocker on A2P submission)🔧 client
⚑ Note: Owed by client — Fortified Asset Solutions
STATUSOPEN
Business hours confirmation (conflicting docs — see intake item 'Working hours')🔧 client
⚑ Note: Owed by client — Fortified Asset Solutions
STATUSOPEN
Service-area towns confirmation (conflicting docs — see intake item 'Service area')🔧 client
⚑ Note: Owed by client — Fortified Asset Solutions
STATUSOPEN
Site approval / sign-off on the live fortified-assets.com site🔧 client
⚑ Note: Owed by client — Fortified Asset Solutions
STATUSOPEN
Create Connor's GHL user seat + re-point WF-03/WF-06 task-assign actions to him + tag his cell contact record 'owner-phone'👤 drew
⚑ Note: Owed by Drew — Fortified Asset Solutions
STATUSOPEN
Record/set the voicemail greeting on (850) 266-7764👤 drew
⚑ Note: Owed by Drew — Fortified Asset Solutions
STATUSOPEN
Verify the contact@fortified-assets.com destination address in the Cloudflare Email Routing dashboard👤 drew
⚑ Note: Owed by Drew — Fortified Asset Solutions
STATUSOPEN
Follow GBP verification through to completion (Connor's video verification is in progress, awaiting Google review)👤 drew
⚑ Note: Owed by Drew — Fortified Asset Solutions
STATUSOPEN
Collect final payment — $250 balance + first month's $497 (this is also what unlocks A2P submission per Drew's ruling)👤 drew
⚑ Note: Owed by Drew — Fortified Asset Solutions
STATUSOPEN
P2
P2 — Backlog
0/9 done
Monthly report dry run🤖 agent
STATUSOPEN
Onboarding call script🤖 agent
STATUSOPEN
Client quick-card🤖 agent
STATUSOPEN
Review-seeding doc🤖 agent
STATUSOPEN
Offboarding SOP🤖 agent
STATUSOPEN
SPF/DKIM doc🤖 agent
STATUSOPEN
Hermes Demo sub-account🤖 agent
STATUSOPEN
GHL ops pipeline mirror (fulfillment stages)👤 drew
⚑ Note: Chrome sub-agents CAN build pipelines/workflows (proved on the Hermes template account) - no manual UI work needed. Do after sales account ships.
STATUSOPEN
Stripe TEST to PROD confirm👤 drew
⚑ Note: Verify the live final Stripe link means this is already done.
STATUSOPEN

How to read this

Owners: 👤 drew · 🤖 agent · 🔧 client. Done items are struck through. Grouped P0 (critical) → P1 (high) → P2 (backlog). Client owed-by items are folded in at P1 by default.
Hermes Ops Hub · generated by 05_HUB/generate_map.py from 05_HUB/clients.json