| # | Document | Category | Date | Links | Security |
|---|---|---|---|---|---|
| 00+ | 7C Pathway — Master SOP Synthesis Contact→Cultivate→Contract→Close→Curate→Corporate→Culture. Full pathway with steps, tools, gaps per pillar. 1,436 knowledge entries, 21 SOPs, 11 verified sources. Multi-pass reviewed. |
MASTER | 2026-04-09 | Styled | ADMIN |
| 00 | CEO Command Center One-page ecosystem view: system health, department status, project progress, income pipeline + GCI, taxation (shortfall + Profit First), team production, IRIS/PLEX position. Chart.js charts. |
MASTER | 2026-04-09 | Styled | ADMIN |
| 00a | Pathways & Workflows Master 10 pathways, 100+ workflows, collapsible dropdowns, Business/Personal/BrokerOS/TPJG filters, Chart.js summary |
MASTER | 2026-04-02 | Styled | SECURED |
| 00b | Pending Items Dashboard 52 items across 9 categories (6 C's + Corporate + Culture + Tech Stack). Remove, priority, notes, search. KV persistence. |
MASTER | 2026-04-02 | Styled | ADMIN |
| 00c | Pending Client Actions 3 items requiring Joe's personal review: concession amendments, extension amendment, loan VOE update. Daily action page. |
ACTION | 2026-04-03 | Styled | ADMIN |
| 01 | TPJG Brand Design Guide Foundation, colors, typography, values, voice, signatures, process index |
BRANDING | 2026-04-01 | Styled | SECURED |
| 01b | Lead Tracker Process Flow Distribution flow, Tier 1/2, claim, 3-call follow-up, weekly report |
PROCESS | 2026-04-01 | Styled | ADMIN |
| 01c | Brand Voice + Blog & Reel Strategy TPJG voice DNA, 12 blog topics, 8 reel templates, GBP strategy |
MARKETING | 2026-03-10 | Google Doc • Styled | SECURED |
| 01d | Listing Promotion Encyclopedia 75 channels, 12 categories, priority matrix, gap analysis, filter/search, accordions |
MARKETING | 2026-04-03 | Styled | TEAM |
| 01e | Social Media Pathway -- AEO + Viral Content Engine FB/IG/LinkedIn workflow, 3 variations per platform, content generator, AEO checklist, 27 sample posts, posting schedule, Chart.js trends |
MARKETING | 2026-04-03 | Styled | TEAM |
| 01b | GBP Command Center AEO + NLP + Dual Voice Engine (JRD/KLJ), intrigue headlines, automation panel |
MARKETING | 2026-04-12 | GBP Dashboard | ADMIN |
| 01c | Directive Status Dashboard Live status tracker: 14 directives, progress bar, mobile-optimized |
OPERATIONS | 2026-04-12 | Status Page | ADMIN |
| 02 | Competitive Analysis + AEO Strategy TPJG vs Houston market leaders, AEO recommendations |
MARKETING | 2026-03-10 | Google Doc • Styled | SECURED |
| 03 | BrokerOS White Label Framework 12 modules, 20 lessons learned, platform mapping, revenue model |
BROKEROS | 2026-03-10 | Google Doc • Styled | SECURED |
| 04 | Wealth Creation Dashboard M1 portfolio, IRIS LOC flips, PLEX margin, recommendations |
FINANCE | 2026-03-10 | Google Drive • Styled | SECURED |
| 04b | CFO Financial Dashboard 5-tab dashboard: CFO rollup, Personal P&L/BS, TPJG/Business PF allocations, CreekHouse Airbnb, Tax Planning + TaxAlchemy strategies. Chart.js trends, editable fields, EOM checklist, quarterly tax estimator |
FINANCE | 2026-04-03 | Styled | ADMIN |
| 04c | Financial Analysis Dashboard Where $979K went, tax gap analysis ($55K shortfall), AGI reduction options, IRIS/PLEX position, Q1-Q2 pipeline, debt overview — interactive Chart.js charts. Built from Spending Plan (30 tabs) + LOC Tracker (31 tabs). |
FINANCE | 2026-04-09 | Styled | ADMIN |
| 04a | PLEX Implementation Guide 9 sections, IRIS analysis, M1 sub-pies, LOC flips, margin management, guardrails, monitoring cadence, interactive checklist, Chart.js allocation |
