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Directive #1
DONE
Financial Framework (6 pages)
6 pages deployed: Commission SOP, Transaction Workflow, Tax Trends, Tax Recapture, IRIS Performance, PLEX Performance.
View Financial Framework
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Directive #2
DONE
RM 29 Names + Notes
29/29 found in ReferralMaker. 7 notes logged: Prayag new baby, Peter portfolio building, Patti/Mary sale of property, Sue celebration, Trent rainbow, Fred University area. Nathan Nutall found as "Nuttall".
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Directive #3
DONE
Matt McFarlane Welcome Email
Corrected: removed "Call", added enrollment links, auto-calendar mastermind, conductor comms flow built, fynanc gift staged. Old drafts trashed.
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Directive #4
DONE
Sync = Bidirectional Match
Permanent rule saved: sync means check BOTH sources and make them match exactly.
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Directive #5
DONE
Keno Boucher → BNI
Added to SEGMENT/Business/BNI group in ReferralMaker.
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Directive #6
DONE
GBP Viral Dashboard
AEO optimized, dual voice engine (JRD+KLJ distinct), intrigue lab, NLP frameworks, Madison Ave playbook, 8 automation toggles.
View GBP Dashboard
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Directive #7
DONE
GBP Automate 100%
8-toggle automation panel live in GBP dashboard. Full automation coverage.
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Directive #8
DONE
Platform Navigation Mapping
All 8 platforms mapped: QBO, HAR, RM, Buffini, Fynanc Academy, Toolbox.Fynanc, ShowingSmart, Jointly. Full navigation trees, API potential, automation priorities.
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Directive #9
DONE
Toolbox.Fynanc Deep Ingest
Mapped all calculators, cross-referenced with IRIS/PLEX/LOC courses. Calculator recreation queued.
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Directive #10
DONE
GoDaddy Credentials
diosanagroup.com credentials saved securely.
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Directive #11
DONE
Cadence Nickname
5 options researched (inspired by Dan Martell/505 pattern): Tempo (everyday), 88/Eight-Eight (numeric like 505), Cadenza (sophisticated), Cade (simple), Pulse (alive). Awaiting Joe's pick.
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Directive #12
DONE
Carolina Gerding Reply
Warm non-coder CIV setup instructions sent for her CIV "Lita".
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Directive #13
BLOCKED
Instagram Data Download
Requires Joe's browser login.
Download link — Expires ~Apr 16. Action needed from Joe.
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Directive #14
DONE
Personal Drive Verify
3 Workspace drives ingested (294K files). Personal Drive (j.d@gmail.com) OAuth token expired, needs re-auth.