Executive Summary
Where We Stand — May 4, 2026
WS1A (Security) is the only workstream fully complete. WS2 (Email) is on track — 6 of 11 emails sent on schedule, with Email 5 (Member Offer) due May 7. WS3 (Meta Ads) is built and ready to launch; all three campaigns are complete with final creative and targeting, but Rob's approval has been pending since April 28. WS4 (Automation) is the most critical gap — both sequences were due April 27, 7 days ago, and are not yet live. WS1B (Phase Zero Design) has not started, 14 days past its planned April 20 start, with a June 1 deadline that is now 28 days out.
The Quo phone system SOW was deployed April 21 for Rob's signature by ~April 25. That deadline has passed — status needs confirmation. If not yet signed, the May 22 go-live target is at risk given the number porting timeline.
🔴 WS4 Automation — 7 Days Overdue: Both sequences (Estimate Lead Warmup + Club Welcome) were due April 27. Neither is live. The Kit sequence "Estimate Lead Warmup" does not yet exist. Email content must be pasted via UI; Zapier zaps must be built. This is the most urgent open item.
⚠ Email 5 Due May 7 (3 Days): WS2 Email 5 (Member Offer, Kit ID 23674286) sends ~May 7. The HTML has not been pasted into Kit yet. This needs to happen today or tomorrow.
🔴 WS1B Phase Zero — 14 Days Past Start: Planned start was April 20. No work has begun. June 1 deadline is 28 days away. Design comps for 3 pages (Homepage, Services Hub, Estimate/Contact) must be delivered with one revision round. Need to begin this week.
Workstream Status vs. SOW
Workstream 1A
Security Hardening
CompleteApr 10 ✓
SOW value: $3,500 (shared with WS1B). All deliverables confirmed live.
- WordFence Premium — installed, firewall configured, real-time defense live
- 2FA enabled for all WordPress admin users
- Plugin audit complete — unused removed, outdated updated
- Automated daily backups + off-site copy; restore test documented
- Full malware/vulnerability scan; findings remediated
- GA4 event tracking + Meta Pixel + Lead conversion event live
- Security Checklist deliverable published
100% complete
Workstream 1B
Phase Zero Design
Not StartedDue Jun 1
SOW value: $3,500 (shared with WS1A). Site architecture + design comps for 3 pages. Planned start: Apr 20 — 14 days ago.
- Site feature architecture — estimate flow, service LPs, Club section, trust signals, service area map
- Design comp: Homepage
- Design comp: Services Hub
- Design comp: Estimate/Contact
- AI-generated images available; photo shoot still pending
- One revision round + final delivery by Jun 1
0% complete — 28 days to deadline
Immediate Next StepBegin site architecture brief this week. 28 days is tight for 3 design comps + revisions.
Workstream 2
Q2 Member Email Campaign (11 Emails)
ActiveThrough Jun 24
SOW value: $3,500. Apr 1–Jun 24. Residential and commercial versions. 6 of 11 sent.
- Email 1 — Spring Kickoff: SENT ~Apr 7
- Email 2A — Residential Pruning: SENT Apr 16
- Email 2B — Commercial Assessment: SENT Apr 16
- Email 3 — Five Things: SENT Apr 23
- Email 4A — Social Proof (Residential): SENT Apr 28
- Email 4B — Social Proof (Commercial): SENT Apr 28
- Email 5 — Member Offer (ID 23674286): Due ~May 7 — HTML NOT PASTED
- Email 6 — Testimonials: ~May 14
- Email 7 — Urgency: ~May 21
- Emails 8–11: May 28 – Aug
6 of 11 emails sent (55%)
Urgent: Paste Email 5 HTML by May 6Kit ID 23674286. Subject: "Club Members: Spring Pruning Special — Book This Week". Paste via Kit editor before May 7.
Workstream 3
Meta Paid Social Advertising
Awaiting ApprovalThrough Jun 30
SOW value: $7,500 + ad spend at cost. All 3 campaigns built. Rob approval is the only blocker.
- Meta Business Manager access confirmed
- Meta Pixel + Lead event live at sperrytreecare.com
- Spring Pruning LP redesigned at /spring-estimate/
- Lead Gen campaign: native 9:16 + 1:1 images, 29-zip targeting, age 35–65+
- Retargeting campaign: built and ready
- Local Awareness campaign: built and ready
- Campaign approval page live — sperry-meta-approval-apr2026.jason-8ce.workers.dev
- Rob approval pending since April 28 — no response yet
- Publish all 3 campaigns once approved
- Monthly performance reports (May, Jun, Q2 wrap)
Build complete — launch blocked on client approval
Blocked: Rob Approval RequiredReview at sperry-meta-approval-apr2026.jason-8ce.workers.dev. Campaigns publish same day as approval.