FINANCE | 2026-04-03 | Styled | ADMIN |
| 05 | Pre-Listing Master Checklist v1.0 7 processes, checklists, make-ready coordination (v7 refined) |
BROKEROS | 2026-03-09 | Google Doc • Styled | SECURED |
| 06 | Resasco Fourplex Investment Analysis v3.5 DSCR + condition + buyer strategy, 7 properties, cross-ref to Investor Strategy |
FINANCE | 2026-03-10 | Google Drive • Styled | CLIENT |
| 06b | Resasco Investor Strategy Analysis 104% financing, 4-phase loan sequence, Section 8 strategy, zero capital down |
FINANCE | 2026-03-10 | Google Drive • Styled | CLIENT |
| 07 | LP Comparison Analysis Luxury Presence leadership decision brief |
MARKETING | 2026-03-09 | EMAIL ONLY | SECURED |
| 08 | Health Tracker v1.0 7-year lab history, metabolic trends, HbA1c/testosterone/lipids, suggestions |
HEALTH | 2026-03-10 | Google Drive • Styled | SECURED |
| 09 | Weekly Meeting RAS — March 10 3 meetings synthesized, Gemini + Fireflies + metrics, action items |
BROKEROS | 2026-03-10 | Google Drive • Styled | SECURED |
| 10 | Team Metrics Dashboard Chart.js graphs, KPI cards, Top 40 tracking, annual targets, 4 spreadsheet tabs |
BROKEROS | 2026-03-10 | Google Drive • Styled | SECURED |
| 11 | L [2803 Fairhope/Poon] — Lease + Sale Analysis v2 12 rental comps, $502K purchase, $2,400/mo recommendation, market data |
FINANCE | 2026-03-10 | Google Drive • Styled | CLIENT |
| 12 | Coordinator Meeting RAS — Insight-to-SOP Pipeline AAR + KCS + PDCA framework, 10-type taxonomy, 8-step workflow, BrokerOS white-label |
BROKEROS | 2026-03-10 | Google Drive | SECURED |
| 13 | Fynanc Email Audit — Spend & Knowledge Catalog 630 emails, $28,991+ confirmed spend, coaching timeline, 10 new insights |
FINANCE | 2026-03-10 | Google Drive | SECURED |
| 14 | Hanham Coaching Call RAS — Jan 13 5 AHA, 3 exceptions, 5 nuances, 9 action items, IRIS/PLEX prep |
FINANCE | 2026-03-10 | Google Drive | SECURED |
| 15 | Hanham Coaching Call RAS — Mar 10 Cadence reveal, PLEX stalled, $767K income, BrokerOS pitched, 14 action items |
FINANCE | 2026-03-10 | Google Drive | SECURED |
| 16 | Journey Journal — Joe + Cadence 27 milestones across 5 days, knowledge ingestion summary, 12 teachings captured |
META | 2026-03-10 | Google Drive • Cloudflare Pages | PUBLIC |
| 17 | Fynanc FLOW — Complete Transcripts 40 files: FLOW Training (6 tiers) + Maximum Contribution (4 modules), for NotebookLM |
FINANCE | 2026-03-10 | Google Drive | SECURED |
| 18 | Fynanc FLOW — Studio Suite Infographic, Slide Deck, Mind Map, Podcast Guide — Capital Amplifier System |
FINANCE | 2026-03-10 | Infographic • Slides • Mind Map • Podcast | SECURED |
| 20 | The Governor Principle — Strategic Musings Joe's strategic reflection: relationship DNA, surgical targeting, Cadence as admin eliminator, framework oversight |
STRATEGY | 2026-03-10 | Google Doc • MGMT ANALYSIS | SECURED |
| 21 | Brand Analysis — Team Lead Voice Profiles JRD + KLJ voice DNA from 5,488 emails, DISC analysis, brand communication patterns |
MARKETING | 2026-03-10 | Google Doc • MGMT ANALYSIS | SECURED |
| 22 | Competitive Analysis — Websites & Services houstonproperties.com, Homes.com, Luxury Presence, tpjg.com, GBP — 25 action items |
MARKETING | 2026-03-10 | Google Doc • MGMT ANALYSIS | SECURED |
| 19 | PLEX Complete Source Library 6 NotebookLM-ready docs: Core Course, Leverage Mgmt, Implementation Calls, Community Calls, Vegas Seminar, Resources Index |
FINANCE | 2026-03-10 | Core • Leverage • Calls • Community • Vegas • Index | SECURED |
Active client pipeline now lives on its own dedicated page with multi-dimensional filters.
