Sperry Tree Care — Project Punchlist

BOSSTORQUE · SOW BT-STC-Q2-2026 · Updated May 1, 2026

Fri May 1, 2026Morning Brief · Jason's Review
🔴 Launch Blocked: Meta campaigns ready. Waiting on Michele TOS acceptance + Rob/Michele formal approval. Review Campaigns →
🚨 2 Items Overdue: WS4 automation scope (due Apr 27, now 4 days late) and Quo SOW confirmation (due Apr 23). Jason action required today.
SOW Status

Q2 Overview — May 1, 2026

3
Campaigns Built
1
Launch Blockers
2
Overdue Items
31
Days to Phase Zero
Active Now — May 1

This Session's Work

In Progress
Requests dashboard — requests_by_week.html
All 18 corrections applied. Apr 19 week: 119 requests (peak pill added). Nurture table included. Deployed to sperry-requests-apr2026.
Deployed
Jobber → KV webhook (Zapier Zap)
Zap: Jobber "New Request Created" → POST to jobber-webhook.jason-8ce.workers.dev. CF KV worker deployed and tested. Zapier editor open, completing setup now.
Building
WS2 — Meta Campaign

Launch Checklist

Waiting on Client
Ad creative — 3 campaigns built
Feed, Story, Carousel. All Michele/Rob feedback applied. CTAs, ISA badge, 2B photo fixed.
Done
Payment method confirmed
Meta Ads Account #664046922693997. Confirmed Apr 16.
Done Apr 16
🚧
Michele accepts Lead Ads TOS
Must be Sperry Tree Care FB Page admin. Visit facebook.com/ads/leadgen/tos. One-time, ~60 seconds. Required before any campaign launches.
Blocking Launch
🚧
Rob / Michele formal approval
Send: sperry-meta-approval-apr2026.jason-8ce.workers.dev. TOS is the last open item. One reply closes it.
Blocking Launch
📷
Connect @sperrytreecare Instagram to Meta BM
Credentials received Apr 16. Jason handles — log in as @sperrytreecare, connect to Business Manager, update profile.
BT Action
Overdue — Action Required Today

Past-Due Items

Overdue
🚨
WS4 Automation Scope
Due Apr 27 — 4 days overdue. Define scope, deliverables, and pricing for WS4 automation workstream. Quo SOW (Sona AI) may overlap. Jason needs to define before work can start.
4 Days Late
🚨
Quo SOW — Sona AI Phone System
BT-STC-QUO-2026, $5,500. Sona AI + Zapier stack. Pending client signature. Go-live target May 22, 2026 — 21 days away. Confirm signed status with Rob/Michele ASAP.
Confirm Status
WS2 — Email Nurture

Q2 Email Sequence

May 1 Send Due
Email 1 — Spring Urgency
Deployed and sent.
Sent
Email 2a — Pruning Close-Up
Drafted and ready.
Ready
Email 2b — Commercial Trees
Drafted and ready.
Ready
📋
May 1 — continue sequence (Emails 3–12)
12-email Q2 nurture sequence. Emails 3–12 still need drafting and scheduling in Kit. Today is a natural continuation point.
Today
📄
Michele's 12 creative feedback items (Apr 17)
Partial completion. Remaining items to be addressed this week.
Pending
SOW Timeline

Upcoming Milestones

Upcoming
📅
Sona AI go-live — Quo SOW
Target: May 22, 2026. 21 days away. Requires signed SOW. At risk if not signed.
May 22
📅
Phase Zero delivery — BT-STC-Q2-2026
Due Jun 1, 2026. 31 days away. New site, Kit automation, full reporting infrastructure.
Jun 1
📄
Logo variant selection
10 craftsman-style variants in sperry_logo_v2.html (outputs folder). Jason picks favorites for Michele.
Non-Blocking
🔒
CF auth for sperry-hub
Hub worker needs auth layer before client access. Not yet scoped.
Backlog
Infrastructure

Cloudflare Workers — Live URLs

All Live
sperry-hub
✓ Live
Project navigation hub · 16 deliverable links
sperry-meta-creative-apr2026
✓ Updated Apr 30
3 campaigns · All feedback applied
sperry-meta-approval-apr2026
⚠ Waiting for approval
TOS + sign-off needed before launch
sperry-requests-apr2026
✓ Updated May 1
Weekly requests dashboard · Apr 19: 119 (peak)
sperry-q2-status-apr2026
✓ Updated Apr 30
Q2 workstream dashboard
sperry-meta-plan-apr2026
✓ Updated Apr 30
Campaign strategy & budget plan
jobber-webhook
⚡ Deployed · Zap pending
Jobber events → KV counter · Zap completing
sperry-brand-guide-apr2026
✓ Live
Brand guide · AI photo examples in Section 07