Workstream 4
Lead Warming + Club Welcome Automation
OVERDUE — Apr 27
SOW value: $2,500. Both sequences due April 27 — 7 days ago. BT handles all Kit + Zapier setup.
- Automation design doc complete
- 6 sequence email drafts written
- /estimate-sent/ page live; Lead event active
- Paste guide published at sperry-sequence-setup-apr2026.jason-8ce.workers.dev
- Create "Estimate Lead Warmup" sequence in Kit (does not exist yet)
- Paste 3-email lead warming content into Kit UI
- Paste 4-email Club welcome content into Kit UI (sequence ID 2627196)
- Configure Zapier: Jobber "Estimate Created" → Kit lead warmup enrollment
- Configure Zapier: Kit "Tree Care Club Member" tag → welcome sequence
- End-to-end test + go-live
Design 100% done — configuration 0% done
Immediate Action RequiredThis is the highest-priority overdue item. Full build + test should take 2–3 hours. Use paste guide at sperry-sequence-setup-apr2026.
Quo Phone System
OpenPhone + Sona AI Receptionist
Confirm SignatureGo-Live May 22
SOW BT-STC-QUO-2026, $5,500 flat. Rob signature was due ~Apr 25 — 9 days ago. May 22 go-live requires porting, which takes 2–4 weeks.
- SOW scoped + deployed at sperry-quo-sow-apr2026.jason-8ce.workers.dev
- Rob signature — status unknown (was due ~Apr 25)
- Carrier account number + PIN for number porting (Sperry provides)
- WS1: Account setup + port initiation
- WS2: Sona AI receptionist configuration
- WS3: Zapier Quo→Jobber→Kit integration
- WS4: 10 DLC SMS registration (2–4 week FCC window)
Confirm with RobIf SOW is not yet signed, May 22 go-live is at risk. Number porting alone takes 2–4 weeks from initiation.
Immediate Open Items — This Week
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WS4: Build Both Kit Sequences + Zapier Zaps OVERDUE — Apr 27Both automation sequences were contractually due April 27. Neither the Kit sequences nor the Zapier zaps are configured. Every day they're not live, inbound leads from Jobber and new Club members get no automated follow-up.1. Create "Estimate Lead Warmup" sequence in Kit. 2. Paste all 3 lead warmup emails via paste guide. 3. Paste 4 welcome emails into sequence ID 2627196. 4. Build Zapier Zap: Jobber "Estimate Created" → Kit sequence enroll. 5. Build Zapier Zap: Kit "Tree Care Club Member" tag added → welcome sequence. 6. E2E test with dummy contact. 7. Activate both sequences.
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WS2: Paste Email 5 HTML into Kit (Due May 7) 3 DaysKit ID 23674286 — "Member Offer" email sends ~May 7. Kit API write operations are broken; content must be pasted manually. The HTML template is ready locally at
4. Final Deliverables/Email Templates Apr2026/.Open app.kit.com/campaigns/23674286/draft → Custom HTML → paste upgraded template. Subject: "Club Members: Spring Pruning Special — Book This Week". From: michele@sperrytreecare.com. Audience: All Club Members (segment 540379). Schedule for May 7, 9am PDT. -
WS1B: Begin Phase Zero Design 14 Days Late — Jun 1 DeadlinePhase Zero (Homepage, Services Hub, Estimate/Contact comps) was planned to start April 20. Nothing has started. With 28 days to the June 1 deadline and a revision round needed, this needs to begin this week. SOW allocates $3,500 to this workstream.Step 1: Draft site architecture brief (feature list, estimate flow, Club section, trust signals, service area). Step 2: Gather AI-generated hero images already available. Step 3: Start Homepage wireframe and comp. Design system reference: Sperry LP Design Standard + BT brand guide.
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WS3: Chase Rob for Meta Campaign Approval Pending Since Apr 28All 3 campaigns have been built and ready since April 28. Every week without ads running is lost spring pruning season revenue. The approval page has been live for 6 days with no response.Send Rob a direct follow-up. Approval page: sperry-meta-approval-apr2026.jason-8ce.workers.dev. Once approved, BT publishes all 3 campaigns same day. Budget: $8,000 total Q2 ad spend.