7 active clients • Filter by Type, Agent, Phase
| # | Application | Type | Link | Security |
|---|---|---|---|---|
| 01 | Cadence Status Dashboard Live system health, agent status, infrastructure monitoring |
CLOUDFLARE | tpjg-reports.pages.dev | SECURED |
| 02 | Cadence Library This page — index of all documents and apps |
CLOUDFLARE | tpjg-reports.pages.dev/library | SECURED |
| 03 | Health Tracker Lab trends, metabolic analysis, testosterone & lipid monitoring |
CLOUDFLARE | tpjg-reports.pages.dev/health | SECURED |
| 04 | Brand Voice + Blog & Reel Strategy Voice DNA, blog topics, reel templates, GBP strategy |
CLOUDFLARE | tpjg-reports.pages.dev/brand-voice | SECURED |
| 05 | Competitive Analysis + AEO Strategy TPJG vs Houston market leaders, AEO recommendations |
CLOUDFLARE | tpjg-reports.pages.dev/competitive | SECURED |
| 06 | BrokerOS White Label Framework 12 modules, 20 lessons, platform mapping, revenue model |
CLOUDFLARE | tpjg-reports.pages.dev/brokeros | SECURED |
| 07 | Pre-Listing Master Checklist 7-section operational checklist, standard + investor-ready |
CLOUDFLARE | tpjg-reports.pages.dev/pre-listing | SECURED |
| 08 | Weekly Meeting RAS Weekly meeting synthesis — Gemini + Fireflies + metrics |
CLOUDFLARE | tpjg-reports.pages.dev/weekly-ras | SECURED |
| 09 | Team Metrics Dashboard KPI cards, Chart.js graphs, Top 40 progress, annual targets |
CLOUDFLARE | tpjg-reports.pages.dev/metrics | SECURED |
| 10 | Resasco Investment Analysis 15 active fourplex listings, market area analysis, agent directory |
CLOUDFLARE | tpjg-reports.pages.dev/resasco | CLIENT |
| 11 | Resasco Investor Strategy 104% financing, 4-phase loan sequence, Section 8, zero capital down |
CLOUDFLARE | tpjg-reports.pages.dev/resasco-strategy | CLIENT |
| 12 | Fairhope Lease + Sale Analysis L [2803 Fairhope/Poon] — 12 rental comps, full market analysis |
CLOUDFLARE | tpjg-reports.pages.dev/fairhope | CLIENT |
| 13 | Daily Status Report Evening status with metrics, blocks, next steps, detail |
CLOUDFLARE | tpjg-reports.pages.dev/daily-status | ADMIN |
| 14 | Journey Journal Joe + Cadence milestones, knowledge ingestion timeline |
CLOUDFLARE | tpjg-reports.pages.dev/journey | PUBLIC |
| 15 | Commission Calculator KW split scenarios, active transaction calcs, ClickUp processing steps |
CLOUDFLARE | tpjg-reports.pages.dev/commission-calculator | SECURED |
| 16 | Post-Close Steps (SOP-RE-005) 14-step curate phase — closing gift through referral engine |
CLOUDFLARE | tpjg-reports.pages.dev/post-close | SECURED |
| 17 | Research Process: Fourplex Search 7-step SOP — find properties, generate agent lists, due diligence |
CLOUDFLARE | tpjg-reports.pages.dev/research-process-fourplex | SECURED |
| 18 | Lessons Learned 20 lessons across 5 categories from TPJG + Cadence implementation |
CLOUDFLARE | tpjg-reports.pages.dev/lessons-learned | SECURED |
| 19 | Fynanc FLOW Studio Suite 4-piece Capital Amplifier visual library |
CLOUDFLARE | Infographic • Slides • Mind Map • Podcast | SECURED |
| 20 | Foundation Principles Operating guardrails, systems built, team structure, naming conventions |
CLOUDFLARE | tpjg-reports.pages.dev/foundation-principles | SECURED |
| 21 | AgentMail — CIV-to-CIV Communication AI-native email for inter-civilization messaging — tpjg_curator@agentmail.to |
ACTIVE | agentmail.to • API CONNECTED | SECURED |
| 22 | TPJG Lead Tracker 464 leads, all listings, 12 sources, assignment + 4-attempt tracking, replaces spreadsheet |
CLOUDFLARE | tpjg-reports.pages.dev/lead-tracker | SECURED |
| 23 | Academy Hub Buffini, Fynanc, Peggy Alexander coaching — sessions, topics, key takeaways |
CLOUDFLARE | tpjg-reports.pages.dev/academy | SECURED |
| 24 | TPJG Processes Contact Intake SOP, Lead Mgmt, Referral Chain, Communication — HOWMET flow |
CLOUDFLARE | tpjg-reports.pages.dev/processes | SECURED |
| 25 | Page Index Master index of all 92 pages with access-level classification — Architect View |
ARCHITECT | tpjg-reports.pages.dev/page-index | ADMIN |
| 26 | Emergency Protocol High-availability runbook — Witness Fleet Support, self-healing systems, 5 emergency procedures |
ARCHITECT | tpjg-reports.pages.dev/emergency-protocol | ADMIN |
| 27 | Intro Meeting: PureBrain AI — Joseph / Vishal / Jared PureBrain platform intro, real estate + rental use cases, $5,100/yr savings, $55M valuation, 15 action items |
MEETING-RESULTS | tpjg-reports.pages.dev/meeting-vishal-jared-intro | SECURED |
| 28 | Client Celebration Sponsors — Q4 2025 & Q1 2026 Joe Varisco (Laraby Financial) • Chris Murphy (A-Action Inspection) — Mar 26 event |
EVENT | tpjg-reports.pages.dev/client-celebration-sponsors | PUBLIC |
| 29 | STFE Framework — One-Pager Stop · Think · Focus · Execute — Philip Bliss. Visual summary, two-loop diagram, all 4 steps with tools & principles |
TRAINING | tpjg-reports.pages.dev/stfe-summary | SECURED |
| 30 | SOP Builder Interactive drag-and-drop SOP editor — Buyer SOP, Listing SOP, Showing Setup, Contact Intake. Reorder phases & steps, inline edit, autosave. |
CLOUDFLARE | tpjg-reports.pages.dev/sop-builder | SECURED |
| 31 | Buyer Tour Sheet — Omar & Dany Aguilar Live HAR Matrix data — 6 Favorites + 14 Possibilities, tour schedule, client notes. Saturday March 22, 2026. |
LIVE DATA | tpjg-reports.pages.dev/aguilar-tour-sheet | PUBLIC |
Tracking all emails sent to team members to prevent overcommunication.
| Date | Alias / Purpose | Recipients | Subject | Security |
|---|---|---|---|---|
| 2026-03-10 | BLITZ-FOCUS | All 6 members | Blitz Week 7: Leverage Yourself With Listings | SECURED |
| 2026-03-10 | MEETING-RESULTS | JRD only | Weekly Meeting RAS — March 10 | SECURED |
| 2026-03-10 | PRE-MEETING | JRD only | Wealth Creation Dashboard — Pre-Meeting Review | SECURED |
| 2026-03-10 | ANALYSIS | JRD only | Resasco Fourplex v3.3 — Corrected Links | CLIENT |
| 2026-03-10 | ANALYSIS | JRD only | Resasco v3.4 — Reputation + Fixed Tables | CLIENT |
| 2026-03-10 | ANALYSIS | JRD only | L [2803 Fairhope/Poon] v2 — 12 Rental Comps + $502K | CLIENT |
Aliases: BLITZ-FOCUS Weekly training • MEETING-RESULTS Post-meeting synthesis • PRE-MEETING Pre-appointment prep • ANALYSIS Research/reports • TEAM-OPS Operational updates
Scheduled automated emails tied to events and cadences.