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Quo SOW: Confirm Rob's Signature Status Was Due Apr 25The Quo SOW ($5,500) needed Rob's signature by ~April 25 to keep the May 22 go-live on track. Number porting takes 2–4 weeks. If not signed yet, the May 22 date is already at risk.Check with Rob. If signed, obtain carrier account number + PIN immediately and initiate port. If not signed, escalate and revise go-live target accordingly.
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Jobber Client Secret Rotation Apr 30 SessionFlagged in the April 30 session. Rotating the Jobber client secret is needed to maintain secure API access for the Zapier automation stack that WS4 depends on.Log into Jobber developer portal → rotate client secret → update all Zapier zaps that use the Jobber OAuth connection. Do this before or concurrent with WS4 Zapier build.
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Deduplicate Scheduled Sperry Requests Report Task May 1 SessionTwo scheduled tasks were found both generating the Sperry requests/inbound report. Duplicate tasks waste resources and create conflicting outputs.Review active scheduled tasks → identify the duplicate sperry-requests report task → stop the older one → confirm only one active task remains.
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Verify Email 4A/4B Delivery (Apr 28) ConfirmEmails 4A (Social Proof Residential, ID 23859665) and 4B (Social Proof Commercial, ID 23852851) were scheduled for April 28 at 6am PDT. Confirm they sent to the correct segments: 4A to ~1,023 Residential subscribers, 4B to ~359 Commercial subscribers.Check Kit broadcast history for IDs 23859665 and 23852851. Confirm "Sent" status and delivery counts. Flag any issues immediately.
Email Send Calendar — May–Jun 2026
| Date | Kit ID | Audience | Status | |
|---|---|---|---|---|
| Apr 7 | Email 1 — Spring Kickoff | 23610364 | All Club Members | SENT |
| Apr 16 | Email 2A — Residential Pruning | 23610791 | All Club Members | SENT |
| Apr 16 | Email 2B — Commercial Assessment | 23657210 | Commercial tag | SENT |
| Apr 23 | Email 3 — Five Things | 23610365 | All Club Members | SENT |
| Apr 28 | Email 4A — Social Proof (Residential) | 23859665 | Residential (~1,023) | SENT — Verify |
| Apr 28 | Email 4B — Social Proof (Commercial) | 23852851 | Commercial (~359) | SENT — Verify |
| May 7 | Email 5 — Member Offer | 23674286 | All Club Members | HTML NOT PASTED |
| May 14 | Email 6 — Testimonials | 23674287 | All Club Members | Stub Only |
| May 21 | Email 7 — Urgency | 23674289 | All Club Members | Stub Only |
| May 28 | Email 8 — Hidden Risks | 23674290 | All Club Members | Stub Only |
| Jun 4 | Email 9 — Summer Tree Care | 23674291 | All Club Members | Stub Only |
| Jun 11 | Email 10 — Referral | 23674293 | All Club Members | Stub Only |
| Jun 18 | Email 11 — Tree Removal | 23674296 | All Club Members | Stub Only |
Note — Emails 6–11 (stub only): All remaining email stubs (IDs 23674287–23674298) have Kit broadcast placeholders but no HTML content. Each needs to be loaded via Kit's Custom HTML editor before its send date. The upgraded templates are ready locally. Paste schedule: load Email 6 by May 13, Email 7 by May 20, etc.
SOW Financials — Payment Status
| Payment | Amount | Due Date | Status |
|---|---|---|---|
| Kickoff Deposit | $4,500 | Mar 26, 2026 | Received |
| Payment 2 | $2,083.33 | Apr 1, 2026 | Due — Confirm |
| Payment 3 | $2,083.33 | May 1, 2026 | Due — Confirm |
| Payment 4 | $2,083.33 | Jun 1, 2026 | Upcoming |
| Payment 5 | $2,083.33 | Jul 1, 2026 | Upcoming |
| Payment 6 | $2,083.33 | Aug 1, 2026 | Upcoming |
| Final Payment | $2,083.33 | Sep 1, 2026 | Upcoming |
| Quo SOW Invoice 1 | $2,750 | On signing | Pending Signature |
| Quo SOW Invoice 2 | $2,750 | Go-live (May 22) | Planned |