| Trigger | Alias | Recipient | Content | Security |
|---|---|---|---|---|
| 1 hour before Jean Hanham appointment | PRE-MEETING | JRD | Wealth Dashboard — poll all accounts, RAS Fynanc | SECURED |
| Monday morning (weekly) | BLITZ-FOCUS | All 6 members | Buffini Blitz weekly resources + video | SECURED |
| After weekly team meeting | MEETING-RESULTS | JRD | Weekly Meeting RAS synthesis | SECURED |
| # | Document | Category | Description | Security |
|---|---|---|---|---|
| 01 | JRD Voice Profile | MEMORY | 3,100 emails, 2,746 substantive, 7 years (2019-2026), 15 chunk files | SECURED |
| 02 | KLJ Voice Profile | MEMORY | 1,800 emails, 6+ years, 297 lines + transcript analysis | SECURED |
| 03 | TPJG Tech Stack | MEMORY | Complete platform inventory and API research | SECURED |
| 04 | BrokerOS SOPs | MEMORY | 20+ SOPs with dual-layer BrokerOS/TPJG architecture | SECURED |
| 05 | Homes.com RAS | MEMORY | 14 sections, 30 sources, platform deep-dive | SECURED |
| 06 | Luxury Presence RAS | MEMORY | 468 lines, 23 sources, competitor analysis | SECURED |
| 07 | Fynanc Academy Lessons | MEMORY | 201 lessons, 127/180 Wistia videos transcribed (70.6%) | SECURED |
| 08 | Fireflies Transcripts | MEMORY | 568 meeting transcripts indexed | SECURED |
| 09 | YouTube Inventory | MEMORY | 574 videos categorized and cataloged | SECURED |
| 10 | Document Standards | MEMORY | TPJG formatting rules from v1-v7 iteration | SECURED |
| 11 | CMA vs Market Activity | MEMORY | Joe's definitions: geographic-bounded vs characteristic-matched analysis | SECURED |
| 12 | Fynanc Email Audit | MEMORY | 630 emails, $28,991+ spend, coaching timeline Jul 2024–Mar 2026 | SECURED |
| 13 | Gemini Architecture | MEMORY | Joe's 7-Pillar structure, governance mandate, naming lexicon, 30 docs | SECURED |
| 14 | Keep Notes Catalog | MEMORY | 93 notes indexed via API, 125KB | SECURED |
| 15 | Drive Governance Docs | MEMORY | 23 documents from Google Drive, batch-1 + batch-2 | SECURED |
| 16 | Meeting Transcripts | MEMORY | 20 Google Meet transcripts + 16 Gemini AI meeting notes | SECURED |
| 17 | LuxTravelHacks Lessons | MEMORY | 98 lessons scraped, travel rewards frameworks, 189KB | SECURED |
| 18 | Buffini Training Courses | MEMORY | 14 courses, full content catalog, referral system, 109KB | SECURED |
| 19 | George Antone / Fynanc Research | MEMORY | Advisory framework, IRIS system, Capital Amplifier, 707 lines | SECURED |
| 20 | David Bayer Frameworks | MEMORY | Mindset training synthesis, 1.5MB transcripts, 64KB frameworks | SECURED |
| 21 | Peter Crone Mind Architect | MEMORY | Identity/mindset coaching, 3.4MB transcripts, 28KB synthesis | SECURED |
| 22 | Mel Robbins Frameworks | MEMORY | Productivity and mindset frameworks, 38KB | SECURED |
| 23 | Profit First Real Estate | MEMORY | Allocation framework adapted for RE, 44KB | SECURED |
| 24 | STFE Book — Philip Bliss View One-Pager → | MEMORY | Stop·Think·Focus·Execute. Full 20-page ingestion. Entrepreneurial logic loop framework, two-loop diagram, 4 steps with tools. Ingested 2026-03-20. | SECURED |
Parent → Child → Sibling resource map for navigation and context.
| Parent | Children | Siblings | Security |
|---|---|---|---|
| BrokerOS Framework (#03) | Pre-Listing Checklist (#05) • Team Metrics (#10) • Weekly RAS (#09) | TPJG Tech Stack (KB#03) • BrokerOS SOPs (KB#04) | SECURED |
| Wealth Dashboard (#04) | Resasco Analysis (#06) • Fairhope Analysis (#11) | Fynanc Academy (KB#07) • M1 Portfolio data | CLIENT |
| Marketing Strategy | Brand Voice (#01) • Competitive Analysis (#02) • LP Comparison (#07) | Homes.com RAS (KB#05) • Luxury Presence RAS (KB#06) | SECURED |
| Team Operations | Weekly RAS (#09) • Team Metrics (#10) • Coordinator RAS (#12) • Comms Log (below) | Fireflies Transcripts (KB#08) • Document Standards (KB#10) • CMA vs Market Activity (KB#11) | SECURED |
| Investment Analysis | Resasco (#06) • Fairhope (#11) | Wealth Dashboard (#04) • Property Link Lookup Process | CLIENT |
| Fynanc / Financial Education | FLOW Transcripts (#17) • FLOW Studio Suite (#18) • PLEX Source Library (#19) • Hanham Calls (#14, #15) | Fynanc Email Audit (#13) • Fynanc Academy (KB#07) • George Antone Research (KB#19) | SECURED |
| Mindset / Growth | David Bayer (KB#20) • Peter Crone (KB#21) • Mel Robbins (KB#22) | Journal (#16) • Health Tracker (#08) | SECURED |
Ongoing data ingestion pipelines and their current status.
| Pipeline | Status | Progress | Notes | Security |
|---|---|---|---|---|
| Wistia Video Transcription | STALLED | 127/180 (70.6%) | Process crashed on 3.5-hour video (ffmpeg timeout). 53 videos remaining. | SECURED |
| YouTube Transcript Pipeline | PENDING | 0/574 | YouTube Data API v3 enabled 2026-03-10. Pipeline not yet built. | SECURED |
| PDF Transcript Processing | PARTIAL | 26/50+ | Drive transcripts extracted. Buffini + Fynanc PDFs pending. | SECURED |
| 99_Old_Archive Triage | RUNNING | Active | 188 subfolders. Inventory + SOP additions generated for 2 runs. | SECURED |
| Circle.so Communities | BLOCKED | N/A | Blocked on Google 2FA for Circle.so login. | SECURED |
| TapeACall Export | BLOCKED | N/A | No API. Requires Joe to export manually from app. | SECURED |
| # | Document | Type | Description | Security |
|---|---|---|---|---|
| 00 | Time Loss Report | ADMIN | ~120 hours (~33%) of Joe's time lost to Cadence infrastructure over 31 days. Daily breakdown, category analysis, charts. See also: Ecosystem Hotspots. | |
| 00b | Ecosystem Hotspots | ADMIN | 11 ecosystem areas mapped — energy vs gaps. Infrastructure consumed 63% of energy while revenue-generating areas (Listing, Marketing, Corporate) at 12-30%. See also: Time Loss Report. | ADMIN |
| 01 | Cadence Kill Switch | ADMIN | Complete access revocation guide. Every system Cadence is connected to, credentials locations, and step-by-step revocation. Emergency 4-step quick revoke in under 5 minutes. | ADMIN |
| 02 | Emergency Protocol | ADMIN | Emergency procedures for system failures, communication breakdowns, and critical incidents. | ADMIN |
| 03 | Client Notification Templates | ADMIN | 199 email templates mapped to 43 SOP milestones. Toggle active/inactive, preview content, search by type. Buyer, Seller, Landlord, General. | TEAM |
| 04 | Business Process Map | ADMIN | 5 C's + 2 C's spreadsheet view. Seller/Buyer pathways, drag-and-drop resequencing, milestones, notes/feedback column. Full SOP hierarchy. | ADMIN |
| 05 | Lead Metrics & Performance | ADMIN | Multi-property lead performance, per-agent outcomes, claim tracking, contact attempt logging. | ADMIN |
| 06 | Seller SOP (Listing) | ADMIN | Full Listing SOP with 6 processes, 80 tasks, checkboxes, platform badges, progress tracking. | ADMIN |
| 07 | Landlord Lease SOP | TEAM | SOP-RE-007: Lease listing compliance — 14 required/applicable docs, interactive checklist. Source: Heather Lopez. | TEAM |
| 08 | Tenant Lease SOP | TEAM | SOP-RE-008: Tenant representation compliance — 19 docs, interactive checklist. Source: Heather Lopez. | TEAM |
| 09 | System Status | ADMIN | Daemon health, scheduler status, watcher inventory, API connectivity. | ADMIN |